Hamilton Point Investment Advisors, LLC

RIA/Wealth

Hamilton Point Investment Advisors, LLC is a RIA/Wealth based in Chapel Hill, NC led by Richard Speight Woods, reporting $1.1B in AUM as of Q3 2025 with BRK.A as the largest holding (8% allocation).

CEORichard Speight Woods

Portfolio Value: $640.7M
Positions: 162
Top Holding: BRK.A at 8.12%
Last Reported: Q3 2025

Address100 Europa Drive, Suite 425, Chapel Hill, NC, 27517, United States

Top Holdings

Largest long holdings in Hamilton Point Investment Advisors, LLC's portfolio (41% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$52.0M	8.12%	—	0.00% 69.0 shares	Q2 2023 Held for 2y 5m
2 Vanguard Total International Bond BNDX	ETF ETF	$41.0M	6.40%	+$2.6M Bought	— 829.3K shares	Q2 2025 Held for 5 months
3 Microsoft MSFT	Software - Infrastructure Technology	$27.5M	4.29%	-$45.6K Sold	0.00% 53.1K shares	Q4 2013 Held for 11y 11m
4 Apple AAPL	Consumer Electronics Technology	$25.5M	3.97%	-$48.1K Sold	0.00% 100.0K shares	Q4 2013 Held for 11y 11m
5 EMCOR Group EME	Engineering & Construction Industrials	$25.1M	3.92%	+$25.3K Bought	0.09% 38.7K shares	Q2 2018 Held for 7y 5m
6 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$21.0M	3.28%	-$89.1K Sold	0.00% 86.2K shares	Q2 2014 Held for 11y 5m
7 American Express AXP	Financial - Credit Services Financial Services	$20.9M	3.27%	+$14.3K Bought	0.01% 63.0K shares	Q1 2020 Held for 5y 8m
8 Raytheon Technologies RTX	Aerospace & Defense Industrials	$19.5M	3.05%	-$167.3 Sold	0.01% 116.6K shares	Q4 2013 Held for 11y 11m
9 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$15.4M	2.40%	+$16.3K Bought	0.01% 106.3K shares	Q4 2014 Held for 10y 11m
10 IAU iShares Gold Trust IAU	Unknown Unknown	$14.6M	2.27%	+$235.8K Bought	— 200.0K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hamilton Point Investment Advisors, LLC's latest filing

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Increased Positions

Position	Shares Δ	Change
1 Salesforce CRM	New	0 → 33.4K +$7.9M
2 KLA Corporation KLAC	New	0 → 220.0 +$237.0K
3 Tesla, Inc. TSLA	New	0 → 470.0 +$208.9K
4 Longeveron LGVN	New	0 → 22.4K +$16.8K
5 Schwab U.S. Broad Market SCHB	+347.55%	5.6K → 25.1K +$500.5K

Decreased Positions

Position	Shares Δ	Change
1 Pool Corporation POOL	Sold	13.9K → 0 −$4.0M
2 Vital Farms VITL	Sold	92.9K → 0 −$3.6M
3 The Cooper Companies, Inc. COO	Sold	48.7K → 0 −$3.5M
4 Netflix NFLX	Sold	156.0 → 0 −$208.9K
5 Markel MKL	Sold	102.0 → 0 −$203.7K