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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 14 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BANR Banner Corp Financial Services 10,000.0 $627K 0.02% -10K -50.0% $62.66 +3.1%
262 FANG Diamondback Energy Inc Energy 4,120.0 $619K 0.02% $150.33 +33.7%
263 CFG Citizens Financial Group Inc Financial Services 10,000.0 $584K 0.02% +1K +11.1% $58.41 +7.5%
264 AR Antero Resources Corp Energy 15,700.0 $541K 0.02% -2K -13.7% $34.46 +7.5%
265 FISV Fiserv Inc Technology 8,000.0 $537K 0.02% NEW $67.17 -16.9%
266 NEE NextEra Energy Inc Utilities 6,570.0 $527K 0.02% $80.28 +11.7%
267 Expand Energy Corp 4,400.0 $486K 0.02% -2K -25.4% $110.36
268 EQH Equitable Hldgs Inc Com Financial Services 10,000.0 $476K 0.02% -12K -54.5% $47.65 -10.8%
269 TS Tenaris SA Energy 12,000.0 $461K 0.02% $38.45 +57.8%
270 PSX Phillips 66 Energy 3,500.0 $452K 0.02% -2K -30.0% $129.04 +39.0%
271 VLO Valero Energy Corp Energy 2,700.0 $440K 0.02% -1K -31.6% $162.79 +55.9%
272 KEY KeyCorp Financial Services 20,000.0 $413K 0.01% NEW $20.64 +4.1%
273 CHYM Chime Finl Inc Financial Services 15,000.0 $378K 0.01% -2K -11.8% $25.17 -28.0%
274 Etoro Group Ltd 10,000.0 $351K 0.01% -9K -47.4% $35.13
275 SCHW Charles Schwab Corp/The Financial Services 3,500.0 $350K 0.01% +500.0 +16.7% $99.91 -9.8%
276 RGCO RGC Resources Inc Utilities 13,454.0 $287K 0.01% $21.30 +9.8%
277 MICC Magnum Ice Cream Co NV Consumer Defensive 17,900.0 $284K 0.01% NEW $15.85 +2.6%
278 FG F&G Annuities & Life Inc Financial Services 6,960.0 $215K 0.01% NEW $30.85 -10.6%
279 ERIC Telefonaktiebolaget LM Ericsson Technology 16,324.0 $158K 0.01% +2K +10.2% $9.65 +37.2%
280 UMC United Microelectronics Corp Technology 18,212.0 $143K 0.01% +1K +8.8% $7.86 +123.4%
Page 14 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%