Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HENDLEY & CO INC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

HENDLEY & CO INC (CIK 1084207) reported $282.6M across 47 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRKB ($25.7M, 9.09%), V ($23.4M, 8.26%), APH ($18.6M, 6.58%), AAPL ($17.1M, 6.06%), MSFT ($11.5M, 4.07%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRKBBERKSHIRE HATHAWAY - CL B$25.7M9.09%51,337Trimmed
2VVISA INC.$23.4M8.26%68,057Trimmed
3APHAMPHENOL CORPORATION CL A$18.6M6.58%105,401Trimmed
4AAPLAPPLE INC.$17.1M6.06%59,207Added
5MSFTMICROSOFT CORPORATION$11.5M4.07%30,866Trimmed
6WPMWHEATON PRECIOUS METALS CORP$11.4M4.02%101,238Added
7PHPARKER-HANNIFIN CORP.$10.6M3.74%10,819Added
8ETNEATON CORP PLC$10.0M3.52%23,369Added
9AMZNAMAZON.COM,INC.$9.8M3.48%41,222Trimmed
10UNPUNION PACIFIC CORP.$9.6M3.39%35,221Added
11ABTABBOTT LABORATORIES$8.8M3.13%97,419Trimmed
12LINLINDE PLC$7.9M2.80%15,240Added
13JNJJOHNSON & JOHNSON$6.9M2.43%27,024Trimmed
14COSTCOSTCO WHOLESALE CORP$6.6M2.35%7,092Trimmed
15CVXCHEVRON CORPORATION$6.5M2.30%39,178Trimmed
16PEPPEPSICO INC.$6.4M2.28%47,536Trimmed
17PGPROCTER & GAMBLE COMPANY$6.4M2.26%43,566Trimmed
18AZNASTRAZENECA ADR$6.1M2.17%32,405Added
19COPCONOCOPHILLIPS$6.0M2.12%57,493Trimmed
20EOGEOG RESOURCES, INC.$5.6M1.99%43,312Trimmed
21GOOGLALPHABET, INC. - CLASS A$5.5M1.94%15,329Added
22SLBSLB LIMITED$5.4M1.92%116,540Added
23AEPAMERICAN ELECTRIC POWER COMPAN$5.4M1.91%39,522Added
24SYKSTRYKER CORPORATION$4.4M1.57%14,093Trimmed
25FDSFACTSET RESEARCH SYSTEMS, INC.$4.4M1.56%19,128Trimmed

Source: SEC Form 13F filings · as of 2026-06-30