Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 11, 2016

Total Value ($000): $152,969 (100.0% shares, 0.0% debt)

Holdings (73)

CHD CHURCH & DWIGHT INC 3.0%
Value ($000) $4,596 Shares 44,670 Est. Cost $28.85 Unrealized +47.6%
ROP ROPER TECHNOLOGIES INC 2.9%
Value ($000) $4,433 Shares 25,988 Est. Cost $126.52 Unrealized +30.4%
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $4,274 Shares 58,390 Est. Cost $49.08 Unrealized +15.9%
HANESBRANDS INC 2.7%
Value ($000) $4,123 Shares 164,067 Est. Cost $40.25 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $3,911 Shares 32,244 Est. Cost $67.73 Unrealized +28.5%
RAYTHEON CO 2.5%
Value ($000) $3,849 Shares 28,309 Est. Cost $94.95 Unrealized
SJM SMUCKER J M CO 2.5%
Value ($000) $3,786 Shares 24,838 Est. Cost $75.81 Unrealized +30.8%
BARD C R INC 2.5%
Value ($000) $3,763 Shares 16,003 Est. Cost $141.40 Unrealized
BDX BECTON DICKINSON & CO 2.5%
Value ($000) $3,759 Shares 22,168 Est. Cost $90.81 Unrealized +52.3%
PRICELINE GRP INC 2.5%
Value ($000) $3,755 Shares 3,008 Est. Cost $1158.66 Unrealized
DHR DANAHER CORP DEL 2.4%
Value ($000) $3,657 Shares 36,208 Est. Cost $30.95 Unrealized +29.5%
CVS CVS HEALTH CORP 2.2%
Value ($000) $3,432 Shares 35,849 Est. Cost $49.58 Unrealized +50.3%
LFUS LITTELFUSE INC 2.1%
Value ($000) $3,269 Shares 27,658 Est. Cost $92.75 Unrealized +25.4%
ADP AUTOMATIC DATA PROCESSING IN 2.1%
Value ($000) $3,228 Shares 35,140 Est. Cost $54.56 Unrealized +31.5%
SCHW SCHWAB CHARLES CORP NEW 2.1%
Value ($000) $3,171 Shares 125,282 Est. Cost $25.68 Unrealized -2.0%
AAPL APPLE INC 1.9%
Value ($000) $2,973 Shares 31,097 Est. Cost $19.80 Unrealized +14.2%
UNILEVER PLC 1.9%
Value ($000) $2,918 Shares 60,915 Est. Cost $41.34 Unrealized
EXXON MOBIL CORP 1.9%
Value ($000) $2,908 Shares 31,024 Est. Cost $95.09 Unrealized
PERRIGO CO PLC 1.8%
Value ($000) $2,792 Shares 30,792 Est. Cost $144.15 Unrealized
GPC GENUINE PARTS CO 1.8%
Value ($000) $2,783 Shares 27,489 Est. Cost $60.70 Unrealized +20.9%
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $2,708 Shares 26,411 Est. Cost $110.95 Unrealized
PSX PHILLIPS 66 1.7%
Value ($000) $2,647 Shares 33,362 Est. Cost $45.90 Unrealized +23.5%
TJX TJX COS INC NEW 1.7%
Value ($000) $2,611 Shares 33,811 Est. Cost $27.92 Unrealized +19.4%
NKE NIKE INC 1.7%
Value ($000) $2,529 Shares 45,823 Est. Cost $46.62 Unrealized +7.9%
CHECK POINT SOFTWARE TECH LT 1.5%
Value ($000) $2,348 Shares 29,466 Est. Cost $87.45 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $2,338 Shares 45,700 Est. Cost $33.26 Unrealized +38.2%
E M C CORP MASS 1.5%
Value ($000) $2,305 Shares 84,824 Est. Cost $25.29 Unrealized
TXN TEXAS INSTRS INC 1.5%
Value ($000) $2,244 Shares 35,822 Est. Cost $33.16 Unrealized +37.7%
AMGN AMGEN INC 1.4%
Value ($000) $2,204 Shares 14,484 Est. Cost $117.33 Unrealized -0.5%
CISCO SYS INC 1.4%
Value ($000) $2,197 Shares 76,581 Est. Cost $23.38 Unrealized
ALPHABET INC 1.4%
Value ($000) $2,172 Shares 3,138 Est. Cost $758.11 Unrealized
EMR EMERSON ELEC CO 1.4%
Value ($000) $2,146 Shares 41,147 Est. Cost $46.48 Unrealized -10.6%
NEXTERA ENERGY INC 1.4%
Value ($000) $2,101 Shares 16,111 Est. Cost $91.21 Unrealized
SO SOUTHERN CO 1.3%
Value ($000) $2,059 Shares 38,401 Est. Cost $27.22 Unrealized +23.5%
BROADRIDGE FINL SOLUTIONS IN 1.3%
Value ($000) $2,053 Shares 31,486 Est. Cost $48.27 Unrealized
