Hendershot Investments Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Hendershot Investments Inc. reported 129 stock positions worth $744.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.7% of the portfolio, followed by Apple (AAPL, 6.0%) and TJX Companies (TJX, 5.2%). Compared with Q4 2025, it opened 6 new positions, sold out of 1, added to 39 and reduced 33. The biggest buy was a new position in Broadridge Financial Solutio (BR) and the biggest sale Alphabet Class A (GOOGL, shares −37%).

Most Recent 13F
Q2 2026
Location
CENTREVILLE, VA
CIK
0001541496
Portfolio Value
$744.0M (Q1 2026)
SEC Filing
0001541496-26-000005 ↗ filed Apr 27, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $699.4M Q1 2024 Q2 2024: $695.9M Q2 2024 Q3 2024: $736.2M Q3 2024 Q4 2024: $733.7M Q4 2024 Q1 2025: $734.7M Q1 2025 Q2 2025: $748.4M Q2 2025 Q3 2025: $794.4M Q3 2025 Q4 2025: $784.5M Q4 2025 Q1 2026: $744.0M $744.0M Q1 2026 Q2 2026: $765.5M Q2 2026

Holdings 129 stocks · $744.0M
BRK.B Berkshire Hathaway Inc. Class B 13.69% 212,516 $101.8M Add +1.0%
AAPL Apple Inc. 6.05% 177,266 $45.0M Reduce -0.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 5.18% 241,077 $38.5M Reduce -1.3%
JNJ Johnson & Johnson 5.15% 156,709 $38.3M Reduce -1.2%
GOOGL Alphabet Inc. Class A 3.91% 101,033 $29.1M Reduce -37.2%
BKNG Booking Holdings Inc. 3.90% 6,896 $29.0M Add +6.2%
MSFT Microsoft Corp. 3.54% 71,058 $26.3M Add +10.5%
V Visa Inc. Class A 3.09% 76,097 $23.0M Add +0.3%
GD General Dynamics Corp. 3.07% 66,646 $22.9M Add +1.4%
NVDA Nvidia Corp. 2.88% 122,959 $21.4M Add +17.0%
PEP Pepsico Inc. 2.64% 126,445 $19.6M Add +2.3%
MA Mastercard Inc. Class A 2.52% 37,522 $18.7M Add +4.2%
ADP Automatic Data Processing 2.31% 84,755 $17.2M Add +6.1%
CTSH Cognizant Tech Solutions-A 2.25% 272,311 $16.7M Add +16.1%
AMZN Amazon.com Inc. 2.24% 80,120 $16.7M Add +5.6%
ROST Ross Stores Inc. 2.17% 74,401 $16.1M Reduce -0.5%
CPAY Corpay Inc. 2.08% 53,258 $15.5M Add +21.6%
GPC Genuine Parts Co. 1.77% 124,587 $13.2M Reduce -0.8%
PG The Procter & Gamble Co. 1.76% 90,743 $13.1M Add +7.9%
RMD Resmed Inc. 1.71% 56,657 $12.7M Add +2.8%
RTX RTX Corp. 1.69% 65,314 $12.6M Reduce -19.9%
TXRH Texas Roadhouse Inc. 1.62% 72,854 $12.0M Add +1.2%
BR Broadridge Financial Solutio 1.58% 72,218 $11.7M New
CNI Canadian Natl Railway Co. 1.47% 106,345 $10.9M Add +2.9%
GNTX Gentex Corp. 1.30% 441,908 $9.7M Reduce -0.2%
TSCO Tractor Supply Company 1.16% 190,146 $8.6M Add +10.4%
FAST Fastenal Co. 1.15% 184,219 $8.5M Reduce -0.4%
ACN Accenture PLC Class A 1.12% 42,083 $8.3M Add +13.3%
