Fund Holdings

HAMEL ASSOCIATES, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SCHWAB STRATEGIC TR0820,968+820,968025,991,8477.42%+25,991,847
CONOCOPHILLIPS(COP)092,619+92,619012,225,7083.49%+12,225,708
EXXON MOBIL CORP(XOM)086,879+86,879014,739,6484.21%+14,739,648
CHEVRON CORPORATION(CVX)045,931+45,93109,499,8762.71%+9,499,876
JOHNSON & JOHNSON(JNJ)065,551+65,551016,020,7904.57%+16,020,790
VISA INC(V)05,649+5,64901,707,3540.49%+1,707,354
MERCK & CO INC(MRK)092,801+92,801011,163,0323.18%+11,163,032
LOCKHEED MARTIN CORP(LMT)09,336+9,33605,642,5851.61%+5,642,585
DUKE ENERGY CORP NEW(DUK)032,085+32,08504,201,2101.20%+4,201,210
WALMART INC(WMT)0140,227+140,227017,422,4984.97%+17,422,498
ASTRAZENECA PLC(AZN)04,611+4,6110909,3810.26%+909,381
HONEYWELL INTL INC(HON)027,695+27,69506,259,9011.79%+6,259,901
CONSOLIDATED EDISON INC(ED)051,867+51,86705,870,3071.67%+5,870,307
VERIZON COMMUNICATIONS INC(VZ)078,010+78,01003,916,0211.12%+3,916,021
HERSHEY CO(HSY)023,458+23,45804,876,6841.39%+4,876,684
NOVARTIS AG(NVS)040,555+40,55506,194,7761.77%+6,194,776
ISHARES TR021,880+21,8800552,9080.16%+552,908
COCA COLA CO(KO)097,506+97,50607,412,0742.11%+7,412,074
SPDR GOLD TR(GLD)017,707+17,70707,619,1452.17%+7,619,145
ISHARES TR0187,388+187,38804,101,9231.17%+4,101,923
ISHARES TR0262,868+262,86806,658,4461.90%+6,658,446
AMGEN INC(AMGN)020,128+20,12807,082,0372.02%+7,082,037
EATON CORP PLC(ETN)01,168+1,1680417,7590.12%+417,759
ISHARES TR0105,515+105,51502,208,4290.63%+2,208,429
CHUBB LTD SWITZ036,250+36,250011,814,7293.37%+11,814,729
ISHARES TR0246,702+246,70205,738,2891.64%+5,738,289
REALTY INCOME CORP(O)028,401+28,40101,737,5730.50%+1,737,573
ILLINOIS TOOL WKS INC(ITW)029,290+29,29007,623,8942.18%+7,623,894
SLB LIMITED(SLB)06,145+6,1450315,7920.09%+315,792
SELECT SECTOR SPDR TR087,785+87,78504,028,4541.15%+4,028,454
ISHARES TR0272,676+272,67606,609,6661.89%+6,609,666
KROGER CO(KR)09,716+9,7160703,0500.20%+703,050
UNION PAC CORP(UNP)022,212+22,21205,389,0751.54%+5,389,075
PEPSICO INC(PEP)016,573+16,57302,573,2970.73%+2,573,297
BRISTOL-MYERS SQUIBB CO(BMY)03,622+3,6220219,6740.06%+219,674
TEXAS PACIFIC LAND CORPORATI(TPL)0450+4500213,5520.06%+213,552
CATERPILLAR INC(CAT)01,791+1,79101,268,0980.36%+1,268,098
MCCORMICK & CO INC(MKC)020,225+20,22501,020,1490.29%+1,020,149
TRAVELERS COMPANIES INC(TRV)02,314+2,3140674,9480.19%+674,948
GARMIN LTD(GRMN)05,448+5,44801,263,9900.36%+1,263,990
FEDEX CORP(FDX)01,870+1,8700666,0570.19%+666,057
