HAMEL ASSOCIATES, INC.
RIA/Wealth
HAMEL ASSOCIATES, INC. is a RIA/Wealth based in Chatham, NJ led by Pasquale C Hamel, reporting $514.6M in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
PresidentPasquale C Hamel
- Portfolio Value
- $325.2M
- Positions
- 81
- Top Holding
- AAPL at 5.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HAMEL ASSOCIATES, INC.'s portfolio (42.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $18.4M | 5.66% | -$518.5K Sold | 0.00% 72.3K shares | |
ETF ETF | $17.6M | 5.42% | +$2.5M Bought | — 630.5K shares | |
Discount Stores Consumer Defensive | $16.3M | 5.00% | -$511.0K Sold | 0.00% 158.0K shares | |
Internet Content & Information Communication Services | $15.1M | 4.63% | -$148.8K Sold | 0.00% 61.9K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $13.1M | 4.03% | +$6.6M Bought | 0.00% 197.8K shares | |
Drug Manufacturers - General Healthcare | $12.4M | 3.80% | -$24.1K Sold | 0.00% 66.6K shares | |
Software - Infrastructure Technology | $12.0M | 3.69% | -$330.3K Sold | 0.00% 23.2K shares | |
Oil & Gas Integrated Energy | $11.7M | 3.60% | -$136.4K Sold | 0.00% 103.8K shares | |
Insurance - Property & Casualty Financial Services | $10.3M | 3.15% | -$340.0K Sold | 0.01% 36.3K shares | |
Asset Management Financial Services | $10.0M | 3.08% | -$69.2K Sold | 0.01% 91.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HAMEL ASSOCIATES, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+295.21% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for HAMEL ASSOCIATES, INC.
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