StockDriftsStockDriftsTop 50 Hamel Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHY | SCHWAB STRATEGIC TR | 7.08% | 808.8K | $25.7M | -1.49%(-12.20K) | $26.96(+23.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.74% | 59.5K | $17.2M | -4.91%(-3.07K) | $37.16(+721.75%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.55% | 65.0K | $16.5M | -0.89%(-584) | $78.21(+233.01%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.54% | 46.6K | $16.5M | -6.24%(-3.10K) | $92.45(+270.61%) | 2026-06-30 | |
| WMT | WALMART INC | 4.28% | 137.2K | $15.5M | -2.13%(-2.98K) | $16.41(+600.39%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 3.38% | 35.9K | $12.2M | -0.88%(-319) | $143.57(+140.81%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 3.28% | 92.5K | $11.9M | -0.31%(-288) | $33.28(+309.34%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.22% | 232.1K | $11.7M | new | $50.08(-0.76%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 3.16% | 83.8K | $11.5M | -3.51%(-3.05K) | $97.87(+64.34%) | 2026-06-30 | |
| BK | BANK OF NY MELLON CORP | 3.12% | 78.2K | $11.3M | -8.22%(-7.00K) | $49.88(+188.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.40% | +7.21% | +41.63% |
| Top 20 Holdings Unweighted | +9.32% | +30.64% | +6.49% | +36.92% |
Hamel Associates INC reports $362.66M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are SCHY (7.1%), AAPL (4.7%) and JNJ (4.5%). The top 20 holdings account for 62.53% of reported assets. Its disclosed equity book has returned +35.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hamel Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599760). View Hamel Associates INC’s 13F filings on SEC