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The Analysis of HAMEL ASSOCIATES, INC.'s Holdings & P&L

Currently, HAMEL ASSOCIATES, INC. holds 81 types of securities in its portfolio with a total value $350.5M. In the most recent quarter, they have increased their positions in SCHY (+113.8K shares, valued at $3.6M), V (+5.6K shares, valued at $1.7M), N/A (+4.6K shares, valued at $909.4K); decreased their positions in TFLO (-81.4K shares, valued at $4.1M), XOM (-14.7K shares, valued at $2.5M), DEO (-15.3K shares, valued at $1.1M); initiated new positions in V (+5.6K shares, valued at $1.7M), N/A (+4.6K shares, valued at $909.4K), IBDX (+21.9K shares, valued at $552.9K).

1M P&L

+852.6K+0.27%

3M P&L

-4.7M-1.50%

HY P&L

+27.1M+9.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A79.6M

25.1%

2Drug Manufacturers - General34.1M

10.8%

3Oil & Gas Integrated24.8M

7.8%

Top Industries by Stock Count

1N/A13 stocks

17.6%

2Drug Manufacturers - General5 stocks

6.8%

3Oil & Gas Integrated3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHY SCHWAB STRATEGIC TR821.0K shares16.09%2026-03-312026-05-07

WMT WALMART INC140.2K shares-4.81%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON65.6K shares-1.16%2026-03-312026-05-07

AAPL APPLE INC62.5K shares-3.34%2026-03-312026-05-07

XOM EXXON MOBIL CORP86.9K shares-14.51%2026-03-312026-05-07

ALPHABET INC ALPHABET INC49.7K shares-3.98%2026-03-312026-05-07

COP CONOCOPHILLIPS92.6K shares-3.84%2026-03-312026-05-07

CB CHUBB LTD SWITZ36.3K shares-0.80%2026-03-312026-05-07

Sponsored

MERCK & CO INC MERCK & CO INC92.8K shares-0.36%2026-03-312026-05-07

BK BANK NEW YORK MELLON CORP85.2K shares-5.15%2026-03-312026-05-07

CVX CHEVRON CORPORATION45.9K shares-1.18%2026-03-312026-05-07

PG PROCTER & GAMBLE CO57.0K shares-1.65%2026-03-312026-05-07

TFLO ISHARES TR154.4K shares-34.53%2026-03-312026-05-07

MSFT MICROSOFT CORP21.1K shares1.09%2026-03-312026-05-07

ITW ILLINOIS TOOL WKS INC29.3K shares-0.48%2026-03-312026-05-07

GLD SPDR GOLD TR17.7K shares-0.90%2026-03-312026-05-07

Sponsored

KO COCA COLA CO97.5K shares-0.69%2026-03-312026-05-07

AMGN AMGEN INC20.1K shares-0.37%2026-03-312026-05-07

IBDT ISHARES TR262.9K shares8.54%2026-03-312026-05-07

IBDS ISHARES TR272.7K shares4.86%2026-03-312026-05-07

MCD MCDONALDS CORP20.5K shares-3.41%2026-03-312026-05-07

HON HONEYWELL INTL INC27.7K shares0.29%2026-03-312026-05-07

NVS NOVARTIS AG40.6K shares-0.07%2026-03-312026-05-07

IBDR ISHARES TR243.0K shares1.68%2026-03-312026-05-07

Sponsored

ED CONSOLIDATED EDISON INC51.9K shares1.91%2026-03-312026-05-07

IBDU ISHARES TR246.7K shares8.31%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP9.3K shares-0.29%2026-03-312026-05-07

UNP UNION PAC CORP22.2K shares0.23%2026-03-312026-05-07

HSY HERSHEY CO23.5K shares-0.11%2026-03-312026-05-07

ABBV ABBVIE INC21.1K shares2.85%2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW32.1K shares20.44%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO14.2K shares-5.12%2026-03-312026-05-07

Sponsored

IBDV ISHARES TR187.4K shares14.99%2026-03-312026-05-07

XLU SELECT SECTOR SPDR TR87.8K shares0.75%2026-03-312026-05-07

PNC PNC FINL SVCS GROUP INC19.3K shares-1.36%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC78.0K shares-0.64%2026-03-312026-05-07

