Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 3, 2020

Total Value ($000): $259,360 (100.0% shares, 0.0% debt)

Holdings (67)

AAPL APPLE INC 4.3%
Value ($000) $11,167 Shares 30,611 Est. Cost $22.83 Unrealized +229.0%
MSFT MICROSOFT CORP 3.9%
Value ($000) $10,176 Shares 50,002 Est. Cost $50.76 Unrealized +241.0%
CHD CHURCH & DWIGHT INC 3.2%
Value ($000) $8,406 Shares 108,748 Est. Cost $39.65 Unrealized +71.7%
EBAY EBAY INC. 3.1%
Value ($000) $8,120 Shares 154,813 Est. Cost $26.17 Unrealized +46.8%
DHR DANAHER CORPORATION 3.0%
Value ($000) $7,861 Shares 44,409 Est. Cost $41.68 Unrealized +236.0%
SWKS SKYWORKS SOLUTIONS INC 2.8%
Value ($000) $7,316 Shares 57,216 Est. Cost $80.97 Unrealized +19.2%
CSCO CISCO SYS INC 2.8%
Value ($000) $7,297 Shares 156,446 Est. Cost $30.58 Unrealized +21.0%
CHKP CHECK POINT SOFTWARE TECH LT 2.7%
Value ($000) $7,067 Shares 65,780 Est. Cost $109.94 Unrealized -3.6%
RTX RAYTHEON TECHNOLOGIES CORP 2.7%
Value ($000) $7,018 Shares 113,898 Est. Cost $54.61 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 2.7%
Value ($000) $6,916 Shares 17,812 Est. Cost $143.55 Unrealized +141.4%
AMGN AMGEN INC 2.6%
Value ($000) $6,737 Shares 28,563 Est. Cost $129.04 Unrealized +48.5%
BDX BECTON DICKINSON & CO 2.4%
Value ($000) $6,270 Shares 26,205 Est. Cost $132.27 Unrealized +66.6%
ADP AUTOMATIC DATA PROCESSING IN 2.4%
Value ($000) $6,247 Shares 41,703 Est. Cost $64.71 Unrealized +96.3%
META FACEBOOK INC 2.3%
Value ($000) $6,026 Shares 26,536 Est. Cost $194.62 Unrealized +6.5%
AXP AMERICAN EXPRESS CO 2.2%
Value ($000) $5,831 Shares 61,255 Est. Cost $99.33 Unrealized -13.8%
UNILEVER PLC 2.2%
Value ($000) $5,800 Shares 105,683 Est. Cost $46.31 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $5,632 Shares 3,984 Est. Cost $47.93 Unrealized +39.7%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $5,284 Shares 37,576 Est. Cost $75.65 Unrealized +64.2%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $5,227 Shares 24,344 Est. Cost $126.52 Unrealized +38.0%
EME EMCOR GROUP INC 2.0%
Value ($000) $5,204 Shares 78,676 Est. Cost $68.29 Unrealized -10.1%
WAT WATERS CORP 2.0%
Value ($000) $5,194 Shares 28,794 Est. Cost $209.95 Unrealized -10.0%
FRCB FIRST REP BK SAN FRANCISCO C 2.0%
Value ($000) $5,189 Shares 48,958 Est. Cost $95.48 Unrealized +5.6%
NKE NIKE INC 2.0%
Value ($000) $5,183 Shares 52,727 Est. Cost $49.74 Unrealized +71.8%
BR BROADRIDGE FINL SOLUTIONS IN 2.0%
Value ($000) $5,168 Shares 40,784 Est. Cost $72.29 Unrealized +45.7%
TXN TEXAS INSTRS INC 2.0%
Value ($000) $5,072 Shares 39,943 Est. Cost $44.74 Unrealized +122.4%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $5,063 Shares 21,081 Est. Cost $31.83 Unrealized +63.3%
TJX TJX COS INC NEW 1.8%
Value ($000) $4,618 Shares 91,335 Est. Cost $38.82 Unrealized +20.1%
DG DOLLAR GEN CORP NEW 1.8%
Value ($000) $4,591 Shares 24,097 Est. Cost $167.17 Unrealized 0.0%
FFIV F5 NETWORKS INC 1.7%
Value ($000) $4,445 Shares 31,869 Est. Cost $122.50 Unrealized +9.9%
WM WASTE MGMT INC DEL 1.5%
Value ($000) $3,941 Shares 37,207 Est. Cost $69.53 Unrealized +32.5%
ETN EATON CORP PLC 1.5%
Value ($000) $3,931 Shares 44,932 Est. Cost $65.13 Unrealized +14.8%
CPB CAMPBELL SOUP CO 1.5%
Value ($000) $3,907 Shares 78,724 Est. Cost $36.57 Unrealized +12.8%
