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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 12 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DAL Delta Air Lines Inc Industrials 40,500.0 $2.3M 0.08% NEW $56.75 +23.8%
222 NWN Northwest Natural Holding Co Utilities 51,103.0 $2.3M 0.08% NEW $44.93 +10.3%
223 LNT Alliant Energy Corp Utilities 33,450.0 $2.3M 0.08% NEW $67.41 +6.9%
224 TBBK Bancorp Inc Del Financial Services 30,000.0 $2.2M 0.08% NEW $74.89 -27.5%
225 HPQ HP Inc Technology 82,500.0 $2.2M 0.08% NEW $27.23 -23.2%
226 CSL Carlisle Cos Inc Industrials 6,700.0 $2.2M 0.08% NEW $328.96 +1.4%
227 ONB Old National Bancorp/IN Financial Services 95,000.0 $2.1M 0.07% NEW $21.95 +6.9%
228 BCAL California BanCorp Financial Services 125,000.0 $2.1M 0.07% NEW $16.68 +12.0%
229 BLDR Builders FirstSource Inc Industrials 16,300.0 $2.0M 0.07% NEW $121.25 -45.2%
230 BAH Booz Allen Hamilton Holding Corp Industrials 19,600.0 $2.0M 0.07% NEW $99.95 -23.0%
231 GDDY GoDaddy Inc Technology 14,116.0 $1.9M 0.07% NEW $136.83 -33.2%
232 JPM Jpmorgan Chase & Co. Financial Services 6,000.0 $1.9M 0.07% NEW $315.43 -4.7%
233 TGT Target Corp Consumer Defensive 20,500.0 $1.8M 0.06% NEW $89.70 +37.6%
234 ASB Associated Banc-Corp Financial Services 70,000.0 $1.8M 0.06% NEW $25.71 +5.7%
235 HOOD Robinhood Markets Inc Financial Services 12,500.0 $1.8M 0.06% NEW $143.18 -46.1%
236 PNC PNC Financial Services Group Inc/The Financial Services 8,500.0 $1.7M 0.06% NEW $200.93 +6.4%
237 COIN Coinbase Global Inc Financial Services 5,000.0 $1.7M 0.06% NEW $337.49 -43.9%
238 TFC Truist Financial Corp Financial Services 36,500.0 $1.7M 0.06% NEW $45.72 +2.9%
239 COF Capital One Financial Corp Financial Services 7,500.0 $1.6M 0.06% NEW $212.58 -12.0%
240 HWC Hancock Whitney Corp Financial Services 25,000.0 $1.6M 0.05% NEW $62.61 +5.6%
Page 12 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%