CIK 1599746
Hamilton Point Investment Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
189
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–189 of 189
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 273 | $50K–$100K | SH |
| IWP | ISHARES TR | 662 | $50K–$100K | SH |
| XLY | SELECT SECTOR SPDR TR | 754 | $50K–$100K | SH |
| IWM | ISHARES TR | 323 | $50K–$100K | SH |
| IYW | ISHARES TR | 386 | $50K–$100K | SH |
| XLF | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| AVXL | ANAVEX LIFE SCIENCES CORP | 20K | $50K–$100K | SH |
| SOXX | ISHARES TR | 213 | $50K–$100K | SH |
| IVE | ISHARES TR | 294 | $50K–$100K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 1K | $50K–$100K | SH |
| XHB | SPDR SERIES TRUST | 555 | $50K–$100K | SH |
| IJR | ISHARES TR | 467 | $50K–$100K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 610 | $50K–$100K | SH |
| XLB | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| XLI | SELECT SECTOR SPDR TR | 333 | $50K–$100K | SH |
| SHV | ISHARES TR | 408 | $15K–$50K | SH |
| VO | VANGUARD INDEX FDS | 144 | $15K–$50K | SH |
| EFG | ISHARES TR | 326 | $15K–$50K | SH |
| FNDF | SCHWAB STRATEGIC TR | 725 | $15K–$50K | SH |
| SCHA | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| FNDE | SCHWAB STRATEGIC TR | 835 | $15K–$50K | SH |
| FNDA | SCHWAB STRATEGIC TR | 840 | $15K–$50K | SH |
| SCZ | ISHARES TR | 325 | $15K–$50K | SH |
| SCHX | SCHWAB STRATEGIC TR | 894 | $15K–$50K | SH |
| VOE | VANGUARD INDEX FDS | 130 | $15K–$50K | SH |
| FNDC | SCHWAB STRATEGIC TR | 387 | $15K–$50K | SH |
| ICF | ISHARES TR | 220 | $1K–$15K | SH |
| VBR | VANGUARD INDEX FDS | 54 | $1K–$15K | SH |
| LGVN | LONGEVERON INC | 22K | $1K–$15K | SH |
| SCHE | SCHWAB STRATEGIC TR | 345 | $1K–$15K | SH |
| SCHC | SCHWAB STRATEGIC TR | 214 | $1K–$15K | SH |
| FNDX | SCHWAB STRATEGIC TR | 348 | $1K–$15K | SH |
| VNQ | VANGUARD INDEX FDS | 83 | $1K–$15K | SH |
| XLC | SELECT SECTOR SPDR TR | 60 | $1K–$15K | SH |
| SCHH | SCHWAB STRATEGIC TR | 184 | $1K–$15K | SH |
| VB | VANGUARD INDEX FDS | 12 | $1K–$15K | SH |
| LQD | ISHARES TR | 26 | $1K–$15K | SH |
| USRT | ISHARES TR | 16 | <$1K | SH |
| IYR | ISHARES TR | 1 | <$1K | SH |