Hamilton Point Investment Advisors, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

Investment managers are always on the lookout for opportunities to diversify their portfolios and maximize returns for their clients. With various financial instruments available for investment, it can be quite challenging to make the right picks with significant growth potential. Keeping tabs on changes in holdings of top-performing funds can provide some insight into market trends and manager strategies. This blog post will analyze the Q3 2022 vs. Q4 2022 13F holdings comparison for Hamilton Point Investment Advisors, LLC.

Apple Inc (AAPL)

Hamilton Point Investment Advisors, LLC increased their holdings in Apple Inc. from 105,544 shares to 107,186 shares, representing a 1.6% increase. However, the value of their holdings decreased by 4.5% from $14,586,000 to $13,926,000.

Microsoft Corp (MSFT)

Hamilton Point Investment Advisors, LLC also increased their holdings in Microsoft Corp from 54,223 shares to 54,677 shares, representing a 0.8% increase. The value of their holdings also increased from $12,629,000 to $13,112,000, indicating a 3.8% growth potential.

Emcor Group Inc (EME)

Hamilton Point Investment Advisors, LLC increased their holdings in Emcor Group Inc from 87,646 shares to 87,688 shares, representing a marginal increase of 0.05%. However, the value of their holdings surged by 28.3% from $10,121,000 to $12,987,000.

Raytheon Technologies Corp (RTX)

Hamilton Point Investment Advisors, LLC decreased their holdings in Raytheon Technologies Corp from 125,455 shares to 125,224 shares, representing a 0.18% decrease. The value of their holdings also increased by 23.1% from $10,270,000 to $12,637,000.

Danaher Corporation (DHR)

Hamilton Point Investment Advisors, LLC increased their holdings in Danaher Corporation from 45,254 shares to 45,551 shares, representing a 0.65% increase. The value of their holdings also increased by 3.4% from $11,700,000 to $12,101,000.

Conclusion

Hamilton Point Investment Advisors, LLC increased its holdings in some of the top-performing companies like Apple Inc and Microsoft Corp, indicating high growth potential. The decrease in holdings of Raytheon Technologies Corp and minor increases in other stocks show a diversification strategy aimed at lowering risk. These Q3 2022 vs. Q4 2022 13F holdings comparison insights can help investors assess the potential growth opportunities of these stocks in the coming year.