Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 9, 2014

Total Value ($000): $107,112 (100.0% shares, 0.0% debt)

Holdings (60)

CL Colgate Palmolive Co 3.0%
Value ($000) $3,218 Shares 49,611 Est. Cost $48.39 Unrealized -1.0%
ROP Roper Industries Inc 2.8%
Value ($000) $3,000 Shares 22,470 Est. Cost $120.93 Unrealized +4.8%
National Oilwell Varco Inc 2.8%
Value ($000) $2,957 Shares 37,979 Est. Cost $79.49 Unrealized
EBAY eBay Inc 2.6%
Value ($000) $2,753 Shares 49,836 Est. Cost $19.72 Unrealized +4.8%
CHD Church & Dwight Inc 2.4%
Value ($000) $2,608 Shares 37,756 Est. Cost $27.28 Unrealized +3.3%
Perrigo Co plc shs 2.4%
Value ($000) $2,602 Shares 16,825 Est. Cost $154.65 Unrealized
PetSmart Inc 2.4%
Value ($000) $2,583 Shares 37,485 Est. Cost $71.58 Unrealized
United Technologies Corp 2.4%
Value ($000) $2,536 Shares 21,705 Est. Cost $113.86 Unrealized
Google Inc Cl A 2.3%
Value ($000) $2,508 Shares 2,250 Est. Cost $1120.63 Unrealized
JNJ Johnson & Johnson 2.3%
Value ($000) $2,496 Shares 25,406 Est. Cost $65.78 Unrealized +1.3%
Potash Corp Saskatchewan Inc 2.3%
Value ($000) $2,480 Shares 68,468 Est. Cost $33.32 Unrealized
Hanesbrands Inc 2.3%
Value ($000) $2,450 Shares 32,039 Est. Cost $70.38 Unrealized
CVS CVS Caremark Corporation 2.3%
Value ($000) $2,444 Shares 32,645 Est. Cost $46.40 Unrealized +10.2%
EMR Emerson Electric Co 2.2%
Value ($000) $2,336 Shares 34,964 Est. Cost $48.17 Unrealized -0.8%
Raytheon Co 2.2%
Value ($000) $2,319 Shares 23,479 Est. Cost $90.86 Unrealized
Exxon Mobil Corp 2.2%
Value ($000) $2,311 Shares 23,658 Est. Cost $101.14 Unrealized
BDX Becton Dickinson & Co 2.1%
Value ($000) $2,277 Shares 19,451 Est. Cost $85.90 Unrealized +6.4%
DHR Danaher Corp 2.1%
Value ($000) $2,273 Shares 30,310 Est. Cost $29.74 Unrealized +3.5%
ADP Automatic Data Processing Inc 2.1%
Value ($000) $2,211 Shares 28,624 Est. Cost $51.48 Unrealized +1.9%
CMI Cummins Inc 2.0%
Value ($000) $2,156 Shares 14,474 Est. Cost $96.40 Unrealized +5.1%
Unilever PLC Sp ADR 2.0%
Value ($000) $2,139 Shares 49,996 Est. Cost $41.23 Unrealized
RYN Rayonier Inc 1.9%
Value ($000) $2,084 Shares 45,397 Est. Cost $42.25 Unrealized
PSX Phillips 66 1.9%
Value ($000) $2,078 Shares 26,961 Est. Cost $43.57 Unrealized +14.3%
Bard C R Inc 1.9%
Value ($000) $2,078 Shares 14,040 Est. Cost $134.29 Unrealized
SJM Smucker J M Co 1.9%
Value ($000) $2,044 Shares 21,020 Est. Cost $74.43 Unrealized -7.6%
AAPL Apple Inc 1.9%
Value ($000) $2,012 Shares 3,748 Est. Cost $16.37 Unrealized +1.3%
EMC Corp MA 1.8%
Value ($000) $1,939 Shares 70,725 Est. Cost $25.20 Unrealized
KMB Kimberly Clark Corp 1.7%
Value ($000) $1,837 Shares 16,664 Est. Cost $66.42 Unrealized +4.5%
AXP American Express Co 1.7%
Value ($000) $1,819 Shares 20,200 Est. Cost $75.50 Unrealized 0.0%
