HAMEL ASSOCIATES, INC.: 13F holdings
CIK 15997602026Q2
| Positions | 92 |
|---|
| Reported value | $362.7m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 92 (+11 vs prior quarter) |
|---|
| Reported value | $362.7m (+3.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHY SCHWAB STRATEGIC TR | 808,765 | $25.7m | 7.1% |
| AAPL APPLE INC | 59,477 | $17.2m | 4.7% |
| JNJ JOHNSON & JOHNSON | 64,967 | $16.5m | 4.5% |
| GOOG ALPHABET INC | 46,642 | $16.5m | 4.5% |
| WMT WALMART INC | 137,247 | $15.5m | 4.3% |
| CHUBB LIMITED | 35,931 | $12.2m | 3.4% |
| MRK MERCK & CO INC | 92,513 | $11.9m | 3.3% |
| VTIP VANGUARD MALVERN FDS | 232,135 | $11.7m | 3.2% |
| EXXON MOBIL CORP | 83,833 | $11.5m | 3.2% |
| BNY BANK OF NY MELLON CORP | 78,197 | $11.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599760")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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