SEC 13F Intelligence

Hamilton Point Investment Advisors, LLC / AAPL

Hamilton Point Investment Advisors, LLC’s Apple Inc Position

Does Hamilton Point Investment Advisors, LLC own Apple Inc (AAPL)? Yes — 100.6K shares worth $26M (+3.93% of its 13F portfolio) as of Q1 2026, down from 101.1K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
100.6K
% of Portfolio
+3.93%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $11MQ4 ’19Q1 ’20: $8MQ2 ’20: $11MQ3 ’20: $15MQ4 ’20: $17MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $18MQ4 ’21Q1 ’22: $18MQ2 ’22: $14MQ3 ’22: $15MQ4 ’22: $14MQ4 ’22Q1 ’23: $18MQ2 ’23: $19MQ3 ’23: $17MQ4 ’23: $20MQ4 ’23Q1 ’24: $17MQ2 ’24: $21MQ3 ’24: $23MQ4 ’24: $26MQ4 ’24Q1 ’25: $23MQ2 ’25: $21MQ3 ’25: $25MQ4 ’25: $27MQ4 ’25Q1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.6K$26M+3.93%
Q4 2025101.1K$27M+4.18%
Q3 2025100.0K$25M+3.97%
Q2 2025100.2K$21M+3.38%
Q1 2025104.2K$23M+4.16%
Q4 2024103.9K$26M+4.59%
Q3 202499.7K$23M+4.10%
Q2 202499.8K$21M+3.99%
Q1 202499.2K$17M+3.25%
Q4 2023102.0K$20M+3.93%
Q3 2023100.7K$17M+4.25%
Q2 202399.3K$19M+4.60%
Q1 2023110.6K$18M+4.42%
Q4 2022107.2K$14M+3.84%
Q3 2022105.5K$15M+4.43%
Q2 2022104.0K$14M+4.14%
Q1 2022101.6K$18M+4.57%
Q4 202199.9K$18M+4.22%
Q3 202199.9K$14M+3.75%
Q2 202198.3K$13M+3.65%
Q1 202197.6K$12M+3.45%
Q4 2020124.6K$17M+5.21%
Q3 2020131.5K$15M+5.37%
Q2 202030.6K$11M+4.31%
Q1 202030.4K$8M+3.60%
Q4 201937.4K$11M+4.18%
Q3 201937.9K$8M+3.47%
Q2 201937.8K$7M+3.20%
Q1 201937.1K$7M+3.14%
Q4 201836.7K$6M+2.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hamilton Point Investment Advisors, LLC’s full portfolio or all institutional holders of AAPL.