BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 4 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PCG PG&E Corp Utilities 720,249.0 $11.6M 0.41% -20K -2.7% $16.07 +2.3%
62 DUK Duke Energy Corp Utilities 96,787.0 $11.3M 0.40% -3K -2.7% $117.21 +6.4%
63 CSGS Csg Sys Intl Inc Technology 144,667.0 $11.1M 0.39% -9K -6.1% $76.69 +5.2%
64 PBI Pitney Bowes Inc Industrials 1,009,300.0 $10.7M 0.38% -66K -6.1% $10.57 +46.6%
65 PSMT PriceSmart Inc Consumer Defensive 85,500.0 $10.5M 0.37% -6K -6.2% $122.67 +35.3%
66 GHC Graham Holdings Co Consumer Defensive 9,387.0 $10.3M 0.36% -600.0 -6.0% $1098.60 -0.2%
67 PM Philip Morris International Inc Consumer Defensive 63,800.0 $10.2M 0.36% -3K -4.1% $160.40 +17.6%
68 CMS CMS Energy Corp Utilities 145,698.0 $10.2M 0.36% $69.93 +5.3%
69 CHEF Chefs Whse Inc Consumer Defensive 160,998.0 $10.0M 0.36% -10K -6.1% $62.33 +25.3%
70 WMT Walmart Inc Consumer Defensive 89,900.0 $10.0M 0.35% -6K -6.2% $111.41 +17.4%
71 C Citigroup Inc Financial Services 85,800.0 $10.0M 0.35% -4K -4.0% $116.69 +7.3%
72 EPD Enterprise Products Partners LP Energy 310,050.0 $9.9M 0.35% $32.06 +23.1%
73 EVER EverQuote Inc Communication Services 365,800.0 $9.9M 0.35% -24K -6.1% $27.00 -31.0%
74 BHF Brighthouse Finl Inc Financial Services 150,947.0 $9.8M 0.35% -10K -6.1% $64.79 -3.2%
75 KO Coca-Cola Co/The Consumer Defensive 138,800.0 $9.7M 0.34% -8K -5.5% $69.91 +16.1%
76 HMN Horace Mann Educators Corp Financial Services 210,000.0 $9.7M 0.34% -14K -6.1% $46.18 +3.2%
77 AXS Axis Cap Hldgs Ltd Financial Services 90,100.0 $9.6M 0.34% -6K -6.2% $107.09 -6.0%
78 ALHC Alignment Healthcare Inc Healthcare 488,000.0 $9.6M 0.34% -32K -6.1% $19.75 -17.1%
79 ET Energy Transfer LP Energy 580,930.0 $9.6M 0.34% $16.49 +21.3%
80 TDS Telephone and Data Systems Inc Communication Services 233,300.0 $9.6M 0.34% -15K -6.1% $41.00 +1.5%
Page 4 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%