Hamilton Point Investment Advisors, LLC Diversified Active

CIK: 0001599746 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 3, 2020

Total Value ($000): $283,740 (100.0% shares, 0.0% debt)

Holdings (70)

AAPL APPLE INC 5.4%
Value ($000) $15,226 Shares 131,476 Est. Cost $86.61 Unrealized +22.4%
MSFT MICROSOFT CORP 3.7%
Value ($000) $10,381 Shares 49,354 Est. Cost $50.76 Unrealized +295.5%
CHD CHURCH & DWIGHT INC 3.6%
Value ($000) $10,188 Shares 108,718 Est. Cost $39.65 Unrealized +114.9%
DHR DANAHER CORPORATION 3.4%
Value ($000) $9,599 Shares 44,541 Est. Cost $41.68 Unrealized +316.8%
SWKS SKYWORKS SOLUTIONS INC 3.0%
Value ($000) $8,385 Shares 57,630 Est. Cost $80.97 Unrealized +50.2%
EBAY EBAY INC. 2.9%
Value ($000) $8,113 Shares 155,723 Est. Cost $26.17 Unrealized +91.9%
CHKP CHECK POINT SOFTWARE TECH LT 2.8%
Value ($000) $7,930 Shares 65,900 Est. Cost $109.94 Unrealized +11.0%
AMGN AMGEN INC 2.6%
Value ($000) $7,479 Shares 29,427 Est. Cost $131.40 Unrealized +59.5%
META FACEBOOK INC 2.5%
Value ($000) $7,092 Shares 27,079 Est. Cost $195.85 Unrealized +30.8%
ROP ROPER TECHNOLOGIES INC 2.5%
Value ($000) $7,017 Shares 17,759 Est. Cost $143.55 Unrealized +180.5%
NKE NIKE INC 2.4%
Value ($000) $6,678 Shares 53,093 Est. Cost $49.74 Unrealized +100.3%
RTX RAYTHEON TECHNOLOGIES CORP 2.3%
Value ($000) $6,587 Shares 114,485 Est. Cost $54.61 Unrealized -1.7%
UNILEVER PLC 2.3%
Value ($000) $6,546 Shares 106,126 Est. Cost $46.31 Unrealized
AXP AMERICAN EXPRESS CO 2.2%
Value ($000) $6,228 Shares 62,128 Est. Cost $99.23 Unrealized -7.4%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $6,184 Shares 26,579 Est. Cost $133.58 Unrealized +68.7%
CSCO CISCO SYS INC 2.2%
Value ($000) $6,132 Shares 155,663 Est. Cost $30.58 Unrealized +21.2%
GOOG ALPHABET INC 2.1%
Value ($000) $6,015 Shares 4,093 Est. Cost $48.67 Unrealized +55.6%
ADP AUTOMATIC DATA PROCESSING IN 2.1%
Value ($000) $5,915 Shares 42,127 Est. Cost $65.31 Unrealized +91.4%
NEE NEXTERA ENERGY INC 2.1%
Value ($000) $5,848 Shares 21,071 Est. Cost $31.83 Unrealized +89.4%
TXN TEXAS INSTRS INC 2.0%
Value ($000) $5,777 Shares 40,456 Est. Cost $45.66 Unrealized +155.9%
WAT WATERS CORP 2.0%
Value ($000) $5,697 Shares 29,116 Est. Cost $209.93 Unrealized -1.0%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $5,675 Shares 38,115 Est. Cost $76.38 Unrealized +66.3%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $5,561 Shares 24,606 Est. Cost $127.43 Unrealized +66.6%
BR BROADRIDGE FINL SOLUTIONS IN 1.9%
Value ($000) $5,453 Shares 41,131 Est. Cost $72.29 Unrealized +68.9%
EME EMCOR GROUP INC 1.9%
Value ($000) $5,423 Shares 80,090 Est. Cost $68.28 Unrealized -0.3%
FRCB FIRST REP BK SAN FRANCISCO C 1.9%
Value ($000) $5,372 Shares 49,261 Est. Cost $95.48 Unrealized +14.4%
TJX TJX COS INC NEW 1.8%
Value ($000) $5,143 Shares 92,415 Est. Cost $38.95 Unrealized +28.5%
DG DOLLAR GEN CORP NEW 1.8%
Value ($000) $5,131 Shares 24,480 Est. Cost $167.40 Unrealized +8.8%
ETN EATON CORP PLC 1.6%
Value ($000) $4,633 Shares 45,405 Est. Cost $65.38 Unrealized +36.4%
WM WASTE MGMT INC DEL 1.5%
Value ($000) $4,244 Shares 37,502 Est. Cost $69.53 Unrealized +45.7%
WMT WALMART INC 1.5%
Value ($000) $4,190 Shares 29,948 Est. Cost $24.77 Unrealized +66.8%
DE DEERE & CO 1.4%
Value ($000) $4,058 Shares 18,248 Est. Cost $83.43 Unrealized +115.5%
COOPER COS INC 1.4%
Value ($000) $3,989 Shares 11,832 Est. Cost $325.33 Unrealized
FFIV F5 NETWORKS INC 1.4%
