HENDLEY & CO INC
ZANESVILLE OH · SEC CIK 0001084207
$2.70亿2026Q1 申报市值
45持仓数
52.4%前十大占比 · 第一大 9.1%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SLB 新建仓+$406.60万
FDS 加仓+$268.43万
LIN 加仓+$242.88万
EQT 新建仓+$242.30万
HWM 新建仓+$207.60万
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$879.57万
PH 减仓-$735.72万
EXPD 清仓-$338.70万
ACGL 清仓-$301.70万
CVX 减仓-$173.46万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EXPD | EXPEDITORS INT'L OF WASHINGTON | $0 | 0.00% | 0 | -22,730 | -100.0% | -$338.70万 | 清仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $0 | 0.00% | 0 | -31,457 | -100.0% | -$301.70万 | 清仓 |
| GLW | CORNING INC. | $0 | 0.00% | 0 | -3,675 | -100.0% | -$32.20万 | 清仓 |
| ADBE | ADOBE, INC. | $0 | 0.00% | 0 | -809 | -100.0% | -$28.30万 | 清仓 |
| HD | THE HOME DEPOT | $0 | 0.00% | 0 | -590 | -100.0% | -$20.30万 | 清仓 |
| PSX | PHILLIPS 66 | $24.20万 | 0.09% | 1,330 | -150 | -10.1% | -$2.73万 | 重新持有 |
| GOOG | ALPHABET, INC. - CLASS C | $32.30万 | 0.12% | 1,125 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM, INC. | $33.10万 | 0.12% | 1,070 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS, INC. | $37.40万 | 0.14% | 1,095 | -25,752 | -95.9% | -$879.57万 | 减仓 |
| TJX | TJX COMPANIES INC. | $54.10万 | 0.20% | 3,390 | 385 | 12.8% | $6.14万 | 加仓 |
| LHX | L3 HARRIS TECHNOLOGIES, INC. | $67.80万 | 0.25% | 1,965 | 0 | 0.0% | — | 不变 |
| TROW | T. ROWE PRICE GROUP | $72.20万 | 0.27% | 8,010 | -760 | -8.7% | -$6.85万 | 减仓 |
| KO | COCA COLA CO | $72.80万 | 0.27% | 9,576 | -350 | -3.5% | -$2.66万 | 减仓 |
| BF/B | BROWN FORMAN CL B | $84.80万 | 0.31% | 32,060 | -500 | -1.5% | -$1.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $122.00万 | 0.45% | 6,995 | -415 | -5.6% | -$7.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $155.90万 | 0.58% | 7,665 | -125 | -1.6% | -$2.54万 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $167.70万 | 0.62% | 5,545 | 4,455 | 408.7% | $134.73万 | 加仓 |
| GNRC | GENERAC HOLDINGS INC. | $196.10万 | 0.73% | 10,039 | 10,039 | — | $196.10万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $207.60万 | 0.77% | 9,009 | 9,009 | — | $207.60万 | 新建仓 |
| — | EXXONMOBIL CORP | $228.40万 | 0.84% | 13,462 | -605 | -4.3% | -$10.26万 | 减仓 |
| EQT | EQT CORP. | $242.30万 | 0.90% | 38,080 | 38,080 | — | $242.30万 | 新建仓 |
| GOOGL | ALPHABET, INC. - CLASS A | $300.70万 | 1.11% | 10,458 | 960 | 10.1% | $27.60万 | 加仓 |
| AZO | AUTOZONE, INC. | $335.10万 | 1.24% | 992 | -1 | -0.1% | -$3,378 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL,IN | $382.00万 | 1.41% | 23,101 | -15 | -0.1% | -$2,480 | 减仓 |
| SLB | SLB LIMITED | $406.60万 | 1.50% | 79,120 | 79,120 | — | $406.60万 | 新建仓 |
| FDS | FACTSET RESEARCH SYSTEMS, INC. | $430.10万 | 1.59% | 19,820 | 12,370 | 166.0% | $268.43万 | 加仓 |
| SYK | STRYKER CORPORATION | $471.50万 | 1.74% | 14,348 | 60 | 0.4% | $1.97万 | 加仓 |
| HSY | HERSHEY COMPANY COM | $479.30万 | 1.77% | 23,055 | -83 | -0.4% | -$1.73万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER COMPAN | $496.60万 | 1.84% | 37,887 | 29 | 0.1% | $3,801 | 加仓 |
| — | HONEYWELL INTERNATIONAL | $554.30万 | 2.05% | 24,522 | -225 | -0.9% | -$5.09万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY | $637.40万 | 2.36% | 44,128 | -51 | -0.1% | -$7,367 | 减仓 |
| AZN | ASTRAZENECA ADR | $638.50万 | 2.36% | 32,377 | -26 | -0.1% | -$5,029 | 减仓 |
| EOG | EOG RESOURCES, INC. | $643.50万 | 2.38% | 44,513 | -6,178 | -12.2% | -$89.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $664.50万 | 2.46% | 27,184 | -172 | -0.6% | -$4.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $710.30万 | 2.63% | 7,128 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC. | $743.30万 | 2.75% | 47,866 | -388 | -0.8% | -$6.03万 | 减仓 |
| LIN | LINDE PLC | $752.10万 | 2.78% | 15,170 | 4,899 | 47.7% | $242.88万 | 加仓 |
| COP | CONOCOPHILLIPS | $762.60万 | 2.82% | 57,769 | -5,457 | -8.6% | -$72.04万 | 减仓 |
| ETN | EATON CORP PLC | $828.00万 | 3.06% | 23,151 | 41 | 0.2% | $1.47万 | 加仓 |
| UNP | UNION PACIFIC CORP. | $837.10万 | 3.10% | 34,502 | 137 | 0.4% | $3.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $850.00万 | 3.14% | 41,085 | -8,384 | -16.9% | -$173.46万 | 减仓 |
| AMZN | AMAZON.COM,INC. | $874.40万 | 3.23% | 41,982 | -191 | -0.5% | -$3.98万 | 减仓 |
| PH | PARKER-HANNIFIN CORP. | $963.20万 | 3.56% | 10,759 | -8,218 | -43.3% | -$735.72万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,010.80万 | 3.74% | 98,449 | -925 | -0.9% | -$9.50万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,230.70万 | 4.55% | 93,941 | -12,410 | -11.7% | -$162.58万 | 减仓 |
| AAPL | APPLE INC. | $1,470.70万 | 5.44% | 57,948 | -111 | -0.2% | -$2.82万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $1,588.10万 | 5.88% | 42,901 | -1,692 | -3.8% | -$62.63万 | 减仓 |
| APH | AMPHENOL CORPORATION CL A | $1,634.00万 | 6.05% | 129,326 | -389 | -0.3% | -$4.91万 | 减仓 |
| V | VISA INC. | $2,070.40万 | 7.66% | 68,501 | -103 | -0.2% | -$3.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY - CL B | $2,465.10万 | 9.12% | 51,441 | -90 | -0.2% | -$4.31万 | 减仓 |