HENDLEY & CO INC
- SEC CIK
- 0001084207
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/14。SEC
- 持股檔數
- 47
- 較 2026 年第 1 季 +2
- 總值
- $2.83 億
- 較 2026 年第 1 季 +$1,228.3 萬 (+4.5%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 51,337 | $2,568.9 萬 | 9.09% | −104−0.2% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 68,057 | $2,335 萬 | 8.26% | −444−0.6% | 減碼 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 105,401 | $1,858.4 萬 | 6.58% | −23,925−18.5% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 59,207 | $1,713.2 萬 | 6.06% | +1,259+2.2% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 30,866 | $1,151.4 萬 | 4.07% | −12,035−28.1% | 減碼 | 查看 |
| WPMWHEATON PRECIOUS METALS CORP | COM | 101,238 | $1,137.1 萬 | 4.02% | +7,297+7.8% | 加碼 | 查看 |
| PHPARKER-HANNIFIN CORP COM | Stock | 10,819 | $1,058.2 萬 | 3.74% | +60+0.6% | 加碼 | 查看 |
| ETNEATON CORP PLC SHS | Stock | 23,369 | $995.8 萬 | 3.52% | +218+0.9% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 41,222 | $982.5 萬 | 3.48% | −760−1.8% | 減碼 | 查看 |
| UNPUNION PAC CORP COM | Stock | 35,221 | $958 萬 | 3.39% | +719+2.1% | 加碼 | 查看 |
| ABTABBOTT LABORATORIES COM | Stock | 97,419 | $884 萬 | 3.13% | −1,030−1.0% | 減碼 | 查看 |
| LINLINDE PLC SHS | Stock | 15,240 | $790.9 萬 | 2.80% | +70+0.5% | 加碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 27,024 | $686.3 萬 | 2.43% | −160−0.6% | 減碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 7,092 | $663.4 萬 | 2.35% | −36−0.5% | 減碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 39,178 | $649.4 萬 | 2.30% | −1,907−4.6% | 減碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 47,536 | $643.6 萬 | 2.28% | −330−0.7% | 減碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 43,566 | $638.9 萬 | 2.26% | −562−1.3% | 減碼 | 查看 |
| AZNASTRAZENECA PLC ORD | ADR | 32,405 | $614.5 萬 | 2.17% | +28+0.1% | 加碼 | 查看 |
| COPCONOCOPHILLIPS COM | Stock | 57,493 | $597.7 萬 | 2.12% | −276−0.5% | 減碼 | 查看 |
| EOGEOG RES INC COM | Stock | 43,312 | $561.9 萬 | 1.99% | −1,201−2.7% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 15,329 | $547.8 萬 | 1.94% | +4,871+46.6% | 加碼 | 查看 |
| SLBSLB LIMITED COM STK | Stock | 116,540 | $541.8 萬 | 1.92% | +37,420+47.3% | 加碼 | 查看 |
| AEPAMERICAN ELEC PWR CO INC COM | Stock | 39,522 | $540.7 萬 | 1.91% | +1,635+4.3% | 加碼 | 查看 |
| SYKSTRYKER CORPORATION COM | Stock | 14,093 | $443.7 萬 | 1.57% | −255−1.8% | 減碼 | 查看 |
| FDSFACTSET RESH SYS INC COM | Stock | 19,128 | $440.1 萬 | 1.56% | −692−3.5% | 減碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 23,291 | $421.4 萬 | 1.49% | +190+0.8% | 加碼 | 查看 |
| HSYHERSHEY CO | COM | 22,955 | $402.7 萬 | 1.43% | −100−0.4% | 減碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 22,591 | $342.3 萬 | 1.21% | +19,201+566.4% | 加碼 | 查看 |
| HONHONEYWELL INTL INC COM | Stock | 14,365 | $321.6 萬 | 1.14% | +14,365 | 新進 | 查看 |
| HONAHONEYWELL AEROSPACE INC | COM | 14,365 | $317.6 萬 | 1.12% | +14,365 | 新進 | 查看 |
| AZOAUTOZONE INC | COM | 987 | $315.4 萬 | 1.12% | −5−0.5% | 減碼 | 查看 |
| BKHBLACK HILLS CORP | COM | 42,075 | $313 萬 | 1.11% | +42,075 | 新進 | 查看 |
| GNRCGENERAC HLDGS INC COM | Stock | 9,864 | $288.8 萬 | 1.02% | −175−1.7% | 減碼 | 查看 |
| HWMHOWMET AEROSPACE INC COM | Stock | 8,789 | $236.3 萬 | 0.84% | −220−2.4% | 減碼 | 查看 |
| XOMEXXONMOBIL HOLDINGS CORP COM SHS | Stock | 16,702 | $228.3 萬 | 0.81% | +16,702 | 新進 | 查看 |
| EQTEQT CORP COM | Stock | 37,580 | $199.8 萬 | 0.71% | −500−1.3% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 5,580 | $188.7 萬 | 0.67% | +35+0.6% | 加碼 | 查看 |
| BF.BBROWN FORMAN CORP CL B | Stock | 53,445 | $142.4 萬 | 0.50% | +21,385+66.7% | 加碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 6,595 | $132 萬 | 0.47% | −400−5.7% | 減碼 | 查看 |
| TROWPRICE T ROWE GROUP INC COM | Stock | 7,960 | $90.5 萬 | 0.32% | −50−0.6% | 減碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 9,576 | $77.8 萬 | 0.28% | 00.0% | 不變 | 查看 |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 1,945 | $56.5 萬 | 0.20% | −20−1.0% | 減碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 780 | $56.4 萬 | 0.20% | −315−28.8% | 減碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 1,070 | $40.4 萬 | 0.14% | 00.0% | 不變 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 1,125 | $39.7 萬 | 0.14% | 00.0% | 不變 | 查看 |
| PSXPHILLIPS 66 COM | Stock | 1,330 | $22.5 萬 | 0.08% | 00.0% | 不變 | 查看 |
| INTCINTEL CORP COM | Stock | 1,475 | $20.6 萬 | 0.07% | +1,475 | 新進 | 查看 |