SEC 13F Intelligence

Hamilton Point Investment Advisors, LLC / MSFT

Hamilton Point Investment Advisors, LLC’s Microsoft Corp Position

Does Hamilton Point Investment Advisors, LLC own Microsoft Corp (MSFT)? Yes — 55.5K shares worth $21M (+3.16% of its 13F portfolio) as of Q1 2026, down from 55.6K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
55.5K
% of Portfolio
+3.16%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $14MQ3 ’22: $13MQ4 ’22: $13MQ4 ’22Q1 ’23: $17MQ2 ’23: $19MQ3 ’23: $17MQ4 ’23: $21MQ4 ’23Q1 ’24: $23MQ2 ’24: $25MQ3 ’24: $24MQ4 ’24: $23MQ4 ’24Q1 ’25: $21MQ2 ’25: $26MQ3 ’25: $28MQ4 ’25: $27MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.5K$21M+3.16%
Q4 202555.6K$27M+4.09%
Q3 202553.1K$28M+4.29%
Q2 202553.2K$26M+4.36%
Q1 202555.2K$21M+3.72%
Q4 202455.4K$23M+4.12%
Q3 202455.0K$24M+4.18%
Q2 202455.3K$25M+4.69%
Q1 202454.6K$23M+4.40%
Q4 202355.9K$21M+4.21%
Q3 202355.3K$17M+4.31%
Q2 202354.8K$19M+4.46%
Q1 202357.6K$17M+4.03%
Q4 202254.7K$13M+3.61%
Q3 202254.2K$13M+3.84%
Q2 202253.2K$14M+3.98%
Q1 202252.2K$16M+4.15%
Q4 202152.1K$18M+4.17%
Q3 202150.9K$14M+3.81%
Q2 202150.4K$14M+3.70%
Q1 202150.1K$12M+3.41%
Q4 202049.1K$11M+3.44%
Q3 202049.4K$10M+3.66%
Q2 202050.0K$10M+3.92%
Q1 202049.0K$8M+3.59%
Q4 201947.6K$8M+2.86%
Q3 201947.7K$7M+2.71%
Q2 201945.5K$6M+2.60%
Q1 201944.7K$5M+2.35%
Q4 201844.9K$5M+2.32%

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 MSFT.