SEC 13F Intelligence

Hamilton Point Investment Advisors, LLC / UTXZ

Hamilton Point Investment Advisors, LLC’s United Technologies Position

Does Hamilton Point Investment Advisors, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 35.5K shares worth $3M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2020
Shares
35.5K
% of Portfolio
+1.56%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $5MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $3MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202035.5K$3M+1.56%
Q4 201934.0K$5M+1.94%
Q3 201933.8K$5M+1.89%
Q2 201933.0K$4M+1.84%
Q1 201932.3K$4M+1.85%
Q4 201831.6K$3M+1.71%

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 UTXZ.