account_balance
Investment manager · 13F filer · SEC CIK 1599760
Hamel Associates, Inc.
Reported value$363Mas of Sep 30, 2026
Positions89 2 new, 5 sold out
Top 10 weight42.4%SCHY alone is 8%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHYSchwab Strategic Tr
7.5%Added +7%
AAPLApple Inc.
5.3%Trimmed −2%
JNJJohnson & Johnson
4.7%
GOOGAlphabet Inc.
4.3%Trimmed −2%
WMTWalmart Inc.
3.9%
MRKMerck & Co., Inc.
3.7%
XOMExxonMobil Holdings Corp
3.7%Trimmed −3%
VTIPVanguard Malvern FDS
3.3%Added +5%
CBChubb Ltd
3.1%Trimmed −4%
BNYBank of New York Mellon Corp
3.0%−4%
COPConocoPhillips
3.0%−6%
MSFTMicrosoft Corp
3.0%Trimmed −3%
SCHYSchwab Strategic Tr
7.5%Added +7%
AAPLApple Inc.
5.3%Trimmed −2%
JNJJohnson & Johnson
4.7%
GOOGAlphabet Inc.
4.3%−2%
WMTWalmart Inc.
3.9%
MRKMerck & Co., Inc.
3.7%
XOMExxonMobil Holdings Corp
3.7%
VTIPVanguard Malvern FDS
3.3%
CBChubb Ltd
3.1%
BNY3.0%COP3.0%MSFT3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHY Schwab Strategic Tr 7.5% Added +7%
AAPL Apple Inc. 5.3% Trimmed −2%JNJ Johnson & Johnson 4.7% HeldGOOG Alphabet Inc. 4.3% Trimmed −2%WMT Walmart Inc. 3.9% HeldMRK Merck & Co., Inc. 3.7% HeldXOM ExxonMobil Holdings Corp 3.7% Trimmed −3%VTIP Vanguard Malvern FDS 3.3% Added +5%
CB Chubb Ltd 3.1% Trimmed −4%BNY Bank of New York Mellon Corp 3.0% Trimmed −4%COP ConocoPhillips 3.0% Trimmed −6%MSFT Microsoft Corp 3.0% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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