KNSL Kinsale Capital Group Inc. 1.06% 22,983 $7.9M Add +6.7%
META Meta Platforms Inc. Class A 0.97% 12,638 $7.2M Add +49.6%
AXP American Express Co. 0.97% 23,903 $7.2M No change
PAYX Paychex Inc. 0.95% 76,692 $7.1M Add +6.8%
ADBE Adobe Inc. 0.93% 28,600 $7.0M Add +28.4%
GOOG Alphabet Inc. Class C 0.76% 19,614 $5.6M Reduce -40.1%
FDS Factset Research Systems Inc. 0.67% 22,884 $5.0M Add +50.1%
SYK Stryker Corp. 0.63% 14,363 $4.7M Add +1.4%
VSEC Vse Corp. 0.60% 24,055 $4.4M No change
VTI VG Morningstar TS MKT ETF-US 0.53% 12,198 $3.9M Add +0.0%
BRK.A Berkshire Hathaway Inc. Class A 0.39% 4 $2.9M No change
SCHR Schwab Intermediate-Term US 0.37% 111,439 $2.8M Reduce -1.1%
ERIE Erie Indemnity Company Class A 0.36% 10,732 $2.7M Add +11.2%
CVX Chevron Corp. 0.35% 12,691 $2.6M Reduce -0.2%
LLY Eli Lilly & Co. 0.30% 2,453 $2.3M Reduce -0.1%
SCHB Schwab US Broad Market ETF 0.29% 87,244 $2.2M Add +1.8%
JPM JPMorgan Chase & Co. 0.29% 7,263 $2.1M Reduce -0.7%
MRK Merck & Co. Inc. 0.22% 13,463 $1.6M Reduce -2.9%
CEG Constellation Energy 0.21% 5,701 $1.6M No change
ABBV Abbvie Inc. 0.21% 7,128 $1.6M Reduce -7.2%
WMT Walmart Inc. 0.19% 11,636 $1.4M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 14,766 $1.4M Reduce -0.3%
XOM Exxon Mobil Corp. 0.18% 7,979 $1.4M Reduce -1.4%
TPL Texas Pacific Land Corp. 0.18% 2,828 $1.3M Reduce -17.1%
BN Brookfield Corp. 0.18% 32,394 $1.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 25,303 $1.2M No change
VIGI Vanguard Int Div App Indx FD 0.15% 13,015 $1.2M Add +39.0%
MCD McDonald's Corp. 0.15% 3,676 $1.1M Reduce -0.7%
WEC WEC Energy Group Inc. 0.14% 9,218 $1.1M No change
BND Vanguard Total Bond Market 0.14% 13,963 $1.0M Reduce -1.4%
PM Philip Morris International 0.14% 6,110 $1.0M No change
OKE Oneok Inc. 0.13% 10,750 $972K Add +0.1%
ED Consolidated Edison Inc. 0.13% 8,398 $950K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 7,874 $934K No change
KO The Coca-Cola Co. 0.12% 11,679 $888K Reduce -0.8%
TT Trane Technologies PLC 0.12% 2,078 $866K Reduce -5.3%
PLD Prologis Inc. 0.11% 6,260 $827K No change
ABT Abbott Laboratories 0.11% 8,034 $825K No change
ITW Illinois Tool Works 0.11% 3,015 $785K No change
GLD SPDR Gold Shares 0.10% 1,813 $780K Add +13.7%
D Dominion Energy Inc. 0.10% 12,598 $779K Reduce -1.7%
SCHA Schwab US Small-Cap ETF 0.10% 25,852 $752K Add +1.1%
SCHM Schwab US Mid Cap ETF 0.10% 24,207 $749K Add +1.9%
PSA Public Storage 0.10% 2,707 $733K Reduce -2.1%
TTE Totalenergies SE 0.10% 7,945 $723K No change
COST Costco Wholesale Corp. 0.09% 708 $705K No change
