Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HAMILTON POINT INVESTMENT ADVISORS LLC | 01-30-2024 | 12-31-2023 | 152 | 499,915,442 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 1 | $37,983,752 | 70 | 0.01 | 0.00 | 67 | 2233.33 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $21,027,391 | 55,919 | 0.00 | 0.00 | 614 | 1.11 | 12-31-2023 |
| APPLE INC | COM | 3 | $19,645,865 | 102,040 | 0.00 | 0.00 | 1,353 | 1.34 | 12-31-2023 |
| EMCOR GROUP INC | COM | 4 | $13,813,586 | 64,121 | 0.00 | 0.00 | 957 | 1.52 | 12-31-2023 |
