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Livermore
Livermore
ZHEN

Hendley & Co Inc

SEC CIK
0001084207
Latest filing
Jul 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
45
−2 vs. Q3 2025
Portfolio value
$279.8M
−$22.0M (−7.3%) vs. Q3 2025
Filed
Feb 5, 2026
SEC
Holdings of Hendley & Co Inc in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock51,531$25.9M9.3%−1,906−3.6%ReducedHistory
VVisa Inc.Stock68,604$24.1M8.6%−4,809−6.6%ReducedHistory
MSFTMicrosoft CorpStock44,593$21.6M7.7%−3,301−6.9%ReducedHistory
APHAmphenol CorpCL A129,715$17.5M6.3%−30,035−18.8%ReducedHistory
PHParker-Hannifin CorpStock18,977$16.7M6.0%−1,456−7.1%ReducedHistory
AAPLApple Inc.Stock58,059$15.8M5.6%−4,271−6.9%ReducedHistory
WPMWheaton Precious Metals Corp.COM106,351$12.5M4.5%−11,316−9.6%ReducedHistory
ABTAbbott LaboratoriesStock99,374$12.5M4.5%−6,684−6.3%ReducedHistory
AMZNAmazon Com IncStock42,173$9.73M3.5%−4,282−9.2%ReducedHistory
UNPUnion Pacific CorpStock34,365$7.95M2.8%−3,087−8.2%ReducedHistory
CVXChevron CorpStock49,469$7.54M2.7%−3,688−6.9%ReducedHistory
ETNEaton Corp plcStock23,110$7.36M2.6%−2,272−9.0%ReducedHistory
PEPPepsiCo IncStock48,254$6.92M2.5%−4,426−8.4%ReducedHistory
AMATApplied Materials IncStock26,847$6.90M2.5%−4,244−13.7%ReducedHistory
PGProcter & Gamble CoStock44,179$6.33M2.3%−5,471−11.0%ReducedHistory
COSTCostco Wholesale CorpStock7,128$6.15M2.2%+3,886+119.9%AddedHistory
AZNAstraZeneca PLCADR64,805$5.96M2.1%+64,805NewHistory
COPConocoPhillipsStock63,226$5.92M2.1%−12,092−16.1%ReducedHistory
JNJJohnson & JohnsonStock27,356$5.66M2.0%−1,660−5.7%ReducedHistory
EOGEOG Resources IncStock50,691$5.32M1.9%−4,321−7.9%ReducedHistory
SYKStryker CorpStock14,288$5.02M1.8%−2,046−12.5%ReducedHistory
HONHoneywell International IncCOM24,747$4.83M1.7%+4,632+23.0%AddedHistory
LINLinde PLCStock10,271$4.38M1.6%−955−8.5%ReducedHistory
AEPAmerican Electric Power Co IncStock37,858$4.37M1.6%−3,860−9.3%ReducedHistory
HSYHershey CoCOM23,138$4.21M1.5%−2,200−8.7%ReducedHistory
PMPhilip Morris International Inc.Stock23,116$3.71M1.3%−1,881−7.5%ReducedHistory
EXPDExpeditors International of Washington IncCOM22,730$3.39M1.2%−13,285−36.9%ReducedHistory
AZOAutoZone IncCOM993$3.37M1.2%−158−13.7%ReducedHistory
ACGLArch Capital Group Ltd.Stock31,457$3.02M1.1%−9,288−22.8%ReducedHistory
GOOGLAlphabet Inc.Stock9,498$2.97M1.1%+6,428+209.4%AddedHistory
FDSFactset Research Systems IncStock7,450$2.16M0.8%+7,450NewHistory
XOMExxonMobil Holdings CorpCOM14,067$1.69M0.6%−6,235−30.7%ReducedHistory
AMDAdvanced Micro Devices IncStock7,790$1.67M0.6%+7,790NewHistory
NVDANVIDIA CorpStock7,410$1.38M0.5%−20,402−73.4%ReducedHistory
TROWPrice T Rowe Group IncStock8,770$898.0K0.3%−3,375−27.8%ReducedHistory
BF.BBrown Forman CorpStock32,560$849.0K0.3%−33,877−51.0%ReducedHistory
KOCoca Cola CoStock9,926$694.0K0.2%−400−3.9%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock1,965$577.0K0.2%+1,965NewHistory
TJXTJX Companies IncStock3,005$462.0K0.2%−4,900−62.0%ReducedHistory
AXPAmerican Express CoStock1,090$403.0K0.1%−2,300−67.8%ReducedHistory
AVGOBroadcom Inc.Stock1,070$370.0K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock1,125$353.0K0.1%+45+4.2%AddedHistory
GLWCorning IncCOM3,675$322.0K0.1%−5,650−60.6%ReducedHistory
ADBEAdobe Inc.Stock809$283.0K0.1%−378−31.8%ReducedHistory
HDHome Depot, Inc.Stock590$203.0K0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (6)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Hendley & Co Inc sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
AZNAstraZeneca PLCSPONSORED ADR73,220$5.62M1.9%History
ORCLOracle CorpStock3,547$998.0K0.3%History
BRK.ABerkshire Hathaway IncCL A1$754.0K0.2%History
AMGNAmgen IncStock1,404$396.0K0.1%History
IDAIdacorp IncCOM2,590$342.0K0.1%History
PSXPhillips 66Stock1,480$201.0K0.1%History