Hendley & Co Inc
- SEC CIK
- 0001084207
- 最新申報
- 2026/7/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 46
- 較 2025 年第 1 季 −5
- 總值
- $2.86 億
- 較 2025 年第 1 季 +$37.2 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 74,477 | $2,644 萬 | 9.2% | −244−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 54,144 | $2,630 萬 | 9.2% | −5,465−9.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 48,564 | $2,416 萬 | 8.4% | −292−0.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 156,333 | $1,544 萬 | 5.4% | −1,427−0.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 107,120 | $1,457 萬 | 5.1% | +2,710+2.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 20,697 | $1,446 萬 | 5.0% | +4,597+28.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,140 | $1,295 萬 | 4.5% | −5,457−8.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 46,875 | $1,028 萬 | 3.6% | +11,600+32.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 24,809 | $885.7 萬 | 3.1% | +571+2.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 37,677 | $866.9 萬 | 3.0% | −675−1.8% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 90,775 | $815.2 萬 | 2.8% | +470+0.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 49,690 | $791.7 萬 | 2.8% | +332+0.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 53,842 | $771.0 萬 | 2.7% | −476−0.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 53,505 | $706.5 萬 | 2.5% | +250.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 76,703 | $688.3 萬 | 2.4% | −835−1.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 54,694 | $654.2 萬 | 2.3% | +698+1.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 31,756 | $581.4 萬 | 2.0% | +515+1.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 14,018 | $554.6 萬 | 1.9% | +5,274+60.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 73,690 | $514.9 萬 | 1.8% | +650+0.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 12,045 | $466.0 萬 | 1.6% | +168+1.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 19,575 | $455.9 萬 | 1.6% | −110−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 29,725 | $454.0 萬 | 1.6% | −407−1.4% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 9,646 | $452.6 萬 | 1.6% | +9,646 | 新進 | 歷史 |
| HSYHershey Co | COM | 26,298 | $436.4 萬 | 1.5% | −305−1.1% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,173 | $435.4 萬 | 1.5% | +8+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 27,227 | $430.2 萬 | 1.5% | −250−0.9% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 40,593 | $421.2 萬 | 1.5% | +60+0.1% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 36,295 | $414.7 萬 | 1.4% | −150−0.4% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 42,555 | $387.5 萬 | 1.4% | −203−0.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,242 | $320.9 萬 | 1.1% | −10.0% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 29,776 | $287.3 萬 | 1.0% | −227−0.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,850 | $215.4 萬 | 0.8% | −22,889−69.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,207 | $207.1 萬 | 0.7% | +465+2.5% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 75,171 | $202.3 萬 | 0.7% | −387−0.5% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,310 | $169.6 萬 | 0.6% | −4,515−32.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,390 | $108.1 萬 | 0.4% | +375+12.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,305 | $102.6 萬 | 0.4% | +3,560+75.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,776 | $76.2 萬 | 0.3% | −100−0.9% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,070 | $54.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 8,200 | $43.1 萬 | 0.2% | −18,416−69.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,479 | $41.3 萬 | 0.1% | −50−3.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,070 | $29.5 萬 | 0.1% | +1,070 | 新進 | 歷史 |
| IDAIdacorp Inc | COM | 2,090 | $24.1 萬 | 0.1% | +2,090 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 590 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 1,805 | $21.5 萬 | 0.1% | −4,030−69.1% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GDGeneral Dynamics Corp | Stock | 14,104 | $384.4 萬 | 1.3% | 歷史 |
| RSReliance, Inc. | COM | 13,232 | $382.1 萬 | 1.3% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 7,230 | $345.7 萬 | 1.2% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 10,333 | $304.7 萬 | 1.1% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,500 | $36.8 萬 | 0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 3,735 | $35.0 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 925 | $27.9 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 890 | $20.4 萬 | 0.1% | 歷史 |