0001398344-24-013899.txt : 20240806
0001398344-24-013899.hdr.sgml : 20240806
20240806093852
ACCESSION NUMBER: 0001398344-24-013899
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240806
DATE AS OF CHANGE: 20240806
EFFECTIVENESS DATE: 20240806
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Hamilton Point Investment Advisors, LLC
CENTRAL INDEX KEY: 0001599746
ORGANIZATION NAME:
IRS NUMBER: 134360555
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15816
FILM NUMBER: 241177592
BUSINESS ADDRESS:
STREET 1: 100 EUROPA DRIVE
STREET 2: SUITE 425
CITY: CHAPEL HILL
STATE: NC
ZIP: 27517
BUSINESS PHONE: 919-636-3765
MAIL ADDRESS:
STREET 1: 100 EUROPA DRIVE
STREET 2: SUITE 425
CITY: CHAPEL HILL
STATE: NC
ZIP: 27517
13F-HR
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06-30-2024
06-30-2024
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Hamilton Point Investment Advisors, LLC
100 EUROPA DRIVE
SUITE 425
CHAPEL HILL
NC
27517
13F HOLDINGS REPORT
028-15816
000144534
801-68186
N
Richard S. Woods
CCO
919-636-3765
/s/ Richard S. Woods
Chapel Hill
NC
08-06-2024
0
144
526516975
INFORMATION TABLE
2
fp0089073-1_13fhr-table.xml
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ABBOTT LABS
COM
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0
ABBVIE INC
COM
00287Y109
1077832
6284
SH
SOLE
6284
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
8091409
26668
SH
SOLE
26668
0
0
ADOBE INC
COM
00724F101
10819697
19476
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SOLE
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0
ADVANCED MICRO DEVICES INC
COM
007903107
1243826
7668
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SOLE
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ALPHABET INC
CAP STK CL C
02079K107
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0
ALPHABET INC
CAP STK CL A
02079K305
848819
4660
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AMAZON COM INC
COM
023135106
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AMERICAN CENTY ETF TR
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025072877
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AMERICAN EXPRESS CO
COM
025816109
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66132
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AMGEN INC
COM
031162100
10724211
34323
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ANAVEX LIFE SCIENCES CORP
COM NEW
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APPLE INC
COM
037833100
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ASML HOLDING N V
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COM
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BROADRIDGE FINL SOLUTIONS IN
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BROOKFIELD INFRASTRUCTURE CO
COM SB VTG SHS A
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CAPITAL ONE FINL CORP
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14040H105
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CHEVRON CORP NEW
COM
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CHURCH & DWIGHT CO INC
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CISCO SYS INC
COM
17275R102
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COCA COLA CO
COM
191216100
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COLGATE PALMOLIVE CO
COM
194162103
4769972
49155
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49155
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COOPER COS INC
COM
216648501
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CUMMINS INC
COM
231021106
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DANAHER CORPORATION
COM
235851102
10530742
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DEERE & CO
COM
244199105
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DELL TECHNOLOGIES INC
CL C
24703L202
341189
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EATON CORP PLC
SHS
G29183103
9257542
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0
ELI LILLY & CO
COM
532457108
4779035
5278
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EMCOR GROUP INC
COM
29084Q100
18312829
50161
SH
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0
0
EMERSON ELEC CO
COM
291011104
374985
3404
SH
SOLE
3404
0
0
EOG RES INC
COM
26875P101
3637895
28902
SH
SOLE
28902
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ESSENTIAL UTILS INC
COM
29670G102
4853147
130007
SH
SOLE
130007
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0
EXXON MOBIL CORP
COM
30231G102
680014
5907
SH
SOLE
5907
0
0
F5 INC
COM
315616102
5481680
31828
SH
SOLE
31828
0
0
FAIR ISAAC CORP
COM
303250104
400450
269
SH
SOLE
269
0
0
GENERAL DYNAMICS CORP
COM
369550108
336272
1159
SH
SOLE
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GENTEX CORP
COM
371901109
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SH
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200134
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GENUINE PARTS CO
COM
372460105
4800531
34458
SH
SOLE
34458
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GRAINGER W W INC
COM
384802104
1241482
1376
SH
SOLE
1376
0
0
HERSHEY CO
COM
427866108
3674578
19989
SH
SOLE
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HOME DEPOT INC
COM
437076102
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1174
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SOLE
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HONEYWELL INTL INC
COM
438516106
355117
1663
SH
SOLE
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HUBBELL INC
COM
443510607
7389033
20217
SH
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ILLINOIS TOOL WKS INC
COM
452308109
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3158
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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INVESCO QQQ TR
UNIT SER 1
46090E103
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ISHARES NEW
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MSCI EAFE ETF
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RUS MDCP VAL ETF
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RUS MID CAP ETF
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CORE S&P MCP ETF
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ISHARES SEMICDTR
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COHEN STEER REIT
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RUS 1000 GRW ETF
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RUSSELL 2000 ETF
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U.S. TECH ETF
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CORE S&P SCP ETF
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COM
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JPMORGAN CHASE & CO.
COM
46625H100
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LAM RESEARCH CORP
COM
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LITTELFUSE INC
COM
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LOCKHEED MARTIN CORP
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LOWES COS INC
COM
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MAIN STR CAP CORP
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MCDONALDS CORP
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MERCK & CO INC
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META PLATFORMS INC
CL A
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PATHFINDER BANCORP INC MD
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COM
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COM
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64922
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TR UNIT
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SH
Put
SOLE
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0
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COM
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SH
SOLE
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0
0
TETRA TECH INC NEW
COM
88162G103
204889
1002
SH
SOLE
1002
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0
TEXAS INSTRS INC
COM
882508104
8166545
41981
SH
SOLE
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0
0
THE CIGNA GROUP
COM
125523100
418832
1267
SH
SOLE
1267
0
0
THE TRADE DESK INC
COM CL A
88339J105
437562
4480
SH
SOLE
4480
0
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TJX COS INC NEW
COM
872540109
11870207
107813
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SOLE
107813
0
0
TYLER TECHNOLOGIES INC
COM
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684284
1361
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UNILEVER PLC
SPON ADR NEW
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5981744
108779
SH
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UNION PAC CORP
COM
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SH
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UNITEDHEALTH GROUP INC
COM
91324P102
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SH
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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1457055
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2903
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VANGUARD INDEX FDS
GROWTH ETF
922908736
167386
447
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VANGUARD INDEX FDS
VALUE ETF
922908744
548845
3400
SH
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3400
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VANGUARD INDEX FDS
SMALL CP ETF
922908751
2627
12
SH
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12
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
454220
2476
SH
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2476
0
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VANGUARD WORLD FD
INF TECH ETF
92204A702
443407
768
SH
SOLE
768
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2910335
70571
SH
SOLE
70571
0
0
VISA INC
COM CL A
92826C839
6512943
24814
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SOLE
24814
0
0
WALMART INC
COM
931142103
6208060
91686
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SOLE
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0
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WASTE MGMT INC DEL
COM
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38143
SH
SOLE
38143
0
0
WATSCO INC
COM
942622200
6187189
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SH
SOLE
13356
0
0
WILLIAMS SONOMA INC
COM
969904101
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28701
SH
SOLE
28701
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