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| Happy Holidays!! thanks for using AUM13F!! |
| Hamel Associates Inc
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| CRD # | 107128 |
| SEC # | 801-37636 |
| CIK # | 0001599760 |
| AUM | $514.6 M (2025-06-02) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 973-665-1400 |
| Address | 24 Washington Avenue Chatham, NJ 07928 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 15.9 | ||
| Apple Inc | 15.2 | ||
| Microsoft Corp | 11.8 | ||
| Exxon Mobil Corp | 11.3 | ||
| Alphabet Inc | 11.1 | ||
| Ace Ltd | 10.9 | ||
| Johnson & Johnson | 10.2 | ||
| Procter & Gamble Co | 9.1 | ||
| Conocophillips | 8.5 | ||
| Bank of New York Mellon Corp | 8.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 16.3 |
| (b) Individuals (high net worth individuals) | 68 | 478.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 0 | 19.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 236 | 514.6 |
| By Discretionary | ||
| Discretionary | 233 | 451.8 |
| Non-Discretionary | 3 | 62.8 |
| Total | 236 | 514.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 93.0 | |
| United States Persons | 421.6 | |
| Total | 236 | 514.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599760] |
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