Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 12, 2015

Total Value ($000): $116,198 (100.0% shares, 0.0% debt)

Holdings (66)

HANESBRANDS INC 3.1%
Value ($000) $3,588 Shares 32,144 Est. Cost $71.29 Unrealized
ROP ROPER INDS INC NEW 3.0%
Value ($000) $3,512 Shares 22,460 Est. Cost $121.23 Unrealized +18.3%
CL COLGATE PALMOLIVE CO 3.0%
Value ($000) $3,457 Shares 49,965 Est. Cost $48.48 Unrealized +7.7%
PETSMART INC 2.7%
Value ($000) $3,088 Shares 37,984 Est. Cost $71.86 Unrealized
CVS CVS HEALTH CORP 2.7%
Value ($000) $3,085 Shares 32,030 Est. Cost $46.40 Unrealized +38.9%
CHD CHURCH & DWIGHT INC 2.6%
Value ($000) $3,000 Shares 38,061 Est. Cost $27.39 Unrealized +16.2%
AAPL APPLE INC 2.5%
Value ($000) $2,901 Shares 26,279 Est. Cost $18.41 Unrealized +30.8%
EBAY EBAY INC 2.4%
Value ($000) $2,758 Shares 49,151 Est. Cost $19.73 Unrealized +2.4%
PERRIGO CO PLC 2.3%
Value ($000) $2,730 Shares 16,330 Est. Cost $154.65 Unrealized
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $2,721 Shares 19,550 Est. Cost $86.26 Unrealized +25.0%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $2,701 Shares 25,829 Est. Cost $66.16 Unrealized +16.8%
DHR DANAHER CORP DEL 2.3%
Value ($000) $2,615 Shares 30,510 Est. Cost $29.81 Unrealized +10.5%
RAYTHEON CO 2.2%
Value ($000) $2,544 Shares 23,518 Est. Cost $91.20 Unrealized
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $2,516 Shares 21,875 Est. Cost $113.87 Unrealized
POTASH CORP SASK INC 2.1%
Value ($000) $2,452 Shares 69,419 Est. Cost $33.36 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 2.1%
Value ($000) $2,403 Shares 28,829 Est. Cost $51.79 Unrealized +22.6%
BARD C R INC 2.0%
Value ($000) $2,347 Shares 14,085 Est. Cost $135.11 Unrealized
EXXON MOBIL CORP 1.9%
Value ($000) $2,200 Shares 23,797 Est. Cost $100.95 Unrealized
EMR EMERSON ELEC CO 1.9%
Value ($000) $2,175 Shares 35,236 Est. Cost $48.13 Unrealized -3.6%
E M C CORP MASS 1.8%
Value ($000) $2,147 Shares 72,206 Est. Cost $25.33 Unrealized
SJM SMUCKER J M CO 1.8%
Value ($000) $2,138 Shares 21,173 Est. Cost $74.40 Unrealized -1.9%
GPC GENUINE PARTS CO 1.8%
Value ($000) $2,100 Shares 19,702 Est. Cost $57.97 Unrealized +22.8%
CMI CUMMINS INC 1.8%
Value ($000) $2,072 Shares 14,372 Est. Cost $96.50 Unrealized +8.4%
UNILEVER PLC 1.8%
Value ($000) $2,059 Shares 50,856 Est. Cost $41.21 Unrealized
PRICELINE GRP INC 1.7%
Value ($000) $2,007 Shares 1,760 Est. Cost $1140.34 Unrealized
PSX PHILLIPS 66 1.7%
Value ($000) $1,966 Shares 27,417 Est. Cost $43.71 Unrealized +12.5%
KMB KIMBERLY CLARK CORP 1.7%
Value ($000) $1,959 Shares 16,956 Est. Cost $66.77 Unrealized +14.0%
AXP AMERICAN EXPRESS CO 1.7%
Value ($000) $1,919 Shares 20,624 Est. Cost $75.53 Unrealized +1.2%
TJX TJX COS INC NEW 1.6%
Value ($000) $1,873 Shares 27,314 Est. Cost $27.33 Unrealized 0.0%
VFC V F CORP 1.6%
Value ($000) $1,832 Shares 24,465 Est. Cost $52.85 Unrealized +25.2%
CISCO SYS INC 1.5%
Value ($000) $1,788 Shares 64,299 Est. Cost $22.63 Unrealized
NKE NIKE INC 1.5%
Value ($000) $1,740 Shares 18,097 Est. Cost $33.06 Unrealized +23.3%
