13F Insight
DOSSIER · 13F-HR · Q1 2026

HAMEL ASSOCIATES, INC.

$351M in tracked AUM across 81 positions as of Q1 2026.

HA
CIK 0001599760 · last filed Mar 31, 2026
Total AUM
$351M
as of Q1 2026
Holdings
81
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$286M▼ 1.0%
73 positionsLocked
Showing 12 of 48