HAMEL ASSOCIATES, INC.
•CIK: 1599760•Filing: Q4 2025
**HAMEL ASSOCIATES, INC.** manages $332M across a portfolio of 79 distinct positions. The firm exhibits significant concentration in mega-cap technology and consumer staples, with top holdings including SCHY at $21.1M and AAPL at $17.6M. Further notable allocations include WMT ($16.4M), GOOG ($16.3M), and JNJ ($13.7M). This positioning suggests a core focus on established, large-cap growth and defensive sectors.
Total AUM
$331.8M
QoQ Performance
+2.0%
Positions
71
Top 10 Concentration
42.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHY
AAPL
SCHY6.4%
AAPL5.3%
WMT4.9%
GOOG4.9%
JNJ4.1%
XOM3.7%
TFLO3.6%
CB3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.4%
Technology15.2%
Healthcare11.0%
Consumer8.7%
Energy6.4%
Financial6.4%
Industrial5.1%
Consumer Staples2.9%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW7 new positions
↑24 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023