Hamilton Point Investment Advisors, LLC has filed its latest 13F report, revealing a total value of $723 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and its positioning within the financial services industry.

The Chapel Hill, North Carolina-based firm, which operates under the Central Index Key (CIK) 0001599746, has been active in filing with the SEC. This latest 13F report was submitted on November 3, 2026, and is part of a series of filings that demonstrate Hamilton Point's ongoing commitment to transparency in its investment practices.

Background

Hamilton Point Investment Advisors, LLC specializes in managing investment portfolios for its clients. The firm is categorized under the financial services sector, focusing on asset management and investment advisory services. According to its recent filings, the firm has consistently reported its holdings, with the latest submission reflecting a comprehensive overview of its investment activities.

What the Filing Says

The 13F report indicates that Hamilton Point has a total of 193 positions in its portfolio. The filing highlights significant investments in well-known companies, including:

  • Apple Inc. (CUSIP: 037833100) valued at approximately $32.9 million
  • Amazon.com Inc. (CUSIP: 023135106) valued at approximately $3.9 million
  • Alphabet Inc. (CUSIP: 02079K107) valued at approximately $24.8 million

These figures illustrate the firm's strategic focus on technology and consumer discretionary sectors, aligning with current market trends.

Impact

This filing may affect various stakeholders, including clients, competitors, and market analysts. Clients of Hamilton Point may gain confidence in the firm’s management capabilities, while competitors will analyze the firm's investment choices to gauge market positioning. Additionally, market analysts may interpret these holdings as indicators of broader industry trends.

What's Next

The filing does not specify what happens next for Hamilton Point Investment Advisors. However, it is expected that the firm will continue to monitor its investments closely and provide updates in future filings.

For further details, the filing can be accessed through the SEC's EDGAR database under accession number 0001398344-26-019399.