Hamel Associates, Inc. Top Holdings and 13F Report (2025)

About Hamel Associates, Inc.

Investment Activity

Hamel Associates, Inc. has $294.23 million in total holdings as of March 31, 2025.
Hamel Associates, Inc. owns shares of 71 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 5.29% of the portfolio was purchased this quarter.
About 11.92% of the portfolio was sold this quarter.
This quarter, Hamel Associates, Inc. has purchased 74 new stocks and bought additional shares in 14 stocks.
Hamel Associates, Inc. sold shares of 45 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $16,751,347
Walmart: $14,550,237
Exxon Mobil: $12,297,607
Chubb: $11,549,165
Johnson & Johnson: $11,064,258

Largest New Holdings this Quarter

110122108 - Bristol-Myers Squibb: $219,686 Holding

Largest Purchases this Quarter

Novartis: 32,380 shares (about $3.61M)
Hershey: 19,228 shares (about $3.29M)
Schwab International Dividend Equity ETF: 112,225 shares (about $2.85M)
Verizon Communications: 36,378 shares (about $1.65M)
SPDR Gold Shares: 4,468 shares (about $1.29M)

Largest Sales this Quarter

iShares Treasury Floating Rate Bond ETF: 86,305 shares (about $4.37M)
Walmart: 37,480 shares (about $3.29M)
Pfizer: 102,890 shares (about $2.61M)
iShares iBonds Dec 2029 Term Corporate ETF: 90,887 shares (about $2.10M)
iShares iBonds Dec 2027 Term Corporate ETF: 74,937 shares (about $1.81M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$16,751,347	$449,131 ▼	-2.6%	75,415	5.7%	Computer and Technology
WMT Walmart	$14,550,237	$3,290,193 ▼	-18.4%	165,748	4.9%	Retail/Wholesale
XOM Exxon Mobil	$12,297,607	$325,039 ▼	-2.6%	103,401	4.2%	Energy
CB Chubb	$11,549,165	$132,877 ▼	-1.1%	38,243	3.9%	Finance
JNJ Johnson & Johnson	$11,064,258	$26,533 ▼	-0.2%	66,719	3.8%	Medical
COP ConocoPhillips	$9,946,969	$124,974 ▲	1.3%	94,715	3.4%	Energy
GOOG Alphabet	$9,868,790	$153,878 ▼	-1.5%	63,172	3.4%	Computer and Technology
PG Procter & Gamble	$9,749,087	$1,466,445 ▼	-13.1%	57,207	3.3%	Consumer Staples
MSFT Microsoft	$9,039,286	$251,519 ▼	-2.7%	24,079	3.1%	Computer and Technology
CVX Chevron	$7,910,187	$32,620 ▼	-0.4%	47,286	2.7%	Energy
BK Bank of New York Mellon	$7,851,909	$366,512 ▼	-4.5%	93,620	2.7%	Finance
MRK Merck & Co., Inc.	$7,716,922	$200,438 ▼	-2.5%	85,971	2.6%	Medical
ITW Illinois Tool Works	$7,333,656	$93,004 ▼	-1.3%	29,570	2.5%	Industrials
KO Coca-Cola	$7,002,678	$31,510 ▼	-0.4%	97,783	2.4%	Consumer Staples
MCD McDonald's	$6,849,962	$64,973 ▼	-0.9%	21,929	2.3%	Retail/Wholesale
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$6,383,955	$1,811,977 ▼	-22.1%	264,018	2.2%	ETF
UNP Union Pacific	$6,252,800	$86,936 ▼	-1.4%	26,468	2.1%	Transportation
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$6,111,669	$1,692,182 ▼	-21.7%	252,444	2.1%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$5,986,241	$1,761,885 ▼	-22.7%	236,985	2.0%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$5,917,367	$1,650,946 ▼	-21.8%	235,283	2.0%	ETF
HON Honeywell International	$5,627,892	$57,173 ▲	1.0%	26,578	1.9%	Multi-Sector Conglomerates
AMGN Amgen	$5,536,555	$319,339 ▲	6.1%	17,771	1.9%	Medical
JPM JPMorgan Chase & Co.	$5,403,365	$1,280,500 ▼	-19.2%	22,027	1.8%	Finance
ED Consolidated Edison	$5,362,051	$912,014 ▲	20.5%	48,487	1.8%	Utilities
GLD SPDR Gold Shares	$5,087,976	$1,287,409 ▲	33.9%	17,658	1.7%	Finance
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$4,892,805	$2,102,217 ▼	-30.1%	211,535	1.7%	ETF
NVS Novartis	$4,577,369	$3,609,723 ▲	373.0%	41,060	1.6%	Medical
LMT Lockheed Martin	$4,394,286	$25,462 ▼	-0.6%	9,837	1.5%	Aerospace
ABBV AbbVie	$4,338,112	$31,428 ▲	0.7%	20,705	1.5%	Medical
