§ 13F · FUND PROFILE
HAMEL ASSOCIATES, INC..
AUM · $363M (13F)Positions · 92Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHY | SCHWAB STRATEGIC TR | 809K | $26M | 7.1% | −1% |
| 2 | AAPL | APPLE INC | 59K | $17M | 4.7% | −5% |
| 3 | JNJ | JOHNSON & JOHNSON | 65K | $16M | 4.5% | −1% |
| 4 | GOOG | ALPHABET INC | 47K | $16M | 4.5% | −6% |
| 5 | WMT | WALMART INC | 137K | $16M | 4.3% | −2% |
| 6 | CB | CHUBB LIMITED | 36K | $12M | 3.4% | −1% |
| 7 | MRK | MERCK & CO INC | 93K | $12M | 3.3% | ±0% |
| 8 | VTIP | VANGUARD MALVERN FDS | 232K | $12M | 3.2% | NEW |
| 9 | XOM | EXXON MOBIL CORP | 84K | $11M | 3.2% | −4% |
| 10 | BK | BANK OF NY MELLON CORP | 78K | $11M | 3.1% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAMEL SIGNAL
AC read
HAMEL ASSOCIATES, INC. is a Other fund managing $363 million in assets. The fund runs a portfolio of 92 positions.
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