13F 机构持仓

HENDLEY & CO INC

ZANESVILLE OH · SEC CIK 0001084207

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BRK/B 9.1%
V 8.3%
APH 6.6%
AAPL 6.1%
MSFT 4.1%
WPM 4.0%
PH 3.7%
ETN 3.5%
AMZN 3.5%
UNP 3.4%

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
BRK/B BERKSHIRE HATHAWAY - CL B $2,568.90万9.09%51,337 -104-0.2% -$5.20万 减仓
V VISA INC. $2,335.00万8.26%68,057 -444-0.6% -$15.23万 减仓
APH AMPHENOL CORPORATION CL A $1,858.40万6.58%105,401 -23,925-18.5% -$421.84万 减仓
AAPL APPLE INC. $1,713.20万6.06%59,207 1,2592.2% $36.43万 加仓
MSFT MICROSOFT CORPORATION $1,151.40万4.07%30,866 -12,035-28.1% -$448.94万 减仓
WPM WHEATON PRECIOUS METALS CORP $1,137.10万4.02%101,238 7,2977.8% $81.96万 加仓
PH PARKER-HANNIFIN CORP. $1,058.20万3.74%10,819 600.6% $5.87万 加仓
ETN EATON CORP PLC $995.80万3.52%23,369 2180.9% $9.29万 加仓
AMZN AMAZON.COM,INC. $982.50万3.48%41,222 -760-1.8% -$18.11万 减仓
UNP UNION PACIFIC CORP. $958.00万3.39%35,221 7192.1% $19.56万 加仓
ABT ABBOTT LABORATORIES $884.00万3.13%97,419 -1,030-1.0% -$9.35万 减仓
LIN LINDE PLC $790.90万2.80%15,240 700.5% $3.63万 加仓
JNJ JOHNSON & JOHNSON $686.30万2.43%27,024 -160-0.6% -$4.06万 减仓
COST COSTCO WHOLESALE CORP $663.40万2.35%7,092 -36-0.5% -$3.37万 减仓
CVX CHEVRON CORPORATION $649.40万2.30%39,178 -1,907-4.6% -$31.61万 减仓
PEP PEPSICO INC. $643.60万2.28%47,536 -330-0.7% -$4.47万 减仓
PG PROCTER & GAMBLE COMPANY $638.90万2.26%43,566 -562-1.3% -$8.24万 减仓
AZN ASTRAZENECA ADR $614.50万2.17%32,405 280.1% $5,310 加仓
COP CONOCOPHILLIPS $597.70万2.12%57,493 -276-0.5% -$2.87万 减仓
EOG EOG RESOURCES, INC. $561.90万1.99%43,312 -1,201-2.7% -$15.58万 减仓
GOOGL ALPHABET, INC. - CLASS A $547.80万1.94%15,329 4,87146.6% $174.07万 加仓
SLB SLB LIMITED $541.80万1.92%116,540 37,42047.3% $173.97万 加仓
AEP AMERICAN ELECTRIC POWER COMPAN $540.70万1.91%39,522 1,6354.3% $22.37万 加仓
SYK STRYKER CORPORATION $443.70万1.57%14,093 -255-1.8% -$8.03万 减仓
FDS FACTSET RESEARCH SYSTEMS, INC. $440.10万1.56%19,128 -692-3.5% -$15.92万 减仓
PM PHILIP MORRIS INTERNATIONAL,IN $421.40万1.49%23,291 1900.8% $3.44万 加仓
HSY HERSHEY COMPANY COM $402.70万1.43%22,955 -100-0.4% -$1.75万 减仓
TJX TJX COMPANIES INC. $342.30万1.21%22,591 19,201566.4% $290.93万 加仓
HON HONEYWELL TECHNOLOGIES $321.60万1.14%14,365 -10,157-41.4% -$227.39万 减仓
HONA HONEYWELL AEROSPACE,INC. $317.60万1.12%14,365 14,365— $317.60万 新建仓
AZO AUTOZONE, INC. $315.40万1.12%987 -5-0.5% -$1.60万 减仓
BKH BLACK HILLS CORP $313.00万1.11%42,075 42,075— $313.00万 新建仓
GNRC GENERAC HOLDINGS INC. $288.80万1.02%9,864 -175-1.7% -$5.12万 减仓
HWM HOWMET AEROSPACE INC $236.30万0.84%8,789 -220-2.4% -$5.91万 减仓
XOM EXXONMOBIL CORP $228.30万0.81%16,702 16,702— $228.30万 新建仓
EQT EQT CORP. $199.80万0.71%37,580 -500-1.3% -$2.66万 减仓
AXP AMERICAN EXPRESS COMPANY $188.70万0.67%5,580 350.6% $1.18万 加仓
BF/B BROWN FORMAN CL B $142.40万0.50%53,445 21,38566.7% $56.98万 加仓
NVDA NVIDIA CORPORATION $132.00万0.47%6,595 -400-5.7% -$8.01万 减仓
TROW T. ROWE PRICE GROUP $90.50万0.32%7,960 -50-0.6% -$5,685 减仓
KO COCA COLA CO $77.80万0.28%9,576 00.0% — 不变
LHX L3 HARRIS TECHNOLOGIES, INC. $56.50万0.20%1,945 -20-1.0% -$5,810 减仓
AMAT APPLIED MATERIALS, INC. $56.40万0.20%780 -315-28.8% -$22.78万 减仓
AVGO BROADCOM, INC. $40.40万0.14%1,070 00.0% — 不变
GOOG ALPHABET, INC. - CLASS C $39.70万0.14%1,125 00.0% — 不变
PSX PHILLIPS 66 $22.50万0.08%1,330 00.0% — 不变
INTC INTEL CORP $20.60万0.07%1,475 1,475— $20.60万 新建仓
— EXXONMOBIL CORP $00.00%0 -13,462-100.0% -$228.40万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -7,665-100.0% -$155.90万 清仓