Hamel Associates, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $308 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.4M, Walmart Inc. with a value of $18.4M, Alphabet Inc. with a value of $12.2M, Exxon Mobil Corp with a value of $11.4M, and Procter & Gamble CO with a value of $11M.

Examining the 13F form we can see an decrease of $15.6M in the current position value, from $324M to 308M.

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

Portfolio value $308 Million
ETFs: $57 Million
Consumer Defensive: $48.2 Million
Technology: $33.7 Million
Industrials: $33 Million
Healthcare: $31.7 Million
Financial Services: $29.9 Million
Energy: $28.6 Million
Consumer Cyclical: $18.9 Million
Other: $23.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $308 Million
  • Prior Value $324 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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