Hamilton Point Investment Advisors, LLC Diversified Active

Location: Chapel Hill, NC

CIK: 0001599746 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 12, 2015

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

Holdings (66)

HANESBRANDS INC 3.1%
Value $3.588M Shares 32,144 Est. Cost $71.29 Unrealized
ROP ROPER INDS INC NEW 3.0%
Value $3.512M Shares 22,460 Est. Cost $121.23 Unrealized +18.3%
CL COLGATE PALMOLIVE CO 3.0%
Value $3.457M Shares 49,965 Est. Cost $48.48 Unrealized +7.7%
PETSMART INC 2.7%
Value $3.088M Shares 37,984 Est. Cost $71.86 Unrealized
CVS CVS HEALTH CORP 2.7%
Value $3.085M Shares 32,030 Est. Cost $46.40 Unrealized +38.9%
CHD CHURCH & DWIGHT INC 2.6%
Value $3M Shares 38,061 Est. Cost $27.39 Unrealized +16.2%
AAPL APPLE INC 2.5%
Value $2.901M Shares 26,279 Est. Cost $18.41 Unrealized +30.8%
EBAY EBAY INC 2.4%
Value $2.758M Shares 49,151 Est. Cost $19.73 Unrealized +2.4%
PERRIGO CO PLC 2.3%
Value $2.73M Shares 16,330 Est. Cost $154.65 Unrealized
BDX BECTON DICKINSON & CO 2.3%
Value $2.721M Shares 19,550 Est. Cost $86.26 Unrealized +25.0%
JNJ JOHNSON & JOHNSON 2.3%
Value $2.701M Shares 25,829 Est. Cost $66.16 Unrealized +16.8%
DHR DANAHER CORP DEL 2.3%
Value $2.615M Shares 30,510 Est. Cost $29.81 Unrealized +10.5%
RAYTHEON CO 2.2%
Value $2.544M Shares 23,518 Est. Cost $91.20 Unrealized
UNITED TECHNOLOGIES CORP 2.2%
Value $2.516M Shares 21,875 Est. Cost $113.87 Unrealized
POTASH CORP SASK INC 2.1%
Value $2.452M Shares 69,419 Est. Cost $33.36 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 2.1%
Value $2.403M Shares 28,829 Est. Cost $51.79 Unrealized +22.6%
BARD C R INC 2.0%
Value $2.347M Shares 14,085 Est. Cost $135.11 Unrealized
EXXON MOBIL CORP 1.9%
Value $2.2M Shares 23,797 Est. Cost $100.95 Unrealized
EMR EMERSON ELEC CO 1.9%
Value $2.175M Shares 35,236 Est. Cost $48.13 Unrealized -3.6%
E M C CORP MASS 1.8%
Value $2.147M Shares 72,206 Est. Cost $25.33 Unrealized
SJM SMUCKER J M CO 1.8%
Value $2.138M Shares 21,173 Est. Cost $74.40 Unrealized -1.9%
GPC GENUINE PARTS CO 1.8%
Value $2.1M Shares 19,702 Est. Cost $57.97 Unrealized +22.8%
CMI CUMMINS INC 1.8%
Value $2.072M Shares 14,372 Est. Cost $96.50 Unrealized +8.4%
UNILEVER PLC 1.8%
Value $2.059M Shares 50,856 Est. Cost $41.21 Unrealized
PRICELINE GRP INC 1.7%
Value $2.007M Shares 1,760 Est. Cost $1140.34 Unrealized
PSX PHILLIPS 66 1.7%
Value $1.966M Shares 27,417 Est. Cost $43.71 Unrealized +12.5%
KMB KIMBERLY CLARK CORP 1.7%
Value $1.959M Shares 16,956 Est. Cost $66.77 Unrealized +14.0%
AXP AMERICAN EXPRESS CO 1.7%
Value $1.919M Shares 20,624 Est. Cost $75.53 Unrealized +1.2%
TJX TJX COS INC NEW 1.6%
Value $1.873M Shares 27,314 Est. Cost $27.33 Unrealized 0.0%
VFC V F CORP 1.6%
Value $1.832M Shares 24,465 Est. Cost $52.85 Unrealized +25.2%
CISCO SYS INC 1.5%
Value $1.788M Shares 64,299 Est. Cost $22.63 Unrealized
NKE NIKE INC 1.5%
