Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 18, 2019

Total Value ($000): $234,164 (100.0% shares, 0.0% debt)

Holdings (73)

CHD CHURCH & DWIGHT INC 3.3%
Value ($000) $7,681 Shares 105,130 Est. Cost $38.42 Unrealized +78.9%
DE DEERE & CO 3.3%
Value ($000) $7,628 Shares 45,822 Est. Cost $79.80 Unrealized +77.2%
AAPL APPLE INC 3.2%
Value ($000) $7,490 Shares 37,843 Est. Cost $22.83 Unrealized +104.3%
CHKP CHECK POINT SOFTWARE TECH LT 3.1%
Value ($000) $7,166 Shares 61,983 Est. Cost $110.07 Unrealized +7.3%
ADP AUTOMATIC DATA PROCESSING IN 2.8%
Value ($000) $6,629 Shares 39,908 Est. Cost $61.34 Unrealized +129.8%
ROP ROPER TECHNOLOGIES INC 2.7%
Value ($000) $6,351 Shares 17,339 Est. Cost $137.10 Unrealized +149.0%
DHR DANAHER CORPORATION 2.6%
Value ($000) $6,139 Shares 42,904 Est. Cost $38.02 Unrealized +202.3%
MSFT MICROSOFT CORP 2.6%
Value ($000) $6,097 Shares 45,513 Est. Cost $40.98 Unrealized +191.6%
UNILEVER PLC 2.6%
Value ($000) $6,020 Shares 97,145 Est. Cost $45.60 Unrealized
BDX BECTON DICKINSON & CO 2.6%
Value ($000) $6,011 Shares 23,853 Est. Cost $123.70 Unrealized +69.5%
LFUS LITTELFUSE INC 2.5%
Value ($000) $5,885 Shares 33,266 Est. Cost $104.71 Unrealized +73.3%
EBAY EBAY INC 2.4%
Value ($000) $5,733 Shares 145,140 Est. Cost $25.69 Unrealized +30.9%
RAYTHEON CO 2.4%
Value ($000) $5,648 Shares 32,481 Est. Cost $102.93 Unrealized
WAT WATERS CORP 2.4%
Value ($000) $5,552 Shares 25,796 Est. Cost $210.39 Unrealized +3.9%
CSCO CISCO SYS INC 2.3%
Value ($000) $5,323 Shares 97,257 Est. Cost $26.50 Unrealized +70.5%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $5,260 Shares 37,768 Est. Cost $73.72 Unrealized +55.7%
AMGN AMGEN INC 2.1%
Value ($000) $4,806 Shares 26,079 Est. Cost $124.32 Unrealized +17.6%
BR BROADRIDGE FINL SOLUTIONS IN 2.0%
Value ($000) $4,756 Shares 37,110 Est. Cost $68.89 Unrealized +56.1%
FTV FORTIVE CORP 2.0%
Value ($000) $4,585 Shares 56,243 Est. Cost $40.59 Unrealized +24.4%
FRCB FIRST REP BK SAN FRANCISCO C 1.9%
Value ($000) $4,536 Shares 46,450 Est. Cost $95.13 Unrealized +3.3%
BKNG BOOKING HLDGS INC 1.9%
Value ($000) $4,531 Shares 2,417 Est. Cost $1922.98 Unrealized -8.1%
TJX TJX COS INC NEW 1.9%
Value ($000) $4,393 Shares 83,080 Est. Cost $37.70 Unrealized +29.1%
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $4,299 Shares 33,020 Est. Cost $112.11 Unrealized
NKE NIKE INC 1.8%
Value ($000) $4,230 Shares 50,257 Est. Cost $48.67 Unrealized +58.4%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $4,124 Shares 35,933 Est. Cost $38.89 Unrealized +138.5%
GOOG ALPHABET INC 1.7%
Value ($000) $4,066 Shares 3,762 Est. Cost $46.94 Unrealized +22.0%
ACN ACCENTURE PLC IRELAND 1.7%
Value ($000) $3,931 Shares 21,273 Est. Cost $119.70 Unrealized +36.7%
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $3,916 Shares 19,118 Est. Cost $30.06 Unrealized +39.0%
WM WASTE MGMT INC DEL 1.7%
Value ($000) $3,913 Shares 33,916 Est. Cost $66.68 Unrealized +45.8%
SCHW THE CHARLES SCHWAB CORPORATI 1.6%
Value ($000) $3,797 Shares 94,467 Est. Cost $27.36 Unrealized +45.0%
PSX PHILLIPS 66 1.6%
Value ($000) $3,793 Shares 40,548 Est. Cost $49.53 Unrealized +38.3%
COOPER COS INC 1.5%
Value ($000) $3,429 Shares 10,179 Est. Cost $336.87 Unrealized
ETN EATON CORP PLC 1.5%
Value ($000) $3,420 Shares 41,061 Est. Cost $64.25 Unrealized +11.1%
EME EMCOR GROUP INC 1.4%
Value ($000) $3,264 Shares 37,049 Est. Cost $74.91 Unrealized +5.6%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $3,229 Shares 56,512 Est. Cost $32.30 Unrealized +23.9%
T AT&T INC 1.4%
