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Filers›Family Office›HAMEL ASSOCIATES, INC.
DOSSIER · 13F-HR · Q1 2026

HAMEL ASSOCIATES, INC.

HAMEL ASSOCIATES's family office based in London, UK — $351M in tracked AUM across 81 positions as of Q1 2026.

HA
HAMEL ASSOCIATES·London, UK·Family Office
CIK 0001599760 · last filed Mar 31, 2026
Total AUM
$351M
▼ 5.0%
vs prior
Holdings
81
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

HAMEL ASSOCIATES, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHY
SCHWAB STRATEGIC TR
$26M821K7.4%
02
WMT
WALMART INC
$17M140K5.0%
03
JNJ
JOHNSON & JOHNSON
$16M66K4.6%
04
AAPL
APPLE INC
$16M63K4.5%
05
XOM
EXXON MOBIL CORP
$15M87K4.2%
06
GOOG
ALPHABET INC
$14M50K4.1%
07
COP
CONOCOPHILLIPS
$12M93K3.5%
08
H1467J104
CHUBB LTD SWITZ
$12M36K3.4%
09
MRK
MERCK & CO INC
$11M93K3.2%
10
BK
BANK NEW YORK MELLON CORP
$10M85K2.9%

Filing history

Filing history loading…
AI Agent · grounded in HAMEL
haiku-4-5 · 81 positions indexed
Sector mix
  • Tech6%
  • Financials35%
  • Health Care18%
  • Communications4%
  • Industrials10%
  • Energy12%
  • Other15%
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