HAMEL ASSOCIATES, INC.

Q1 2026 13F-HR Holdings

Location
Center Valley, PA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$350,523
Net value change ($000)
+18,767 (5.7%)
New positions
7
Sold out positions
5
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHY 4,905 23.3%
COP 3,210 35.6%
XOM 2,509 20.5%
CVX 2,412 34.0%
JNJ 2,293 16.7%
V 1,707 NEW
MRK 1,359 13.9%
LMT 1,114 24.6%
DUK 1,079 34.6%
WMT 1,004 6.1%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -4,082 -34.3%
MSFT -2,284 -22.6%
GOOGL -1,994 -12.3%
AAPL -1,727 -9.8%
DEO -1,394 -74.5%
AZN -722 -100.0%
JPM -646 -13.4%
IBM -554 -18.7%
GOOGL -339 -14.8%
BK -321 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type