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Livermore
Livermore
ZHEN

Hendley & Co Inc

SEC CIK
0001084207
Latest filing
Jul 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
46
−5 vs. Q1 2025
Portfolio value
$286.4M
+$372.0K (+0.1%) vs. Q1 2025
Filed
Jul 23, 2025
SEC
Holdings of Hendley & Co Inc in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VVisa Inc.Stock74,477$26.4M9.2%−244−0.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock54,144$26.3M9.2%−5,465−9.2%ReducedHistory
MSFTMicrosoft CorpStock48,564$24.2M8.4%−292−0.6%ReducedHistory
APHAmphenol CorpCL A156,333$15.4M5.4%−1,427−0.9%ReducedHistory
ABTAbbott LaboratoriesStock107,120$14.6M5.1%+2,710+2.6%AddedHistory
PHParker-Hannifin CorpStock20,697$14.5M5.0%+4,597+28.6%AddedHistory
AAPLApple Inc.Stock63,140$13.0M4.5%−5,457−8.0%ReducedHistory
AMZNAmazon Com IncStock46,875$10.3M3.6%+11,600+32.9%AddedHistory
ETNEaton Corp plcStock24,809$8.86M3.1%+571+2.4%AddedHistory
UNPUnion Pacific CorpStock37,677$8.67M3.0%−675−1.8%ReducedHistory
WPMWheaton Precious Metals Corp.COM90,775$8.15M2.8%+470+0.5%AddedHistory
PGProcter & Gamble CoStock49,690$7.92M2.8%+332+0.7%AddedHistory
CVXChevron CorpStock53,842$7.71M2.7%−476−0.9%ReducedHistory
PEPPepsiCo IncStock53,505$7.07M2.5%+250.0%AddedHistory
COPConocoPhillipsStock76,703$6.88M2.4%−835−1.1%ReducedHistory
EOGEOG Resources IncStock54,694$6.54M2.3%+698+1.3%AddedHistory
AMATApplied Materials IncStock31,756$5.81M2.0%+515+1.6%AddedHistory
SYKStryker CorpStock14,018$5.55M1.9%+5,274+60.3%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR73,690$5.15M1.8%+650+0.9%AddedHistory
ADBEAdobe Inc.Stock12,045$4.66M1.6%+168+1.4%AddedHistory
HONHoneywell International IncCOM19,575$4.56M1.6%−110−0.6%ReducedHistory
JNJJohnson & JohnsonStock29,725$4.54M1.6%−407−1.4%ReducedHistory
LINLinde PLCStock9,646$4.53M1.6%+9,646NewHistory
HSYHershey CoCOM26,298$4.36M1.5%−305−1.1%ReducedHistory
AZOAutoZone IncCOM1,173$4.35M1.5%+8+0.7%AddedHistory
NVDANVIDIA CorpStock27,227$4.30M1.5%−250−0.9%ReducedHistory
AEPAmerican Electric Power Co IncStock40,593$4.21M1.5%+60+0.1%AddedHistory
EXPDExpeditors International of Washington IncCOM36,295$4.15M1.4%−150−0.4%ReducedHistory
ACGLArch Capital Group Ltd.Stock42,555$3.88M1.4%−203−0.5%ReducedHistory
COSTCostco Wholesale CorpStock3,242$3.21M1.1%−10.0%ReducedHistory
TROWPrice T Rowe Group IncStock29,776$2.87M1.0%−227−0.8%ReducedHistory
ORCLOracle CorpStock9,850$2.15M0.8%−22,889−69.9%ReducedHistory
XOMExxonMobil Holdings CorpCOM19,207$2.07M0.7%+465+2.5%AddedHistory
BF.BBrown Forman CorpStock75,171$2.02M0.7%−387−0.5%ReducedHistory
PMPhilip Morris International Inc.Stock9,310$1.70M0.6%−4,515−32.7%ReducedHistory
AXPAmerican Express CoStock3,390$1.08M0.4%+375+12.4%AddedHistory
TJXTJX Companies IncStock8,305$1.03M0.4%+3,560+75.0%AddedHistory
KOCoca Cola CoStock10,776$762.0K0.3%−100−0.9%ReducedHistory
BRK.ABerkshire Hathaway IncCL A1$729.0K0.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock3,070$541.0K0.2%00.0%UnchangedHistory
GLWCorning IncCOM8,200$431.0K0.2%−18,416−69.2%ReducedHistory
AMGNAmgen IncStock1,479$413.0K0.1%−50−3.3%ReducedHistory
AVGOBroadcom Inc.Stock1,070$295.0K0.1%+1,070NewHistory
IDAIdacorp IncCOM2,090$241.0K0.1%+2,090NewHistory
HDHome Depot, Inc.Stock590$216.0K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock1,805$215.0K0.1%−4,030−69.1%ReducedHistory

Sold out since Q1 2025 (8)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Hendley & Co Inc sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
GDGeneral Dynamics CorpStock14,104$3.84M1.3%History
RSReliance, Inc.COM13,232$3.82M1.3%History
MLMMartin Marietta Materials IncCOM7,230$3.46M1.2%History
APDAir Products & Chemicals, Inc.Stock10,333$3.05M1.1%History
JPMJPMorgan Chase & CoStock1,500$368.0K0.1%History
CLColgate Palmolive CoStock3,735$350.0K0.1%History
CBChubb LtdStock925$279.0K0.1%History
BDXBecton Dickinson & CoStock890$204.0K0.1%History