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Latest Hendershot Investments Inc. Stock Portfolio

$765Million | No. of Holdings #134

Hendershot Investments Inc. Performance

2026 Q2+3.41%
YTD-2.79%
2025+10.17%

About Hendershot Investments Inc. and 13F Hedge Fund Stock Holdings

Hendershot Investments Inc. is a hedge fund based in Centreville, VA. On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hendershot Investments Inc. reported an equity portfolio of $765.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Hendershot Investments Inc. are , AAPL, JNJ. The fund has invested 13.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off ERIE INDTY CO (ERIE), TOTALENERGIES SE and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in CANADIAN NATL RY CO (CNI), COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and KINSALE CAP GROUP INC (KNSL). Hendershot Investments Inc. opened new stock positions in TOTALENERGIES SE (TTE), ISHARES INC (ACWV) and AT&T INC (T). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), SCHWAB STRATEGIC TR (FNDA) and ACCENTURE PLC IRELAND (ACN).
Hendershot Investments Inc. Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$765Million
  as of Aug 12, 2026

Hendershot Investments Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Hendershot Investments Inc. made a return of 3.41% in the last quarter. In trailing 12 months, it's portfolio return was 4.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
totalenergies se617,803
ishares inc509,768
at&t inc298,987
verizon communications inc236,808
canadian imperial bank of co216,200
palo alto networks inc215,184
advanced micro devices inc211,451
netflix inc209,345
New stocks bought by Hendershot Investments Inc.

Additions

Ticker% Inc.
spdr index shs fds161
schwab strategic tr154
accenture plc ireland145
stryker corp64.74
paychex inc40.57
vanguard whitehall fds38.89
select sector spdr tr33.62
meta platforms inc27.46
Additions to existing portfolio by Hendershot Investments Inc.

Reductions

Ticker% Reduced
canadian natl ry co-94.54
cognizant technology solutio-46.78
kinsale cap group inc-23.6
genuine parts co-22.95
adobe inc-19.99
home depot inc-10.85
vaneck etf trust-10.25
norfolk southn corp-10.1
Hendershot Investments Inc. reduced stake in above stock

Sold off

Ticker$ Sold
erie indty co-2,697,060
totalenergies se-722,836
booz allen hamilton hldg cor-109,242
honeywell intl inc-184,440
Hendershot Investments Inc. got rid off the above stocks

Sector Distribution

Hendershot Investments Inc. has about 19.9% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Defensive
Sector%
Others19.9
Consumer Cyclical19.1
Technology18.2
Industrials11
Financial Services9.5
Healthcare8.7
Communication Services7.1
Consumer Defensive4.8

Market Cap. Distribution

Hendershot Investments Inc. has about 76.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP40.9
LARGE-CAP36
UNALLOCATED19.9
MID-CAP3.1

Stocks belong to which Index?

About 76% of the stocks held by Hendershot Investments Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50074.9
Others24
RUSSELL 20001.1
Top 5 Winners (%)%
GLW
corning inc
87.9 %
AFK
vaneck etf trust
67.4 %
XLB
select sector spdr tr
35.9 %
LLY
lilly eli & co
30.4 %
UVSP
univest financial corporatio
27.7 %
Top 5 Winners ($)$
GOOG
alphabet inc
7.0 M
AAPL
apple inc
6.3 M
berkshire hathaway inc del
4.5 M
NVDA
nvidia corporation
3.3 M
V
visa inc
3.1 M
Top 5 Losers (%)%
TSCO
tractor supply co
-30.2 %
ACN
accenture plc ireland
-29.5 %
CTSH
cognizant technology solutio
-28.3 %
PLTR
palantir technologies inc
-20.2 %
CVX
chevron corp new
-19.8 %
Top 5 Losers ($)$
ACN
accenture plc ireland
-5.4 M
CTSH
cognizant technology solutio
-4.7 M
TSCO
tractor supply co
-2.6 M
PEP
pepsico inc
-2.5 M
TJX
tjx cos inc new
-2.0 M

Hendershot Investments Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hendershot Investments Inc.

Hendershot Investments Inc. has 134 stocks in it's portfolio. About 52.6% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Hendershot Investments Inc. last quarter.

$765.51MTotal Value
138Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Hendershot Investments Inc., last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWV
Ishares Inc

Ishares Inc

ACWV
Hendershot Investments Inc.'s holding in Ishares Inc over time
0.07%8,844
$509.8K
0.07%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Hendershot Investments Inc.'s holding in Vaneck Etf Trust over time
0.06%718
$470.9K
0.06%
decreased 10.25 percentreduced
BAM
Brookfield Asset Managmt Ltd

Brookfield Asset Managmt Ltd

BAM
Hendershot Investments Inc.'s holding in Brookfield Asset Managmt Ltd over time
0.04%7,158
$321.0K
0.04%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Hendershot Investments Inc.'s holding in Vanguard Bd Index Fds over time
0.13%13,926
$1.02M
0.13%
decreased 0.26 percentreduced