Hamel Associates
Hamel Associates reported 92 stocks worth $363M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SCHY (7.1%), AAPL (4.7%) and JNJ (4.5%). Compared with Q1 2026, the fund opened new positions in VTIP, HON and HONA, added to PG, MSFT and GLD, trimmed SCHY, AAPL and JNJ and sold out of BMY and TPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHY Schwab International | $25.7M | 7.1% | 809K | −12K (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $17.2M | 4.7% | 59K | −3,072 (−5%) | 8 of 8 | |
| 3 |  JNJ Johnson & Johnson | $16.5M | 4.5% | 65K | −584 (−1%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $16.5M | 4.5% | 47K | −3,104 (−6%) | 8 of 8 | |
| 5 |  WMT Walmart Inc | $15.5M | 4.3% | 137K | −2,980 (−2%) | 8 of 8 | |
| 6 |  CB Chubb Ltd F | $12.2M | 3.4% | 36K | −319 (−1%) | 8 of 8 | |
| 7 |  MRK Merck & Co Inc | $11.9M | 3.3% | 93K | −288 (−0%) | 8 of 8 | |
| 8 |  VTIP Vanguard Shrt Inf Prot | $11.7M | 3.2% | 232K | New position | 1 of 8 | |
| 9 |  XOM Exxon Mobil Corp | $11.5M | 3.2% | 84K | −3,046 (−4%) | 8 of 8 | |
| 10 |  BNY Bank New York Mellon Corp | $11.3M | 3.1% | 78K | −7,003 (−8%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Hamel Associates 13F FAQ
What does Hamel Associates own?
Hamel Associates reported 92 stocks worth $363M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SCHY (7.1%), AAPL (4.7%) and JNJ (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Hamel Associates buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 21 added to, 42 trimmed and 3 sold out. New positions include VTIP, HON and HONA. It sold all of BMY and TPL.
When will Hamel Associates file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hamel Associates's portfolio worth?
The Q2 2026 filing reports $363M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.