DUK Duke Energy Corp. 0.09% 5,153 $675K No change
MDLZ Mondelez International Inc. Class A 0.09% 11,598 $668K Reduce -0.2%
WELL Welltower Inc. 0.08% 3,126 $618K No change
GIS General Mills Inc. 0.08% 15,424 $574K New
NSC Norfolk Southern Corp. 0.08% 1,980 $568K Reduce -20.2%
PFE Pfizer Inc. 0.08% 20,005 $562K Reduce -4.3%
PLTR Palantir Technologies Inc. Class A 0.07% 3,565 $521K Add +15.0%
NVS Novartis AG-Sponsored ADR 0.07% 3,331 $509K No change
LHX L3HARRIS Technologies Inc. 0.07% 1,453 $502K No change
MO Altria Group Inc. 0.07% 7,362 $486K Reduce -2.1%
O Realty Income Corp. 0.06% 7,696 $471K Add +35.6%
GLW Corning Inc. 0.06% 3,401 $462K Reduce -1.2%
HD Home Depot Inc. 0.06% 1,382 $455K Reduce -8.9%
USB US Bancorp 0.06% 8,716 $453K No change
OTTR Otter Tail Corp. 0.06% 5,000 $439K No change
FDX FedEx Corp. 0.06% 1,196 $426K No change
APAM Artisan Partners Asset Ma -A 0.06% 11,475 $418K No change
PECO Phillips Edison & Company Inc. 0.06% 11,021 $412K No change
SCHD Schwab US DVD Equity ETF 0.05% 12,949 $397K Add +91.9%
EXC Exelon Corp. 0.05% 7,799 $382K No change
QQQ Invesco QQQ Trust Series 1 0.05% 605 $349K No change
MFC Manulife Financial Corp. 0.04% 9,657 $333K Add +62.0%
XLK SS Technology Select Sector 0.04% 2,484 $330K No change
AVGO Broadcom Inc. 0.04% 1,054 $326K Reduce -5.6%
BAM Brookfield Asset Mgmt-A 0.04% 7,158 $318K No change
VIG Vanguard Dividend Apprec ETF 0.04% 1,479 $318K No change

Show all 129 holdings

Portfolio Sells Q4 2025 → Q1 2026
GOOGL Alphabet Inc. Class A Reduce -37.2% 3.91% −2.52
ORCL Oracle Corp. Sold out 0.00% −1.07
GOOG Alphabet Inc. Class C Reduce -40.1% 0.76% −0.55
RTX RTX Corp. Reduce -19.9% 1.69% −0.21
GPC Genuine Parts Co. Reduce -0.8% 1.77% −0.20
AAPL Apple Inc. Reduce -0.4% 6.05% −0.12
LLY Eli Lilly & Co. Reduce -0.1% 0.30% −0.03
DIS The Walt Disney Co. Reduce -0.3% 0.19% −0.02
GNTX Gentex Corp. Reduce -0.2% 1.30% −0.02
ABBV Abbvie Inc. Reduce -7.2% 0.21% −0.02
NSC Norfolk Southern Corp. Reduce -20.2% 0.08% −0.01
JPM JPMorgan Chase & Co. Reduce -0.7% 0.29% −0.01
AVGO Broadcom Inc. Reduce -5.6% 0.04% −0.01
HD Home Depot Inc. Reduce -8.9% 0.06% −0.01
UNP Union Pacific Corp. Reduce -3.6% 0.03% +0.00
BND Vanguard Total Bond Market Reduce -1.4% 0.14% +0.00
PSA Public Storage Reduce -2.1% 0.10% +0.01
TT Trane Technologies PLC Reduce -5.3% 0.12% +0.01
D Dominion Energy Inc. Reduce -1.7% 0.10% +0.01
PFE Pfizer Inc. Reduce -4.3% 0.08% +0.01
MCD McDonald's Corp. Reduce -0.7% 0.15% +0.01
MO Altria Group Inc. Reduce -2.1% 0.07% +0.01
MDLZ Mondelez International Inc. Class A Reduce -0.2% 0.09% +0.01
