Hamilton Point Investment Advisors, LLC 13F 持仓 · 2026年Q2
Hamilton Point Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 192 只证券，申报市值合计 7.10 亿美元。前几大持仓：BNDX（6.27%）、BRK/A（6.01%）、GOOG（4.27%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | $44.5M | 6.27% | 919,347 | 增持 |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $42.7M | 6.01% | 57 | 减持 |
| 3 | GOOG | ALPHABET INC | $30.3M | 4.27% | 85,755 | 减持 |
| 4 | AAPL | APPLE INC | $29.0M | 4.09% | 100,316 | 减持 |
| 5 | EME | EMCOR GROUP INC | $25.2M | 3.55% | 30,400 | 增持 |
| 6 | RTX | RTX CORPORATION | $21.6M | 3.05% | 114,004 | 减持 |
| 7 | AXP | AMERICAN EXPRESS CO | $21.0M | 2.95% | 62,002 | 减持 |
| 8 | DELL | DELL TECHNOLOGIES INC | $20.7M | 2.91% | 47,941 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $20.3M | 2.86% | 54,539 | 减持 |
| 10 | AVUV | AMERICAN CENTY ETF TR | $17.7M | 2.49% | 141,712 | 增持 |
| 11 | TJX | TJX COS INC NEW | $15.9M | 2.24% | 105,003 | 减持 |
| 12 | IAU | ISHARES GOLD TR | $15.5M | 2.19% | 205,853 | 增持 |
| 13 | DE | DEERE & CO | $15.4M | 2.17% | 24,215 | 减持 |
| 14 | LFUS | LITTELFUSE INC | $13.2M | 1.86% | 28,995 | 增持 |
| 15 | CMI | CUMMINS INC | $12.9M | 1.82% | 18,109 | 增持 |
| 16 | ETN | EATON CORP PLC | $12.5M | 1.76% | 29,409 | 增持 |
| 17 | CSCO | CISCO SYS INC | $12.3M | 1.74% | 105,044 | 增持 |
| 18 | AVEM | AMERICAN CENTY ETF TR | $12.3M | 1.73% | 127,415 | 增持 |
| 19 | AMGN | AMGEN INC | $12.0M | 1.69% | 33,116 | 减持 |
| 20 | JNJ | JOHNSON & JOHNSON | $10.6M | 1.50% | 41,843 | 减持 |
| 21 | HUBB | HUBBELL INC | $10.2M | 1.43% | 19,423 | 增持 |
| 22 | CHD | CHURCH & DWIGHT CO INC | $10.1M | 1.42% | 104,084 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $9.5M | 1.34% | 29,054 | 增持 |
| 24 | NEE | NEXTERA ENERGY INC | $9.1M | 1.29% | 104,157 | 增持 |
| 25 | WSM | WILLIAMS SONOMA INC | $9.0M | 1.27% | 38,573 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR