Hamel Associates, Inc.
Annual return '25
+30.0%
SPY '25
+17.7%
Alpha
+12.3ptsvs SPY
Invested
$350.5M
Holdings
81
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHY
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 707.2k shares)
7.4%
02
$WMT
WALMART INC
Q1 2026: Sold 79.9% (147.3k → 29.6k shares)
5.0%
03
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 84.9% (66.3k → 10.0k shares)
4.6%
04
$AAPL
APPLE INC
Q1 2026: Sold 15.4% (64.7k → 54.8k shares)
4.5%
05
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 87.0% (101.6k → 13.2k shares)
4.2%
06
$GOOG
ALPHABET INC
Q1 2026: Sold 47.2% (51.8k → 27.3k shares)
4.1%
07
$COP
CONOCOPHILLIPS
Q1 2026: Sold 97.9% (96.3k → 2.0k shares)
3.5%
08
$CB
CHUBB LTD SWITZ
Q1 2026: Sold 94.1% (36.5k → 2.2k shares)
3.4%
09
$MRK
MERCK & CO INC
Q1 2026: Sold 85.8% (93.1k → 13.3k shares)
3.2%
10
$BK
BANK NEW YORK MELLON CORP
Q1 2026: Exited (was 89.8k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.