Hendley & Co Inc 13F 持仓 · 2026年Q2
Hendley & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 2.83 亿美元。前几大持仓：BRKB（9.09%）、V（8.26%）、APH（6.58%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY - CL B | $25.7M | 9.09% | 51,337 | 减持 |
| 2 | V | VISA INC. | $23.4M | 8.26% | 68,057 | 减持 |
| 3 | APH | AMPHENOL CORPORATION CL A | $18.6M | 6.58% | 105,401 | 减持 |
| 4 | AAPL | APPLE INC. | $17.1M | 6.06% | 59,207 | 增持 |
| 5 | MSFT | MICROSOFT CORPORATION | $11.5M | 4.07% | 30,866 | 减持 |
| 6 | WPM | WHEATON PRECIOUS METALS CORP | $11.4M | 4.02% | 101,238 | 增持 |
| 7 | PH | PARKER-HANNIFIN CORP. | $10.6M | 3.74% | 10,819 | 增持 |
| 8 | ETN | EATON CORP PLC | $10.0M | 3.52% | 23,369 | 增持 |
| 9 | AMZN | AMAZON.COM,INC. | $9.8M | 3.48% | 41,222 | 减持 |
| 10 | UNP | UNION PACIFIC CORP. | $9.6M | 3.39% | 35,221 | 增持 |
| 11 | ABT | ABBOTT LABORATORIES | $8.8M | 3.13% | 97,419 | 减持 |
| 12 | LIN | LINDE PLC | $7.9M | 2.80% | 15,240 | 增持 |
| 13 | JNJ | JOHNSON & JOHNSON | $6.9M | 2.43% | 27,024 | 减持 |
| 14 | COST | COSTCO WHOLESALE CORP | $6.6M | 2.35% | 7,092 | 减持 |
| 15 | CVX | CHEVRON CORPORATION | $6.5M | 2.30% | 39,178 | 减持 |
| 16 | PEP | PEPSICO INC. | $6.4M | 2.28% | 47,536 | 减持 |
| 17 | PG | PROCTER & GAMBLE COMPANY | $6.4M | 2.26% | 43,566 | 减持 |
| 18 | AZN | ASTRAZENECA ADR | $6.1M | 2.17% | 32,405 | 增持 |
| 19 | COP | CONOCOPHILLIPS | $6.0M | 2.12% | 57,493 | 减持 |
| 20 | EOG | EOG RESOURCES, INC. | $5.6M | 1.99% | 43,312 | 减持 |
| 21 | GOOGL | ALPHABET, INC. - CLASS A | $5.5M | 1.94% | 15,329 | 增持 |
| 22 | SLB | SLB LIMITED | $5.4M | 1.92% | 116,540 | 增持 |
| 23 | AEP | AMERICAN ELECTRIC POWER COMPAN | $5.4M | 1.91% | 39,522 | 增持 |
| 24 | SYK | STRYKER CORPORATION | $4.4M | 1.57% | 14,093 | 减持 |
| 25 | FDS | FACTSET RESEARCH SYSTEMS, INC. | $4.4M | 1.56% | 19,128 | 减持 |
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