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Pasquale C. Hamel

Hamel Associates, Inc.

Assets Managed
$350.523M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
5.66%(2Q avg: 3.84%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hamel Associates, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Hamel Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 350.523M in assets, with a quarterly growth rate of 5.66% and a 2-quarter average growth rate of 3.84%. The portfolio is managed by Pasquale C. Hamel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHY
Schwab International Dvd Etf
Recent Activity
Increased 16.1%
7.42%
$25.992M
820,968 shares@ $31.67 avg price
WMT
Walmart Inc
Recent Activity
Decreased -4.81%
4.98%
$17.422M
140,227 shares@ $124.25 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.16%
4.58%
$16.021M
65,551 shares@ $244.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.34%
4.53%
$15.871M
62,549 shares@ $253.74 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -14.51%
4.21%
$14.74M
86,879 shares@ $169.66 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.98%
4.08%
$14.267M
49,746 shares@ $286.79 avg price
COP
Conocophillips
Recent Activity
Decreased -3.84%
3.49%
$12.226M
92,619 shares@ $132.0 avg price
CB
Chubb Ltd
Recent Activity
Decreased -0.8%
3.38%
$11.815M
36,250 shares@ $325.93 avg price
MRK
Merck & Co. Inc.
Recent Activity
Decreased -0.36%
3.19%
$11.163M
92,801 shares@ $120.29 avg price
BK
Bank Of New York Mellon Corp
Recent Activity
Decreased -5.15%
2.89%
$10.107M
85,200 shares@ $118.63 avg price

1-10 of 81