Hamel Associates, Inc. Portfolio Holdings

Hamel Associates, Inc.

  • $324 Million
  • Q3 2024

Hamel Associates, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $324 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 $18.4M, Walmart Inc. with a value of $17.3M, Exxon Mobil Corp with a value of $12.5M, Procter & Gamble CO with a value of $11.4M, and Chubb LTD with a value of $11.4M.

Examining the 13F form we can see an increase of $8.9M in the current position value, from $315M to 324M.

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

Portfolio value $324 Million
ETFs: $63 Million
Consumer Defensive: $53 Million
Healthcare: $36.7 Million
Industrials: $34.5 Million
Technology: $32.7 Million
Energy: $29.5 Million
Financial Services: $29.2 Million
Consumer Cyclical: $20.3 Million
Other: $23 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.28B
$263,000 0.08% of portfolio
8,500
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $324 Million
  • Prior Value $315 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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