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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 11 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TGT Target Corp Consumer Defensive 20,100.0 $2.0M 0.07% -400.0 -1.9% $97.75 +25.1%
202 HPQ HP Inc Technology 81,100.0 $1.8M 0.06% -1K -1.7% $22.28 -1.7%
203 JPM Jpmorgan Chase & Co. Financial Services 5,500.0 $1.8M 0.06% -500.0 -8.3% $322.22 -6.0%
204 RKT Rocket Cos Inc Financial Services 90,000.0 $1.7M 0.06% -30K -25.0% $19.36 -29.6%
205 COF Capital One Financial Corp Financial Services 7,000.0 $1.7M 0.06% -500.0 -6.7% $242.36 -23.0%
206 PNC PNC Financial Services Group Inc/The Financial Services 8,000.0 $1.7M 0.06% -500.0 -5.9% $208.73 +3.9%
207 BLDR Builders FirstSource Inc Industrials 16,100.0 $1.7M 0.06% -200.0 -1.2% $102.89 -28.2%
208 BAH Booz Allen Hamilton Holding Corp Industrials 19,300.0 $1.6M 0.06% -300.0 -1.5% $84.36 -9.5%
209 HWC Hancock Whitney Corp Financial Services 23,000.0 $1.5M 0.05% -2K -8.0% $63.68 +4.7%
210 SYF Synchrony Financial Financial Services 17,000.0 $1.4M 0.05% -3K -15.0% $83.43 -13.6%
211 ASB Associated Banc-Corp Financial Services 55,000.0 $1.4M 0.05% -15K -21.4% $25.76 +8.9%
212 HOOD Robinhood Markets Inc Financial Services 11,000.0 $1.2M 0.04% -2K -12.0% $113.10 -32.9%
213 Block Inc 18,000.0 $1.2M 0.04% -2K -10.0% $65.09
214 GS Goldman Sachs Group Inc/The Financial Services 1,100.0 $967K 0.03% -200.0 -15.4% $879.00 +12.4%
215 COIN Coinbase Global Inc Financial Services 4,000.0 $905K 0.03% -1K -20.0% $226.14 -14.4%
216 AUB Atlantic UN Bankshares Corp Financial Services 25,000.0 $882K 0.03% -10K -28.6% $35.30 +6.7%
217 AQN Algonquin Power & Utilities Corp Utilities 141,064.0 $868K 0.03% -4K -2.8% $6.15 -3.9%
218 NOV NOV Inc Energy 45,900.0 $717K 0.03% -5K -9.8% $15.63 +33.5%
219 BANR Banner Corp Financial Services 10,000.0 $627K 0.02% -10K -50.0% $62.66 +3.1%
220 AR Antero Resources Corp Energy 15,700.0 $541K 0.02% -2K -13.7% $34.46 +7.5%
Page 11 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%