HD HOME DEPOT INC10.4K shares-0.76%2026-03-312026-05-07

PEP PEPSICO INC16.6K shares2.16%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS9.9K shares-0.60%2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING IN11.8K shares20.79%2026-03-312026-05-07

Sponsored

IBDW ISHARES TR105.5K shares24.20%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR66.6K shares-4.97%2026-03-312026-05-07

ALPHABET INC ALPHABET INC6.8K shares-7.23%2026-03-312026-05-07

O REALTY INCOME CORP28.4K shares19.38%2026-03-312026-05-07

V VISA INC5.6K sharesnew addition2026-03-312026-05-07

HII HUNTINGTON INGALLS INDS INC3.7K shares0.00%2026-03-312026-05-07

CAT CATERPILLAR INC1.8K shares-2.72%2026-03-312026-05-07

GRMN GARMIN LTD5.4K shares0.00%2026-03-312026-05-07

Sponsored

ABT ABBOTT LABORATORIES12.3K shares0.00%2026-03-312026-05-07

SCHW SCHWAB CHARLES CORP12.9K shares1.68%2026-03-312026-05-07

SBUX STARBUCKS CORP12.6K shares-7.69%2026-03-312026-05-07

MKC MCCORMICK & CO INC20.2K shares66.80%2026-03-312026-05-07

DG DOLLAR GEN CORP8.5K shares0.00%2026-03-312026-05-07

EMR EMERSON ELEC CO7.3K shares-9.89%2026-03-312026-05-07

ASTRAZENECA PLC ASTRAZENECA PLC4.6K sharesnew addition2026-03-312026-05-07

META META PLATFORMS INC1.4K shares26.20%2026-03-312026-05-07

Sponsored

AMZN AMAZON COM INC3.7K shares-0.67%2026-03-312026-05-07

KR KROGER CO9.7K shares45.65%2026-03-312026-05-07

TRV TRAVELERS COMPANIES INC2.3K shares31.18%2026-03-312026-05-07

FDX FEDEX CORP1.9K shares6.25%2026-03-312026-05-07

MAA MID-AMER APT CMNTYS INC5.4K shares0.00%2026-03-312026-05-07

SHEL SHELL PLC6.0K shares0.00%2026-03-312026-05-07

IBDX ISHARES TR21.9K sharesnew addition2026-03-312026-05-07

VMI VALMONT INDS INC1.3K shares0.00%2026-03-312026-05-07

Sponsored

DEO DIAGEO PLC6.4K shares-70.46%2026-03-312026-05-07

DE DEERE & CO775 shares-1.27%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC1.2K sharesnew addition2026-03-312026-05-07

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC5.3K shares-25.83%2026-03-312026-05-07

CL COLGATE PALMOLIVE CO4.7K shares13.97%2026-03-312026-05-07

MA MASTERCARD INCORPORATED799 shares0.00%2026-03-312026-05-07

JEPQ J P MORGAN EXCHANGE TRADED F5.7K shares28.24%2026-03-312026-05-07

SLB SLB LIMITED6.1K sharesnew addition2026-03-312026-05-07

Sponsored

KMI KINDER MORGAN INC DEL8.9K shares0.00%2026-03-312026-05-07

KMB KIMBERLY-CLARK CORP3.1K shares-5.09%2026-03-312026-05-07

CSCO CISCO SYS INC3.7K shares-1.43%2026-03-312026-05-07

BXP BXP INC5.4K shares0.00%2026-03-312026-05-07

KOF COCA-COLA FEMSA SAB DE CV2.4K shares0.00%2026-03-312026-05-07

FANG DIAMONDBACK ENERGY INC1.1K shares-15.07%2026-03-312026-05-07

NVDA NVIDIA CORPORATION1.3K shares-17.86%2026-03-312026-05-07

BMY BRISTOL-MYERS SQUIBB CO3.6K sharesnew addition2026-03-312026-05-07

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI450 sharesnew addition2026-03-312026-05-07

