Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 12, 2015

Total Value ($000): $123,416 (100.0% shares, 0.0% debt)

Holdings (67)

HANESBRANDS INC 4.1%
Value ($000) $5,038 Shares 151,198 Est. Cost $41.54 Unrealized
ROP ROPER TECHNOLOGIES INC 3.3%
Value ($000) $4,016 Shares 23,289 Est. Cost $122.45 Unrealized +32.6%
PRICELINE GRP INC 3.2%
Value ($000) $3,954 Shares 3,434 Est. Cost $1151.65 Unrealized
CVS CVS HEALTH CORP 2.8%
Value ($000) $3,506 Shares 33,430 Est. Cost $47.58 Unrealized +58.2%
AAPL APPLE INC 2.8%
Value ($000) $3,504 Shares 27,939 Est. Cost $18.96 Unrealized +50.5%
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $3,411 Shares 52,155 Est. Cost $48.65 Unrealized +8.9%
HP HELMERICH & PAYNE INC 2.6%
Value ($000) $3,253 Shares 46,192 Est. Cost $71.01 Unrealized +4.1%
CHD CHURCH & DWIGHT INC 2.6%
Value ($000) $3,212 Shares 39,586 Est. Cost $27.65 Unrealized +31.6%
PERRIGO CO PLC 2.5%
Value ($000) $3,132 Shares 16,947 Est. Cost $154.98 Unrealized
EBAY EBAY INC 2.5%
Value ($000) $3,117 Shares 51,736 Est. Cost $19.82 Unrealized +12.0%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $2,881 Shares 20,341 Est. Cost $87.51 Unrealized +34.2%
DHR DANAHER CORP DEL 2.2%
Value ($000) $2,736 Shares 31,970 Est. Cost $30.04 Unrealized +16.1%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $2,627 Shares 26,956 Est. Cost $66.52 Unrealized +12.0%
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $2,567 Shares 23,142 Est. Cost $113.92 Unrealized
BARD C R INC 2.0%
Value ($000) $2,508 Shares 14,690 Est. Cost $136.49 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 2.0%
Value ($000) $2,463 Shares 30,699 Est. Cost $52.62 Unrealized +28.5%
SJM SMUCKER J M CO 1.9%
Value ($000) $2,402 Shares 22,153 Est. Cost $74.68 Unrealized +12.9%
PSX PHILLIPS 66 1.9%
Value ($000) $2,327 Shares 28,882 Est. Cost $44.06 Unrealized +21.8%
RAYTHEON CO 1.9%
Value ($000) $2,324 Shares 24,288 Est. Cost $91.61 Unrealized
UNILEVER PLC 1.9%
Value ($000) $2,284 Shares 53,171 Est. Cost $41.23 Unrealized
GILD GILEAD SCIENCES INC 1.8%
Value ($000) $2,270 Shares 19,390 Est. Cost $75.98 Unrealized 0.0%
POTASH CORP SASK INC 1.8%
Value ($000) $2,220 Shares 71,688 Est. Cost $33.33 Unrealized
EXXON MOBIL CORP 1.7%
Value ($000) $2,110 Shares 25,355 Est. Cost $99.90 Unrealized
NKE NIKE INC 1.7%
Value ($000) $2,076 Shares 19,217 Est. Cost $33.63 Unrealized +33.2%
EMR EMERSON ELEC CO 1.6%
Value ($000) $2,030 Shares 36,616 Est. Cost $47.97 Unrealized -7.8%
E M C CORP MASS 1.6%
Value ($000) $1,989 Shares 75,351 Est. Cost $25.36 Unrealized
CMI CUMMINS INC 1.6%
Value ($000) $1,965 Shares 14,982 Est. Cost $96.81 Unrealized +6.2%
TJX TJX COS INC NEW 1.6%
Value ($000) $1,918 Shares 28,993 Est. Cost $27.43 Unrealized +4.6%
DE DEERE & CO 1.5%
Value ($000) $1,907 Shares 19,649 Est. Cost $67.87 Unrealized +11.0%
CISCO SYS INC 1.5%
Value ($000) $1,854 Shares 67,519 Est. Cost $22.86 Unrealized
AMGN AMGEN INC 1.4%
Value ($000) $1,776 Shares 11,567 Est. Cost $117.59 Unrealized 0.0%
GOOGLE INC 1.4%
Value ($000) $1,770 Shares 3,400 Est. Cost $570.35 Unrealized
GPC GENUINE PARTS CO 1.4%
