StockDriftsStockDriftsTop 50 Hamel Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHY | SCHWAB STRATEGIC TR | 7.42% | 821.0K | $26.0M | +16.09%(+113.81K) | $26.96(+18.93%) | 2026-03-31 | |
| WMT | WALMART INC | 4.97% | 140.2K | $17.4M | -4.81%(-7.09K) | $16.41(+581.68%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.57% | 65.6K | $16.0M | -1.16%(-772) | $78.21(+236.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.53% | 62.5K | $15.9M | -3.34%(-2.16K) | $37.16(+730.50%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.21% | 86.9K | $14.7M | -14.51%(-14.75K) | $97.87(+40.08%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.07% | 49.7K | $14.3M | -3.98%(-2.06K) | $92.45(+285.25%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 3.49% | 92.6K | $12.2M | -3.84%(-3.70K) | $53.12(+97.15%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 3.37% | 36.3K | $11.8M | -0.80%(-294) | $143.57(+151.56%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 3.18% | 92.8K | $11.2M | -0.36%(-336) | $33.28(+289.34%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON CORP | 2.88% | 85.2K | $10.1M | -5.15%(-4.63K) | $49.88(+188.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.23% | +37.63% |
| Top 20 Holdings Unweighted | +9.88% | +32.66% |
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