Hamilton Point Investment Advisors, LLC Purchases in Q4 2024

Hamilton Point Investment Advisors, LLC

  • $556 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXP
Eagle Materials Inc

Basic Materials
18K
New
$246.48 - $315.29 $4.44M - $5.68M
18K $4.44M
AAPL
Apple Inc.

Technology
4.23K
+ 4.24%
$221.69 - $259.02 $937K - $1.1M
104K $26M
GOOG
Alphabet Inc.

Communication Services
447
+ 0.5%
$163.08 - $198.16 $72.9K - $88.6K
90K $17.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
399
+ 0.7%
$129.13 - $198.21 $51.5K - $79.1K
57.5K $10.6M
AXP
American Express CO

Financial Services
112
+ 0.17%
$267.35 - $305.57 $29.9K - $34.2K
65.6K $19.5M
EME
Emcor Group, Inc.

Industrials
46
+ 0.09%
$427.96 - $526.95 $19.7K - $24.2K
49.7K $22.6M
V
Visa Inc.

Financial Services
431
+ 1.71%
$273.87 - $320.91 $118K - $138K
25.6K $8.1M
MAIN
Main Street Capital Corp

Financial Services
2.24K
+ 1.94%
$49.95 - $58.58 $112K - $131K
118K $6.89M
FFIV
F5, Inc.

Technology
253
+ 0.8%
$213.56 - $263.36 $54K - $66.6K
31.7K $7.97M
WMT
Walmart Inc.

Consumer Defensive
1.52K
+ 1.67%
$79.1 - $95.7 $120K - $146K
92.5K $8.36M
CSCO
Cisco Systems, Inc.

Technology
2.05K
+ 1.91%
$52.45 - $60.02 $107K - $123K
109K $6.47M
ADP
Automatic Data Processing Inc

Industrials
238
+ 0.57%
$280.08 - $307.97 $66.7K - $73.3K
42K $12.3M
UNH
Unitedhealth Group Inc

Healthcare
1.34K
+ 324.03%
$485.52 - $625.25 $648K - $835K
1.75K $883K
SPTS
Spdr Portfolio Short Term Trea

ETFs
18.1K
New
$28.88 - $29.33 $523K - $531K
18.1K $525K
CMI
Cummins Inc

Industrials
166
+ 0.9%
$324.93 - $383.42 $53.9K - $63.6K
18.6K $6.5M
TJX
Tjx Companies Inc

Consumer Cyclical
1.32K
+ 1.23%
$112.15 - $127.2 $148K - $168K
109K $13.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.48K
+ 109.58%
$209.89 - $233.24 $521K - $579K
4.75K $1.01M
NVDA
Nvidia Corp

Technology
516
+ 1.53%
$117.0 - $148.88 $60.4K - $76.8K
34.2K $4.59M
MGRC
Mcgrath Rentcorp

Industrials
825
+ 1.55%
$103.9 - $122.55 $85.7K - $101K
54.1K $6.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
876
+ 19.38%
$442.29 - $483.08 $387K - $423K
5.4K $2.45M
AVUV
American Centy ETF Tr Avantis

ETFs
3.17K
+ 3.09%
$94.37 - $106.41 $299K - $337K
106K $10.2M
BR
Broadridge Financial Solutions, Inc.

Technology
432
+ 1.9%
$209.64 - $236.44 $90.6K - $102K
23.2K $5.25M
PAYX
Paychex Inc

Industrials
601
+ 1.84%
$135.86 - $148.73 $81.7K - $89.4K
33.3K $4.67M
DUK
Duke Energy Corp

Utilities
2.5K
New
$105.76 - $120.76 $264K - $302K
2.5K $269K
DE
Deere & CO

Industrials
186
+ 0.75%
$389.45 - $466.0 $72.4K - $86.7K
25K $10.6M
SO
Southern CO

Utilities
2.88K
New
$81.5 - $94.15 $235K - $271K
2.88K $237K
VEA
Vanguard Ftse Developed Market

ETFs
4.75K
New
$47.57 - $52.44 $226K - $249K
4.75K $227K
CPRT
Copart Inc

Consumer Cyclical
3.65K
New
$51.36 - $63.8 $188K - $233K
3.65K $209K
PCAR
Paccar Inc

Industrials
1.95K
New
$97.92 - $118.41 $191K - $231K
1.95K $202K
AMZN
Amazon Com Inc

Consumer Cyclical
243
+ 5.88%
$180.88 - $232.93 $44K - $56.6K
4.38K $960K
ETN
Eaton Corp PLC

Industrials
418
+ 1.42%
$326.96 - $377.52 $137K - $158K
29.8K $9.88M
TXN
Texas Instruments Inc

Technology
782
+ 1.88%
N/A
42.4K $8.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
80
+ 1.1%
$567.81 - $607.81 $45.4K - $48.6K
7.37K $4.32M
AVGO
Broadcom Inc.

Technology
122
+ 7.17%
$159.67 - $250.0 $19.5K - $30.5K
1.82K $422K
EMR
Emerson Electric CO

Industrials
524
+ 23.77%
$108.13 - $134.33 $56.7K - $70.4K
2.73K $338K
IBM
International Business Machines Corp

Technology
579
+ 2.17%
$204.9 - $238.04 $119K - $138K
27.3K $6.01M
ABT
Abbott Laboratories

Healthcare
831
+ 9.21%
$111.93 - $119.39 $93K - $99.2K
9.86K $1.11M
IAU
Ishares Gold Trust

ETFs
2.09K
+ 1.63%
$48.37 - $52.65 $101K - $110K
131K $6.46M
EOG
Eog Resources Inc

Energy
525
+ 1.83%
$118.22 - $136.54 $62.1K - $71.7K
29.2K $3.58M
ACN
Accenture PLC

Technology
278
+ 1.06%
$343.9 - $376.86 $95.6K - $105K
26.6K $9.36M
VUG
Vanguard Growth ETF

ETFs
98
+ 21.92%
$378.79 - $428.11 $37.1K - $42K
545 $223K
ABBV
Abb Vie Inc.

Healthcare
872
+ 16.5%
$164.99 - $203.87 $144K - $178K
6.16K $1.09M
META
Meta Platforms, Inc.

Communication Services
55
+ 8.08%
$554.08 - $632.68 $30.5K - $34.8K
736 $434K
CHD
Church & Dwight CO Inc

Consumer Defensive
347
+ 0.31%
$99.11 - $112.25 $34.4K - $39K
113K $11.9M
GLD
Spdr Gold Trust

ETFs
170
+ 8.68%
$236.59 - $257.5 $40.2K - $43.8K
2.13K $515K
VGT
Vanguard Information Technolog

ETFs
20
+ 2.6%
$571.78 - $647.97 $11.4K - $13K
788 $489K
PG
Procter & Gamble CO

Consumer Defensive
406
+ 7.52%
$161.05 - $179.7 $65.4K - $73K
5.8K $972K
POOL
Pool Corp

Industrials
1.44K
+ 11.32%
$339.32 - $390.03 $488K - $561K
14.1K $4.82M
MA
Mastercard Inc

Financial Services
25
+ 5.76%
$491.3 - $536.15 $12.3K - $13.4K
459 $241K
Activity Summary
Buys All Purchases 99 New Holdings 18 Increased Positions 81 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 1 Puts 0
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