Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 9, 2015

Total Value ($000): $127,599 (100.0% shares, 0.0% debt)

Holdings (73)

HANESBRANDS INC 3.7%
Value ($000) $4,702 Shares 162,469 Est. Cost $40.67 Unrealized
ROP ROPER TECHNOLOGIES INC 3.1%
Value ($000) $3,898 Shares 24,874 Est. Cost $124.53 Unrealized +24.6%
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $3,635 Shares 57,288 Est. Cost $48.88 Unrealized +4.9%
CHD CHURCH & DWIGHT INC 2.8%
Value ($000) $3,601 Shares 42,921 Est. Cost $28.40 Unrealized +31.6%
PRICELINE GRP INC 2.8%
Value ($000) $3,530 Shares 2,854 Est. Cost $1151.65 Unrealized
CVS CVS HEALTH CORP 2.7%
Value ($000) $3,424 Shares 35,490 Est. Cost $49.33 Unrealized +57.7%
AAPL APPLE INC 2.6%
Value ($000) $3,332 Shares 30,212 Est. Cost $19.52 Unrealized +34.7%
RAYTHEON CO 2.4%
Value ($000) $3,000 Shares 27,455 Est. Cost $93.65 Unrealized
BARD C R INC 2.3%
Value ($000) $2,946 Shares 15,815 Est. Cost $140.03 Unrealized
DHR DANAHER CORP DEL 2.3%
Value ($000) $2,940 Shares 34,500 Est. Cost $30.47 Unrealized +18.2%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $2,893 Shares 21,811 Est. Cost $89.65 Unrealized +33.0%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $2,888 Shares 30,939 Est. Cost $67.29 Unrealized +7.7%
PERRIGO CO PLC 2.3%
Value ($000) $2,876 Shares 18,287 Est. Cost $155.14 Unrealized
SJM SMUCKER J M CO 2.1%
Value ($000) $2,731 Shares 23,933 Est. Cost $75.20 Unrealized +8.7%
ADP AUTOMATIC DATA PROCESSING IN 2.1%
Value ($000) $2,675 Shares 33,289 Est. Cost $53.50 Unrealized +19.4%
NKE NIKE INC 2.0%
Value ($000) $2,594 Shares 21,097 Est. Cost $35.05 Unrealized +41.5%
PSX PHILLIPS 66 1.9%
Value ($000) $2,418 Shares 31,462 Est. Cost $44.88 Unrealized +20.4%
UNILEVER PLC 1.9%
Value ($000) $2,361 Shares 57,896 Est. Cost $41.19 Unrealized
GOOGLE INC 1.8%
Value ($000) $2,293 Shares 3,768 Est. Cost $574.08 Unrealized
TJX TJX COS INC NEW 1.8%
Value ($000) $2,278 Shares 31,895 Est. Cost $27.70 Unrealized +9.6%
EXXON MOBIL CORP 1.8%
Value ($000) $2,253 Shares 30,309 Est. Cost $95.72 Unrealized
LFUS LITTELFUSE INC 1.7%
Value ($000) $2,228 Shares 24,445 Est. Cost $91.09 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.7%
Value ($000) $2,226 Shares 25,012 Est. Cost $112.05 Unrealized
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $2,085 Shares 21,237 Est. Cost $76.11 Unrealized +1.8%
DR PEPPER SNAPPLE GROUP INC 1.6%
Value ($000) $2,022 Shares 25,579 Est. Cost $51.82 Unrealized
E M C CORP MASS 1.5%
Value ($000) $1,972 Shares 81,611 Est. Cost $25.26 Unrealized
CISCO SYS INC 1.5%
Value ($000) $1,936 Shares 73,770 Est. Cost $23.15 Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $1,904 Shares 13,762 Est. Cost $117.38 Unrealized -1.0%
GPC GENUINE PARTS CO 1.4%
Value ($000) $1,825 Shares 22,022 Est. Cost $58.70 Unrealized +8.6%
VFC V F CORP 1.4%
Value ($000) $1,801 Shares 26,400 Est. Cost $54.02 Unrealized +26.8%
MSFT MICROSOFT CORP 1.4%
Value ($000) $1,754 Shares 39,640 Est. Cost $31.45 Unrealized +23.7%
EMR EMERSON ELEC CO 1.4%
Value ($000) $1,752 Shares 39,654 Est. Cost $47.15 Unrealized -20.8%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $1,750 Shares 23,602 Est. Cost $74.45 Unrealized -11.0%
CMI CUMMINS INC 1.4%
Value ($000) $1,736 Shares 15,987 Est. Cost $96.57 Unrealized -3.8%
PAYPAL HLDGS INC 1.4%
Value ($000) $1,734 Shares 55,866 Est. Cost $31.04 Unrealized
