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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 12 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BBY Best Buy Co Inc Consumer Cyclical 32,400.0 $2.2M 0.08% -600.0 -1.8% $66.93 -8.6%
222 BCAL California BanCorp Financial Services 115,000.0 $2.1M 0.08% -10K -8.0% $18.67 +1.8%
223 ONB Old National Bancorp/IN Financial Services 95,000.0 $2.1M 0.07% $22.31 +6.8%
224 CSL Carlisle Cos Inc Industrials 6,600.0 $2.1M 0.07% -100.0 -1.5% $319.86 +3.9%
225 LNT Alliant Energy Corp Utilities 32,450.0 $2.1M 0.07% -1K -3.0% $65.01 +12.7%
226 KMB Kimberly-Clark Corp Consumer Defensive 20,700.0 $2.1M 0.07% -400.0 -1.9% $100.89 -2.1%
227 EBC Eastern Bankshares Inc Financial Services 113,000.0 $2.1M 0.07% -17K -13.1% $18.43 +7.7%
228 CDW CDW Corp/DE Technology 14,882.0 $2.0M 0.07% -121.0 -0.8% $136.20 -21.5%
229 TGT Target Corp Consumer Defensive 20,100.0 $2.0M 0.07% -400.0 -1.9% $97.75 +25.1%
230 HPQ HP Inc Technology 81,100.0 $1.8M 0.06% -1K -1.7% $22.28 -1.7%
231 TFC Truist Financial Corp Financial Services 36,500.0 $1.8M 0.06% $49.21 -2.5%
232 JPM Jpmorgan Chase & Co. Financial Services 5,500.0 $1.8M 0.06% -500.0 -8.3% $322.22 -6.0%
233 GDDY GoDaddy Inc Technology 14,116.0 $1.8M 0.06% $124.08 -26.2%
234 RKT Rocket Cos Inc Financial Services 90,000.0 $1.7M 0.06% -30K -25.0% $19.36 -29.6%
235 Beacon Financial Corp 65,000.0 $1.7M 0.06% +38K +138.1% $26.37
236 COF Capital One Financial Corp Financial Services 7,000.0 $1.7M 0.06% -500.0 -6.7% $242.36 -23.0%
237 PNC PNC Financial Services Group Inc/The Financial Services 8,000.0 $1.7M 0.06% -500.0 -5.9% $208.73 +3.9%
238 BLDR Builders FirstSource Inc Industrials 16,100.0 $1.7M 0.06% -200.0 -1.2% $102.89 -28.2%
239 BAH Booz Allen Hamilton Holding Corp Industrials 19,300.0 $1.6M 0.06% -300.0 -1.5% $84.36 -9.5%
240 AVBC Avidia Bancorp Inc Financial Services 95,000.0 $1.6M 0.06% +55K +137.5% $16.81 +14.8%
Page 12 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%