NKE NIKE	$4,160,352	$50,467 ▼	-1.2%	65,538	1.4%	Consumer Discretionary
HD Home Depot	$4,134,007	$33,717 ▼	-0.8%	11,280	1.4%	Retail/Wholesale
THE CAMPBELLS COMPANY	$4,097,988	$1,003,589 ▲	32.4%	102,655	1.4%	COM
SCHY Schwab International Dividend Equity ETF	$3,914,231	$2,848,271 ▲	267.2%	154,225	1.3%	ETF
HSY Hershey	$3,807,641	$3,288,565 ▲	633.5%	22,263	1.3%	Consumer Staples
VZ Verizon Communications	$3,481,526	$1,650,132 ▲	90.1%	76,752	1.2%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$3,451,501	$25,784 ▼	-0.7%	43,773	1.2%	ETF
SCHD Schwab US Dividend Equity ETF	$3,439,136	$1,121,727 ▼	-24.6%	123,002	1.2%	ETF
ADP Automatic Data Processing	$2,998,777	$10,694 ▼	-0.4%	9,815	1.0%	Business Services
IBM International Business Machines	$2,573,803	$24,868 ▲	1.0%	10,350	0.9%	Computer and Technology
DUK Duke Energy	$2,547,221	$171,734 ▲	7.2%	20,884	0.9%	Utilities
PNC The PNC Financial Services Group	$2,535,387		0.0%	14,424	0.9%	Finance
TFLO iShares Treasury Floating Rate Bond ETF	$2,395,711	$4,372,211 ▼	-64.6%	47,290	0.8%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$2,369,761	$1,530,478 ▼	-39.2%	109,105	0.8%	ETF
SBUX Starbucks	$2,058,713	$244,244 ▼	-10.6%	20,988	0.7%	Retail/Wholesale
PEP PepsiCo	$1,709,999	$4,499 ▼	-0.3%	11,403	0.6%	Consumer Staples
GIS General Mills	$1,670,832	$1,253,318 ▼	-42.9%	27,945	0.6%	Consumer Staples
ABT Abbott Laboratories	$1,657,064	$9,949 ▼	-0.6%	12,492	0.6%	Medical
GOOGL Alphabet	$1,407,997	$50,258 ▼	-3.4%	9,105	0.5%	Computer and Technology
GRMN Garmin	$1,182,924	$16,285 ▼	-1.4%	5,448	0.4%	Computer and Technology
DG Dollar General	$1,108,398	$322,627 ▼	-22.5%	12,605	0.4%	Retail/Wholesale
SCHW Charles Schwab	$1,013,335	$35,226 ▼	-3.4%	12,945	0.3%	Finance
EMR Emerson Electric	$930,515	$175,424 ▼	-15.9%	8,487	0.3%	Industrials
META Meta Platforms	$902,746	$105,493 ▼	-10.5%	1,566	0.3%	Computer and Technology
DEO Diageo	$884,488		0.0%	8,440	0.3%	Consumer Staples
DE Deere & Company	$849,524		0.0%	1,810	0.3%	Industrials
AMZN Amazon.com	$780,066	$10,464 ▲	1.4%	4,100	0.3%	Retail/Wholesale
CAT Caterpillar	$735,056		0.0%	2,228	0.2%	Industrials
VMI Valmont Industries	$707,615	$174,050 ▼	-19.7%	2,480	0.2%	Industrials
MAA Mid-America Apartment Communities	$693,781		0.0%	4,140	0.2%	Finance
UPS United Parcel Service	$572,991	$682,970 ▼	-54.4%	5,210	0.2%	Transportation
KMB Kimberly-Clark	$520,525	$315,728 ▼	-37.8%	3,660	0.2%	Consumer Staples
TPL Texas Pacific Land	$496,871		0.0%	375	0.2%	Energy
MA Mastercard	$457,132		0.0%	834	0.2%	Business Services
SHEL Shell	$442,943		0.0%	6,050	0.2%	Energy
FDX FedEx	$429,053		0.0%	1,760	0.1%	Transportation
MKC McCormick & Company, Incorporated	$419,781	$624,321 ▼	-59.8%	5,100	0.1%	Consumer Staples
BXP Boston Properties	$362,826		0.0%	5,400	0.1%	Finance
PFE Pfizer	$261,889	$2,607,234 ▼	-90.9%	10,335	0.1%	Medical
KMI Kinder Morgan	$253,917		0.0%	8,900	0.1%	Energy
CSCO Cisco Systems	$236,349	$10,799 ▼	-4.4%	3,830	0.1%	Computer and Technology
BMY Bristol-Myers Squibb	$219,686	$219,686 ▲	New Holding	3,602	0.1%	Medical
BF.B Brown-Forman	$0	$2,342,341 ▼	-100.0%	0	0.0%	Consumer Staples
V Visa	$0	$974,983 ▼	-100.0%	0	0.0%	Business Services
KRE SPDR S&P Regional Banking ETF	$0	$437,538 ▼	-100.0%	0	0.0%	ETF
NVDA NVIDIA	$0	$229,899 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Hamel Associates, Inc. Top Holdings and 13F Report (2025)

About Hamel Associates, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Hamel Associates, Inc. Top Holdings and 13F Report (2025)

About Hamel Associates, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHamel Associates, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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