Hamel-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "CAT",
  "DUK",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "ITW",
  "EMR",
  "META",
  "KMI",
  "SCHY",
  "MA",
  "MSFT",
  "MAA",
  "NVS",
  "HSY",
  "DG",
  null,
  "PEP",
  "PNC",
  "AAPL",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "SHEL",
  "GLD",
  "IBM",
  "SBUX",
  "UPS",
  "SCHW",
  "DEO",
  "AMZN",
  "TPL",
  "VMI",
  "WMT",
  "GRMN",
  "SCHD",
  "FDX",
  "KMB",
  "ADP",
  "BK",
  "BMY",
  "BXP",
  "CPB",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "COP",
  "ED",
  "DE",
  "NKE",
  "GOOG",
  "XOM",
  "JNJ",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 71
Total Value: 294228561
Accession Number: 0001420506-25-000892
Form Type: 13F-HR
CIK: hamel-associates
Manager Name: Hamel-Associates

Data Enrichment

89% identified

63 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

71 positions • $294.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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KIMBERLY CLARK CORP

KMB|494368103

Shares:3.7K

Value:$520.5K

% of Portfolio:0.2% ($520.5K/$294.2M)

Texas Pacific Land Corp

TPL|88262P102

Shares:375

Value:$496.9K

% of Portfolio:0.2% ($496.9K/$294.2M)

Mastercard Inc

MA|57636Q104

Shares:834

Value:$457.1K

% of Portfolio:0.2% ($457.1K/$294.2M)

Shell plc

SHEL|780259305

Shares:6.0K

Value:$442.9K

% of Portfolio:0.2% ($442.9K/$294.2M)

FEDEX CORP

FDX|31428X106

Shares:1.8K

Value:$429.1K

% of Portfolio:0.1% ($429.1K/$294.2M)

MCCORMICK & CO INC

MKC|579780206

Shares:5.1K

Value:$419.8K

% of Portfolio:0.1% ($419.8K/$294.2M)

BXP, Inc.

BXP|101121101

Shares:5.4K

Value:$362.8K

% of Portfolio:0.1% ($362.8K/$294.2M)

PFIZER INC

PFE|717081103

Shares:10.3K

Value:$261.9K

% of Portfolio:0.1% ($261.9K/$294.2M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:8.9K

Value:$253.9K

% of Portfolio:0.1% ($253.9K/$294.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.8K

Value:$236.3K

% of Portfolio:0.1% ($236.3K/$294.2M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.6K

Value:$219.7K

% of Portfolio:0.1% ($219.7K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	3.7K	QoQ -37.75% (-2.2K) YoY -58.84% (-5.2K)	All Managers (Combined)	$520.5K	0.2% ($520.5K/$294.2M)	QoQ -32.44% (-$250.0K) YoY -54.74% (-$629.8K)
Texas Pacific Land Corp(TPLcusip88262P102)	375	QoQ 0.00% (+0) YoY -44.44% (-300)	All Managers (Combined)	$496.9K	0.2% ($496.9K/$294.2M)	QoQ +19.80% (+$82.1K) YoY +27.24% (-$106.4K)
Mastercard Inc(MAcusip57636Q104)	834	QoQ 0.00% (+0) YoY -1.18% (-10)	All Managers (Combined)	$457.1K	0.2% ($457.1K/$294.2M)	QoQ +4.09% (+$18.0K) YoY +12.47% (-$50.7K)
Shell plc(SHELcusip780259305)	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$442.9K	0.2% ($442.9K/$294.2M)	QoQ +16.93% (+$64.2K) YoY +9.21% (+$37.4K)
FEDEX CORP(FDXcusip31428X106)	1.8K	QoQ 0.00% (-0) YoY -10.20% (-200)	All Managers (Combined)	$429.1K	0.1% ($429.1K/$294.2M)	QoQ -13.34% (-$66.1K) YoY -24.44% (-$138.8K)
MCCORMICK & CO INC(MKCcusip579780206)	5.1K	QoQ -59.79% (-7.6K) YoY -82.65% (-24.3K)	All Managers (Combined)	$419.8K	0.1% ($419.8K/$294.2M)	QoQ -56.59% (-$547.3K) YoY -81.41% (-$1.8M)
BXP, Inc.(BXPcusip101121101)	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$362.8K	0.1% ($362.8K/$294.2M)	QoQ -9.64% (-$38.7K) YoY NEW(+$362.8K)
PFIZER INC(PFEcusip717081103)	10.3K	QoQ -90.87% (-102.9K) YoY -90.26% (-95.8K)	All Managers (Combined)	$261.9K	0.1% ($261.9K/$294.2M)	QoQ -91.28% (-$2.7M) YoY -91.10% (-$2.7M)
KINDER MORGAN, INC.(KMIcusip49456B101)	8.9K	QoQ 0.00% (+0) YoY NEW(+8.9K)	All Managers (Combined)	$253.9K	0.1% ($253.9K/$294.2M)	QoQ +4.12% (+$10.1K) YoY NEW(+$253.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.8K	QoQ -4.36% (-175) YoY NEW(+3.8K)	All Managers (Combined)	$236.3K	0.1% ($236.3K/$294.2M)	QoQ -0.31% (-$747) YoY NEW(+$236.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$219.7K	0.1% ($219.7K/$294.2M)	QoQ NEW(+$219.7K) YoY NEW(+$219.7K)