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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 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AEE Ameren Corp Utilities 35,080.0 $3.5M 0.12% -1K -2.8% $99.86 +10.0%
182 INDB Independent Bank Corp Financial Services 47,000.0 $3.4M 0.12% +2K +4.4% $73.08 +7.6%
183 Flagstar Financial Inc 270,000.0 $3.4M 0.12% -2K -0.7% $12.59
184 BKH Black Hills Corp Utilities 47,147.0 $3.3M 0.12% +300.0 +0.6% $69.42 +6.8%
185 FERG Ferguson Enterprises Inc Industrials 14,700.0 $3.3M 0.12% -300.0 -2.0% $222.63 +0.5%
186 OCFC OceanFirst Financial Corp Financial Services 180,000.0 $3.2M 0.12% +5K +2.9% $17.95 +4.7%
187 HSY Hershey Co/The Consumer Defensive 17,200.0 $3.1M 0.11% -300.0 -1.7% $181.98 +4.6%
188 CPK Chesapeake Utilities Corp Utilities 25,058.0 $3.1M 0.11% -900.0 -3.5% $124.76 +1.8%
189 EGBN Eagle Bancorp Inc Financial Services 145,000.0 $3.1M 0.11% -5K -3.3% $21.42 +21.8%
190 HAL Halliburton Co Energy 109,780.0 $3.1M 0.11% -8K -7.2% $28.26 +48.5%
191 DELL Dell Technologies Inc Technology 24,000.0 $3.0M 0.11% -400.0 -1.6% $125.88 +100.9%
192 MMM 3M Co Industrials 18,800.0 $3.0M 0.11% -300.0 -1.6% $160.10 -5.3%
193 TRGP Targa Resources Corp Energy 15,770.0 $2.9M 0.10% $184.50 +46.7%
194 BKU BankUnited Inc Financial Services 65,000.0 $2.9M 0.10% -20K -23.5% $44.57 +3.9%
195 QCOM QUALCOMM Inc Technology 16,904.0 $2.9M 0.10% -200.0 -1.2% $171.05 +18.4%
196 DAL Delta Air Lines Inc Industrials 39,800.0 $2.8M 0.10% -700.0 -1.7% $69.40 +9.0%
197 LPLA LPL Financial Holdings Inc Financial Services 7,600.0 $2.7M 0.10% -100.0 -1.3% $357.17 -19.4%
198 AZO AutoZone Inc Consumer Cyclical 800.0 $2.7M 0.10% $3391.50 +1.4%
199 TBBK Bancorp Inc Del Financial Services 40,000.0 $2.7M 0.10% +10K +33.3% $67.52 -18.7%
200 DE Deere & Co Industrials 5,800.0 $2.7M 0.10% -100.0 -1.7% $465.57 +14.1%
Page 10 of 15  ·  283 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%