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CIK: 0001599760
Total reported value
$362.7M
$362.7M
71 檔
18.3%
As reported in its official Q1 2025 Form 13F filing, Hamel Associates, Inc.'s tracked investment portfolio stood at $362.7M with 71 total positions.
In Q1 2025, Hamel Associates, Inc. displayed an active expansion posture, initiating 71 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.69% | +0.21% | -2.61% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 4.95% | -0.69% | -18.44% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.18% | -1.04% | -2.58% | |
| 4 | CB | Chubb Limited | Stock-Financials | 3.93% | +0.01% | -1.14% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.76% | -0.02% | -0.24% | |
| 6 | COP | Conocophillips | Stock-Energy | 3.38% | -0.87% | +1.27% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.35% | +0.47% | -1.54% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.31% | -0.03% | -13.08% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.02% | -2.71% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.69% | -0.63% | -0.41% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.67% | +0.24% | -4.46% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.62% | +0.10% | -2.53% | |
| 13 | ITW | Illinois Tool Works | Stock-Industrials | 2.49% | — | -1.25% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.38% | +0.07% | -0.45% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.33% | -0.25% | -0.94% | |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.17% | -0.11% | -22.11% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 2.13% | +0.12% | -1.37% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.08% | -0.24% | -21.68% | |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.03% | -0.07% | -22.74% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.01% | — | -21.81% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.91% | -1.79% | EXIT | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.88% | -0.02% | +6.12% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | +0.04% | -19.16% | |
| 24 | ED | Consolidated Edison Inc | Stock-Utilities | 1.82% | -0.09% | +20.49% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.73% | -0.37% | +33.87% | |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.66% | -0.07% | -30.05% | |
| 27 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.56% | -0.02% | +373.04% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.49% | -0.30% | -0.58% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.47% | +0.18% | +0.73% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.41% | — | -1.20% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | +0.03% | -0.81% | |
| 32 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.39% | — | +32.43% | |
| 33 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.33% | -0.34% | +267.20% | |
| 34 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.29% | -0.26% | +633.54% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.18% | -0.57% | +90.10% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.17% | -0.06% | -0.74% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | -0.16% | -24.59% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 1.02% | +0.05% | -0.36% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.87% | +0.09% | +0.98% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.87% | -0.08% | +7.23% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.86% | +0.16% | — | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.81% | -0.26% | -64.60% | |
| 43 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.81% | -0.06% | -39.24% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.70% | +0.04% | -10.61% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.12% | -0.26% | |
| 46 | GIS | General Mills Inc | Stock-Consumer Staples | 0.57% | — | -42.86% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | +0.38% | -0.60% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.08% | -3.45% | |
| 49 | GRMN | Garmin Ltd. | Stock-Tech | 0.40% | — | -1.36% | |
| 50 | DG | Dollar General CORP | Stock-Consumer Staples | 0.38% | -0.02% | -22.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | WMT | Walmart Inc | — | NEW | New buy |
| 3 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 4 | CB | Chubb Limited | — | NEW | New buy |
| 5 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 6 | COP | Conocophillips | — | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | CVX | Chevron CORP | — | NEW | New buy |
| 11 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 12 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 13 | ITW | Illinois Tool Works | — | NEW | New buy |
| 14 | KO | Coca-cola Co/the | — | NEW | New buy |
| 15 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | NEW | New buy |
| 17 | UNP | Union Pacific CORP | — | NEW | New buy |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | — | NEW | New buy |
| 21 | HON | Honeywell International Inc | — | NEW | New buy |
| 22 | AMGN | Amgen Inc | — | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 24 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 25 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | — | NEW | New buy |
| 27 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 28 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 29 | ABBV | Abbvie Inc | — | NEW | New buy |
| 30 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 31 | HD | Home Depot Inc | — | NEW | New buy |
| 32 | CPB | THE Campbell's Company | — | NEW | New buy |
| 33 | SCHY | Schwab International Dvd ETF | — | NEW | New buy |
| 34 | HSY | Hershey Co/the | — | NEW | New buy |
| 35 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 37 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 38 | ADP | Automatic Data Processing | — | NEW | New buy |
| 39 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 40 | DUK | Duke Energy CORP | — | NEW | New buy |
| 41 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 42 | TFLO | Ishares Treasury Floating Ra | — | NEW | New buy |
| 43 | IBDV | Ishares Ibonds Dec 2030 CORP | — | NEW | New buy |
| 44 | SBUX | Starbucks CORP | — | NEW | New buy |
| 45 | PEP | Pepsico Inc | — | NEW | New buy |
| 46 | GIS | General Mills Inc | — | NEW | New buy |
| 47 | ABT | Abbott Laboratories | — | NEW | New buy |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 50 | DG | Dollar General CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Hamel Associates, Inc. reported a total U.S. public equity portfolio value of $362.7M across 71 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, WMT, XOM) accounted for 18.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $16.8M
During Q1 2025, Hamel Associates, Inc.'s top holdings by market value included AAPL (5.7%)、WMT (5.0%)、XOM (4.2%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q1 2025, Hamel Associates, Inc. made 71 total portfolio adjustments, initiating 71 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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