Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 2, 2016

Total Value ($000): $149,772 (100.0% shares, 0.0% debt)

Holdings (72)

ROP ROPER TECHNOLOGIES INC 3.2%
Value ($000) $4,731 Shares 25,883 Est. Cost $126.52 Unrealized +28.3%
HANESBRANDS INC 3.1%
Value ($000) $4,656 Shares 164,302 Est. Cost $40.25 Unrealized
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $4,126 Shares 58,398 Est. Cost $49.08 Unrealized +7.7%
CHD CHURCH & DWIGHT INC 2.7%
Value ($000) $4,099 Shares 44,467 Est. Cost $28.85 Unrealized +33.0%
PERRIGO CO PLC 2.6%
Value ($000) $3,894 Shares 30,437 Est. Cost $144.77 Unrealized
PRICELINE GRP INC 2.6%
Value ($000) $3,876 Shares 3,007 Est. Cost $1158.66 Unrealized
CVS CVS HEALTH CORP 2.5%
Value ($000) $3,697 Shares 35,636 Est. Cost $49.58 Unrealized +46.0%
SCHW SCHWAB CHARLES CORP NEW 2.3%
Value ($000) $3,489 Shares 124,514 Est. Cost $25.68 Unrealized -9.2%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $3,475 Shares 32,117 Est. Cost $67.73 Unrealized +16.3%
RAYTHEON CO 2.3%
Value ($000) $3,461 Shares 28,222 Est. Cost $94.95 Unrealized
DHR DANAHER CORP DEL 2.3%
Value ($000) $3,430 Shares 36,158 Est. Cost $30.95 Unrealized +17.8%
AAPL APPLE INC 2.3%
Value ($000) $3,374 Shares 30,956 Est. Cost $19.80 Unrealized +13.9%
LFUS LITTELFUSE INC 2.2%
Value ($000) $3,368 Shares 27,355 Est. Cost $92.49 Unrealized +19.2%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $3,358 Shares 22,118 Est. Cost $90.81 Unrealized +34.6%
BARD C R INC 2.2%
Value ($000) $3,246 Shares 16,018 Est. Cost $141.40 Unrealized
SJM SMUCKER J M CO 2.1%
Value ($000) $3,218 Shares 24,785 Est. Cost $75.81 Unrealized +23.3%
ADP AUTOMATIC DATA PROCESSING IN 2.1%
Value ($000) $3,140 Shares 34,997 Est. Cost $54.56 Unrealized +24.1%
PSX PHILLIPS 66 1.9%
Value ($000) $2,882 Shares 33,287 Est. Cost $45.90 Unrealized +22.1%
NKE NIKE INC 1.9%
Value ($000) $2,800 Shares 45,548 Est. Cost $46.62 Unrealized +14.1%
UNILEVER PLC 1.8%
Value ($000) $2,769 Shares 61,279 Est. Cost $41.34 Unrealized
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $2,638 Shares 26,349 Est. Cost $110.95 Unrealized
TJX TJX COS INC NEW 1.8%
Value ($000) $2,633 Shares 33,603 Est. Cost $27.92 Unrealized +13.2%
CHECK POINT SOFTWARE TECH LT 1.7%
Value ($000) $2,563 Shares 29,307 Est. Cost $87.45 Unrealized
EXXON MOBIL CORP 1.7%
Value ($000) $2,542 Shares 30,409 Est. Cost $95.12 Unrealized
GPC GENUINE PARTS CO 1.7%
Value ($000) $2,511 Shares 25,274 Est. Cost $59.59 Unrealized +11.8%
MSFT MICROSOFT CORP 1.6%
Value ($000) $2,436 Shares 44,115 Est. Cost $32.81 Unrealized +40.5%
ALPHABET INC 1.5%
Value ($000) $2,307 Shares 3,097 Est. Cost $758.98 Unrealized
E M C CORP MASS 1.5%
Value ($000) $2,261 Shares 84,824 Est. Cost $25.29 Unrealized
EMR EMERSON ELEC CO 1.5%
Value ($000) $2,250 Shares 41,382 Est. Cost $46.48 Unrealized -19.6%
CISCO SYS INC 1.5%
Value ($000) $2,188 Shares 76,858 Est. Cost $23.38 Unrealized
AMGN AMGEN INC 1.4%
Value ($000) $2,171 Shares 14,479 Est. Cost $117.33 Unrealized -5.6%
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $2,087 Shares 22,722 Est. Cost $75.88 Unrealized -16.4%
LEG LEGGETT & PLATT INC 1.3%
Value ($000) $1,990 Shares 41,113 Est. Cost $32.76 Unrealized +32.3%
TXN TEXAS INSTRS INC 1.3%
Value ($000) $1,941 Shares 33,797 Est. Cost $32.42 Unrealized +25.0%
POTASH CORP SASK INC 1.3%
