HENNESSY ADVISORS INC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$2.8T

Holdings

283

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (283 positions)

#StockSharesValue% PortfolioType
201
DRIDarden Restaurants Inc
14,500$2.7B0.09%
202
PHMPulteGroup Inc
22,600$2.6B0.09%
203
SYYSysco Corp
35,900$2.6B0.09%
204
SNASnap-on Inc
7,600$2.6B0.09%
205
PCARPACCAR Inc
23,900$2.6B0.09%
206
EOGEOG Resources Inc
24,930$2.6B0.09%
207
UNPUnion Pacific Corp
11,300$2.6B0.09%
208
LMTLockheed Martin Corp
5,400$2.6B0.09%
209
DHIDR Horton Inc
18,000$2.6B0.09%
210
BFHBread Financial Holdings Inc
35,000$2.6B0.09%
211
DVNDevon Energy Corp
69,800$2.6B0.09%
212
WF2Wintrust Financial Corp
18,000$2.5B0.09%
213
CUBICustomers Bancorp Inc
34,000$2.5B0.09%
214
PGRProgressive Corp/The
10,800$2.5B0.09%
215
NTAPNetApp Inc
22,842$2.4B0.09%
216
LOWLowe's Cos Inc
10,100$2.4B0.09%
217
WNEBWestern New England Bancorp Inc
185,000$2.3B0.08%
218
NWNNorthwest Natural Holding Co
49,303$2.3B0.08%
219
UNHUnitedHealth Group Inc
6,800$2.2B0.08%
220
NVRNVR Inc
300$2.2B0.08%
221
BBYBest Buy Co Inc
32,400$2.2B0.08%
222
BCALCalifornia BanCorp
115,000$2.1B0.08%
223
ON1Old National Bancorp/IN
95,000$2.1B0.08%
224
CSLCarlisle Cos Inc
6,600$2.1B0.07%
225
LNTAlliant Energy Corp
32,450$2.1B0.07%
226
KMBKimberly-Clark Corp
20,700$2.1B0.07%
227
EBCEastern Bankshares Inc
113,000$2.1B0.07%
228
CDWCDW Corp/DE
14,882$2.0B0.07%
229
DYHTarget Corp
20,100$2.0B0.07%
230
7HPHP Inc
81,100$1.8B0.06%
231
TFCTruist Financial Corp
36,500$1.8B0.06%
232
JPMJpmorgan Chase & Co.
5,500$1.8B0.06%
233
GDDYGoDaddy Inc
14,116$1.8B0.06%
234
RKTRocket Cos Inc
90,000$1.7B0.06%
235
BBTBeacon Financial Corp
65,000$1.7B0.06%
236
COFCapital One Financial Corp
7,000$1.7B0.06%
237
PNCPNC Financial Services Group Inc/The
8,000$1.7B0.06%
238
BLDRBuilders FirstSource Inc
16,100$1.7B0.06%
239
BAHBooz Allen Hamilton Holding Corp
19,300$1.6B0.06%
240
AVBCAvidia Bancorp Inc
95,000$1.6B0.06%
241
BRK/BBerkshire Hathaway Inc
3,000$1.5B0.05%
242
USBUS Bancorp
28,000$1.5B0.05%
243
HWCHancock Whitney Corp
23,000$1.5B0.05%
244
VVisa Inc
4,100$1.4B0.05%
245
MAMastercard Incorporated
2,500$1.4B0.05%
246
SYFSynchrony Financial
17,000$1.4B0.05%
247
ASBAssociated Banc-Corp
55,000$1.4B0.05%
248
PYPLPayPal Holdings Inc
24,000$1.4B0.05%
249
HOODRobinhood Markets Inc
11,000$1.2B0.04%
250
XYZBlock Inc
18,000$1.2B0.04%
251
MG1MGE Energy Inc
13,279$1.0B0.04%
252
GSGoldman Sachs Group Inc/The
1,100$966.0M0.03%
253
NWENorthwestern Energy Group Inc
14,798$955.0M0.03%
254
COINCoinbase Global Inc
4,000$904.0M0.03%
255
AUBAtlantic UN Bankshares Corp
25,000$882.0M0.03%
256
AQN.TOAlgonquin Power & Utilities Corp
141,064$867.0M0.03%
257
AVAAvista Corp
22,272$858.0M0.03%
258
NOVNOV Inc
45,900$717.0M0.03%
259
UTLUnitil Corp
14,598$707.0M0.03%
260
HPHelmerich & Payne Inc
22,000$630.0M0.02%
261
FW2NBanner Corp
10,000$626.0M0.02%
262
FANGDiamondback Energy Inc
4,120$619.0M0.02%
263
CFGCitizens Financial Group Inc
10,000$584.0M0.02%
264
ARAntero Resources Corp
15,700$541.0M0.02%
265
FISVFiserv Inc
8,000$537.0M0.02%
266
NEENextEra Energy Inc
6,570$527.0M0.02%
267
EXEExpand Energy Corp
4,400$485.0M0.02%
268
EQHEquitable Hldgs Inc Com
10,000$476.0M0.02%
269
TSTenaris SA
12,000$461.0M0.02%
270
PSXPhillips 66
3,500$451.0M0.02%
271
VLOValero Energy Corp
2,700$439.0M0.02%
272
KEYKeyCorp
20,000$412.0M0.01%
273
CHYMChime Finl Inc
15,000$377.0M0.01%
274
ETOREtoro Group Ltd
10,000$351.0M0.01%
275
SCHWCharles Schwab Corp/The
3,500$349.0M0.01%
276
RGCORGC Resources Inc
13,454$286.0M0.01%
277
MICCMagnum Ice Cream Co NV
17,900$283.0M0.01%
278
FGF&G Annuities & Life Inc
6,960$214.0M0.01%
279
ERICTelefonaktiebolaget LM Ericsson
16,324$157.0M0.01%
280
UMCUnited Microelectronics Corp
18,212$143.0M0.01%
281
ACDCProFrac Holding Corp
35,000$136.0M0.00%
282
DAVAEndava PLC
15,334$96.0M0.00%
283
KRNYKearny Finl Corp MD
10,000$74.0M0.00%
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