MMM 3M CO 1.4%
Value ($000) $3,582 Shares 22,962 Est. Cost $119.72 Unrealized -14.4%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $3,576 Shares 64,866 Est. Cost $33.41 Unrealized +22.0%
WMT WALMART INC 1.4%
Value ($000) $3,571 Shares 29,812 Est. Cost $24.77 Unrealized +53.7%
WSM WILLIAMS SONOMA INC 1.3%
Value ($000) $3,481 Shares 42,443 Est. Cost $21.93 Unrealized +39.3%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,378 Shares 46,109 Est. Cost $51.90 Unrealized +20.2%
COOPER COS INC 1.3%
Value ($000) $3,328 Shares 11,734 Est. Cost $325.33 Unrealized
T AT&T INC 1.3%
Value ($000) $3,245 Shares 107,358 Est. Cost $15.45 Unrealized +0.3%
PEP PEPSICO INC 1.2%
Value ($000) $3,215 Shares 24,311 Est. Cost $112.71 Unrealized -1.7%
RELX RELX PLC 1.2%
Value ($000) $3,060 Shares 129,892 Est. Cost $19.52 Unrealized
LFUS LITTELFUSE INC 1.2%
Value ($000) $3,026 Shares 17,737 Est. Cost $108.35 Unrealized +40.1%
WTRG ESSENTIAL UTILS INC 1.1%
Value ($000) $2,982 Shares 70,594 Est. Cost $47.09 Unrealized -10.3%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $2,864 Shares 30,452 Est. Cost $92.36 Unrealized -11.5%
DE DEERE & CO 1.1%
Value ($000) $2,852 Shares 18,062 Est. Cost $82.43 Unrealized +62.8%
GNTX GENTEX CORP 1.1%
Value ($000) $2,811 Shares 109,085 Est. Cost $28.08 Unrealized -10.7%
HUBB HUBBELL INC 0.9%
Value ($000) $2,380 Shares 18,987 Est. Cost $107.32 Unrealized +2.7%
RIO RIO TINTO PLC 0.8%
Value ($000) $2,186 Shares 38,917 Est. Cost $49.45 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,895 Shares 15,687 Est. Cost $98.94 Unrealized -7.6%
GLAXOSMITHKLINE PLC 0.7%
Value ($000) $1,855 Shares 44,960 Est. Cost $40.78 Unrealized
OMC OMNICOM GROUP INC 0.6%
Value ($000) $1,533 Shares 27,756 Est. Cost $59.41 Unrealized -25.5%
GPC GENUINE PARTS CO 0.5%
Value ($000) $1,426 Shares 16,247 Est. Cost $63.66 Unrealized +5.8%
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,303 Shares 36,648 Est. Cost $35.57 Unrealized -12.8%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,252 Shares 3,800 Est. Cost $141.12 Unrealized +103.4%
UNP UNION PAC CORP 0.3%
Value ($000) $900 Shares 5,321 Est. Cost $72.09 Unrealized +96.2%
MAIN MAIN STR CAP CORP 0.3%
Value ($000) $703 Shares 22,431 Est. Cost $39.27 Unrealized -28.2%
INTC INTEL CORP 0.2%
Value ($000) $488 Shares 8,149 Est. Cost $40.95 Unrealized +29.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $398 Shares 281 Est. Cost $49.99 Unrealized +33.9%
KO COCA COLA CO 0.1%
Value ($000) $339 Shares 7,513 Est. Cost $32.52 Unrealized +19.1%
RYN RAYONIER INC 0.1%
Value ($000) $280 Shares 11,275 Est. Cost $28.59 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $268 Shares 5,999 Est. Cost $54.48 Unrealized -36.1%
MRK MERCK & CO. INC 0.1%
Value ($000) $238 Shares 3,058 Est. Cost $51.52 Unrealized +22.0%
CSX CSX CORP 0.1%
Value ($000) $230 Shares 3,300 Est. Cost $20.51 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $210 Shares 1,555 Est. Cost $103.31 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $207 Shares 75 Est. Cost $120.78 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $203 Shares 1,819 Est. Cost $107.86 Unrealized 0.0%
PBHC PATHFINDER BANCORP INC MD 0.1%
Value ($000) $191 Shares 20,000 Est. Cost $12.78 Unrealized -32.0%