HENDLEY & CO INC
ZANESVILLE OH · SEC CIK 0001084207
$2.83亿2026Q2 申报市值
47持仓数
52.2%前十大占比 · 第一大 9.1%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$317.60万
BKH 新建仓+$313.00万
TJX 加仓+$290.93万
XOM 新建仓+$228.30万
GOOGL 加仓+$174.07万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$448.94万
APH 减仓-$421.84万
EXXONMOBIL CORP 清仓-$228.40万
HON 减仓-$227.39万
AMD 清仓-$155.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXONMOBIL CORP | $0 | 0.00% | 0 | -13,462 | -100.0% | -$228.40万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -7,665 | -100.0% | -$155.90万 | 清仓 |
| INTC | INTEL CORP | $20.60万 | 0.07% | 1,475 | 1,475 | — | $20.60万 | 新建仓 |
| PSX | PHILLIPS 66 | $22.50万 | 0.08% | 1,330 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET, INC. - CLASS C | $39.70万 | 0.14% | 1,125 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM, INC. | $40.40万 | 0.14% | 1,070 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS, INC. | $56.40万 | 0.20% | 780 | -315 | -28.8% | -$22.78万 | 减仓 |
| LHX | L3 HARRIS TECHNOLOGIES, INC. | $56.50万 | 0.20% | 1,945 | -20 | -1.0% | -$5,810 | 减仓 |
| KO | COCA COLA CO | $77.80万 | 0.28% | 9,576 | 0 | 0.0% | — | 不变 |
| TROW | T. ROWE PRICE GROUP | $90.50万 | 0.32% | 7,960 | -50 | -0.6% | -$5,685 | 减仓 |
| NVDA | NVIDIA CORPORATION | $132.00万 | 0.47% | 6,595 | -400 | -5.7% | -$8.01万 | 减仓 |
| BF/B | BROWN FORMAN CL B | $142.40万 | 0.50% | 53,445 | 21,385 | 66.7% | $56.98万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $188.70万 | 0.67% | 5,580 | 35 | 0.6% | $1.18万 | 加仓 |
| EQT | EQT CORP. | $199.80万 | 0.71% | 37,580 | -500 | -1.3% | -$2.66万 | 减仓 |
| XOM | EXXONMOBIL CORP | $228.30万 | 0.81% | 16,702 | 16,702 | — | $228.30万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $236.30万 | 0.84% | 8,789 | -220 | -2.4% | -$5.91万 | 减仓 |
| GNRC | GENERAC HOLDINGS INC. | $288.80万 | 1.02% | 9,864 | -175 | -1.7% | -$5.12万 | 减仓 |
| BKH | BLACK HILLS CORP | $313.00万 | 1.11% | 42,075 | 42,075 | — | $313.00万 | 新建仓 |
| AZO | AUTOZONE, INC. | $315.40万 | 1.12% | 987 | -5 | -0.5% | -$1.60万 | 减仓 |
| HONA | HONEYWELL AEROSPACE,INC. | $317.60万 | 1.12% | 14,365 | 14,365 | — | $317.60万 | 新建仓 |
| HON | HONEYWELL TECHNOLOGIES | $321.60万 | 1.14% | 14,365 | -10,157 | -41.4% | -$227.39万 | 减仓 |
| TJX | TJX COMPANIES INC. | $342.30万 | 1.21% | 22,591 | 19,201 | 566.4% | $290.93万 | 加仓 |
| HSY | HERSHEY COMPANY COM | $402.70万 | 1.43% | 22,955 | -100 | -0.4% | -$1.75万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL,IN | $421.40万 | 1.49% | 23,291 | 190 | 0.8% | $3.44万 | 加仓 |
| FDS | FACTSET RESEARCH SYSTEMS, INC. | $440.10万 | 1.56% | 19,128 | -692 | -3.5% | -$15.92万 | 减仓 |
| SYK | STRYKER CORPORATION | $443.70万 | 1.57% | 14,093 | -255 | -1.8% | -$8.03万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER COMPAN | $540.70万 | 1.91% | 39,522 | 1,635 | 4.3% | $22.37万 | 加仓 |
| SLB | SLB LIMITED | $541.80万 | 1.92% | 116,540 | 37,420 | 47.3% | $173.97万 | 加仓 |
| GOOGL | ALPHABET, INC. - CLASS A | $547.80万 | 1.94% | 15,329 | 4,871 | 46.6% | $174.07万 | 加仓 |
| EOG | EOG RESOURCES, INC. | $561.90万 | 1.99% | 43,312 | -1,201 | -2.7% | -$15.58万 | 减仓 |
| COP | CONOCOPHILLIPS | $597.70万 | 2.12% | 57,493 | -276 | -0.5% | -$2.87万 | 减仓 |
| AZN | ASTRAZENECA ADR | $614.50万 | 2.17% | 32,405 | 28 | 0.1% | $5,310 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $638.90万 | 2.26% | 43,566 | -562 | -1.3% | -$8.24万 | 减仓 |
| PEP | PEPSICO INC. | $643.60万 | 2.28% | 47,536 | -330 | -0.7% | -$4.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $649.40万 | 2.30% | 39,178 | -1,907 | -4.6% | -$31.61万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $663.40万 | 2.35% | 7,092 | -36 | -0.5% | -$3.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $686.30万 | 2.43% | 27,024 | -160 | -0.6% | -$4.06万 | 减仓 |
| LIN | LINDE PLC | $790.90万 | 2.80% | 15,240 | 70 | 0.5% | $3.63万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $884.00万 | 3.13% | 97,419 | -1,030 | -1.0% | -$9.35万 | 减仓 |
| UNP | UNION PACIFIC CORP. | $958.00万 | 3.39% | 35,221 | 719 | 2.1% | $19.56万 | 加仓 |
| AMZN | AMAZON.COM,INC. | $982.50万 | 3.48% | 41,222 | -760 | -1.8% | -$18.11万 | 减仓 |
| ETN | EATON CORP PLC | $995.80万 | 3.52% | 23,369 | 218 | 0.9% | $9.29万 | 加仓 |
| PH | PARKER-HANNIFIN CORP. | $1,058.20万 | 3.74% | 10,819 | 60 | 0.6% | $5.87万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,137.10万 | 4.02% | 101,238 | 7,297 | 7.8% | $81.96万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $1,151.40万 | 4.07% | 30,866 | -12,035 | -28.1% | -$448.94万 | 减仓 |
| AAPL | APPLE INC. | $1,713.20万 | 6.06% | 59,207 | 1,259 | 2.2% | $36.43万 | 加仓 |
| APH | AMPHENOL CORPORATION CL A | $1,858.40万 | 6.58% | 105,401 | -23,925 | -18.5% | -$421.84万 | 减仓 |
| V | VISA INC. | $2,335.00万 | 8.26% | 68,057 | -444 | -0.6% | -$15.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY - CL B | $2,568.90万 | 9.09% | 51,337 | -104 | -0.2% | -$5.20万 | 减仓 |