Value ($000) $1,925 Shares 113,076 Est. Cost $27.46 Unrealized
VFC V F CORP 1.3%
Value ($000) $1,923 Shares 29,697 Est. Cost $54.87 Unrealized +5.8%
SO SOUTHERN CO 1.3%
Value ($000) $1,895 Shares 36,636 Est. Cost $26.92 Unrealized +19.7%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $1,858 Shares 25,192 Est. Cost $58.76 Unrealized -9.6%
CMI CUMMINS INC 1.2%
Value ($000) $1,823 Shares 16,583 Est. Cost $95.48 Unrealized -22.3%
NEXTERA ENERGY INC 1.2%
Value ($000) $1,814 Shares 15,326 Est. Cost $89.20 Unrealized
BROADRIDGE FINL SOLUTIONS IN 1.2%
Value ($000) $1,786 Shares 30,116 Est. Cost $47.50 Unrealized
RELX RELX PLC 1.2%
Value ($000) $1,770 Shares 94,195 Est. Cost $18.79 Unrealized
PIEDMONT NAT GAS INC 1.2%
Value ($000) $1,764 Shares 29,480 Est. Cost $35.97 Unrealized
VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $1,717 Shares 31,754 Est. Cost $48.42 Unrealized
DE DEERE & CO 1.1%
Value ($000) $1,700 Shares 22,081 Est. Cost $68.15 Unrealized -2.7%
3M CO 1.1%
Value ($000) $1,700 Shares 10,203 Est. Cost $142.56 Unrealized
DR PEPPER SNAPPLE GROUP INC 1.1%
Value ($000) $1,654 Shares 18,501 Est. Cost $52.48 Unrealized
WASTE MGMT INC DEL 1.1%
Value ($000) $1,645 Shares 27,881 Est. Cost $46.11 Unrealized
AQUA AMERICA INC 1.1%
Value ($000) $1,616 Shares 50,798 Est. Cost $24.49 Unrealized
BEMIS INC 1.1%
Value ($000) $1,596 Shares 30,825 Est. Cost $41.32 Unrealized
CAT CATERPILLAR INC DEL 1.1%
Value ($000) $1,591 Shares 20,791 Est. Cost $58.39 Unrealized -9.1%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $1,576 Shares 14,943 Est. Cost $65.44 Unrealized +3.4%
EATON CORP PLC 1.0%
Value ($000) $1,554 Shares 24,842 Est. Cost $70.75 Unrealized
EBAY EBAY INC 0.9%
Value ($000) $1,395 Shares 58,486 Est. Cost $20.38 Unrealized +6.2%
MAIN STREET CAPITAL CORP 0.9%
Value ($000) $1,394 Shares 44,468 Est. Cost $30.26 Unrealized
GLAXOSMITHKLINE PLC 0.9%
Value ($000) $1,383 Shares 34,111 Est. Cost $50.28 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,262 Shares 13,226 Est. Cost $69.77 Unrealized -17.7%
COMPASS MINERALS INTL INC 0.8%
Value ($000) $1,200 Shares 16,932 Est. Cost $81.13 Unrealized
TRIANGLE CAP CORP 0.7%
Value ($000) $1,090 Shares 52,964 Est. Cost $26.17 Unrealized
KHC KRAFT HEINZ CO 0.6%
Value ($000) $960 Shares 12,219 Est. Cost $47.73 Unrealized +1.2%
AT&T INC 0.6%
Value ($000) $953 Shares 24,342 Est. Cost $34.98 Unrealized
RIO RIO TINTO PLC 0.5%
Value ($000) $777 Shares 27,494 Est. Cost $51.34 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $518 Shares 2,508 Est. Cost $206.27 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $333 Shares 4,180 Est. Cost $72.17 Unrealized -14.1%
RYN RAYONIER INC 0.2%
Value ($000) $291 Shares 11,800 Est. Cost $40.58 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $286 Shares 4,150 Est. Cost $76.63 Unrealized
ALPHABET INC 0.2%
Value ($000) $267 Shares 350 Est. Cost $778.26 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $263 Shares 1,738 Est. Cost $95.35 Unrealized -11.8%
MCGRAW HILL FINL INC 0.2%
Value ($000) $228 Shares 2,300 Est. Cost $98.70 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $222 Shares 4,787 Est. Cost $30.85 Unrealized +3.2%
PATHFINDER BANCORP INC MD 0.1%
Value ($000) $220 Shares 20,000 Est. Cost $9.80 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $216 Shares 3,640 Est. Cost $60.99 Unrealized