$284 Million is the total value of Hamilton Point Investment Advisors, LLC's 70 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WSO | New | WATSCO INC | $2,711,000 | – | 11,639 | +100.0% | 0.96% | – |
| PYPL | New | PAYPAL HLDGS INC | $246,000 | – | 1,250 | +100.0% | 0.09% | – |
| HD | New | HOME DEPOT INC | $233,000 | – | 838 | +100.0% | 0.08% | – |
| PFE | New | PFIZER INC | $215,000 | – | 5,853 | +100.0% | 0.08% | – |
| ABT | New | ABBOTT LABS | $210,000 | – | 1,933 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 43 | Q2 2024 | 5.4% |
| MICROSOFT CORP | 43 | Q2 2024 | 4.7% |
| CHURCH & DWIGHT INC | 43 | Q2 2024 | 3.6% |
| DANAHER CORPORATION | 43 | Q2 2024 | 3.6% |
| Automatic Data Processing Inc | 43 | Q2 2024 | 3.1% |
| BECTON DICKINSON & CO | 43 | Q2 2024 | 3.8% |
| ROPER TECHNOLOGIES INC | 43 | Q2 2024 | 3.5% |
| DEERE & CO | 43 | Q2 2024 | 3.5% |
| JOHNSON & JOHNSON | 43 | Q2 2024 | 2.6% |
| Unilever PLC Sp ADR | 43 | Q2 2024 | 2.6% |
View Hamilton Point Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-26 |
View Hamilton Point Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.