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 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BP BP PLC Energy 161,100.0 $5.6M 0.20% -9K -5.2% $34.73 +29.2%
142 MDT Medtronic PLC Healthcare 57,900.0 $5.6M 0.20% -3K -5.4% $96.06 -18.6%
143 DTE DTE Energy Co Utilities 43,104.0 $5.6M 0.20% -2K -3.4% $128.98 +11.5%
144 EXC Exelon Corp Utilities 127,231.0 $5.5M 0.20% -5K -3.6% $43.59 +4.0%
145 NOMD Nomad Foods Ltd Consumer Defensive 441,100.0 $5.5M 0.20% -29K -6.1% $12.51 -19.0%
146 PPL PPL Corp Utilities 156,719.0 $5.5M 0.19% -6K -3.6% $35.02 +1.2%
147 Unilever PLC 81,444.0 $5.3M 0.19% NEW $65.40
148 SLB SLB Limited Energy 134,910.0 $5.2M 0.18% -7K -4.7% $38.38 +49.2%
149 NJR New Jersey Resources Corp Utilities 106,134.0 $4.9M 0.17% -4K -3.5% $46.12 +24.0%
150 BMY Bristol-Myers Squibb Co Healthcare 90,700.0 $4.9M 0.17% -5K -5.2% $53.94 +10.4%
151 FTS Fortis Inc Utilities 94,176.0 $4.9M 0.17% -4K -3.6% $51.94 +8.3%
152 EQNR Equinor ASA Energy 204,800.0 $4.8M 0.17% -11K -5.3% $23.63 +63.6%
153 PFE Pfizer Inc Healthcare 194,100.0 $4.8M 0.17% -11K -5.3% $24.90 +4.2%
154 CHTR Charter Communications Inc Communication Services 22,900.0 $4.8M 0.17% -2K -6.2% $208.75 -28.7%
155 MDLZ Mondelez International Inc Consumer Defensive 88,200.0 $4.7M 0.17% -5K -5.3% $53.83 +14.2%
156 WES Western Midstream Partners LP Energy 119,770.0 $4.7M 0.17% $39.50 +16.5%
157 CL Colgate-Palmolive Co Consumer Defensive 57,500.0 $4.5M 0.16% -3K -5.4% $79.02 +14.5%
158 SBUX Starbucks Corp Consumer Cyclical 53,700.0 $4.5M 0.16% -3K -5.1% $84.21 +26.5%
159 PBR Petroleo Brasileiro SA - Petrobras Energy 372,000.0 $4.4M 0.16% -21K -5.3% $11.85 +69.0%
160 SR Spire Inc Utilities 52,241.0 $4.3M 0.15% -2K -3.5% $82.70 +4.8%
Page 8 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%