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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 8 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MDT Medtronic PLC Healthcare 61,200.0 $5.8M 0.20% NEW $95.24 -18.8%
142 MDLZ Mondelez International Inc Consumer Defensive 93,100.0 $5.8M 0.20% NEW $62.47 -1.3%
143 SHEL Shell PLC Energy 80,800.0 $5.8M 0.20% NEW $71.53 +23.9%
144 UL Unilever PLC Consumer Defensive 96,800.0 $5.7M 0.20% NEW $59.28 -3.3%
145 NKE Nike Inc Consumer Cyclical 77,750.0 $5.4M 0.19% NEW $69.73 -39.0%
146 TTE TotalEnergies SE Energy 90,600.0 $5.4M 0.19% NEW $59.69 +56.5%
147 HD Home Depot Inc/The Consumer Cyclical 13,200.0 $5.3M 0.18% NEW $405.19 -26.0%
148 NJR New Jersey Resources Corp Utilities 110,034.0 $5.3M 0.18% NEW $48.15 +19.7%
149 EQNR Equinor ASA Energy 216,200.0 $5.3M 0.18% NEW $24.38 +62.7%
150 PFE Pfizer Inc Healthcare 204,900.0 $5.2M 0.18% NEW $25.48 -0.6%
151 UPS United Parcel Service Inc Industrials 62,200.0 $5.2M 0.18% NEW $83.53 +14.4%
152 PBR Petroleo Brasileiro SA - Petrobras Energy 392,800.0 $5.0M 0.17% NEW $12.66 +63.5%
153 FTS Fortis Inc Utilities 97,676.0 $5.0M 0.17% NEW $50.74 +8.6%
154 SLB Schlumberger NV Energy 141,510.0 $4.9M 0.17% NEW $34.37 +66.3%
155 CL Colgate-Palmolive Co Consumer Defensive 60,800.0 $4.9M 0.17% NEW $79.94 +12.6%
156 KHC Kraft Heinz Co/The Consumer Defensive 184,100.0 $4.8M 0.17% NEW $26.04 -10.3%
157 SBUX Starbucks Corp Consumer Cyclical 56,600.0 $4.8M 0.17% NEW $84.60 +26.0%
158 WES Western Midstream Partners LP Energy 119,770.0 $4.7M 0.16% NEW $39.29 +20.1%
159 Root Inc 51,902.0 $4.6M 0.16% NEW $89.51
160 CMCSA Comcast Corp Communication Services 147,300.0 $4.6M 0.16% NEW $31.42 -21.1%
Page 8 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%