Hendershot Investments Inc. 13F 持仓 · 2026年Q2
Hendershot Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 7.66 亿美元。前几大持仓：BRKB（13.80%）、AAPL（6.61%）、JNJ（5.14%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $105.6M | 13.80% | 211,073 | 减持 |
| 2 | AAPL | APPLE INC | $50.6M | 6.61% | 174,782 | 减持 |
| 3 | JNJ | JOHNSON & JOHNSON | $39.3M | 5.14% | 154,849 | 减持 |
| 4 | TJX | TJX COS INC NEW | $36.2M | 4.73% | 238,929 | 减持 |
| 5 | GOOGL | ALPHABET INC | $36.0M | 4.70% | 100,685 | 减持 |
| 6 | BKNG | BOOKING HOLDINGS INC | $31.9M | 4.16% | 178,850 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $26.7M | 3.49% | 71,569 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $26.4M | 3.44% | 131,721 | 增持 |
| 9 | V | VISA INC | $26.1M | 3.41% | 76,005 | 减持 |
| 10 | GD | GENERAL DYNAMICS CORP | $23.8M | 3.11% | 67,207 | 增持 |
| 11 | MA | MASTERCARD INC | $19.4M | 2.54% | 37,790 | 增持 |
| 12 | AMZN | AMAZON COM INC | $19.3M | 2.52% | 80,835 | 增持 |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | $19.2M | 2.51% | 85,739 | 增持 |
| 14 | CPAY | CORPAY INC | $18.0M | 2.35% | 53,934 | 增持 |
| 15 | PEP | PEPSICO INC | $17.6M | 2.29% | 129,664 | 增持 |
| 16 | ROST | ROSS STORES INC | $15.4M | 2.02% | 72,482 | 减持 |
| 17 | TXRH | TEXAS ROADHOUSE INC | $14.2M | 1.85% | 73,373 | 增持 |
| 18 | ACN | ACCENTURE PLC IRELAND | $12.9M | 1.68% | 103,274 | 增持 |
| 19 | PG | PROCTER & GAMBLE CO | $12.9M | 1.68% | 87,770 | 减持 |
| 20 | RTX | RTX CORPORATION | $12.3M | 1.61% | 64,925 | 减持 |
| 21 | RMD | RESMED INC | $11.8M | 1.54% | 60,556 | 增持 |
| 22 | GPC | GENUINE PARTS CO | $11.3M | 1.48% | 95,996 | 减持 |
| 23 | PAYX | PAYCHEX INC | $10.6M | 1.38% | 107,807 | 增持 |
| 24 | GNTX | GENTEX CORP | $10.2M | 1.33% | 402,026 | 减持 |
| 25 | BR | BROADRIDGE FINL SOLUTIONS IN | $10.1M | 1.32% | 73,692 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR