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Portfolio (Quarterly) Guide ↗

HENNESSY ADVISORS INC

· CIK 0001145255
13F Portfolio $2.8B AUM 283 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 18 Added 226 Reduced 7 Exited
Page 10 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EOG EOG Resources Inc Energy 24,930.0 $2.6M 0.09% -300.0 -1.2% $105.01 +33.3%
182 PCAR PACCAR Inc Industrials 23,900.0 $2.6M 0.09% -400.0 -1.6% $109.51 -0.2%
183 UNP Union Pacific Corp Industrials 11,300.0 $2.6M 0.09% -200.0 -1.7% $231.32 +14.9%
184 LMT Lockheed Martin Corp Industrials 5,400.0 $2.6M 0.09% -100.0 -1.8% $483.67 +8.1%
185 DHI DR Horton Inc Consumer Cyclical 18,000.0 $2.6M 0.09% -300.0 -1.6% $144.03 +0.1%
186 BFH Bread Financial Holdings Inc Financial Services 35,000.0 $2.6M 0.09% -15K -30.0% $74.03 +15.9%
187 DVN Devon Energy Corp Energy 69,800.0 $2.6M 0.09% -1K -1.7% $36.63 +28.6%
188 CUBI Customers Bancorp Inc Financial Services 34,000.0 $2.5M 0.09% -6K -15.0% $73.12 +3.5%
189 PGR Progressive Corp/The Financial Services 10,800.0 $2.5M 0.09% -200.0 -1.8% $227.72 -11.0%
190 NTAP NetApp Inc Technology 22,842.0 $2.4M 0.09% -454.0 -1.9% $107.09 +15.7%
191 LOW Lowe's Cos Inc Consumer Cyclical 10,100.0 $2.4M 0.09% -200.0 -1.9% $241.16 -9.9%
192 WNEB Western New England Bancorp Inc Financial Services 185,000.0 $2.3M 0.08% -35K -15.9% $12.62 +6.8%
193 NWN Northwest Natural Holding Co Utilities 49,303.0 $2.3M 0.08% -2K -3.5% $46.74 +6.6%
194 BBY Best Buy Co Inc Consumer Cyclical 32,400.0 $2.2M 0.08% -600.0 -1.8% $66.93 -8.6%
195 BCAL California BanCorp Financial Services 115,000.0 $2.1M 0.08% -10K -8.0% $18.67 +1.8%
196 CSL Carlisle Cos Inc Industrials 6,600.0 $2.1M 0.07% -100.0 -1.5% $319.86 +3.9%
197 LNT Alliant Energy Corp Utilities 32,450.0 $2.1M 0.07% -1K -3.0% $65.01 +12.7%
198 KMB Kimberly-Clark Corp Consumer Defensive 20,700.0 $2.1M 0.07% -400.0 -1.9% $100.89 -2.1%
199 EBC Eastern Bankshares Inc Financial Services 113,000.0 $2.1M 0.07% -17K -13.1% $18.43 +7.7%
200 CDW CDW Corp/DE Technology 14,882.0 $2.0M 0.07% -121.0 -0.8% $136.20 -21.5%
Page 10 of 12  ·  226 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 16.8%
Industrials 16.3%
Technology 12.7%
Energy 12.6%
Financial Services 11.5%
Utilities 10.2%
Consumer Defensive 7.1%
Healthcare 5.2%
Communication Services 4.9%
Real Estate 2.5%