HAMEL ASSOCIATES, INC.

CIK 0001599760 · CENTER VALLEY, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

HAMEL ASSOCIATES, INC. reported 92 positions worth $362.7M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SCHY (7.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$362.7M
2026 Q2
Positions
92
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.3%
Est. Net Flow (Q)
2026 Q2
10 / 92 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHYSCHWAB STRATEGIC TRSH$25.7M7.08%808,765
2AAPLAPPLE INCSH$17.2M4.74%59,477
3JNJJOHNSON & JOHNSONSH$16.5M4.55%64,967
4GOOGALPHABET INCSH$16.5M4.54%46,642
5WMTWALMART INCSH$15.5M4.28%137,247
6CBCHUBB LIMITEDSH$12.2M3.38%35,931
7MRKMERCK & CO INCSH$11.9M3.28%92,513
8VTIPVANGUARD MALVERN FDSSH$11.7M3.22%232,135
9EXMOCEXXON MOBIL CORPSH$11.5M3.16%83,833
10BNYBANK OF NY MELLON CORPSH$11.3M3.12%78,197

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HAMEL ASSOCIATES, INC. hold as of Q2 2026?

HAMEL ASSOCIATES, INC. reported 92 positions worth $362.7M in its Q2 2026 13F filing. Largest positions: SCHY (7.1%), AAPL (4.7%), JNJ (4.5%), GOOG (4.5%) and WMT (4.3%).

What did HAMEL ASSOCIATES, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HAMEL ASSOCIATES, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.