HENDLEY & CO INC

CIK: 0001084207SEC EDGAR →

Portfolio Value

$279.8M

Holdings

45

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BERKSHIRE HATHAWAY - CL B

51,531$25.9M
9.26%
2

VISA INC.

68,604$24.1M
8.60%
3

MICROSOFT CORPORATION

44,593$21.6M
7.71%
4

AMPHENOL CORPORATION CL A

129,715$17.5M
6.27%
5

PARKER-HANNIFIN CORP.

18,977$16.7M
5.96%
6

APPLE INC.

58,059$15.8M
5.64%
7

WHEATON PRECIOUS METALS CORP

106,351$12.5M
4.47%
8

ABBOTT LABORATORIES

99,374$12.5M
4.45%
9

AMAZON.COM,INC.

42,173$9.7M
3.48%
10

UNION PACIFIC CORP.

34,365$7.9M
2.84%

Quarterly Changes

Top Buys

AZNNEW
$6.0M
COST↑ Increased
$3.1M
ALPHABET, INC. - CLASS A↑ Increased
$2.2M
FDSNEW
$2.2M
AMDNEW
$1.7M

Top Sells

AZNCLOSED
$5.6M
NVDA↓ Decreased
$3.8M
MSFT↓ Decreased
$3.2M
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
$754K · 1 shares
$396K · 1K shares
$342K · 3K shares
$201K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Technology9$65.8M23.5%
Industrials6$40.8M14.6%
Unknown5$33.8M12.1%
Financial Services5$30.5M10.9%
Healthcare4$29.1M10.4%
Consumer Defensive5$24.3M8.7%
Energy4$20.5M7.3%
Basic Materials2$16.9M6.0%
Consumer Cyclical4$13.8M4.9%
Utilities1$4.4M1.6%