§ 13F · FUND PROFILE
HAMEL ASSOCIATES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $325M (13F)Positions · 81Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHY | SCHWAB STRATEGIC TR | 821K | $26M | 7.4% | +16% |
| 2 | WMT | WALMART INC | 140K | $17M | 5.0% | −5% |
| 3 | JNJ | JOHNSON & JOHNSON | 66K | $16M | 4.6% | −1% |
| 4 | AAPL | APPLE INC | 63K | $16M | 4.5% | −3% |
| 5 | XOM | EXXON MOBIL CORP | 87K | $15M | 4.2% | −15% |
| 6 | GOOG | ALPHABET INC | 50K | $14M | 4.1% | −4% |
| 7 | COP | CONOCOPHILLIPS | 93K | $12M | 3.5% | −4% |
| 8 | CB | CHUBB LTD SWITZ | 36K | $12M | 3.4% | −1% |
| 9 | MRK | MERCK & CO INC | 93K | $11M | 3.2% | ±0% |
| 10 | BK | BANK NEW YORK MELLON CORP | 85K | $10M | 2.9% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAMEL SIGNAL
AC read
HAMEL ASSOCIATES, INC. is a Other fund managing $325 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed