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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHTR Charter Communications Inc Communication Services 22,900.0 $4.8M 0.17% -2K -6.2% $208.75 -28.7%
142 MDLZ Mondelez International Inc Consumer Defensive 88,200.0 $4.7M 0.17% -5K -5.3% $53.83 +14.2%
143 CL Colgate-Palmolive Co Consumer Defensive 57,500.0 $4.5M 0.16% -3K -5.4% $79.02 +14.5%
144 SBUX Starbucks Corp Consumer Cyclical 53,700.0 $4.5M 0.16% -3K -5.1% $84.21 +26.5%
145 PBR Petroleo Brasileiro SA - Petrobras Energy 372,000.0 $4.4M 0.16% -21K -5.3% $11.85 +69.0%
146 SR Spire Inc Utilities 52,241.0 $4.3M 0.15% -2K -3.5% $82.70 +4.8%
147 AMGN Amgen Inc Healthcare 13,100.0 $4.3M 0.15% -650.0 -4.7% $327.31 +3.1%
148 KHC Kraft Heinz Co/The Consumer Defensive 174,400.0 $4.2M 0.15% -10K -5.3% $24.25 -2.9%
149 CMCSA Comcast Corp Communication Services 139,500.0 $4.2M 0.15% -8K -5.3% $29.89 -16.1%
150 D Dominion Energy Inc Utilities 70,877.0 $4.2M 0.15% -3K -3.5% $58.59 +16.6%
151 BANC Banc of California Inc Financial Services 213,000.0 $4.1M 0.15% -12K -5.3% $19.29 -2.5%
152 WTRG Essential Utilities Inc Utilities 104,300.0 $4.0M 0.14% -2K -1.8% $38.36 -4.7%
153 HCA HCA Healthcare Inc Healthcare 8,500.0 $4.0M 0.14% -200.0 -2.3% $466.86 -15.9%
154 CAT Caterpillar Inc Industrials 6,900.0 $4.0M 0.14% -100.0 -1.4% $572.87 +51.2%
155 ULTA ULTA BEAUTY INC Consumer Cyclical 6,500.0 $3.9M 0.14% -100.0 -1.5% $605.01 -18.5%
156 COLB Columbia Banking System Inc Financial Services 138,000.0 $3.9M 0.14% -2K -1.4% $27.95 +6.0%
157 JBL Jabil Inc Technology 16,868.0 $3.8M 0.14% -95.0 -0.6% $228.02 +56.3%
158 FCX Freeport-McMoRan Inc Basic Materials 75,620.0 $3.8M 0.14% -1K -1.4% $50.79 +22.7%
159 Cencora Inc 10,900.0 $3.7M 0.13% -200.0 -1.8% $337.75
160 NBBK NB Bancorp Inc Financial Services 181,000.0 $3.6M 0.13% -4K -2.2% $19.82 +0.3%
Page 8 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%