Hamel Associates, Inc. Portfolio Holdings
Hamel Associates, Inc.
- $295 Million
- Q2 2025
Hamel Associates, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $295 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $15.9M, Apple Inc. with a value of $15.2M, Schwab Strategic Tr Intl Divid with a value of $14.8M, Microsoft Corp with a value of $11.8M, and Exxon Mobil Corp with a value of $11.3M.
Examining the 13F form we can see an increase of $797K in the current position value, from $294M to 295M.
Below you can find more details about Hamel Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$295 Million
ETFs: $57.8 Million
Consumer Defensive: $41 Million
Healthcare: $33.8 Million
Technology: $31.8 Million
Industrials: $31.7 Million
Financial Services: $29.7 Million
Energy: $27.6 Million
Communication Services: $17.2 Million
Other: $21.5 Million