Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 11, 2020

Total Value ($000): $214,950 (100.0% shares, 0.0% debt)

Holdings (64)

AAPL APPLE INC 3.6%
Value ($000) $7,733 Shares 30,411 Est. Cost $22.83 Unrealized +211.4%
MSFT MICROSOFT CORP 3.6%
Value ($000) $7,724 Shares 48,977 Est. Cost $48.20 Unrealized +224.4%
SWKS SKYWORKS SOLUTIONS INC 3.3%
Value ($000) $7,113 Shares 79,585 Est. Cost $80.97 Unrealized +14.4%
CHD CHURCH & DWIGHT INC 3.2%
Value ($000) $6,867 Shares 106,992 Est. Cost $39.18 Unrealized +69.0%
CHKP CHECK POINT SOFTWARE TECH LT 3.0%
Value ($000) $6,530 Shares 64,946 Est. Cost $109.99 Unrealized -2.6%
DHR DANAHER CORPORATION 2.8%
Value ($000) $6,058 Shares 43,709 Est. Cost $40.10 Unrealized +227.4%
BDX BECTON DICKINSON & CO 2.7%
Value ($000) $5,904 Shares 25,694 Est. Cost $130.52 Unrealized +72.4%
AMGN AMGEN INC 2.6%
Value ($000) $5,679 Shares 28,014 Est. Cost $127.81 Unrealized +42.6%
ADP AUTOMATIC DATA PROCESSING IN 2.6%
Value ($000) $5,674 Shares 41,241 Est. Cost $64.01 Unrealized +121.8%
ROP ROPER TECHNOLOGIES INC 2.6%
Value ($000) $5,490 Shares 17,606 Est. Cost $141.18 Unrealized +142.4%
UNILEVER PLC 2.4%
Value ($000) $5,239 Shares 103,606 Est. Cost $46.14 Unrealized
WAT WATERS CORP 2.4%
Value ($000) $5,102 Shares 28,026 Est. Cost $210.52 Unrealized +0.2%
NEE NEXTERA ENERGY INC 2.3%
Value ($000) $4,971 Shares 20,658 Est. Cost $31.42 Unrealized +72.8%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $4,867 Shares 37,116 Est. Cost $75.05 Unrealized +60.1%
LFUS LITTELFUSE INC 2.2%
Value ($000) $4,632 Shares 34,718 Est. Cost $108.35 Unrealized +54.4%
EBAY EBAY INC 2.1%
Value ($000) $4,599 Shares 152,999 Est. Cost $26.02 Unrealized +21.1%
GOOG ALPHABET INC 2.1%
Value ($000) $4,585 Shares 3,943 Est. Cost $47.73 Unrealized +41.1%
DE DEERE & CO 2.1%
Value ($000) $4,574 Shares 32,924 Est. Cost $82.43 Unrealized +76.8%
META FACEBOOK INC 2.0%
Value ($000) $4,359 Shares 26,136 Est. Cost $194.43 Unrealized 0.0%
RAYTHEON CO 2.0%
Value ($000) $4,334 Shares 33,049 Est. Cost $103.51 Unrealized
NKE NIKE INC 2.0%
Value ($000) $4,333 Shares 52,220 Est. Cost $49.74 Unrealized +72.7%
TJX TJX COS INC NEW 2.0%
Value ($000) $4,230 Shares 88,465 Est. Cost $38.56 Unrealized +38.3%
CSCO CISCO SYS INC 1.9%
Value ($000) $4,137 Shares 105,234 Est. Cost $27.45 Unrealized +33.6%
FRCB FIRST REP BK SAN FRANCISCO C 1.8%
Value ($000) $3,967 Shares 48,215 Est. Cost $95.39 Unrealized +8.8%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $3,915 Shares 39,180 Est. Cost $43.68 Unrealized +132.7%
BR BROADRIDGE FINL SOLUTIONS IN 1.8%
Value ($000) $3,818 Shares 40,031 Est. Cost $71.67 Unrealized +44.0%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $3,814 Shares 23,364 Est. Cost $124.50 Unrealized +42.2%
CPB CAMPBELL SOUP CO 1.7%
Value ($000) $3,548 Shares 76,854 Est. Cost $36.45 Unrealized +8.7%
ETN EATON CORP PLC 1.6%
Value ($000) $3,393 Shares 43,677 Est. Cost $64.85 Unrealized +27.4%
WM WASTE MGMT INC DEL 1.6%
Value ($000) $3,374 Shares 36,453 Est. Cost $69.06 Unrealized +50.8%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $3,370 Shares 62,717 Est. Cost $33.16 Unrealized +23.7%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $3,352 Shares 35,536 Est. Cost $111.91 Unrealized
