Hendley & Co Inc 13F Holdings · Q2 2026
Hendley & Co Inc reported 47 securities worth $282.58M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (9.09%), V (8.26%), APH (6.58%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY - CL B | $25.7M | 9.09% | 51,337 | Trimmed |
| 2 | V | VISA INC. | $23.4M | 8.26% | 68,057 | Trimmed |
| 3 | APH | AMPHENOL CORPORATION CL A | $18.6M | 6.58% | 105,401 | Trimmed |
| 4 | AAPL | APPLE INC. | $17.1M | 6.06% | 59,207 | Added |
| 5 | MSFT | MICROSOFT CORPORATION | $11.5M | 4.07% | 30,866 | Trimmed |
| 6 | WPM | WHEATON PRECIOUS METALS CORP | $11.4M | 4.02% | 101,238 | Added |
| 7 | PH | PARKER-HANNIFIN CORP. | $10.6M | 3.74% | 10,819 | Added |
| 8 | ETN | EATON CORP PLC | $10.0M | 3.52% | 23,369 | Added |
| 9 | AMZN | AMAZON.COM,INC. | $9.8M | 3.48% | 41,222 | Trimmed |
| 10 | UNP | UNION PACIFIC CORP. | $9.6M | 3.39% | 35,221 | Added |
| 11 | ABT | ABBOTT LABORATORIES | $8.8M | 3.13% | 97,419 | Trimmed |
| 12 | LIN | LINDE PLC | $7.9M | 2.80% | 15,240 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $6.9M | 2.43% | 27,024 | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORP | $6.6M | 2.35% | 7,092 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $6.5M | 2.30% | 39,178 | Trimmed |
| 16 | PEP | PEPSICO INC. | $6.4M | 2.28% | 47,536 | Trimmed |
| 17 | PG | PROCTER & GAMBLE COMPANY | $6.4M | 2.26% | 43,566 | Trimmed |
| 18 | AZN | ASTRAZENECA ADR | $6.1M | 2.17% | 32,405 | Added |
| 19 | COP | CONOCOPHILLIPS | $6.0M | 2.12% | 57,493 | Trimmed |
| 20 | EOG | EOG RESOURCES, INC. | $5.6M | 1.99% | 43,312 | Trimmed |
| 21 | GOOGL | ALPHABET, INC. - CLASS A | $5.5M | 1.94% | 15,329 | Added |
| 22 | SLB | SLB LIMITED | $5.4M | 1.92% | 116,540 | Added |
| 23 | AEP | AMERICAN ELECTRIC POWER COMPAN | $5.4M | 1.91% | 39,522 | Added |
| 24 | SYK | STRYKER CORPORATION | $4.4M | 1.57% | 14,093 | Trimmed |
| 25 | FDS | FACTSET RESEARCH SYSTEMS, INC. | $4.4M | 1.56% | 19,128 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR