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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 5 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MPLX MPLX LP Energy 176,549.0 $9.4M 0.33% -3K -1.7% $53.37 +4.2%
82 CVX Chevron Corp Energy 60,982.0 $9.3M 0.33% -2K -3.6% $152.41 +25.3%
83 LYV Live Nation Entertainment Inc Communication Services 64,395.0 $9.2M 0.33% -4K -6.1% $142.50 +16.5%
84 CSCO Cisco Systems Inc Technology 116,600.0 $9.0M 0.32% -32K -21.6% $77.03 +53.4%
85 L Loews Corp Financial Services 85,200.0 $9.0M 0.32% -6K -6.2% $105.31 +3.7%
86 IBM International Business Machs Technology 30,150.0 $8.9M 0.32% -11K -26.1% $296.21 -14.6%
87 ORI Old Rep Intl Corp Financial Services 194,898.0 $8.9M 0.32% -13K -6.1% $45.64 -13.1%
88 FDP Fresh Del Monte Produce Inc Consumer Defensive 248,345.0 $8.8M 0.31% -16K -6.1% $35.63 -7.4%
89 ADT ADT Inc Del Industrials 1,089,000.0 $8.8M 0.31% -71K -6.1% $8.07 -13.3%
90 EAT Brinker International Inc Consumer Cyclical 60,700.0 $8.7M 0.31% -4K -6.0% $143.52 -4.8%
91 EZPW EZCORP Inc Financial Services 445,300.0 $8.6M 0.31% -29K -6.1% $19.42 +72.2%
92 MO Altria Group Inc Consumer Defensive 149,500.0 $8.6M 0.30% -6K -4.1% $57.66 +27.8%
93 MKL Markel Group Inc Financial Services 4,000.0 $8.6M 0.30% -300.0 -7.0% $2149.65 -13.8%
94 TD Toronto-Dominion Bank/The Financial Services 88,700.0 $8.4M 0.30% -5K -5.3% $94.20 +16.3%
95 MS Morgan Stanley Financial Services 47,000.0 $8.3M 0.30% -2K -4.7% $177.53 +12.9%
96 FMS Fresenius Medical Care AG Healthcare 349,500.0 $8.3M 0.29% -23K -6.1% $23.82 -5.5%
97 THG Hanover Insurance Group Inc/The Financial Services 44,900.0 $8.2M 0.29% -3K -6.3% $182.77 +6.5%
98 TRV Travelers Companies Inc Financial Services 28,000.0 $8.1M 0.29% -2K -6.3% $290.06 +5.8%
99 PG Procter & Gamble Co/The Consumer Defensive 56,300.0 $8.1M 0.29% $143.31 -0.6%
100 HSBC HSBC Holdings PLC Financial Services 100,800.0 $7.9M 0.28% -6K -5.3% $78.67 +17.0%
Page 5 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%