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 (2026-03-31)

HENDLEY & CO INC (CIK 1084207) reported $270.3M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($24.7M, 9.12%), V ($20.7M, 7.66%), APH ($16.3M, 6.05%), MSFT ($15.9M, 5.88%), AAPL ($14.7M, 5.44%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRK/BBERKSHIRE HATHAWAY - CL B$24.7M9.12%51,441Trimmed
2VVISA INC.$20.7M7.66%68,501Trimmed
3APHAMPHENOL CORPORATION CL A$16.3M6.05%129,326Trimmed
4MSFTMICROSOFT CORPORATION$15.9M5.88%42,901Trimmed
5AAPLAPPLE INC.$14.7M5.44%57,948Trimmed
6WPMWHEATON PRECIOUS METALS CORP$12.3M4.55%93,941Trimmed
7ABTABBOTT LABORATORIES$10.1M3.74%98,449Trimmed
8PHPARKER-HANNIFIN CORP.$9.6M3.56%10,759Trimmed
9AMZNAMAZON.COM,INC.$8.7M3.23%41,982Trimmed
10CVXCHEVRON CORPORATION$8.5M3.14%41,085Trimmed
11UNPUNION PACIFIC CORP.$8.4M3.10%34,502Added
12ETNEATON CORP PLC$8.3M3.06%23,151Added
13COPCONOCOPHILLIPS$7.6M2.82%57,769Trimmed
14LINLINDE PLC$7.5M2.78%15,170Added
15PEPPEPSICO INC.$7.4M2.75%47,866Trimmed
16COSTCOSTCO WHOLESALE CORP$7.1M2.63%7,128Hold
17JNJJOHNSON & JOHNSON$6.6M2.46%27,184Trimmed
18EOGEOG RESOURCES, INC.$6.4M2.38%44,513Trimmed
19PGPROCTER & GAMBLE COMPANY$6.4M2.36%44,128Trimmed
20AZNCFASTRAZENECA ADR$6.4M2.36%32,377Trimmed
21HONHONEYWELL INTERNATIONAL$5.5M2.05%24,522Trimmed
22AEPAMERICAN ELECTRIC POWER COMPAN$5.0M1.84%37,887Added
23HSYHERSHEY COMPANY COM$4.8M1.77%23,055Trimmed
24SYKSTRYKER CORPORATION$4.7M1.74%14,348Added
25FDSFACTSET RESEARCH SYSTEMS, INC.$4.3M1.59%19,820Added

Source: SEC Form 13F filings · as of 2026-03-31