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CIK: 0001599760
Total reported value
$362.7M
$362.7M
74 檔
20.0%
According to the latest 13F quarterly dataset, Hamel Associates, Inc. managed an equity portfolio of $362.7M at the end of Q4 2024, spanning 74 distinct U.S. exchange-listed positions.
During Q4 2024, Hamel Associates, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.24% | +0.21% | -2.24% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 5.91% | -0.69% | -4.96% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.93% | +0.47% | -1.65% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.67% | -1.04% | -0.37% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.55% | -0.03% | -0.44% | |
| 6 | CB | Chubb Limited | Stock-Financials | 3.44% | +0.01% | -1.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.02% | -1.15% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.11% | -0.02% | -0.45% | |
| 9 | COP | Conocophillips | Stock-Energy | 2.99% | -0.87% | +5.78% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.82% | +0.10% | +0.02% | |
| 11 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.61% | -0.11% | +5.51% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.50% | -0.24% | +1.58% | |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.46% | -0.07% | +9.50% | |
| 14 | ITW | Illinois Tool Works | Stock-Industrials | 2.44% | — | -1.24% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.43% | — | +1.28% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.42% | +0.24% | -0.52% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.22% | -0.07% | +33.95% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 2.21% | -0.63% | +0.18% | |
| 19 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.17% | -0.26% | -30.23% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | +0.04% | -0.47% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.07% | -0.25% | -0.20% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.97% | +0.12% | -1.24% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.97% | +0.07% | -1.48% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.91% | -1.79% | EXIT | |
| 25 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.62% | — | +0.72% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.55% | -0.30% | +1.53% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.43% | -0.16% | +326.87% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | +0.03% | +0.37% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.40% | -0.02% | -1.46% | |
| 30 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.23% | -0.06% | +100.61% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | +0.18% | — | |
| 32 | ED | Consolidated Edison Inc | Stock-Utilities | 1.16% | -0.09% | -0.12% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.07% | -0.06% | -0.01% | |
| 34 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.04% | — | — | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 1.03% | -0.37% | +0.65% | |
| 36 | GIS | General Mills Inc | Stock-Consumer Staples | 1.00% | — | -10.10% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.97% | — | -12.92% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.93% | +0.05% | — | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.90% | +0.16% | — | |
| 40 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.75% | — | -5.50% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | +0.09% | -0.87% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | +0.04% | -2.29% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.68% | -0.08% | -0.36% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.08% | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.12% | +0.22% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.57% | -8.19% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.46% | — | — | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | +0.38% | -5.10% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.40% | +0.01% | +7.74% | |
| 50 | DG | Dollar General CORP | Stock-Consumer Staples | 0.40% | -0.02% | -69.59% |
According to official SEC Form 13F filings, Hamel Associates, Inc. reported a total U.S. public equity portfolio value of $362.7M across 74 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, WMT, GOOG) accounted for 20.0% of total reported equity market value during Q4 2024.
During Q4 2024, Hamel Associates, Inc.'s top holdings by market value included AAPL (6.2%)、WMT (5.9%)、GOOG (3.9%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q4 2024, Hamel Associates, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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