Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 30, 2014

Total Value ($000): $107,600 (100.0% shares, 0.0% debt)

Holdings (64)

CL Colgate Palmolive Co 3.1%
Value ($000) $3,322 Shares 48,721 Est. Cost $48.39 Unrealized +5.9%
ROP Roper Industries Inc 3.0%
Value ($000) $3,225 Shares 22,090 Est. Cost $120.93 Unrealized +7.6%
Hanesbrands Inc 2.9%
Value ($000) $3,089 Shares 31,384 Est. Cost $70.38 Unrealized
National Oilwell Varco Inc 2.9%
Value ($000) $3,086 Shares 37,474 Est. Cost $79.49 Unrealized
JNJ Johnson & Johnson 2.4%
Value ($000) $2,609 Shares 24,936 Est. Cost $65.78 Unrealized +11.2%
CHD Church & Dwight Inc 2.4%
Value ($000) $2,596 Shares 37,106 Est. Cost $27.28 Unrealized +7.6%
Potash Corp Saskatchewan Inc 2.4%
Value ($000) $2,564 Shares 67,549 Est. Cost $33.32 Unrealized
United Technologies Corp 2.3%
Value ($000) $2,472 Shares 21,415 Est. Cost $113.86 Unrealized
CVS CVS Caremark Corporation 2.2%
Value ($000) $2,419 Shares 32,095 Est. Cost $46.40 Unrealized +18.3%
Perrigo Co plc shs 2.2%
Value ($000) $2,408 Shares 16,517 Est. Cost $154.65 Unrealized
AAPL Apple Inc 2.2%
Value ($000) $2,399 Shares 25,817 Est. Cost $18.32 Unrealized +1.8%
EBAY eBay Inc 2.2%
Value ($000) $2,399 Shares 47,931 Est. Cost $19.72 Unrealized -1.7%
DHR Danaher Corp 2.2%
Value ($000) $2,353 Shares 29,885 Est. Cost $29.74 Unrealized +4.6%
Exxon Mobil Corp 2.2%
Value ($000) $2,341 Shares 23,248 Est. Cost $101.14 Unrealized
EMR Emerson Electric Co 2.1%
Value ($000) $2,279 Shares 34,349 Est. Cost $48.17 Unrealized +2.0%
BDX Becton Dickinson & Co 2.1%
Value ($000) $2,261 Shares 19,111 Est. Cost $85.90 Unrealized +10.3%
Unilever PLC Sp ADR 2.1%
Value ($000) $2,246 Shares 49,576 Est. Cost $41.23 Unrealized
ADP Automatic Data Processing Inc 2.1%
Value ($000) $2,221 Shares 28,014 Est. Cost $51.48 Unrealized +2.7%
PetSmart Inc 2.0%
Value ($000) $2,205 Shares 36,874 Est. Cost $71.58 Unrealized
SJM Smucker J M Co 2.0%
Value ($000) $2,201 Shares 20,655 Est. Cost $74.43 Unrealized -4.0%
CMI Cummins Inc 2.0%
Value ($000) $2,192 Shares 14,209 Est. Cost $96.40 Unrealized +14.9%
PSX Phillips 66 2.0%
Value ($000) $2,143 Shares 26,641 Est. Cost $43.57 Unrealized +24.4%
Raytheon Co 2.0%
Value ($000) $2,127 Shares 23,059 Est. Cost $90.86 Unrealized
Bard C R Inc 1.8%
Value ($000) $1,971 Shares 13,785 Est. Cost $134.29 Unrealized
AXP American Express Co 1.8%
Value ($000) $1,884 Shares 19,861 Est. Cost $75.50 Unrealized +1.2%
EMC Corp MA 1.7%
Value ($000) $1,834 Shares 69,642 Est. Cost $25.20 Unrealized
KMB Kimberly Clark Corp 1.7%
Value ($000) $1,818 Shares 16,344 Est. Cost $66.42 Unrealized +8.0%
GIS General Mills Inc 1.7%
Value ($000) $1,806 Shares 34,378 Est. Cost $32.89 Unrealized +8.8%
Google Inc Cl C 1.6%
Value ($000) $1,726 Shares 3,001 Est. Cost $575.14 Unrealized
DE Deere & Co 1.5%
Value ($000) $1,648 Shares 18,203 Est. Cost $67.52 Unrealized +9.8%
GPC Genuine Parts Co 1.5%
Value ($000) $1,634 Shares 18,607 Est. Cost $57.37 Unrealized +7.4%