HUNTINGTON INGALLS INDS INC(HII)03,736+3,73601,419,3060.40%+1,419,306
SCHWAB STRATEGIC TR066,646+66,64602,044,6990.58%+2,044,699
SHELL PLC(SHEL)06,050+6,0500560,5480.16%+560,548
ISHARES TR0242,963+242,96305,889,4231.68%+5,889,423
COLGATE PALMOLIVE CO(CL)04,690+4,6900399,7290.11%+399,729
DEERE & CO(DE)0775+7750436,5580.12%+436,558
META PLATFORMS INC(META)01,397+1,3970799,0600.23%+799,060
J P MORGAN EXCHANGE TRADED F05,727+5,7270317,9630.09%+317,963
SOLSTICE ADVANCED MATLS INC(SOLS)05,296+5,2960403,3430.12%+403,343
KINDER MORGAN INC DEL(KMI)08,900+8,9000298,4170.09%+298,417
DIAMONDBACK ENERGY INC(FANG)01,150+1,1500227,4590.06%+227,459
COCA-COLA FEMSA SAB DE CV(KOF)02,375+2,3750231,6810.07%+231,681
CISCO SYS INC(CSCO)03,723+3,7230288,8680.08%+288,868
VALMONT INDS INC(VMI)01,320+1,3200527,4320.15%+527,432
STARBUCKS CORP(SBUX)012,600+12,60001,128,8340.32%+1,128,834
KIMBERLY-CLARK CORP(KMB)03,075+3,0750296,6450.08%+296,645
SCHWAB CHARLES CORP(SCHW)012,944+12,94401,216,4770.35%+1,216,477
MASTERCARD INCORPORATED(MA)0799+7990399,2280.11%+399,228
NVIDIA CORPORATION(NVDA)01,265+1,2650220,5390.06%+220,539
PNC FINL SVCS GROUP INC(PNC)019,348+19,34804,025,9961.15%+4,025,996
PROCTER & GAMBLE CO(PG)056,999+56,99908,231,3852.35%+8,231,385
BXP INC(BXP)05,400+5,4000280,2600.08%+280,260
AMAZON COM INC(AMZN)03,717+3,7170774,1400.22%+774,140
MID-AMER APT CMNTYS INC(MAA)05,390+5,3900658,2270.19%+658,227
ABBVIE INC(ABBV)021,140+21,14004,597,7391.31%+4,597,739
AUTOMATIC DATA PROCESSING IN011,795+11,79502,396,5080.68%+2,396,508
MCDONALDS CORP(MCD)020,520+20,52006,377,4111.82%+6,377,411
EMERSON ELEC CO(EMR)07,287+7,2870954,7430.27%+954,743
DOLLAR GEN CORP(DG)08,480+8,48001,006,8300.29%+1,006,830
HOME DEPOT INC(HD)010,426+10,42603,429,0070.98%+3,429,007
GE VERNOVA INC(GEV)000000
PFIZER INC(PFE)000000
NIKE INC(NKE)000000
ABBOTT LABORATORIES012,272+12,27201,259,9660.36%+1,259,966
ALEXANDER & BALDWIN INC NEW000000
BANK NEW YORK MELLON CORP085,200+85,200010,107,2762.88%+10,107,276
ALPHABET INC(GOOG)06,799+6,79901,955,1200.56%+1,955,120
INTERNATIONAL BUSINESS MACHS(IBM)09,920+9,92002,404,2940.69%+2,404,294
JPMORGAN CHASE & CO(JPM)014,174+14,17404,169,1961.19%+4,169,196
ASTRAZENECA PLC(AZN)000000
DIAGEO PLC(DEO)06,405+6,4050476,7850.14%+476,785
APPLE INC(AAPL)062,549+62,549015,870,6474.53%+15,870,647
ALPHABET INC(GOOG)049,746+49,746014,266,6504.07%+14,266,650
MICROSOFT CORP(MSFT)021,082+21,08207,803,5892.23%+7,803,589
ISHARES TR0154,390+154,39007,816,7662.23%+7,816,766
Page 1 of 1