BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 4 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM International Business Machs Technology 40,800.0 $11.5M 0.40% NEW $282.16 -20.7%
62 LYV Live Nation Entertainment Inc Communication Services 68,595.0 $11.2M 0.39% NEW $163.40 +0.8%
63 PCG PG&E Corp Utilities 740,149.0 $11.2M 0.39% NEW $15.08 +5.5%
64 PSMT PriceSmart Inc Consumer Defensive 91,100.0 $11.0M 0.38% NEW $121.19 +33.9%
65 PM Philip Morris International Inc Consumer Defensive 66,500.0 $10.8M 0.37% NEW $162.20 +16.8%
66 GRPN Groupon Inc Communication Services 457,800.0 $10.7M 0.37% NEW $23.35 -26.0%
67 CMS CMS Energy Corp Utilities 145,698.0 $10.7M 0.37% NEW $73.26 -1.1%
68 MRK Merck & Co Inc Healthcare 125,300.0 $10.5M 0.36% NEW $83.93 +34.5%
69 MO Altria Group Inc Consumer Defensive 155,900.0 $10.3M 0.36% NEW $66.06 +11.1%
70 CSCO Cisco Systems Inc Technology 148,700.0 $10.2M 0.35% NEW $68.42 +72.4%
71 HMN Horace Mann Educators Corp N Financial Services 223,700.0 $10.1M 0.35% NEW $45.17 +1.0%
72 ADT ADT Inc Del Industrials 1,159,900.0 $10.1M 0.35% NEW $8.71 -21.0%
73 CHEF Chefs Whse Inc Consumer Defensive 171,398.0 $10.0M 0.34% NEW $58.33 +35.0%
74 ET Energy Transfer LP Energy 580,930.0 $10.0M 0.34% NEW $17.16 +17.9%
75 COMP Compass Inc Technology 1,235,400.0 $9.9M 0.34% NEW $8.03 -3.1%
76 CSGS Csg Sys Intl Inc Technology 154,067.0 $9.9M 0.34% NEW $64.38 +25.3%
77 WMT Walmart Inc Consumer Defensive 95,800.0 $9.9M 0.34% NEW $103.06 +28.8%
78 CVX Chevron Corp New Energy 63,232.0 $9.8M 0.34% NEW $155.29 +24.9%
79 FMS Fresenius Medical Care AG Healthcare 372,200.0 $9.8M 0.34% NEW $26.33 -16.2%
80 TDS Telephone & Data Sys Inc Communication Services 248,400.0 $9.7M 0.34% NEW $39.24 +4.9%
Page 4 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%