13F Insight
DOSSIER · 13F-HR · Q2 2026

HAMEL ASSOCIATES, INC.

$363M in tracked AUM across 92 positions as of Q2 2026.

HA
CIK 0001599760 · last filed Jun 30, 2026
Total AUM
$363M
as of Q2 2026
Holdings
92
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HAMEL ASSOCIATES, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHY
SCHWAB STRATEGIC TR
$26M809K7.1%02
AAPL
APPLE INC
$17M59K4.7%03
JNJ
JOHNSON & JOHNSON
$16M65K4.5%04
GOOG
ALPHABET INC
$16M47K4.5%05
WMT
WALMART INC
$16M137K4.3%06
H1467J104
CHUBB LIMITED
$12M36K3.4%07
MRK
MERCK & CO INC
$12M93K3.3%08
VTIP
VANGUARD MALVERN FDS
$12M232K3.2%09
XOM
EXXON MOBIL CORP
$11M84K3.2%10
BK
BANK OF NY MELLON CORP
$11M78K3.1%

Filing history

2026Q2Jun 30
$363M▲ 3.5%
92 positionsView →2026Q1Mar 31
$351M▲ 5.7%
81 positionsView →2025Q4Dec 31
$332M▲ 2.0%
79 positionsView →2025Q3Sep 30
$325M▲ 10.1%
81 positionsView →2025Q2Jun 30
$295M▲ 0.4%
81 positionsLocked2025Q1Mar 31
$294M▼ 5.3%
71 positionsLocked2024Q4Dec 31
$311M▼ 5.1%
74 positionsLocked2024Q3Sep 30
$327M▲ 3.1%
74 positionsLocked2024Q2Jun 30
$317M▲ 1.8%
76 positionsLocked2024Q1Mar 31
$312M▲ 9.9%
71 positionsLocked2023Q4Dec 31
$284M▲ 3.6%
69 positionsLocked2023Q3Sep 30
$274M▼ 4.2%
73 positionsLocked
Showing 12 of 49