Hamilton Point Investment Advisors, LLC Last Quarter Change: USA ETF, Sold Out

Hamilton Point Investment Advisors, LLC quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Hamilton Point Investment Advisors, LLC opened 16 positions, added to 11, reduced 0, sold out of 15 and left 37 unchanged. The largest increase in value was AVEM (+$2,626,285); the largest decrease was XLK (-$220,880).

XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 1,662; Shares 2026-06-30 0.
XTN: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 2,324; Shares 2026-06-30 0.
XLV: Country of operation —; Class STATE STREET HEA; Shares 2026-03-31 1,128; Shares 2026-06-30 0.
XLE: Country of operation —; Class STATE STREET ENE; Shares 2026-03-31 2,392; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1599746): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
XLK SELECT SECTOR SPDR TR	STATE STREET TEC	1,662	-1,662	$220,880	$0	-$220,880
XTN SPDR SERIES TRUST	STATE STREET SPD	2,324	-2,324	$216,091	$0	-$216,091
XLV SELECT SECTOR SPDR TR	STATE STREET HEA	1,128	-1,128	$165,376	$0	-$165,376
XLE SELECT SECTOR SPDR TR	STATE STREET ENE	2,392	-2,392	$146,534	$0	-$146,534
XLY SELECT SECTOR SPDR TR	STATE STREET CON	754	-754	$82,171	$0	-$82,171
XLF SELECT SECTOR SPDR TR	STATE STREET FIN	1,250	-1,250	$61,718	$0	-$61,718
XHB SPDR SERIES TRUST	STATE STREET SPD	555	-555	$54,790	$0	-$54,790
XLI SELECT SECTOR SPDR TR	STATE STREET IND	333	-333	$53,856	$0	-$53,856
SHV ISHARES TR	TRUST ISHARE 0-1	408	-408	$45,039	$0	-$45,039
XLB SELECT SECTOR SPDR TR	STATE STREET MAT	900	-900	$44,973	$0	-$44,973
EFG ISHARES TR	EAFE GRWTH ETF	326	-326	$36,307	$0	-$36,307
FNDE SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	835	-835	$31,947	$0	-$31,947
SCZ ISHARES TR	EAFE SML CP ETF	325	-325	$25,483	$0	-$25,483
USRT ISHARES TR	CRE U S REIT ETF	16	-16	$947	$0	-$947
IYR ISHARES TR	U.S. REAL ES ETF	1	-1	$62	$0	-$62

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