Hamel Associates Buys Major ETFs, Sells Verizon in Q2 2026 Portfolio Shift

For the quarter ending June 30, 2026, Hamel Associates Inc., a prominent investment firm, demonstrated notable shifts in its portfolio holdings. The analysis of their changed_holdings data reveals specific patterns of buying and selling activities during this period.

Prominent Purchases: Hamel showed strong interest in fixed income investments with the significant increase in Vanguard Malvern Fund (VTIP). This fund, focused on middle-market corporate bonds, saw its position grow by 100% in terms of shares held during this quarter. Additionally, they made a substantial purchase of Abbott Laboratories (ABT), acquiring more shares than any other single stock transaction reported, with a nearly 142% increase in holdings.

Other notable buys included Sabine Royalty Trust (SBR) and UGI Corporation New (UGI). Hamel also increased their stake in KROGER CO (KR), adding to the position which is categorized under Consumer Defensive, and made smaller but still significant purchases of Huntington Ingalls Industries Inc. (HII) classified as Industrials.

Significant Sales: The most prominent sale during this quarter was Hamel's reduction in their holdings of Verizon Communications Inc. (VZ). They sold a substantial portion, resulting in a nearly 40% decrease (-39.33%) in the number of shares held and consequently lowering its portfolio allocation percentage.

Additionally, Hamel disposed of some positions related to iShares Trust ETFs: specifically selling shares from ISHARES TR (IBDR), SCHWAB STRATEGIC TR (SCHD), and ISHARES TR (TFLO). These sales resulted in moderate decreases (-11.4%, -27.99%, -8.78%) for the respective funds or ETFs.

Furthermore, they sold shares from SCHWAB STRATEGIC TR (SCHY), which experienced a slight decrease of about 1.5% in its share count during this period.

Overall Portfolio Changes: Hamel Associates' portfolio saw an increase in holdings for most individual stocks, with the exception of several ETFs and one stock that showed significant reductions. The total portfolio value remained substantial at $355 million as of June 30, 2026.

Their actions reflect a strategic focus on certain sectors while reducing exposure in others. For more detailed information about Hamel Associates Inc.'s investment strategy and performance, you can visit their profile page here. To explore specific stock holdings like Vanguard Malvern Fund (VTIP) or Verizon Communications (VZ), check out the individual company pages such as Vanguard Malvern Fund and Verizon Communications Inc..