GIS General Mills Inc 1.7%
Value ($000) $1,817 Shares 35,063 Est. Cost $32.89 Unrealized +0.2%
Syngenta AG Sp ADR 1.6%
Value ($000) $1,714 Shares 22,616 Est. Cost $79.85 Unrealized
DE Deere & Co 1.6%
Value ($000) $1,696 Shares 18,683 Est. Cost $67.52 Unrealized +3.8%
GPC Genuine Parts Co 1.5%
Value ($000) $1,616 Shares 18,607 Est. Cost $57.37 Unrealized +4.7%
IBM International Business Machine 1.4%
Value ($000) $1,448 Shares 7,520 Est. Cost $106.40 Unrealized +2.7%
VFC VF Corp 1.3%
Value ($000) $1,439 Shares 23,260 Est. Cost $52.31 Unrealized +7.7%
GlaxoSmithKline PLC Sp ADR 1.3%
Value ($000) $1,438 Shares 26,915 Est. Cost $53.41 Unrealized
Cisco Systems Inc 1.3%
Value ($000) $1,405 Shares 62,678 Est. Cost $22.43 Unrealized
MSFT Microsoft Corp 1.3%
Value ($000) $1,404 Shares 34,257 Est. Cost $30.07 Unrealized +3.9%
Ambev SA 1.3%
Value ($000) $1,404 Shares 189,530 Est. Cost $7.37 Unrealized
Eaton Corp PLC 1.3%
Value ($000) $1,389 Shares 18,486 Est. Cost $76.10 Unrealized
AT&T Inc 1.3%
Value ($000) $1,350 Shares 38,490 Est. Cost $35.17 Unrealized
NKE Nike Inc Cl B 1.2%
Value ($000) $1,317 Shares 17,825 Est. Cost $32.86 Unrealized -0.9%
Dr Pepper Snapple Group Inc 1.2%
Value ($000) $1,251 Shares 22,969 Est. Cost $48.99 Unrealized
TXN Texas Instruments Inc 1.1%
Value ($000) $1,228 Shares 26,041 Est. Cost $30.16 Unrealized +5.9%
RIO Rio Tinto PLC Sp ADR 1.1%
Value ($000) $1,200 Shares 21,499 Est. Cost $56.43 Unrealized
Verizon Communications Inc 1.1%
Value ($000) $1,191 Shares 25,047 Est. Cost $49.05 Unrealized
NextEra Energy Inc 1.1%
Value ($000) $1,190 Shares 12,445 Est. Cost $86.11 Unrealized
UPS United Parcel Service Inc Cl B 1.1%
Value ($000) $1,157 Shares 11,885 Est. Cost $64.44 Unrealized -0.4%
CVX Chevron Corp 1.1%
Value ($000) $1,128 Shares 9,485 Est. Cost $72.38 Unrealized -2.8%
Triangle Cap Corp 1.0%
Value ($000) $1,121 Shares 43,285 Est. Cost $27.56 Unrealized
LEG Leggett & Platt Inc 1.0%
Value ($000) $1,069 Shares 32,761 Est. Cost $29.84 Unrealized +3.7%
Kraft Foods Group Inc 1.0%
Value ($000) $1,066 Shares 18,994 Est. Cost $53.99 Unrealized
BHP BHP Billiton Ltd Sp ADR 1.0%
Value ($000) $1,056 Shares 15,587 Est. Cost $68.18 Unrealized
Aqua America Inc 0.9%
Value ($000) $1,017 Shares 40,580 Est. Cost $23.65 Unrealized
BNS Bank N S Halifax 0.9%
Value ($000) $988 Shares 17,033 Est. Cost $33.04 Unrealized -3.5%
Bemis Inc 0.9%
Value ($000) $955 Shares 24,346 Est. Cost $40.88 Unrealized
Waste Management Inc 0.9%
Value ($000) $934 Shares 22,200 Est. Cost $44.72 Unrealized
MAT Mattel Inc 0.9%
Value ($000) $921 Shares 22,963 Est. Cost $44.34 Unrealized -10.5%
Piedmont Natural Gas Inc 0.8%
Value ($000) $840 Shares 23,740 Est. Cost $33.25 Unrealized
SO Southern Co 0.8%
Value ($000) $815 Shares 18,550 Est. Cost $24.60 Unrealized +2.7%