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Manager record

Hamilton Point Investment Advisors, LLC

Chapel Hill, NC · CIK 1599746 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$710.15MReported 13F valueQ2 2026 · as filed
193Holdings listed
+9.4%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $607.5M$607.5MQ2 2025161 holdingsQ3 2025: $640.7M$640.7MQ3 2025162 holdingsQ4 2025: $657.8M$657.8MQ4 2025190 holdingsQ1 2026: $649.3M$649.3MQ1 2026186 holdingsQ2 2026: $710.2M$710.2MQ2 2026193 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$710.15M · 193 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$649.27M · 186 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$657.83M · 190 holdings listed · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$640.67M · 162 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$607.54M · 161 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology