Hamel Associates, Inc.

13F filer · CIK 0001599760

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$363MU.S. long equity reported on 13F

Positions7911 new · 3 closed

Net flow last quarter-$111KBuys minus sells

Top 10 positions weight36.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202679 positions
AAPLApple Inc.	$17.2M	4.74%	0.00%	-4.9%	Q4 2013
JNJJohnson & Johnson	$16.5M	4.55%	0.00%	-0.9%	Q4 2013
GOOGAlphabet Inc.	$16.5M	4.54%	Not reported	-6.2%	Q1 2018
WMTWalmart Inc.	$15.5M	4.28%	0.00%	-2.1%	Q4 2013
CBChubb Ltd	$12.2M	3.38%	0.01%	-0.9%	Q4 2013
MRKMerck & Co., Inc.	$11.9M	3.28%	0.00%	-0.3%	Q4 2013
XOMExxonMobil Holdings Corp	$11.5M	3.16%	0.00%	-3.5%	Q4 2013
BNYBank of New York Mellon Corp	$11.3M	3.12%	0.01%	-8.2%	Q4 2013
COPConocophillips	$9.5M	2.62%	0.01%	-1.3%	Q4 2020
PGPROCTER & GAMBLE Co	$8.42M	2.32%	0.00%	+0.8%	Q4 2013
MSFTMicrosoft Corp	$8.03M	2.21%	0.00%	+2.1%	Q4 2013
KOCoca Cola Co	$7.91M	2.18%	0.00%	-0.1%	Q4 2013
ITWIllinois Tool Works Inc	$7.87M	2.17%	0.01%	-0.7%	Q4 2013
CVXChevron Corp	$7.53M	2.08%	0.00%	-1.0%	Q4 2013
AMGNAmgen Inc	$7.27M	2.00%	0.00%	-0.3%	Q3 2014
GLDSPDR Gold Trust	$6.54M	1.80%	0.00%	+0.3%	Q4 2013
NVSNovartis AG	$6.34M	1.75%	0.00%	-0.3%	Q4 2013
UNPUnion Pacific Corp	$6.03M	1.66%	0.00%	-0.3%	Q4 2013
EDConsolidated Edison Inc	$5.74M	1.58%	0.01%	Not reported	Q4 2013
MCDMcdonalds Corp	$5.68M	1.57%	0.00%	+2.5%	Q4 2013
ABBVAbbVie Inc.	$5.4M	1.49%	0.00%	+1.5%	Q4 2013
PNCPNC Financial Services Group, Inc.	$4.76M	1.31%	0.00%	Not reported	Q4 2013
LMTLockheed Martin Corp	$4.74M	1.31%	0.00%	-0.3%	Q4 2013
JPMJPMorgan Chase & Co	$4.44M	1.23%	0.00%	-4.2%	Q4 2013
HSYHershey Co	$4.08M	1.13%	0.01%	-0.8%	Q3 2015
DUKDuke Energy CORP	$4.05M	1.12%	0.00%	-0.2%	Q4 2013
HDHome Depot, Inc.	$3.67M	1.01%	0.00%	-0.2%	Q4 2013
HONHoneywell International Inc	$3.25M	0.90%	0.00%	+4.9%	Q4 2013
HONAHoneywell Aerospace Inc.	$3.19M	0.88%	Not reported	+4.3%	Q2 2026
IBMInternational Business Machines Corp	$2.82M	0.78%	0.00%	+1.2%	Q4 2013
ABTAbbott Laboratories	$2.7M	0.74%	0.00%	+142.1%	Q4 2013
ADPAutomatic Data Processing Inc	$2.65M	0.73%	0.00%	+0.2%	Q4 2013
HIIHuntington Ingalls Industries, Inc.	$2.54M	0.70%	0.02%	+143.2%	Q2 2025
GOOGLAlphabet Inc.	$2.34M	0.64%	0.00%	-3.8%	Q1 2018
PEPPepsico Inc	$2.23M	0.61%	0.00%	-0.6%	Q4 2013
VZVerizon Communications Inc	$2M	0.55%	0.00%	-39.3%	Q4 2013
VVisa Inc.	$1.99M	0.55%	0.00%	+2.5%	Q2 2018
CATCaterpillar Inc	$1.88M	0.52%	0.00%	-0.9%	Q4 2013
ORealty Income Corp	$1.82M	0.50%	0.00%	+3.5%	Q1 2017
GRMNGarmin Ltd	$1.29M	0.36%	0.00%	-0.4%	Q1 2024
SBUXStarbucks Corp	$1.29M	0.36%	0.00%	Not reported	Q4 2015
SCHWSchwab Charles Corp	$1.15M	0.32%	0.00%	-3.5%	Q1 2019
EMREmerson Electric Co	$1.03M	0.28%	0.00%	-1.5%	Q2 2015
MKCMccormick & Co Inc	$1.02M	0.28%	Not reported	+0.5%	Q4 2013
DGDollar General Corp	$976K	0.27%	0.00%	Not reported	Q4 2015
AMZNAmazon Com Inc	$917K	0.25%	0.00%	+3.5%	Q3 2016
AZNAstrazeneca PLC	$845K	0.23%	Not reported	-3.4%	Q4 2025
TRVTravelers Companies, Inc.	$818K	0.23%	0.00%	+7.1%	Q3 2025
KRKroger Co	$813K	0.22%	0.00%	+50.7%	Q4 2025
METAMeta Platforms, Inc.	$811K	0.22%	Not reported	+3.2%	Q2 2014

Q1 2026Reported May 7, 202669 positions
WMTWalmart Inc.	$17.4M	4.97%	0.00%	-4.8%	Q4 2013
JNJJohnson & Johnson	$16M	4.57%	0.00%	-1.2%	Q4 2013
AAPLApple Inc.	$15.9M	4.53%	0.00%	-3.3%	Q4 2013
XOMExxonMobil Holdings Corp	$14.7M	4.21%	0.00%	-14.5%	Q4 2013
GOOGAlphabet Inc.	$14.3M	4.07%	Not reported	-4.0%	Q1 2018
COPConocophillips	$12.2M	3.49%	0.01%	-3.8%	Q4 2020
CBChubb Ltd	$11.8M	3.37%	0.01%	-0.8%	Q4 2013
MRKMerck & Co., Inc.	$11.2M	3.18%	0.00%	-0.4%	Q4 2013
BNYBank of New York Mellon Corp	$10.1M	2.88%	0.01%	-5.2%	Q4 2013
CVXChevron Corp	$9.5M	2.71%	0.00%	-1.2%	Q4 2013
PGPROCTER & GAMBLE Co	$8.23M	2.35%	0.00%	-1.7%	Q4 2013
MSFTMicrosoft Corp	$7.8M	2.23%	0.00%	+1.1%	Q4 2013
ITWIllinois Tool Works Inc	$7.62M	2.18%	0.01%	-0.5%	Q4 2013
GLDSPDR Gold Trust	$7.62M	2.17%	0.00%	-0.9%	Q4 2013
KOCoca Cola Co	$7.41M	2.11%	0.00%	-0.7%	Q4 2013
AMGNAmgen Inc	$7.08M	2.02%	0.00%	-0.4%	Q3 2014
MCDMcdonalds Corp	$6.38M	1.82%	0.00%	-3.4%	Q4 2013
HONHoneywell International Inc	$6.26M	1.79%	0.00%	+0.3%	Q4 2013
NVSNovartis AG	$6.19M	1.77%	0.00%	-0.1%	Q4 2013
EDConsolidated Edison Inc	$5.87M	1.67%	0.01%	+1.9%	Q4 2013
LMTLockheed Martin Corp	$5.64M	1.61%	0.00%	-0.3%	Q4 2013
UNPUnion Pacific Corp	$5.39M	1.54%	0.00%	+0.2%	Q4 2013
HSYHershey Co	$4.88M	1.39%	0.01%	-0.1%	Q3 2015
ABBVAbbVie Inc.	$4.6M	1.31%	0.00%	+2.9%	Q4 2013
DUKDuke Energy CORP	$4.2M	1.20%	0.00%	+20.4%	Q4 2013
JPMJPMorgan Chase & Co	$4.17M	1.19%	0.00%	-5.1%	Q4 2013
PNCPNC Financial Services Group, Inc.	$4.03M	1.15%	0.00%	-1.4%	Q4 2013
VZVerizon Communications Inc	$3.92M	1.12%	0.00%	-0.6%	Q4 2013
HDHome Depot, Inc.	$3.43M	0.98%	0.00%	-0.8%	Q4 2013
PEPPepsico Inc	$2.57M	0.73%	0.00%	+2.2%	Q4 2013
IBMInternational Business Machines Corp	$2.4M	0.69%	0.00%	-0.6%	Q4 2013
ADPAutomatic Data Processing Inc	$2.4M	0.68%	0.00%	+20.8%	Q4 2013
GOOGLAlphabet Inc.	$1.96M	0.56%	0.00%	-7.2%	Q1 2018
ORealty Income Corp	$1.74M	0.50%	0.00%	+19.4%	Q1 2017
VVisa Inc.	$1.71M	0.49%	0.00%	Not reported	Q2 2018
HIIHuntington Ingalls Industries, Inc.	$1.42M	0.40%	0.01%	Not reported	Q2 2025
CATCaterpillar Inc	$1.27M	0.36%	0.00%	-2.7%	Q4 2013
GRMNGarmin Ltd	$1.26M	0.36%	0.00%	Not reported	Q1 2024
ABTAbbott Laboratories	$1.26M	0.36%	0.00%	Not reported	Q4 2013
SCHWSchwab Charles Corp	$1.22M	0.35%	0.00%	+1.7%	Q1 2019
SBUXStarbucks Corp	$1.13M	0.32%	0.00%	-7.7%	Q4 2015
MKCMccormick & Co Inc	$1.02M	0.29%	Not reported	+66.8%	Q4 2013
DGDollar General Corp	$1.01M	0.29%	0.00%	Not reported	Q4 2015
EMREmerson Electric Co	$955K	0.27%	0.00%	-9.9%	Q2 2015
AZNAstrazeneca PLC	$909K	0.26%	Not reported	+17.4%	Q4 2025
METAMeta Platforms, Inc.	$799K	0.23%	Not reported	+26.2%	Q2 2014
AMZNAmazon Com Inc	$774K	0.22%	0.00%	-0.7%	Q3 2016
KRKroger Co	$703K	0.20%	0.00%	+45.7%	Q4 2025
TRVTravelers Companies, Inc.	$675K	0.19%	0.00%	+31.2%	Q3 2025
FDXFedex Corp	$666K	0.19%	0.00%	+6.3%	Q4 2013

Q4 2025Reported Feb 11, 202668 positions
AAPLApple Inc.	$17.6M	5.30%	0.00%	-10.5%	Q4 2013
WMTWalmart Inc.	$16.4M	4.95%	0.00%	-6.8%	Q4 2013
GOOGAlphabet Inc.	$16.3M	4.90%	Not reported	-16.2%	Q1 2018
JNJJohnson & Johnson	$13.7M	4.14%	0.00%	-0.5%	Q4 2013
XOMExxonMobil Holdings Corp	$12.2M	3.69%	0.00%	-2.1%	Q4 2013
CBChubb Ltd	$11.4M	3.44%	0.01%	+0.6%	Q4 2013
BNYBank of New York Mellon Corp	$10.4M	3.14%	0.01%	-2.3%	Q4 2013
MSFTMicrosoft Corp	$10.1M	3.04%	0.00%	-9.9%	Q4 2013
MRKMerck & Co., Inc.	$9.8M	2.96%	0.00%	+0.9%	Q4 2013
COPConocophillips	$9.02M	2.72%	0.01%	0.0%	Q4 2020
PGPROCTER & GAMBLE Co	$8.31M	2.50%	0.00%	+2.1%	Q4 2013
ITWIllinois Tool Works Inc	$7.25M	2.18%	0.01%	+0.7%	Q4 2013
CVXChevron Corp	$7.09M	2.14%	0.00%	Not reported	Q4 2013
GLDSPDR Gold Trust	$7.08M	2.13%	0.00%	-0.5%	Q4 2013
KOCoca Cola Co	$6.87M	2.07%	0.00%	-50.4%	Q4 2013
AMGNAmgen Inc	$6.61M	1.99%	0.00%	-0.8%	Q3 2014
MCDMcdonalds Corp	$6.49M	1.96%	0.00%	+0.3%	Q4 2013
NVSNovartis AG	$5.6M	1.69%	0.00%	Not reported	Q4 2013
HONHoneywell International Inc	$5.39M	1.62%	0.00%	+2.6%	Q4 2013
UNPUnion Pacific Corp	$5.13M	1.55%	0.00%	-12.1%	Q4 2013
EDConsolidated Edison Inc	$5.06M	1.52%	0.01%	+5.9%	Q4 2013
JPMJPMorgan Chase & Co	$4.81M	1.45%	0.00%	-17.5%	Q4 2013
ABBVAbbVie Inc.	$4.7M	1.42%	0.00%	Not reported	Q4 2013
LMTLockheed Martin Corp	$4.53M	1.37%	0.00%	-0.3%	Q4 2013
HSYHershey Co	$4.27M	1.29%	0.01%	+1.8%	Q3 2015
PNCPNC Financial Services Group, Inc.	$4.09M	1.23%	0.01%	+10.3%	Q4 2013
HDHome Depot, Inc.	$3.62M	1.09%	0.00%	-7.0%	Q4 2013
VZVerizon Communications Inc	$3.2M	0.96%	0.00%	-4.9%	Q4 2013
DUKDuke Energy CORP	$3.12M	0.94%	0.00%	Not reported	Q4 2013
IBMInternational Business Machines Corp	$2.96M	0.89%	0.00%	-1.1%	Q4 2013
ADPAutomatic Data Processing Inc	$2.51M	0.76%	0.00%	Not reported	Q4 2013
PEPPepsico Inc	$2.33M	0.70%	0.00%	+2.0%	Q4 2013
GOOGLAlphabet Inc.	$2.29M	0.69%	0.00%	-17.1%	Q1 2018
DEODiageo PLC	$1.87M	0.56%	0.00%	+205.1%	Q4 2013
ABTAbbott Laboratories	$1.54M	0.46%	0.00%	-1.8%	Q4 2013
ORealty Income Corp	$1.34M	0.40%	0.00%	+543.0%	Q1 2017
SCHWSchwab Charles Corp	$1.27M	0.38%	0.00%	-2.5%	Q1 2019
HIIHuntington Ingalls Industries, Inc.	$1.27M	0.38%	0.01%	Not reported	Q2 2025
SBUXStarbucks Corp	$1.15M	0.35%	0.00%	-0.6%	Q4 2015
DGDollar General Corp	$1.13M	0.34%	0.00%	-3.1%	Q4 2015
GRMNGarmin Ltd	$1.11M	0.33%	0.00%	Not reported	Q1 2024
EMREmerson Electric Co	$1.07M	0.32%	0.00%	-3.6%	Q2 2015
CATCaterpillar Inc	$1.06M	0.32%	0.00%	-13.2%	Q4 2013
AMZNAmazon Com Inc	$864K	0.26%	0.00%	-0.4%	Q3 2016
MKCMccormick & Co Inc	$826K	0.25%	Not reported	+137.8%	Q4 2013
MAAMid America Apartment Communities Inc.	$749K	0.23%	0.00%	Not reported	Q2 2022
METAMeta Platforms, Inc.	$732K	0.22%	Not reported	-20.3%	Q2 2014
AZNAstrazeneca PLC	$722K	0.22%	Not reported	New	Q4 2025
VMIValmont Industries Inc	$531K	0.16%	0.01%	-39.0%	Q1 2015
TRVTravelers Companies, Inc.	$512K	0.15%	0.00%	+18.0%	Q3 2025

Q3 2025Reported Nov 12, 202565 positions
AAPLApple Inc.	$18.4M	5.66%	0.00%	-2.7%	Q4 2013
WMTWalmart Inc.	$16.3M	5.00%	0.00%	-3.0%	Q4 2013
GOOGAlphabet Inc.	$15.1M	4.63%	Not reported	-1.0%	Q1 2018
KOCoca Cola Co	$13.1M	4.03%	0.00%	+101.7%	Q4 2013
JNJJohnson & Johnson	$12.4M	3.80%	0.00%	-0.2%	Q4 2013
MSFTMicrosoft Corp	$12M	3.69%	0.00%	-2.7%	Q4 2013
XOMExxonMobil Holdings Corp	$11.7M	3.60%	0.00%	-1.2%	Q4 2013
CBChubb Ltd	$10.3M	3.15%	0.01%	-3.2%	Q4 2013
BNYBank of New York Mellon Corp	$10M	3.08%	0.01%	-0.7%	Q4 2013
COPConocophillips	$9.11M	2.80%	0.01%	+2.0%	Q4 2020
PGPROCTER & GAMBLE Co	$8.71M	2.68%	0.00%	-0.2%	Q4 2013
MRKMerck & Co., Inc.	$7.75M	2.38%	0.00%	-1.0%	Q4 2013
ITWIllinois Tool Works Inc	$7.62M	2.34%	0.01%	-0.5%	Q4 2013
CVXChevron Corp	$7.21M	2.22%	0.00%	-1.3%	Q4 2013
MCDMcdonalds Corp	$6.44M	1.98%	0.00%	-0.2%	Q4 2013
GLDSPDR Gold Trust	$6.38M	1.96%	0.01%	+0.4%	Q4 2013
UNPUnion Pacific Corp	$5.96M	1.83%	0.00%	-3.2%	Q4 2013
AMGNAmgen Inc	$5.75M	1.77%	0.00%	+3.8%	Q3 2014
JPMJPMorgan Chase & Co	$5.71M	1.76%	0.00%	-13.4%	Q4 2013
HONHoneywell International Inc	$5.67M	1.74%	0.00%	+1.7%	Q4 2013
NVSNovartis AG	$5.2M	1.60%	0.00%	-0.4%	Q4 2013
EDConsolidated Edison Inc	$4.83M	1.49%	0.01%	+1.9%	Q4 2013
ABBVAbbVie Inc.	$4.76M	1.46%	0.00%	Not reported	Q4 2013
LMTLockheed Martin Corp	$4.69M	1.44%	0.00%	-4.0%	Q4 2013
HDHome Depot, Inc.	$4.58M	1.41%	0.00%	-1.1%	Q4 2013
HSYHershey Co	$4.32M	1.33%	0.01%	+3.1%	Q3 2015
VZVerizon Communications Inc	$3.63M	1.12%	0.00%	+7.2%	Q4 2013
PNCPNC Financial Services Group, Inc.	$3.57M	1.10%	0.00%	+23.3%	Q4 2013
DUKDuke Energy CORP	$3.3M	1.01%	0.00%	+5.7%	Q4 2013
ADPAutomatic Data Processing Inc	$2.87M	0.88%	0.00%	Not reported	Q4 2013
IBMInternational Business Machines Corp	$2.84M	0.87%	0.00%	-3.3%	Q4 2013
PEPPepsico Inc	$2.23M	0.69%	0.00%	+31.4%	Q4 2013
GOOGLAlphabet Inc.	$2.15M	0.66%	0.00%	Not reported	Q1 2018
ABTAbbott Laboratories	$1.67M	0.51%	0.00%	-1.2%	Q4 2013
GRMNGarmin Ltd	$1.34M	0.41%	0.00%	Not reported	Q1 2024
SCHWSchwab Charles Corp	$1.25M	0.38%	0.00%	+0.8%	Q1 2019
SBUXStarbucks Corp	$1.16M	0.36%	0.00%	Not reported	Q4 2015
EMREmerson Electric Co	$1.1M	0.34%	0.00%	-1.2%	Q2 2015
HIIHuntington Ingalls Industries, Inc.	$1.08M	0.33%	0.01%	+11.0%	Q2 2025
METAMeta Platforms, Inc.	$1.02M	0.31%	Not reported	+0.4%	Q2 2014
CATCaterpillar Inc	$1.01M	0.31%	0.00%	+1.1%	Q4 2013
DGDollar General Corp	$905K	0.28%	0.00%	-17.4%	Q4 2015
VMIValmont Industries Inc	$839K	0.26%	0.01%	Not reported	Q1 2015
AMZNAmazon Com Inc	$825K	0.25%	0.00%	-3.4%	Q3 2016
MAAMid America Apartment Communities Inc.	$753K	0.23%	0.00%	+30.2%	Q2 2022
DEODiageo PLC	$677K	0.21%	0.00%	-3.9%	Q4 2013
MAMastercard Inc	$465K	0.14%	0.00%	-2.0%	Q1 2018
KMBKimberly Clark Corp	$430K	0.13%	0.00%	-5.5%	Q1 2018
SHELShell plc	$430K	0.13%	0.00%	Not reported	Q1 2022
TRVTravelers Companies, Inc.	$417K	0.13%	0.00%	New	Q3 2025

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