StockDriftsStockDriftsTop 42 Hendley & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY - CL B | 9.09% | 51.3K | $25.7M | -0.20%(-104) | $130.88(+283.05%) | 2026-06-30 | |
| V | VISA INC. | 8.26% | 68.1K | $23.4M | -0.65%(-444) | $88.98(+306.75%) | 2026-06-30 | |
| APH | AMPHENOL CORPORATION CL A | 6.58% | 105.4K | $18.6M | -18.50%(-23.93K) | $44.84(+275.17%) | 2026-06-30 | |
| AAPL | APPLE INC. | 6.06% | 59.2K | $17.1M | +2.17%(+1.26K) | $26.34(+1059.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 4.07% | 30.9K | $11.5M | -28.05%(-12.04K) | $85.83(+466.29%) | 2026-06-30 | |
| WPM | WHEATON PRECIOUS METALS CORP | 4.02% | 101.2K | $11.4M | +7.77%(+7.30K) | $70.65(+89.96%) | 2026-06-30 | |
| PH | PARKER-HANNIFIN CORP. | 3.74% | 10.8K | $10.6M | +0.56%(+60) | $613.01(+71.58%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 3.52% | 23.4K | $10.0M | +0.94%(+218) | $234.35(+95.20%) | 2026-06-30 | |
| AMZN | AMAZON.COM,INC. | 3.48% | 41.2K | $9.8M | -1.81%(-760) | $176.95(+48.36%) | 2026-06-30 | |
| UNP | UNION PACIFIC CORP. | 3.39% | 35.2K | $9.6M | +2.08%(+719) | $168.02(+78.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.41% | +8.07% | +47.43% |
| Top 20 Holdings Unweighted | +10.34% | +34.34% | +8.57% | +50.85% |
Hendley & CO INC reports $282.58M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (9.1%), V (8.3%) and APH (6.6%). The top 20 holdings account for 76.04% of reported assets. Its disclosed equity book has returned +35.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hendley & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1084207). View Hendley & CO INC’s 13F filings on SEC