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $2,001 Shares 25,309 Est. Cost $58.76 Unrealized -0.9%
WASTE MGMT INC DEL 1.3%
Value ($000) $1,934 Shares 29,191 Est. Cost $47.01 Unrealized
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $1,903 Shares 22,817 Est. Cost $75.88 Unrealized -17.3%
AQUA AMERICA INC 1.2%
Value ($000) $1,892 Shares 53,058 Est. Cost $24.97 Unrealized
3M CO 1.2%
Value ($000) $1,867 Shares 10,663 Est. Cost $143.96 Unrealized
DR PEPPER SNAPPLE GROUP INC 1.2%
Value ($000) $1,867 Shares 19,321 Est. Cost $54.35 Unrealized
PIEDMONT NAT GAS INC 1.2%
Value ($000) $1,866 Shares 31,035 Est. Cost $37.18 Unrealized
CMI CUMMINS INC 1.2%
Value ($000) $1,862 Shares 16,556 Est. Cost $95.48 Unrealized -8.2%
VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $1,856 Shares 33,239 Est. Cost $48.75 Unrealized
POTASH CORP SASK INC 1.2%
Value ($000) $1,856 Shares 114,313 Est. Cost $27.34 Unrealized
RELX RELX PLC 1.2%
Value ($000) $1,839 Shares 98,320 Est. Cost $18.79 Unrealized
DE DEERE & CO 1.2%
Value ($000) $1,785 Shares 22,031 Est. Cost $68.15 Unrealized +2.7%
TRIANGLE CAP CORP 1.2%
Value ($000) $1,760 Shares 90,809 Est. Cost $23.34 Unrealized
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $1,683 Shares 15,623 Est. Cost $65.77 Unrealized +11.1%
BEMIS INC 1.1%
Value ($000) $1,651 Shares 32,055 Est. Cost $41.71 Unrealized
CAT CATERPILLAR INC DEL 1.1%
Value ($000) $1,628 Shares 21,476 Est. Cost $58.44 Unrealized +2.4%
EATON CORP PLC 1.0%
Value ($000) $1,553 Shares 25,997 Est. Cost $70.26 Unrealized
GLAXOSMITHKLINE PLC 1.0%
Value ($000) $1,541 Shares 35,556 Est. Cost $50.00 Unrealized
MAIN STREET CAPITAL CORP 1.0%
Value ($000) $1,530 Shares 46,578 Est. Cost $30.38 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,447 Shares 13,801 Est. Cost $69.64 Unrealized -4.1%
LEG LEGGETT & PLATT INC 0.9%
Value ($000) $1,418 Shares 27,753 Est. Cost $32.76 Unrealized +50.3%
EBAY EBAY INC 0.9%
Value ($000) $1,372 Shares 58,628 Est. Cost $20.38 Unrealized +5.3%
COMPASS MINERALS INTL INC 0.9%
Value ($000) $1,327 Shares 17,892 Est. Cost $80.76 Unrealized
KHC KRAFT HEINZ CO 0.7%
Value ($000) $1,131 Shares 12,779 Est. Cost $47.99 Unrealized +11.7%
AT&T INC 0.7%
Value ($000) $1,105 Shares 25,572 Est. Cost $35.37 Unrealized
VFC V F CORP 0.6%
Value ($000) $945 Shares 15,371 Est. Cost $54.87 Unrealized +7.8%
RIO RIO TINTO PLC 0.6%
Value ($000) $914 Shares 29,214 Est. Cost $50.16 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $463 Shares 5,302 Est. Cost $71.34 Unrealized -4.3%
IVV ISHARES TR 0.3%
Value ($000) $423 Shares 2,008 Est. Cost $206.27 Unrealized
S&P GLOBAL INC 0.3%
Value ($000) $408 Shares 3,800 Est. Cost $107.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $325 Shares 2,138 Est. Cost $95.31 Unrealized -0.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $315 Shares 4,150 Est. Cost $76.63 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $302 Shares 6,667 Est. Cost $31.54 Unrealized +5.6%
RYN RAYONIER INC 0.2%
Value ($000) $268 Shares 10,225 Est. Cost $40.58 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $226 Shares 3,640 Est. Cost $60.99 Unrealized
ALPHABET INC 0.1%
Value ($000) $225 Shares 320 Est. Cost $778.26 Unrealized
PATHFINDER BANCORP INC MD 0.1%
Value ($000) $225 Shares 20,000 Est. Cost $9.80 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $214 Shares 7,310 Est. Cost $29.27 Unrealized