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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 9 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 D Dominion Energy Inc Utilities 73,477.0 $4.5M 0.15% NEW $61.17 +12.6%
162 SR Spire Inc Utilities 54,141.0 $4.4M 0.15% NEW $81.52 +6.2%
163 BMY Bristol-Myers Squibb Co Healthcare 95,700.0 $4.3M 0.15% NEW $45.10 +30.1%
164 WTRG Essential Utilities Inc Utilities 106,200.0 $4.2M 0.15% NEW $39.90 -7.3%
165 AMGN Amgen Inc Healthcare 13,750.0 $3.9M 0.13% NEW $282.20 +16.8%
166 AEE Ameren Corp Utilities 36,080.0 $3.8M 0.13% NEW $104.38 +4.8%
167 BANC Banc of California Inc Financial Services 225,000.0 $3.7M 0.13% NEW $16.55 +13.0%
168 HCA HCA Healthcare Inc Healthcare 8,700.0 $3.7M 0.13% NEW $426.20 -7.0%
169 JBL Jabil Inc Technology 16,963.0 $3.7M 0.13% NEW $217.17 +56.5%
170 ULTA Ulta Beauty Inc Consumer Cyclical 6,600.0 $3.6M 0.12% NEW $546.75 -12.1%
171 COLB Columbia Banking System Inc Financial Services 140,000.0 $3.6M 0.12% NEW $25.74 +13.1%
172 CNOB ConnectOne Bancorp Inc Financial Services 145,000.0 $3.6M 0.12% NEW $24.81 +18.2%
173 PFS Provident Financial Services Inc Financial Services 185,000.0 $3.6M 0.12% NEW $19.28 +13.9%
174 CPK Chesapeake Utilities Corp Utilities 25,958.0 $3.5M 0.12% NEW $134.69 -5.3%
175 Cencora Inc 11,100.0 $3.5M 0.12% NEW $312.53
176 DELL Dell Technologies Inc Technology 24,400.0 $3.5M 0.12% NEW $141.77 +69.2%
177 AZO AutoZone Inc Consumer Cyclical 800.0 $3.4M 0.12% NEW $4290.24 -22.7%
178 HIFS Hingham Institution For Savings The Financial Services 13,000.0 $3.4M 0.12% NEW $263.78 +3.1%
179 FERG Ferguson Enterprises Inc Industrials 15,000.0 $3.4M 0.12% NEW $224.58 -1.8%
180 CAT Caterpillar Inc Industrials 7,000.0 $3.3M 0.12% NEW $477.15 +81.0%
Page 9 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%