Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 13, 2014

Total Value ($000): $107,518 (100.0% shares, 0.0% debt)

Holdings (64)

HANESBRANDS INC 3.1%
Value ($000) $3,377 Shares 31,434 Est. Cost $70.38 Unrealized
ROP ROPER INDS INC NEW 3.0%
Value ($000) $3,242 Shares 22,160 Est. Cost $120.93 Unrealized +13.5%
CL COLGATE PALMOLIVE CO 3.0%
Value ($000) $3,186 Shares 48,846 Est. Cost $48.39 Unrealized +4.7%
NATIONAL OILWELL VARCO INC 2.7%
Value ($000) $2,861 Shares 37,589 Est. Cost $79.49 Unrealized
EBAY EBAY INC 2.5%
Value ($000) $2,718 Shares 47,996 Est. Cost $19.72 Unrealized +0.4%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $2,662 Shares 24,976 Est. Cost $65.78 Unrealized +14.9%
AAPL APPLE INC 2.4%
Value ($000) $2,610 Shares 25,902 Est. Cost $18.32 Unrealized +18.0%
CHD CHURCH & DWIGHT INC 2.4%
Value ($000) $2,605 Shares 37,126 Est. Cost $27.28 Unrealized +7.1%
PETSMART INC 2.4%
Value ($000) $2,583 Shares 36,859 Est. Cost $71.58 Unrealized
CVS CVS HEALTH CORP 2.4%
Value ($000) $2,556 Shares 32,113 Est. Cost $46.40 Unrealized +23.9%
PERRIGO CO PLC 2.3%
Value ($000) $2,485 Shares 16,547 Est. Cost $154.65 Unrealized
POTASH CORP SASK INC 2.2%
Value ($000) $2,345 Shares 67,859 Est. Cost $33.32 Unrealized
RAYTHEON CO 2.2%
Value ($000) $2,343 Shares 23,054 Est. Cost $90.86 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 2.2%
Value ($000) $2,332 Shares 28,074 Est. Cost $51.48 Unrealized +9.3%
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $2,278 Shares 21,575 Est. Cost $113.86 Unrealized
DHR DANAHER CORP DEL 2.1%
Value ($000) $2,271 Shares 29,890 Est. Cost $29.74 Unrealized +4.8%
EXXON MOBIL CORP 2.0%
Value ($000) $2,189 Shares 23,273 Est. Cost $101.14 Unrealized
BDX BECTON DICKINSON & CO 2.0%
Value ($000) $2,188 Shares 19,225 Est. Cost $85.90 Unrealized +11.4%
PSX PHILLIPS 66 2.0%
Value ($000) $2,173 Shares 26,721 Est. Cost $43.57 Unrealized +26.5%
EMR EMERSON ELEC CO 2.0%
Value ($000) $2,155 Shares 34,429 Est. Cost $48.17 Unrealized -0.8%
UNILEVER PLC 1.9%
Value ($000) $2,082 Shares 49,681 Est. Cost $41.23 Unrealized
SJM SMUCKER J M CO 1.9%
Value ($000) $2,055 Shares 20,758 Est. Cost $74.43 Unrealized -1.3%
E M C CORP MASS 1.9%
Value ($000) $2,052 Shares 70,136 Est. Cost $25.20 Unrealized
BARD C R INC 1.8%
Value ($000) $1,959 Shares 13,725 Est. Cost $134.29 Unrealized
CMI CUMMINS INC 1.7%
Value ($000) $1,873 Shares 14,194 Est. Cost $96.40 Unrealized +10.0%
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $1,758 Shares 16,344 Est. Cost $66.42 Unrealized +6.7%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $1,752 Shares 20,019 Est. Cost $75.50 Unrealized +1.3%
GOOGLE INC 1.6%
Value ($000) $1,744 Shares 3,020 Est. Cost $575.14 Unrealized
GIS GENERAL MLS INC 1.6%
Value ($000) $1,734 Shares 34,368 Est. Cost $32.89 Unrealized +7.8%
GPC GENUINE PARTS CO 1.5%
Value ($000) $1,665 Shares 18,982 Est. Cost $57.47 Unrealized +8.9%
MSFT MICROSOFT CORP 1.5%
Value ($000) $1,617 Shares 34,877 Est. Cost $30.23 Unrealized +24.6%
