$231 Million is the total value of HAMEL ASSOCIATES, INC.'s 95 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BLMN | New | BLOOMIN BRANDS INC | $1,692,000 | – | 85,500 | +100.0% | 0.73% | – |
| CMI | New | CUMMINS INC | $204,000 | – | 1,400 | +100.0% | 0.09% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $200,000 | – | 1,150 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 43 | Q2 2024 | 5.1% |
| WAL-MART STORES INC | 43 | Q2 2024 | 5.4% |
| PROCTER & GAMBLE CO | 43 | Q2 2024 | 4.7% |
| CHEVRON CORP NEW | 43 | Q2 2024 | 3.9% |
| UNITED PARCEL SERVICE INC | 43 | Q2 2024 | 5.0% |
| MERCK & CO INC NEW | 43 | Q2 2024 | 3.8% |
| EXXON MOBIL CORP | 43 | Q2 2024 | 4.5% |
| MICROSOFT CORP | 43 | Q2 2024 | 3.8% |
| PNC FINL SVCS GROUP INC | 43 | Q2 2024 | 2.9% |
| MCDONALDS CORP | 43 | Q2 2024 | 2.6% |
View HAMEL ASSOCIATES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-06 |
View HAMEL ASSOCIATES, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.