Hamel Associates, Inc. Portfolio Holdings

Hamel Associates, Inc.

  • $325 Million
  • Q3 2025

Hamel Associates, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $325 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.4M, Schwab Strategic Tr Intl Divid with a value of $17.6M, Walmart Inc. with a value of $16.3M, Alphabet Inc. with a value of $15.1M, and Coca Cola CO with a value of $13.1M.

Examining the 13F form we can see an increase of $30M in the current position value, from $295M to 325M.

Below you can find more details about Hamel Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $64.9 Million
Consumer Defensive: $47 Million
Healthcare: $37.8 Million
Technology: $35.6 Million
Financial Services: $31.7 Million
Industrials: $31.6 Million
Energy: $28.7 Million
Communication Services: $21.9 Million
Other: $23 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.6 Million 5.42% of portfolio
630,548
Q3 2025 Added 16.78%
$130B
$6.38 Million 1.96% of portfolio
17,949
Q3 2025 Added 0.35%
$0
$6.15 Million 1.89% of portfolio
252,648
Q3 2025 Reduced 1.7%
$0
$5.99 Million 1.84% of portfolio
234,775
Q3 2025 Added 1.44%
$0
$5.71 Million 1.76% of portfolio
240,379
Q3 2025 Reduced 1.49%
$0
$5.46 Million 1.68% of portfolio
216,638
Q3 2025 Reduced 3.98%
$0
$4.86 Million 1.5% of portfolio
96,095
Q3 2025 Added 295.21%
$0
$4.73 Million 1.46% of portfolio
201,685
Q3 2025 Reduced 1.83%
$0
$3.8 Million 1.17% of portfolio
43,565
Q2 2025 Reduced 0.48%
$0
$2.74 Million 0.84% of portfolio
100,530
Q3 2025 Reduced 10.6%
$0
$2.43 Million 0.75% of portfolio
109,775
Q3 2025 Reduced 2.49%
$0
$255,000 0.08% of portfolio
11,118
Q3 2025 Added 8.89%
$0
$261,000 0.08% of portfolio
11,597
Q3 2025 Added 10.77%
$0
$247,000 0.08% of portfolio
11,048
Q3 2025 Added 4.32%
$0
$248,000 0.08% of portfolio
11,309
Q3 2025 Added 4.27%
$0
$249,000 0.08% of portfolio
12,554
Q3 2025 Added 4.23%
$0
$205,000 0.06% of portfolio
3,578
Q3 2025 Reduced 15.67%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $325 Million
  • Prior Value $295 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Hamel Associates, Inc. Portfolio

Follow Hamel Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hamel Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hamel Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email