NKE NIKE INC 1.5%
Value ($000) $1,573 Shares 17,632 Est. Cost $32.86 Unrealized +4.6%
VFC V F CORP 1.5%
Value ($000) $1,571 Shares 23,790 Est. Cost $52.47 Unrealized +14.0%
CISCO SYS INC 1.4%
Value ($000) $1,558 Shares 61,900 Est. Cost $22.43 Unrealized
DR PEPPER SNAPPLE GROUP INC 1.4%
Value ($000) $1,504 Shares 23,379 Est. Cost $49.31 Unrealized
DE DEERE & CO 1.4%
Value ($000) $1,502 Shares 18,314 Est. Cost $67.52 Unrealized +2.8%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $1,417 Shares 7,462 Est. Cost $106.40 Unrealized +7.5%
RYN RAYONIER INC 1.3%
Value ($000) $1,411 Shares 45,306 Est. Cost $42.25 Unrealized
AT&T INC 1.3%
Value ($000) $1,381 Shares 39,185 Est. Cost $35.17 Unrealized
VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $1,273 Shares 25,462 Est. Cost $49.07 Unrealized
TXN TEXAS INSTRS INC 1.2%
Value ($000) $1,266 Shares 26,546 Est. Cost $30.27 Unrealized +16.1%
AMBEV SA 1.2%
Value ($000) $1,266 Shares 193,255 Est. Cost $7.36 Unrealized
GLAXOSMITHKLINE PLC 1.2%
Value ($000) $1,259 Shares 27,380 Est. Cost $53.25 Unrealized
EATON CORP PLC 1.1%
Value ($000) $1,197 Shares 18,891 Est. Cost $75.83 Unrealized
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $1,194 Shares 12,145 Est. Cost $64.48 Unrealized +2.9%
NEXTERA ENERGY INC 1.1%
Value ($000) $1,189 Shares 12,660 Est. Cost $86.26 Unrealized
LEG LEGGETT & PLATT INC 1.1%
Value ($000) $1,163 Shares 33,316 Est. Cost $29.93 Unrealized +14.6%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $1,149 Shares 9,630 Est. Cost $72.49 Unrealized +8.3%
TRIANGLE CAP CORP 1.1%
Value ($000) $1,132 Shares 44,697 Est. Cost $27.49 Unrealized
KRAFT FOODS GROUP INC 1.0%
Value ($000) $1,094 Shares 19,404 Est. Cost $54.04 Unrealized
MAIN STREET CAPITAL CORP 1.0%
Value ($000) $1,092 Shares 35,636 Est. Cost $30.64 Unrealized
RIO RIO TINTO PLC 1.0%
Value ($000) $1,077 Shares 21,909 Est. Cost $56.27 Unrealized
WASTE MGMT INC DEL 1.0%
Value ($000) $1,073 Shares 22,565 Est. Cost $44.78 Unrealized
BNS BANK N S HALIFAX 1.0%
Value ($000) $1,072 Shares 17,338 Est. Cost $33.13 Unrealized +13.2%
AQUA AMERICA INC 0.9%
Value ($000) $973 Shares 41,347 Est. Cost $23.65 Unrealized
BEMIS INC 0.9%
Value ($000) $944 Shares 24,816 Est. Cost $40.82 Unrealized
BHP BHP BILLITON LTD 0.8%
Value ($000) $899 Shares 15,272 Est. Cost $68.18 Unrealized
SO SOUTHERN CO 0.8%
Value ($000) $824 Shares 18,885 Est. Cost $24.65 Unrealized +10.0%
GOOGLE INC 0.8%
Value ($000) $811 Shares 1,379 Est. Cost $1120.63 Unrealized
PIEDMONT NAT GAS INC 0.8%
Value ($000) $808 Shares 24,105 Est. Cost $33.25 Unrealized
MAT MATTEL INC 0.7%
Value ($000) $720 Shares 23,483 Est. Cost $44.15 Unrealized -19.9%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $240 Shares 2,850 Est. Cost $84.21 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $222 Shares 5,500 Est. Cost $59.27 Unrealized
ENERGY TRANSFER PRTNRS L P 0.2%
Value ($000) $214 Shares 3,350 Est. Cost $63.88 Unrealized