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Portfolio (Quarterly) Guide ↗

HENNESSY ADVISORS INC

· CIK 0001145255
13F Portfolio $2.9B AUM Filed Oct 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 281 New
Page 10 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WAFD WaFd Inc Financial Services 110,000.0 $3.3M 0.12% NEW $30.29 +15.1%
182 MDU MDU Resources Group Inc Industrials 184,907.0 $3.3M 0.11% NEW $17.81 +25.2%
183 HSY Hershey Co/The Consumer Defensive 17,500.0 $3.3M 0.11% NEW $187.05 +3.1%
184 NBBK NB Bancorp Inc Financial Services 185,000.0 $3.3M 0.11% NEW $17.65 +10.6%
185 BKU BankUnited Inc Financial Services 85,000.0 $3.2M 0.11% NEW $38.16 +21.3%
186 Flagstar Financial Inc 272,000.0 $3.1M 0.11% NEW $11.55
187 INDB Independent Bank Corp Financial Services 45,000.0 $3.1M 0.11% NEW $69.17 +12.0%
188 DHI DR Horton Inc Consumer Cyclical 18,300.0 $3.1M 0.11% NEW $169.47 -20.5%
189 OCFC OceanFirst Financial Corp Financial Services 175,000.0 $3.1M 0.11% NEW $17.57 +5.0%
190 PHM PulteGroup Inc Consumer Cyclical 23,000.0 $3.0M 0.10% NEW $132.13 -16.0%
191 EGBN Eagle Bancorp Inc Financial Services 150,000.0 $3.0M 0.10% NEW $20.22 +23.8%
192 FCX Freeport-McMoRan Inc Basic Materials 76,720.0 $3.0M 0.10% NEW $39.22 +49.6%
193 SYY Sysco Corp Consumer Defensive 36,500.0 $3.0M 0.10% NEW $82.34 -8.7%
194 MMM 3M Co Industrials 19,100.0 $3.0M 0.10% NEW $155.18 -3.8%
195 HAL Halliburton Co Energy 118,280.0 $2.9M 0.10% NEW $24.60 +74.7%
196 BKH Black Hills Corp Utilities 46,847.0 $2.9M 0.10% NEW $61.59 +19.9%
197 QCOM Qualcomm Inc Technology 17,104.0 $2.8M 0.10% NEW $166.36 +17.6%
198 EOG EOG Resources Inc Energy 25,230.0 $2.8M 0.10% NEW $112.12 +28.7%
199 DRI Darden Restaurants Inc Consumer Cyclical 14,800.0 $2.8M 0.10% NEW $190.36 +1.8%
200 BFH Bread Financial Holdings Inc Financial Services 50,000.0 $2.8M 0.10% NEW $55.77 +57.2%
Page 10 of 15  ·  281 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 16.4%
Industrials 16.1%
Energy 13.2%
Technology 12.1%
Financial Services 11.4%
Utilities 10.4%
Consumer Defensive 7.9%
Communication Services 5.1%
Healthcare 4.7%
Real Estate 2.7%