Long-term investor
Hamel Associates, Inc. @hamelassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599760).
Record
- Tracked since 2025-12-31 (261 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +0.7% · 6 months n/a · 1 year n/a · all +6.9%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHY · 7.1% · long · since 2025-12-31
- AAPL · 4.7% · long · since 2025-12-31
- JNJ · 4.5% · long · since 2025-12-31
- GOOG · 4.5% · long · since 2025-12-31
- WMT · 4.3% · long · since 2025-12-31
- CB · 3.4% · long · since 2025-12-31
- MRK · 3.3% · long · since 2025-12-31
- VTIP · 3.2% · long · since 2026-06-30
- XOM · 3.2% · long · since 2025-12-31
- BNY · 3.1% · long · since 2025-12-31
- COP · 2.6% · long · since 2025-12-31
- PG · 2.3% · long · since 2025-12-31