Value ($000) $1,769 Shares 19,757 Est. Cost $58.12 Unrealized +16.5%
DR PEPPER SNAPPLE GROUP INC 1.4%
Value ($000) $1,763 Shares 24,184 Est. Cost $50.25 Unrealized
VFC V F CORP 1.4%
Value ($000) $1,729 Shares 24,795 Est. Cost $53.08 Unrealized +27.4%
LEG LEGGETT & PLATT INC 1.4%
Value ($000) $1,679 Shares 34,483 Est. Cost $30.40 Unrealized +53.7%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $1,646 Shares 21,179 Est. Cost $75.39 Unrealized -9.7%
MSFT MICROSOFT CORP 1.3%
Value ($000) $1,625 Shares 36,804 Est. Cost $30.88 Unrealized +27.3%
AT&T INC 1.2%
Value ($000) $1,475 Shares 41,515 Est. Cost $35.11 Unrealized
TXN TEXAS INSTRS INC 1.2%
Value ($000) $1,439 Shares 27,927 Est. Cost $30.73 Unrealized +34.3%
GLAXOSMITHKLINE PLC 1.1%
Value ($000) $1,355 Shares 32,525 Est. Cost $51.37 Unrealized
EATON CORP PLC 1.1%
Value ($000) $1,346 Shares 19,949 Est. Cost $75.35 Unrealized
SO SOUTHERN CO 1.0%
Value ($000) $1,293 Shares 30,855 Est. Cost $26.50 Unrealized +4.8%
NEXTERA ENERGY INC 1.0%
Value ($000) $1,278 Shares 13,038 Est. Cost $87.00 Unrealized
RYN RAYONIER INC 1.0%
Value ($000) $1,274 Shares 49,861 Est. Cost $40.58 Unrealized
BROADRIDGE FINL SOLUTIONS IN 1.0%
Value ($000) $1,263 Shares 25,256 Est. Cost $46.27 Unrealized
VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,262 Shares 27,076 Est. Cost $48.96 Unrealized
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $1,229 Shares 12,680 Est. Cost $64.72 Unrealized +4.6%
MAIN STREET CAPITAL CORP 1.0%
Value ($000) $1,202 Shares 37,681 Est. Cost $30.61 Unrealized
BEMIS INC 0.9%
Value ($000) $1,165 Shares 25,876 Est. Cost $41.03 Unrealized
COMPASS MINERALS INTL INC 0.9%
Value ($000) $1,147 Shares 13,965 Est. Cost $82.13 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,103 Shares 11,437 Est. Cost $71.77 Unrealized -7.4%
NATIONAL OILWELL VARCO INC 0.9%
Value ($000) $1,099 Shares 22,773 Est. Cost $77.39 Unrealized
TRIANGLE CAP CORP 0.9%
Value ($000) $1,094 Shares 46,682 Est. Cost $27.20 Unrealized
WASTE MGMT INC DEL 0.9%
Value ($000) $1,084 Shares 23,390 Est. Cost $45.00 Unrealized
AQUA AMERICA INC 0.9%
Value ($000) $1,053 Shares 42,980 Est. Cost $23.76 Unrealized
RIO RIO TINTO PLC 0.8%
Value ($000) $936 Shares 22,719 Est. Cost $55.74 Unrealized
BNS BANK N S HALIFAX 0.7%
Value ($000) $915 Shares 17,716 Est. Cost $33.16 Unrealized -6.5%
PIEDMONT NAT GAS INC 0.7%
Value ($000) $901 Shares 25,510 Est. Cost $33.50 Unrealized
KRAFT FOODS GROUP INC 0.7%
Value ($000) $846 Shares 9,931 Est. Cost $54.33 Unrealized
GOOGLE INC 0.6%
Value ($000) $723 Shares 1,339 Est. Cost $1120.63 Unrealized
KINDER MORGAN INC DEL 0.3%
Value ($000) $358 Shares 9,331 Est. Cost $42.31 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $357 Shares 1,725 Est. Cost $207.62 Unrealized
PATHFINDER BANCORP INC MD 0.2%
Value ($000) $235 Shares 20,000 Est. Cost $9.80 Unrealized
BIOGEN INC 0.2%
Value ($000) $212 Shares 524 Est. Cost $421.76 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $209 Shares 2,850 Est. Cost $84.21 Unrealized
CULP CULP INC 0.2%
Value ($000) $205 Shares 6,625 Est. Cost $22.85 Unrealized 0.0%