$223 Million is the total value of HAMEL ASSOCIATES, INC.'s 82 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $8,293,000 | – | 228,960 | +100.0% | 3.72% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $6,427,000 | – | 110,490 | +100.0% | 2.88% | – |
APA | New | APACHE CORP | $2,485,000 | – | 71,705 | +100.0% | 1.12% | – |
LMT | New | LOCKHEED MARTIN CORP | $2,001,000 | – | 6,665 | +100.0% | 0.90% | – |
SLB | New | SCHLUMBERGER LTD | $1,697,000 | – | 38,950 | +100.0% | 0.76% | – |
SCHW | New | THE CHARLES SCHWAB CORPORATI | $621,000 | – | 14,525 | +100.0% | 0.28% | – |
EW | New | EDWARDS LIFESCIENCES CORP | $220,000 | – | 1,150 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JOHNSON & JOHNSON | 40 | Q3 2023 | 5.1% |
WAL-MART STORES INC | 40 | Q3 2023 | 5.4% |
PROCTER & GAMBLE CO | 40 | Q3 2023 | 4.7% |
CHEVRON CORP NEW | 40 | Q3 2023 | 3.9% |
UNITED PARCEL SERVICE INC | 40 | Q3 2023 | 5.0% |
EXXON MOBIL CORP | 40 | Q3 2023 | 4.5% |
MERCK & CO INC NEW | 40 | Q3 2023 | 3.6% |
MICROSOFT CORP | 40 | Q3 2023 | 3.8% |
PNC FINL SVCS GROUP INC | 40 | Q3 2023 | 2.9% |
CONSOLIDATED EDISON INC | 40 | Q3 2023 | 3.3% |
View HAMEL ASSOCIATES, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-08 |
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.