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $1,645 Shares 23,852 Est. Cost $58.92 Unrealized 0.0%
POTASH CORP SASK INC 1.3%
Value ($000) $1,610 Shares 78,338 Est. Cost $32.25 Unrealized
HP HELMERICH & PAYNE INC 1.2%
Value ($000) $1,581 Shares 33,457 Est. Cost $71.01 Unrealized -20.3%
DE DEERE & CO 1.2%
Value ($000) $1,578 Shares 21,331 Est. Cost $68.31 Unrealized +7.4%
LEG LEGGETT & PLATT INC 1.2%
Value ($000) $1,513 Shares 36,673 Est. Cost $31.37 Unrealized +48.8%
BROADRIDGE FINL SOLUTIONS IN 1.2%
Value ($000) $1,488 Shares 26,886 Est. Cost $46.82 Unrealized
TXN TEXAS INSTRS INC 1.2%
Value ($000) $1,470 Shares 29,682 Est. Cost $31.08 Unrealized +18.2%
SO SOUTHERN CO 1.1%
Value ($000) $1,460 Shares 32,670 Est. Cost $26.60 Unrealized +6.5%
EBAY EBAY INC 1.1%
Value ($000) $1,374 Shares 56,207 Est. Cost $20.15 Unrealized +18.8%
NEXTERA ENERGY INC 1.1%
Value ($000) $1,347 Shares 13,808 Est. Cost $87.59 Unrealized
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $1,319 Shares 13,370 Est. Cost $64.88 Unrealized +4.5%
3M CO 1.0%
Value ($000) $1,314 Shares 9,268 Est. Cost $141.78 Unrealized
VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,254 Shares 28,810 Est. Cost $48.63 Unrealized
WASTE MGMT INC DEL 1.0%
Value ($000) $1,236 Shares 24,815 Est. Cost $45.27 Unrealized
AQUA AMERICA INC 0.9%
Value ($000) $1,208 Shares 45,624 Est. Cost $23.92 Unrealized
GLAXOSMITHKLINE PLC 0.9%
Value ($000) $1,173 Shares 30,496 Est. Cost $51.37 Unrealized
COMPASS MINERALS INTL INC 0.9%
Value ($000) $1,162 Shares 14,830 Est. Cost $81.91 Unrealized
EATON CORP PLC 0.9%
Value ($000) $1,162 Shares 22,658 Est. Cost $72.48 Unrealized
CAT CATERPILLAR INC DEL 0.9%
Value ($000) $1,148 Shares 17,570 Est. Cost $59.11 Unrealized 0.0%
BEMIS INC 0.9%
Value ($000) $1,088 Shares 27,486 Est. Cost $40.94 Unrealized
PIEDMONT NAT GAS INC 0.8%
Value ($000) $1,081 Shares 26,970 Est. Cost $33.86 Unrealized
MAIN STREET CAPITAL CORP 0.8%
Value ($000) $1,066 Shares 39,971 Est. Cost $30.39 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $949 Shares 12,037 Est. Cost $70.87 Unrealized -24.0%
NATIONAL OILWELL VARCO INC 0.7%
Value ($000) $924 Shares 24,553 Est. Cost $74.51 Unrealized
GOOGLE INC 0.7%
Value ($000) $870 Shares 1,363 Est. Cost $1112.14 Unrealized
RIO RIO TINTO PLC 0.6%
Value ($000) $816 Shares 24,129 Est. Cost $54.46 Unrealized
TRIANGLE CAP CORP 0.6%
Value ($000) $814 Shares 49,366 Est. Cost $26.62 Unrealized
KHC KRAFT HEINZ CO 0.6%
Value ($000) $763 Shares 10,809 Est. Cost $47.82 Unrealized 0.0%
AT&T INC 0.6%
Value ($000) $715 Shares 21,944 Est. Cost $35.11 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $394 Shares 4,455 Est. Cost $72.17 Unrealized 0.0%
IVV ISHARES TR 0.3%
Value ($000) $368 Shares 1,911 Est. Cost $206.15 Unrealized
RYN RAYONIER INC 0.2%
Value ($000) $301 Shares 13,627 Est. Cost $40.58 Unrealized
KINDER MORGAN INC DEL 0.2%
Value ($000) $258 Shares 9,331 Est. Cost $42.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $252 Shares 1,738 Est. Cost $95.35 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $249 Shares 4,150 Est. Cost $76.63 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $222 Shares 3,640 Est. Cost $60.99 Unrealized
PATHFINDER BANCORP INC MD 0.2%
Value ($000) $222 Shares 20,000 Est. Cost $9.80 Unrealized
CULP CULP INC 0.2%
Value ($000) $212 Shares 6,625 Est. Cost $22.85 Unrealized +16.7%