§ 13F · FUND PROFILE
HAMEL ASSOCIATES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $295.3T (13F)Positions · 81Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHY | SCHWAB STRATEGIC TR | 707K | $21.1T | 6.4% | +12% |
| 2 | AAPL | APPLE INC | 65K | $17.6T | 5.3% | −10% |
| 3 | WMT | WALMART INC | 147K | $16.4T | 4.9% | −7% |
| 4 | GOOG | ALPHABET INC | 52K | $16.3T | 4.9% | −16% |
| 5 | JNJ | JOHNSON & JOHNSON | 66K | $13.7T | 4.1% | ±0% |
| 6 | XOM | EXXON MOBIL CORP | 102K | $12.2T | 3.7% | −2% |
| 7 | TFLO | ISHARES TR | 236K | $11.9T | 3.6% | +145% |
| 8 | CB | CHUBB LIMITED | 37K | $11.4T | 3.4% | +1% |
| 9 | BK | BANK NEW YORK MELLON CORP | 90K | $10.4T | 3.1% | −2% |
| 10 | MSFT | MICROSOFT CORP | 21K | $10.1T | 3.0% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAMEL SIGNAL
AC read
HAMEL ASSOCIATES, INC. is a Other fund managing $295267.4 trillion in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed