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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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLTR PALANTIR TECHNOLOGIES INC Technology 3,565.0 $521K 0.07% +465.0 +15.0% $146.28 -12.2%
82 NVS NOVARTIS AG Healthcare 3,331.0 $509K 0.07% $152.75 -3.7%
83 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,453.0 $502K 0.07% $345.15 -14.6%
84 MO ALTRIA GROUP INC Consumer Defensive 7,362.0 $486K 0.07% -159.0 -2.1% $65.99 +4.7%
85 O REALTY INCOME CORP Real Estate 7,696.0 $471K 0.06% +2K +35.6% $61.18 -1.5%
86 GLW CORNING INC Technology 3,401.0 $462K 0.06% -42.0 -1.2% $135.97 +43.4%
87 HD HOME DEPOT INC Consumer Cyclical 1,382.0 $455K 0.06% -135.0 -8.9% $328.89 +1.6%
88 USB US BANCORP DEL Financial Services 8,716.0 $453K 0.06% $52.01 +11.8%
89 OTTR OTTER TAIL CORP Utilities 5,000.0 $439K 0.06% $87.77 -0.3%
90 FDX FEDEX CORP Industrials 1,196.0 $426K 0.06% $356.18 -8.4%
91 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 11,475.0 $418K 0.06% $36.39 -1.4%
92 PECO PHILLIPS EDISON & CO INC Real Estate 11,021.0 $412K 0.06% $37.42 +8.7%
93 SCHD SCHWAB STRATEGIC TR 12,949.0 $397K 0.05% +6K +91.9% $30.68 +3.8%
94 EXC EXELON CORP Utilities 7,799.0 $382K 0.05% $49.02 -6.5%
95 QQQ INVESCO QQQ TR Financial Services 605.0 $349K 0.05% $577.18 +28.3%
96 MFC MANULIFE FINL CORP Financial Services 9,657.0 $333K 0.04% +4K +62.0% $34.44 +17.9%
97 XLK SELECT SECTOR SPDR TR 2,484.0 $330K 0.04% $132.90 +44.0%
98 AVGO BROADCOM INC Technology 1,054.0 $326K 0.04% -62.0 -5.6% $309.51 +32.9%
99 BROOKFIELD ASSET MANAGMT LTD 7,158.0 $318K 0.04% $44.45
100 VIG VANGUARD SPECIALIZED FUNDS 1,479.0 $318K 0.04% $215.06 +9.4%
Page 5 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%