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Portfolio (Quarterly) Guide ↗

Hendershot Investments Inc.

· CIK 0001541496
13F Portfolio $744M AUM 129 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 34 Added 25 Reduced 2 Exited
Page 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 65,314.0 $12.6M 1.69% -16K -19.9% $192.90 -3.8%
22 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 72,854.0 $12.0M 1.62% +848.0 +1.2% $165.14 +7.6%
23 BR BROADRIDGE FINL SOLUTIONS IN Technology 72,218.0 $11.7M 1.58% NEW $162.48 -15.3%
24 CNI CANADIAN NATL RY CO Industrials 106,345.0 $10.9M 1.47% +3K +2.9% $102.77 +10.4%
25 GNTX GENTEX CORP Consumer Cyclical 441,908.0 $9.7M 1.30% $21.85 +18.8%
26 TSCO TRACTOR SUPPLY CO Consumer Cyclical 190,146.0 $8.6M 1.16% +18K +10.4% $45.30 -33.2%
27 FAST FASTENAL CO Industrials 184,219.0 $8.5M 1.15% $46.40 -1.1%
28 ACN ACCENTURE PLC IRELAND Technology 42,083.0 $8.3M 1.12% +5K +13.3% $198.29 -35.5%
29 KNSL KINSALE CAP GROUP INC Financial Services 22,983.0 $7.9M 1.05% +1K +6.7% $341.66 -9.6%
30 META META PLATFORMS INC Communication Services 12,638.0 $7.2M 0.97% +4K +49.6% $572.12 +0.9%
31 AXP AMERICAN EXPRESS CO Financial Services 23,903.0 $7.2M 0.97% $302.48 +11.7%
32 PAYX PAYCHEX INC Industrials 76,692.0 $7.1M 0.95% +5K +6.8% $92.12 +6.6%
33 ADBE ADOBE INC Technology 28,600.0 $7.0M 0.93% +6K +28.4% $243.08 -19.7%
34 GOOG ALPHABET INC Communication Services 19,614.0 $5.6M 0.76% -13K -40.1% $286.86 +28.1%
35 FDS FACTSET RESH SYS INC Financial Services 22,884.0 $5.0M 0.67% +8K +50.1% $216.99 +2.0%
36 SYK STRYKER CORP Healthcare 14,363.0 $4.7M 0.63% +191.0 +1.4% $328.59 -6.3%
37 VSEC VSE CORP Industrials 24,055.0 $4.4M 0.60% $184.40 +18.9%
38 VTI VANGUARD INDEX FDS 12,198.0 $3.9M 0.53% $320.82 +15.3%
39 BERKSHIRE HATHAWAY INC DEL 4.0 $2.9M 0.39% $718140.00
40 SCHR SCHWAB STRATEGIC TR 111,439.0 $2.8M 0.37% -1K -1.1% $24.91 -1.2%
Page 2 of 7  ·  129 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 24.0%
Technology 22.7%
Industrials 14.5%
Financial Services 12.3%
Healthcare 10.4%
Communication Services 7.1%
Consumer Defensive 6.4%
Energy 1.1%
Utilities 1.0%
Real Estate 0.5%