DR PEPPER SNAPPLE GROUP INC 1.5%
Value ($000) $1,722 Shares 24,019 Est. Cost $49.90 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $1,706 Shares 36,717 Est. Cost $30.72 Unrealized +29.8%
GOOGLE INC 1.4%
Value ($000) $1,681 Shares 3,194 Est. Cost $572.48 Unrealized
DE DEERE & CO 1.4%
Value ($000) $1,662 Shares 18,784 Est. Cost $67.60 Unrealized +4.5%
SO SOUTHERN CO 1.3%
Value ($000) $1,490 Shares 30,340 Est. Cost $26.48 Unrealized +11.4%
TXN TEXAS INSTRS INC 1.3%
Value ($000) $1,475 Shares 27,587 Est. Cost $30.54 Unrealized +22.3%
LEG LEGGETT & PLATT INC 1.3%
Value ($000) $1,454 Shares 34,126 Est. Cost $30.16 Unrealized +30.6%
NEXTERA ENERGY INC 1.2%
Value ($000) $1,398 Shares 13,148 Est. Cost $87.00 Unrealized
NATIONAL OILWELL VARCO INC 1.2%
Value ($000) $1,389 Shares 21,198 Est. Cost $79.49 Unrealized
HP HELMERICH & PAYNE INC 1.2%
Value ($000) $1,389 Shares 20,607 Est. Cost $77.91 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $1,388 Shares 12,485 Est. Cost $64.65 Unrealized +9.7%
AT&T INC 1.2%
Value ($000) $1,375 Shares 40,938 Est. Cost $35.10 Unrealized
EATON CORP PLC 1.1%
Value ($000) $1,331 Shares 19,589 Est. Cost $75.55 Unrealized
KRAFT FOODS GROUP INC 1.1%
Value ($000) $1,258 Shares 20,084 Est. Cost $54.33 Unrealized
RYN RAYONIER INC 1.1%
Value ($000) $1,243 Shares 44,476 Est. Cost $42.25 Unrealized
VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $1,232 Shares 26,327 Est. Cost $48.99 Unrealized
GLAXOSMITHKLINE PLC 1.0%
Value ($000) $1,211 Shares 28,330 Est. Cost $52.90 Unrealized
WASTE MGMT INC DEL 1.0%
Value ($000) $1,198 Shares 23,335 Est. Cost $45.00 Unrealized
BEMIS INC 1.0%
Value ($000) $1,164 Shares 25,751 Est. Cost $40.98 Unrealized
BROADRIDGE FINL SOLUTIONS IN 1.0%
Value ($000) $1,145 Shares 24,786 Est. Cost $46.20 Unrealized
AQUA AMERICA INC 1.0%
Value ($000) $1,143 Shares 42,801 Est. Cost $23.76 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,138 Shares 10,147 Est. Cost $72.39 Unrealized -2.6%
MAIN STREET CAPITAL CORP 0.9%
Value ($000) $1,084 Shares 37,081 Est. Cost $30.59 Unrealized
RIO RIO TINTO PLC 0.9%
Value ($000) $1,044 Shares 22,664 Est. Cost $55.93 Unrealized
BNS BANK N S HALIFAX 0.9%
Value ($000) $1,026 Shares 17,981 Est. Cost $33.16 Unrealized +2.2%
PIEDMONT NAT GAS INC 0.8%
Value ($000) $977 Shares 24,795 Est. Cost $33.42 Unrealized
TRIANGLE CAP CORP 0.8%
Value ($000) $938 Shares 46,242 Est. Cost $27.25 Unrealized
GOOGLE INC 0.6%
Value ($000) $714 Shares 1,345 Est. Cost $1120.63 Unrealized
BHP BHP BILLITON LTD 0.4%
Value ($000) $448 Shares 9,467 Est. Cost $68.18 Unrealized
CDK GLOBAL INC 0.3%
Value ($000) $367 Shares 8,996 Est. Cost $40.80 Unrealized
KINDER MORGAN INC DEL 0.3%
Value ($000) $365 Shares 8,621 Est. Cost $42.34 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $236 Shares 2,850 Est. Cost $84.21 Unrealized
ENERGY TRANSFER PRTNRS L P 0.2%
Value ($000) $218 Shares 3,350 Est. Cost $63.88 Unrealized
PATHFINDER BANCORP INC MD 0.2%
Value ($000) $196 Shares 20,000 Est. Cost $9.80 Unrealized