Institutions / Hamel Associates, Inc.
Hamel Associates, Inc.
CIK 1599760 · Institution · as of Dec 31, 2025
Portfolio value
$331.76M
Positions
79
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 79 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $21.09M | 6.4% |
| Apple Inc. | $17.60M | 5.3% |
| Walmart Inc. | $16.42M | 4.9% |
| Alphabet Inc. | $16.26M | 4.9% |
| Johnson & Johnson | $13.73M | 4.1% |
| Exxon Mobil Corp | $12.23M | 3.7% |
| iShares Tr | $11.90M | 3.6% |
| Chubb Ltd | $11.41M | 3.4% |
| Bank of New York Mellon Corp/The | $10.43M | 3.1% |
| Microsoft Corp | $10.09M | 3.0% |
| Merck & Co., Inc. | $9.80M | 3.0% |
| ConocoPhillips | $9.02M | 2.7% |
| PROCTER & GAMBLE Co | $8.31M | 2.5% |
| Illinois Tool Works Inc | $7.25M | 2.2% |
| Chevron Corp | $7.09M | 2.1% |
| SPDR Gold Tr | $7.08M | 2.1% |
| Coca Cola Co | $6.87M | 2.1% |
| Amgen Inc | $6.61M | 2.0% |
| Mcdonald'S Corp | $6.49M | 2.0% |
| iShares Tr | $6.31M | 1.9% |
| iShares Tr | $6.16M | 1.9% |
| iShares Tr | $5.79M | 1.7% |
| Novartis AG | $5.60M | 1.7% |
| Honeywell International Inc | $5.39M | 1.6% |
| iShares Tr | $5.33M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.