Value ($000) $3,214 Shares 95,901 Est. Cost $15.28 Unrealized -1.3%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $3,189 Shares 25,629 Est. Cost $76.75 Unrealized +17.6%
WMT WALMART INC 1.3%
Value ($000) $3,008 Shares 27,222 Est. Cost $23.85 Unrealized +31.3%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $2,903 Shares 40,511 Est. Cost $50.51 Unrealized +20.4%
RELX RELX PLC 1.2%
Value ($000) $2,888 Shares 118,318 Est. Cost $19.14 Unrealized
CPB CAMPBELL SOUP CO 1.2%
Value ($000) $2,867 Shares 71,539 Est. Cost $36.42 Unrealized -13.2%
AQUA AMERICA INC 1.1%
Value ($000) $2,610 Shares 63,078 Est. Cost $33.63 Unrealized
FHI FEDERATED INVS INC PA 1.1%
Value ($000) $2,594 Shares 79,800 Est. Cost $18.58 Unrealized +25.7%
SWKS SKYWORKS SOLUTIONS INC 1.1%
Value ($000) $2,541 Shares 32,883 Est. Cost $65.29 Unrealized +3.7%
WSM WILLIAMS SONOMA INC 1.1%
Value ($000) $2,528 Shares 38,887 Est. Cost $21.36 Unrealized +17.0%
KELLOGG CO 1.0%
Value ($000) $2,341 Shares 43,692 Est. Cost $46.26 Unrealized -9.9%
MAXIM INTEGRATED PRODS INC 1.0%
Value ($000) $2,334 Shares 39,018 Est. Cost $48.48 Unrealized
MAIN MAIN STREET CAPITAL CORP 1.0%
Value ($000) $2,262 Shares 54,736 Est. Cost $39.21 Unrealized +1.6%
MMM 3M CO 0.9%
Value ($000) $2,223 Shares 12,823 Est. Cost $130.74 Unrealized -7.7%
RIO RIO TINTO PLC 0.9%
Value ($000) $2,196 Shares 35,218 Est. Cost $49.27 Unrealized
HUBB HUBBELL INC 0.9%
Value ($000) $2,122 Shares 16,270 Est. Cost $105.56 Unrealized +3.0%
OMC OMNICOM GROUP INC 0.9%
Value ($000) $2,071 Shares 25,068 Est. Cost $59.57 Unrealized +4.0%
GLAXOSMITHKLINE PLC 0.7%
Value ($000) $1,667 Shares 41,170 Est. Cost $40.74 Unrealized
VFC V F CORP 0.7%
Value ($000) $1,588 Shares 18,176 Est. Cost $56.53 Unrealized +52.4%
GPC GENUINE PARTS CO 0.7%
Value ($000) $1,571 Shares 15,054 Est. Cost $62.53 Unrealized +36.6%
LEG LEGGETT & PLATT INC 0.6%
Value ($000) $1,302 Shares 33,596 Est. Cost $35.20 Unrealized +12.0%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $920 Shares 5,443 Est. Cost $72.09 Unrealized +105.0%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $866 Shares 3,800 Est. Cost $141.12 Unrealized +46.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $505 Shares 6,588 Est. Cost $54.48 Unrealized +4.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $505 Shares 4,514 Est. Cost $77.51 Unrealized +18.7%
INTC INTEL CORP 0.2%
Value ($000) $404 Shares 8,449 Est. Cost $40.79 Unrealized +5.6%
KO COCA COLA CO 0.2%
Value ($000) $382 Shares 7,453 Est. Cost $32.52 Unrealized +22.8%
BA BOEING CO 0.1%
Value ($000) $331 Shares 909 Est. Cost $230.91 Unrealized +54.7%
RYN RAYONIER INC 0.1%
Value ($000) $310 Shares 10,225 Est. Cost $40.58 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $299 Shares 276 Est. Cost $47.07 Unrealized +22.1%
PBHC PATHFINDER BANCORP INC MD 0.1%
Value ($000) $291 Shares 20,000 Est. Cost $12.78 Unrealized -2.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $278 Shares 1,992 Est. Cost $110.61 Unrealized +15.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $266 Shares 4,150 Est. Cost $76.63 Unrealized
CSX CSX CORP 0.1%
Value ($000) $255 Shares 3,300 Est. Cost $18.59 Unrealized +26.7%
MRK MERCK & CO INC 0.1%
Value ($000) $247 Shares 2,923 Est. Cost $50.90 Unrealized +22.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $238 Shares 1,726 Est. Cost $105.97 Unrealized -6.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $211 Shares 7,310 Est. Cost $29.14 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $206 Shares 4,761 Est. Cost $29.22 Unrealized 0.0%