HENNESSY ADVISORS INC Q1 2026 Filing

Filed April 21, 2026

Portfolio Value

$1.5T

Holdings

278

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (278 positions)

StockValue
PSMTPriceSmart Inc
$12.4M
PGProcter & Gamble Co/The
$12.4M
DUKDuke Energy Corp
$12.4M
JNJJohnson & Johnson
$12.4M
WMTWalmart Inc
$10.8M
TRVTravelers Companies Inc
$10.8M
ALSAllstate Corp/The
$10.4M
GILDGilead Sciences Inc
$9.5M
GHCGraham Holdings Co
$9.5M
LYVLive Nation Entertainment Inc
$9.5M
COPConocoPhillips
$9.2M
PEPPepsiCo Inc
$9.2M
XOMExxon Mobil Corp
$9.0M
AXSAxis Cap Hldgs Ltd
$8.8M
LLoews Corp
$8.8M
HDHome Depot Inc/The
$8.4M
EATBrinker International Inc
$8.4M
TRVCCitigroup Inc
$8.2M
UNHUnitedHealth Group Inc
$8.0M
THGHanover Insurance Group Inc/The
$7.5M
MKLMarkel Group Inc
$7.5M
JPMJpmorgan Chase & Co.
$7.4M
DWDMorgan Stanley
$7.0M
TMUST-Mobile US Inc
$6.9M
DTEDTE Energy Co
$6.2M
ABBVAbbVie Inc
$6.0M
TXNTexas Instrs Inc
$6.0M
4I1Philip Morris International Inc
$5.9M
RYRoyal Bank of Canada
$5.8M
IBMInternational Business Machs
$5.5M
ABTAbbott Laboratories
$5.1M
QCOMQUALCOMM Inc
$5.0M
CHTRCharter Communications Inc
$4.8M
EOGEOG Resources Inc
$4.6M
AMGNAmgen Inc
$4.2M
DELLDell Technologies Inc
$3.9M
AEEAmeren Corp
$3.9M
HIFSHingham Institution For Savings The
$3.7M
TRGPTarga Resources Corp
$3.6M
UTHUnited Therapeutics Corp Del
$3.3M
CPKChesapeake Utilities Corp
$3.2M
JBLJabil Inc
$3.0M
NTAPNetApp Inc
$3.0M
DEDeere & Co
$2.9M
UNPUnion Pacific Corp
$2.9M
HIGHartford Insurance Group Inc
$2.8M
JBHTJB Hunt Transport Services Inc
$2.7M
HCAHCA Healthcare Inc
$2.7M
PGRProgressive Corp/The
$2.6M
MRSHMarsh & McLennan Cos Inc
$2.5M
DRIDarden Restaurants Inc
$2.5M
ZTSZoetis Inc
$2.5M
WF2Wintrust Financial Corp
$2.5M
PHMPulteGroup Inc
$2.4M
NEMNewmont Corp
$2.4M
AMZNAmazon.com Inc
$2.4M
AZOAutoZone Inc
$2.4M
A4SAmeriprise Finl Inc
$2.4M
LOWLowe's Cos Inc
$2.3M
ADBEAdobe Inc
$2.3M
WSMWilliams Sonoma Inc
$2.3M
DLTRDollar Tree Inc
$2.2M
LULULululemon Athletica Inc
$2.1M
BRBroadridge Finl Solutions Inc
$2.0M
NVRNVR Inc
$2.0M
PNCPNC Financial Services Group Inc/The
$1.7M
MCDMcDonald's Corp
$1.6M
BRK/BBerkshire Hathaway Inc
$1.4M
COFCapital One Financial Corp
$1.3M
GSGoldman Sachs Group Inc/The
$1.3M
FANGDiamondback Energy Inc
$1.1M
VVisa Inc
$1.1M
MAMastercard Incorporated
$1.0M
VLOValero Energy Corp
$914K
EXEExpand Energy Corp
$889K
PSXPhillips 66
$874K
COINCoinbase Global Inc
$524K
MPCMarathon Pete Corp
$269K
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