Value $1.74M Shares 18,097 Est. Cost $33.06 Unrealized +23.3%
DR PEPPER SNAPPLE GROUP INC 1.5%
Value $1.722M Shares 24,019 Est. Cost $49.90 Unrealized
MSFT MICROSOFT CORP 1.5%
Value $1.706M Shares 36,717 Est. Cost $30.72 Unrealized +29.8%
GOOGLE INC 1.4%
Value $1.681M Shares 3,194 Est. Cost $572.48 Unrealized
DE DEERE & CO 1.4%
Value $1.662M Shares 18,784 Est. Cost $67.60 Unrealized +4.5%
SO SOUTHERN CO 1.3%
Value $1.49M Shares 30,340 Est. Cost $26.48 Unrealized +11.4%
TXN TEXAS INSTRS INC 1.3%
Value $1.475M Shares 27,587 Est. Cost $30.54 Unrealized +22.3%
LEG LEGGETT & PLATT INC 1.3%
Value $1.454M Shares 34,126 Est. Cost $30.16 Unrealized +30.6%
NEXTERA ENERGY INC 1.2%
Value $1.398M Shares 13,148 Est. Cost $87.00 Unrealized
NATIONAL OILWELL VARCO INC 1.2%
Value $1.389M Shares 21,198 Est. Cost $79.49 Unrealized
HP HELMERICH & PAYNE INC 1.2%
Value $1.389M Shares 20,607 Est. Cost $77.91 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 1.2%
Value $1.388M Shares 12,485 Est. Cost $64.65 Unrealized +9.7%
AT&T INC 1.2%
Value $1.375M Shares 40,938 Est. Cost $35.10 Unrealized
EATON CORP PLC 1.1%
Value $1.331M Shares 19,589 Est. Cost $75.55 Unrealized
KRAFT FOODS GROUP INC 1.1%
Value $1.258M Shares 20,084 Est. Cost $54.33 Unrealized
RYN RAYONIER INC 1.1%
Value $1.243M Shares 44,476 Est. Cost $42.25 Unrealized
VERIZON COMMUNICATIONS INC 1.1%
Value $1.232M Shares 26,327 Est. Cost $48.99 Unrealized
GLAXOSMITHKLINE PLC 1.0%
Value $1.211M Shares 28,330 Est. Cost $52.90 Unrealized
WASTE MGMT INC DEL 1.0%
Value $1.198M Shares 23,335 Est. Cost $45.00 Unrealized
BEMIS INC 1.0%
Value $1.164M Shares 25,751 Est. Cost $40.98 Unrealized
BROADRIDGE FINL SOLUTIONS IN 1.0%
Value $1.145M Shares 24,786 Est. Cost $46.20 Unrealized
AQUA AMERICA INC 1.0%
Value $1.143M Shares 42,801 Est. Cost $23.76 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value $1.138M Shares 10,147 Est. Cost $72.39 Unrealized -2.6%
MAIN STREET CAPITAL CORP 0.9%
Value $1.084M Shares 37,081 Est. Cost $30.59 Unrealized
RIO RIO TINTO PLC 0.9%
Value $1.044M Shares 22,664 Est. Cost $55.93 Unrealized
BNS BANK N S HALIFAX 0.9%
Value $1.026M Shares 17,981 Est. Cost $33.16 Unrealized +2.2%
PIEDMONT NAT GAS INC 0.8%
Value $977K Shares 24,795 Est. Cost $33.42 Unrealized
TRIANGLE CAP CORP 0.8%
Value $938K Shares 46,242 Est. Cost $27.25 Unrealized
GOOGLE INC 0.6%
Value $714K Shares 1,345 Est. Cost $1120.63 Unrealized
BHP BHP BILLITON LTD 0.4%
Value $448K Shares 9,467 Est. Cost $68.18 Unrealized
CDK GLOBAL INC 0.3%
Value $367K Shares 8,996 Est. Cost $40.80 Unrealized
KINDER MORGAN INC DEL 0.3%
Value $365K Shares 8,621 Est. Cost $42.34 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value $236K Shares 2,850 Est. Cost $84.21 Unrealized
ENERGY TRANSFER PRTNRS L P 0.2%
Value $218K Shares 3,350 Est. Cost $63.88 Unrealized
PATHFINDER BANCORP INC MD 0.2%
Value $196K Shares 20,000 Est. Cost $9.80 Unrealized