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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 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BJ Bjs Whsl Club Hldgs Inc Consumer Defensive 76,300.0 $6.9M 0.24% -5K -6.2% $90.03 +4.9%
122 GILD Gilead Sciences Inc Healthcare 55,600.0 $6.8M 0.24% -3K -5.3% $122.74 +6.3%
123 ABBV AbbVie Inc Healthcare 29,700.0 $6.8M 0.24% -2K -5.4% $228.49 -6.1%
124 WMK Weis Markets Inc Consumer Defensive 104,979.0 $6.7M 0.24% -7K -6.1% $64.09 +12.4%
125 F Ford Motor Co Consumer Cyclical 501,400.0 $6.6M 0.23% -28K -5.3% $13.12 +4.2%
126 NKE NIKE Inc Consumer Cyclical 101,100.0 $6.4M 0.23% +23K +30.0% $63.71 -30.3%
127 FNF Fidelity National Financial Inc Financial Services 116,000.0 $6.3M 0.22% -8K -6.1% $54.59 -9.6%
128 XOM Exxon Mobil Corp Energy 52,612.0 $6.3M 0.22% -3K -4.7% $120.34 +29.9%
129 PPC Pilgrim's Pride Corp Consumer Defensive 159,600.0 $6.2M 0.22% -10K -6.1% $38.99 -26.5%
130 CNQ Canadian Natural Resources Ltd Energy 180,600.0 $6.1M 0.22% -9K -4.8% $33.85 +43.8%
131 SU Suncor Energy Inc New Energy 136,860.0 $6.1M 0.21% -7K -5.1% $44.36 +52.9%
132 AM Antero Midstream Corp Energy 338,840.0 $6.0M 0.21% -5K -1.4% $17.79 +22.6%
133 HD Home Depot Inc/The Consumer Cyclical 17,450.0 $6.0M 0.21% +4K +32.2% $344.10 -8.8%
134 UPS United Parcel Service Inc Industrials 59,600.0 $5.9M 0.21% -3K -4.2% $99.19 -0.3%
135 OGS ONE Gas Inc Utilities 76,075.0 $5.9M 0.21% -3K -3.5% $77.25 +6.6%
136 NFG National Fuel Gas Co Energy 71,324.0 $5.7M 0.20% -2K -3.3% $80.06 +1.5%
137 T AT&T Inc Communication Services 228,960.0 $5.7M 0.20% -13K -5.3% $24.84 +0.4%
138 ABT Abbott Laboratories Healthcare 45,000.0 $5.6M 0.20% -2K -5.3% $125.29 -29.9%
139 SHEL Shell PLC Energy 76,500.0 $5.6M 0.20% -4K -5.3% $73.48 +18.0%
140 TotalEnergies SE 85,800.0 $5.6M 0.20% NEW $65.42
Page 7 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%