HENDLEY & CO INC

CIK: 0001084207SEC EDGAR →

Portfolio Value

$280K

Holdings

45

As of

Q4 2025

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VISA INC.

68,604$24.1M
8599.15%
2

MICROSOFT CORPORATION

44,593$21.6M
7707.79%
3

AMPHENOL CORPORATION CL A

129,715$17.5M
6265.30%
4

APPLE INC.

58,059$15.8M
5641.27%
5

WHEATON PRECIOUS METALS CORP

106,351$12.5M
4466.84%
6

ABBOTT LABORATORIES

99,374$12.5M
4450.04%
7

AMAZON.COM,INC.

42,173$9.7M
3478.98%
8

UNION PACIFIC CORP.

34,365$7.9M
2841.01%
9

CHEVRON CORPORATION

49,469$7.5M
2694.83%
10

EATON CORP PLC

23,110$7.4M
2630.85%

Quarterly Changes

Top Buys

AZNNEW
$6.0M
ALPHABET, INC. - CLASS A↑ Increased
$2.2M
FDSNEW
$2.2M
AMDNEW
$1.7M
HON↑ Increased
$594K

Top Sells

MSFT↓ Decreased
$21.5M
AZNCLOSED
$5.6M
NVDA↓ Decreased
$3.8M
APH↓ Decreased
$2.2M
ETN↓ Decreased
$2.1M

New Positions (4)

$6.0M · 65K shares
$2.2M · 7K shares
$1.7M · 8K shares
$577K · 2K shares

Closed Positions (6)

$5.6M · 73K shares
$998K · 4K shares
$396K · 1K shares
$342K · 3K shares
$201K · 1K shares
$754 · 1 shares

Sector Breakdown

Sector# HoldingsValue%
Technology9$65.8M28.9%
Financial Services5$30.5M13.4%
Healthcare4$29.1M12.8%
Industrials6$24.1M10.6%
Energy4$20.5M9.0%
Consumer Defensive5$18.2M8.0%
Basic Materials2$16.9M7.4%
Consumer Cyclical4$10.4M4.6%
Unknown5$7.9M3.5%
Utilities1$4.4M1.9%