RYN Rayonier Inc 1.5%
Value ($000) $1,605 Shares 45,148 Est. Cost $42.25 Unrealized
Cisco Systems Inc 1.4%
Value ($000) $1,525 Shares 61,385 Est. Cost $22.43 Unrealized
VFC VF Corp 1.4%
Value ($000) $1,465 Shares 23,260 Est. Cost $52.31 Unrealized +11.1%
GlaxoSmithKline PLC Sp ADR 1.3%
Value ($000) $1,433 Shares 26,800 Est. Cost $53.41 Unrealized
Eaton Corp PLC 1.3%
Value ($000) $1,427 Shares 18,486 Est. Cost $76.10 Unrealized
MSFT Microsoft Corp 1.3%
Value ($000) $1,424 Shares 34,147 Est. Cost $30.07 Unrealized +12.9%
NKE Nike Inc Cl B 1.3%
Value ($000) $1,361 Shares 17,552 Est. Cost $32.86 Unrealized -2.2%
AT&T Inc 1.3%
Value ($000) $1,358 Shares 38,405 Est. Cost $35.17 Unrealized
IBM International Business Machine 1.3%
Value ($000) $1,346 Shares 7,425 Est. Cost $106.40 Unrealized +5.5%
Dr Pepper Snapple Group Inc 1.2%
Value ($000) $1,341 Shares 22,894 Est. Cost $48.99 Unrealized
AMBEV SA 1.2%
Value ($000) $1,334 Shares 189,550 Est. Cost $7.37 Unrealized
NextEra Energy Inc 1.2%
Value ($000) $1,272 Shares 12,415 Est. Cost $86.11 Unrealized
TXN Texas Instruments Inc 1.2%
Value ($000) $1,241 Shares 25,961 Est. Cost $30.16 Unrealized +12.7%
CVX Chevron Corp 1.1%
Value ($000) $1,234 Shares 9,455 Est. Cost $72.38 Unrealized +4.9%
Triangle Cap Corp 1.1%
Value ($000) $1,228 Shares 43,285 Est. Cost $27.56 Unrealized
Verizon Communications Inc 1.1%
Value ($000) $1,222 Shares 24,967 Est. Cost $49.05 Unrealized
UPS United Parcel Service Inc Cl B 1.1%
Value ($000) $1,220 Shares 11,885 Est. Cost $64.44 Unrealized +3.3%
RIO Rio Tinto PLC Sp ADR 1.1%
Value ($000) $1,163 Shares 21,434 Est. Cost $56.43 Unrealized
Kraft Foods Group Inc 1.1%
Value ($000) $1,139 Shares 18,994 Est. Cost $53.99 Unrealized
BNS BANK N S HALIFAX 1.1%
Value ($000) $1,130 Shares 16,973 Est. Cost $33.04 Unrealized +5.3%
LEG Leggett & Platt Inc 1.0%
Value ($000) $1,120 Shares 32,661 Est. Cost $29.84 Unrealized +11.6%
Aqua America Inc 1.0%
Value ($000) $1,060 Shares 40,437 Est. Cost $23.65 Unrealized
BHP BHP Billiton Ltd Sp ADR 1.0%
Value ($000) $1,046 Shares 15,282 Est. Cost $68.18 Unrealized
Waste Management Inc 0.9%
Value ($000) $988 Shares 22,080 Est. Cost $44.72 Unrealized
Bemis Inc 0.9%
Value ($000) $986 Shares 24,261 Est. Cost $40.88 Unrealized
MAT Mattel Inc 0.8%
Value ($000) $895 Shares 22,978 Est. Cost $44.34 Unrealized -12.5%
Piedmont Natural Gas Inc 0.8%
Value ($000) $885 Shares 23,660 Est. Cost $33.25 Unrealized
SO Southern Co 0.8%
Value ($000) $839 Shares 18,485 Est. Cost $24.60 Unrealized +9.6%
Google Inc Cl A 0.8%
Value ($000) $827 Shares 1,414 Est. Cost $1120.63 Unrealized
Now Inc 0.3%
Value ($000) $318 Shares 8,773 Est. Cost $36.25 Unrealized
Magellan Midstream Partners LP 0.2%
Value ($000) $240 Shares 2,850 Est. Cost $84.21 Unrealized
Hillshire Brands Co 0.2%
Value ($000) $235 Shares 3,772 Est. Cost $62.30 Unrealized
EPD Enterprise Products Partners L 0.2%
Value ($000) $215 Shares 2,750 Est. Cost $78.18 Unrealized