FFIV F5 NETWORKS INC 1.6%
Value ($000) $3,347 Shares 31,393 Est. Cost $122.31 Unrealized 0.0%
WMT WALMART INC 1.6%
Value ($000) $3,333 Shares 29,200 Est. Cost $24.49 Unrealized +44.4%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $3,274 Shares 38,239 Est. Cost $107.60 Unrealized 0.0%
COOPER COS INC 1.5%
Value ($000) $3,148 Shares 11,419 Est. Cost $326.48 Unrealized
MMM 3M CO 1.4%
Value ($000) $3,054 Shares 22,372 Est. Cost $120.17 Unrealized -11.8%
T AT&T INC 1.4%
Value ($000) $3,022 Shares 103,673 Est. Cost $15.45 Unrealized +17.6%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $2,973 Shares 44,806 Est. Cost $51.60 Unrealized +19.2%
PEP PEPSICO INC 1.3%
Value ($000) $2,853 Shares 23,754 Est. Cost $112.76 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 1.3%
Value ($000) $2,818 Shares 69,239 Est. Cost $47.18 Unrealized 0.0%
KELLOGG CO 1.3%
Value ($000) $2,795 Shares 46,599 Est. Cost $46.36 Unrealized +7.0%
RELX RELX PLC 1.3%
Value ($000) $2,721 Shares 127,172 Est. Cost $19.43 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $2,656 Shares 29,503 Est. Cost $92.71 Unrealized +11.8%
EME EMCOR GROUP INC 1.1%
Value ($000) $2,426 Shares 39,562 Est. Cost $75.12 Unrealized +0.4%
GNTX GENTEX CORP 1.1%
Value ($000) $2,367 Shares 106,820 Est. Cost $28.14 Unrealized -1.3%
HUBB HUBBELL INC 1.0%
Value ($000) $2,125 Shares 18,521 Est. Cost $107.25 Unrealized +13.0%
RIO RIO TINTO PLC 0.9%
Value ($000) $1,831 Shares 38,273 Est. Cost $49.34 Unrealized
WSM WILLIAMS SONOMA INC 0.8%
Value ($000) $1,788 Shares 42,062 Est. Cost $21.93 Unrealized +28.9%
GLAXOSMITHKLINE PLC 0.8%
Value ($000) $1,701 Shares 44,245 Est. Cost $40.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $1,695 Shares 15,279 Est. Cost $99.15 Unrealized -0.9%
OMC OMNICOM GROUP INC 0.7%
Value ($000) $1,515 Shares 27,275 Est. Cost $59.68 Unrealized -4.2%
GPC GENUINE PARTS CO 0.5%
Value ($000) $1,092 Shares 16,039 Est. Cost $63.61 Unrealized +18.2%
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $976 Shares 36,032 Est. Cost $35.65 Unrealized +16.8%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $931 Shares 3,800 Est. Cost $141.12 Unrealized +85.1%
UNP UNION PAC CORP 0.4%
Value ($000) $756 Shares 5,357 Est. Cost $72.09 Unrealized +101.1%
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $458 Shares 22,109 Est. Cost $39.43 Unrealized -5.1%
INTC INTEL CORP 0.2%
Value ($000) $436 Shares 8,049 Est. Cost $40.79 Unrealized +28.3%
KO COCA COLA CO 0.2%
Value ($000) $336 Shares 7,513 Est. Cost $32.52 Unrealized +38.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $293 Shares 252 Est. Cost $48.04 Unrealized +40.0%
RYN RAYONIER INC 0.1%
Value ($000) $266 Shares 11,275 Est. Cost $28.59 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $237 Shares 3,058 Est. Cost $51.52 Unrealized +26.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $228 Shares 5,999 Est. Cost $54.48 Unrealized -22.8%
PBHC PATHFINDER BANCORP INC MD 0.1%
Value ($000) $214 Shares 20,000 Est. Cost $12.78 Unrealized -9.6%