Value ($000) $3,972 Shares 32,357 Est. Cost $122.68 Unrealized +9.6%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $3,939 Shares 66,211 Est. Cost $33.59 Unrealized +26.7%
WSM WILLIAMS SONOMA INC 1.4%
Value ($000) $3,910 Shares 43,236 Est. Cost $22.26 Unrealized +80.2%
CPB CAMPBELL SOUP CO 1.3%
Value ($000) $3,819 Shares 78,964 Est. Cost $36.57 Unrealized +12.8%
MMM 3M CO 1.3%
Value ($000) $3,736 Shares 23,321 Est. Cost $119.57 Unrealized -7.7%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,580 Shares 46,405 Est. Cost $51.90 Unrealized +29.7%
PEP PEPSICO INC 1.2%
Value ($000) $3,489 Shares 25,171 Est. Cost $112.80 Unrealized +2.1%
LFUS LITTELFUSE INC 1.1%
Value ($000) $3,203 Shares 18,063 Est. Cost $109.59 Unrealized +62.0%
T AT&T INC 1.1%
Value ($000) $3,133 Shares 109,892 Est. Cost $15.45 Unrealized +0.7%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $2,968 Shares 30,826 Est. Cost $92.28 Unrealized -7.4%
RELX RELX PLC 1.0%
Value ($000) $2,932 Shares 131,057 Est. Cost $19.52 Unrealized
GNTX GENTEX CORP 1.0%
Value ($000) $2,851 Shares 110,702 Est. Cost $28.06 Unrealized -5.3%
WTRG ESSENTIAL UTILS INC 1.0%
Value ($000) $2,849 Shares 70,779 Est. Cost $47.09 Unrealized -8.8%
WSO WATSCO INC 1.0%
Value ($000) $2,711 Shares 11,639 Est. Cost $225.27 Unrealized 0.0%
HUBB HUBBELL INC 0.9%
Value ($000) $2,632 Shares 19,232 Est. Cost $107.55 Unrealized +16.6%
RIO RIO TINTO PLC 0.8%
Value ($000) $2,369 Shares 39,232 Est. Cost $49.45 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,948 Shares 16,007 Est. Cost $98.84 Unrealized -5.0%
GLAXOSMITHKLINE PLC 0.6%
Value ($000) $1,724 Shares 45,225 Est. Cost $40.78 Unrealized
GPC GENUINE PARTS CO 0.6%
Value ($000) $1,579 Shares 16,452 Est. Cost $63.86 Unrealized +25.3%
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,527 Shares 36,739 Est. Cost $35.57 Unrealized +11.6%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,370 Shares 3,800 Est. Cost $141.12 Unrealized +139.1%
UNP UNION PAC CORP 0.4%
Value ($000) $1,048 Shares 5,321 Est. Cost $72.09 Unrealized +128.7%
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $678 Shares 22,784 Est. Cost $39.13 Unrealized -21.7%
INTC INTEL CORP 0.2%
Value ($000) $442 Shares 8,529 Est. Cost $41.19 Unrealized +12.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $437 Shares 298 Est. Cost $51.45 Unrealized +47.0%
KO COCA COLA CO 0.1%
Value ($000) $349 Shares 7,013 Est. Cost $32.52 Unrealized +25.5%
RYN RAYONIER INC 0.1%
Value ($000) $298 Shares 11,275 Est. Cost $28.59 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $258 Shares 1,555 Est. Cost $103.31 Unrealized +35.4%
MRK MERCK & CO. INC 0.1%
Value ($000) $256 Shares 3,058 Est. Cost $51.52 Unrealized +28.0%
CSX CSX CORP 0.1%
Value ($000) $256 Shares 3,300 Est. Cost $20.51 Unrealized +11.9%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $246 Shares 1,250 Est. Cost $187.90 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $246 Shares 78 Est. Cost $122.20 Unrealized +29.0%
HD HOME DEPOT INC 0.1%
Value ($000) $233 Shares 838 Est. Cost $237.65 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $226 Shares 1,819 Est. Cost $107.86 Unrealized +13.2%
PFE PFIZER INC 0.1%
Value ($000) $215 Shares 5,853 Est. Cost $27.11 Unrealized 0.0%
PBHC PATHFINDER BANCORP INC MD 0.1%
Value ($000) $212 Shares 20,000 Est. Cost $12.78 Unrealized -32.0%
ABT ABBOTT LABS 0.1%
Value ($000) $210 Shares 1,933 Est. Cost $92.34 Unrealized 0.0%