SCHY

SCHWAB STRATEGIC TR

16.09%

Shares821.0K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

-4.81%

Shares140.2K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

-1.16%

Shares65.6K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-3.34%

Shares62.5K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

-14.51%

Shares86.9K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-3.98%

Shares49.7K

Event2026-03-31

Filed2026-05-07

COP

CONOCOPHILLIPS

-3.84%

Shares92.6K

Event2026-03-31

Filed2026-05-07

CHUBB LTD SWITZ

-0.80%

Shares36.3K

Event2026-03-31

Filed2026-05-07

MERCK & CO INC

-0.36%

Shares92.8K

Event2026-03-31

Filed2026-05-07

BANK NEW YORK MELLON CORP

-5.15%

Shares85.2K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

-1.18%

Shares45.9K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

-1.65%

Shares57.0K

Event2026-03-31

Filed2026-05-07

TFLO

ISHARES TR

-34.53%

Shares154.4K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

1.09%

Shares21.1K

Event2026-03-31

Filed2026-05-07

ITW

ILLINOIS TOOL WKS INC

-0.48%

Shares29.3K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

-0.90%

Shares17.7K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

-0.69%

Shares97.5K

Event2026-03-31

Filed2026-05-07

AMGN

AMGEN INC

-0.37%

Shares20.1K

Event2026-03-31

Filed2026-05-07

IBDT

ISHARES TR

8.54%

Shares262.9K

Event2026-03-31

Filed2026-05-07

IBDS

ISHARES TR

4.86%

Shares272.7K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

-3.41%

Shares20.5K

Event2026-03-31

Filed2026-05-07

HON

HONEYWELL INTL INC

0.29%

Shares27.7K

Event2026-03-31

Filed2026-05-07

NVS

NOVARTIS AG

-0.07%

Shares40.6K

Event2026-03-31

Filed2026-05-07

IBDR

ISHARES TR

1.68%

Shares243.0K

Event2026-03-31

Filed2026-05-07

CONSOLIDATED EDISON INC

1.91%

Shares51.9K

Event2026-03-31

Filed2026-05-07

IBDU

ISHARES TR

8.31%

Shares246.7K

Event2026-03-31

Filed2026-05-07

LMT

LOCKHEED MARTIN CORP

-0.29%

Shares9.3K

Event2026-03-31

Filed2026-05-07

UNP

UNION PAC CORP

0.23%

Shares22.2K

Event2026-03-31

Filed2026-05-07

HSY

HERSHEY CO

-0.11%

Shares23.5K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

2.85%

Shares21.1K

Event2026-03-31

Filed2026-05-07

DUKE ENERGY CORP NEW

20.44%

Shares32.1K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

-5.12%

Shares14.2K

Event2026-03-31

Filed2026-05-07

IBDV

ISHARES TR

14.99%

Shares187.4K

Event2026-03-31

Filed2026-05-07

XLU

SELECT SECTOR SPDR TR

0.75%

Shares87.8K

Event2026-03-31

Filed2026-05-07

PNC

PNC FINL SVCS GROUP INC

-1.36%

Shares19.3K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS INC

-0.64%

Shares78.0K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

-0.76%

Shares10.4K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC

2.16%

Shares16.6K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

-0.60%

Shares9.9K

Event2026-03-31

Filed2026-05-07

ADP

AUTOMATIC DATA PROCESSING IN

20.79%

Shares11.8K

Event2026-03-31

Filed2026-05-07

IBDW

ISHARES TR

24.20%

Shares105.5K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

-4.97%

Shares66.6K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-7.23%

Shares6.8K

Event2026-03-31

Filed2026-05-07

REALTY INCOME CORP

19.38%

Shares28.4K

Event2026-03-31

Filed2026-05-07

VISA INC

New

Shares5.6K

Event2026-03-31

Filed2026-05-07

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

-2.72%

Shares1.8K

Event2026-03-31

Filed2026-05-07

GRMN

GARMIN LTD

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-07

ABT

ABBOTT LABORATORIES

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-07

SCHW

SCHWAB CHARLES CORP

1.68%

Shares12.9K

Event2026-03-31

Filed2026-05-07

SBUX

STARBUCKS CORP

-7.69%

Shares12.6K

Event2026-03-31

Filed2026-05-07

MKC

MCCORMICK & CO INC

66.80%

Shares20.2K

Event2026-03-31

Filed2026-05-07

DOLLAR GEN CORP

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO

-9.89%

Shares7.3K

Event2026-03-31

Filed2026-05-07

ASTRAZENECA PLC

New

Shares4.6K

Event2026-03-31

Filed2026-05-07