SCHR Schwab Intermediate-Term US Reduce -1.1% 0.37% +0.01
KO The Coca-Cola Co. Reduce -0.8% 0.12% +0.01
GLW Corning Inc. Reduce -1.2% 0.06% +0.02
MRK Merck & Co. Inc. Reduce -2.9% 0.22% +0.03
TPL Texas Pacific Land Corp. Reduce -17.1% 0.18% +0.06
XOM Exxon Mobil Corp. Reduce -1.4% 0.18% +0.06
CVX Chevron Corp. Reduce -0.2% 0.35% +0.11
FAST Fastenal Co. Reduce -0.4% 1.15% +0.20
TJX TJX Companies Inc. Reduce -1.3% 5.18% +0.39
ROST Ross Stores Inc. Reduce -0.5% 2.17% +0.45
JNJ Johnson & Johnson Reduce -1.2% 5.15% +0.96

Portfolio Buys Q4 2025 → Q1 2026
BR Broadridge Financial Solutio New 1.58% +1.58
CPAY Corpay Inc. Add +21.6% 2.08% +0.40
NVDA Nvidia Corp. Add +17.0% 2.88% +0.38
PEP Pepsico Inc. Add +2.3% 2.64% +0.38
META Meta Platforms Inc. Class A Add +49.6% 0.97% +0.26
GD General Dynamics Corp. Add +1.4% 3.07% +0.25
PG The Procter & Gamble Co. Add +7.9% 1.76% +0.23
BRK.B Berkshire Hathaway Inc. Class B Add +1.0% 13.69% +0.20
CNI Canadian Natl Railway Co. Add +2.9% 1.47% +0.17
FDS Factset Research Systems Inc. Add +50.1% 0.67% +0.10
TXRH Texas Roadhouse Inc. Add +1.2% 1.62% +0.09
GIS General Mills Inc. New 0.08% +0.08
TSCO Tractor Supply Company Add +10.4% 1.16% +0.06
VIGI Vanguard Int Div App Indx FD Add +39.0% 0.15% +0.05
SCHY Schwab International DVD ETF New 0.04% +0.04
GNR State Street SPDR S&P Global New 0.04% +0.04
WM Waste Management Inc. New 0.03% +0.03
OKE Oneok Inc. Add +0.1% 0.13% +0.03
SCHD Schwab US DVD Equity ETF Add +91.9% 0.05% +0.03
PSX Phillips 66 New 0.03% +0.03
GLD SPDR Gold Shares Add +13.7% 0.10% +0.02
O Realty Income Corp. Add +35.6% 0.06% +0.02
RMD Resmed Inc. Add +2.8% 1.71% +0.02
MFC Manulife Financial Corp. Add +62.0% 0.04% +0.02
AMZN Amazon.com Inc. Add +5.6% 2.24% +0.01
ERIE Erie Indemnity Company Class A Add +11.2% 0.36% +0.01
SCHM Schwab US Mid Cap ETF Add +1.9% 0.10% +0.01
SCHA Schwab US Small-Cap ETF Add +1.1% 0.10% +0.01
SCHB Schwab US Broad Market ETF Add +1.8% 0.29% +0.01
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.53% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +6.3% 0.04% +0.00
PLTR Palantir Technologies Inc. Class A Add +15.0% 0.07% −0.00
SYK Stryker Corp. Add +1.4% 0.63% −0.00
IVW iShares S&P 500 Growth ETF Add +0.1% 0.02% −0.00
TSLA Tesla Inc. Add +0.5% 0.03% −0.00
KNSL Kinsale Capital Group Inc. Add +6.7% 1.06% −0.02
ADBE Adobe Inc. Add +28.4% 0.93% −0.06
PAYX Paychex Inc. Add +6.8% 0.95% −0.08
MA Mastercard Inc. Class A Add +4.2% 2.52% −0.10
ACN Accenture PLC Class A Add +13.3% 1.12% −0.15
CTSH Cognizant Tech Solutions-A Add +16.1% 2.25% −0.24
V Visa Inc. Class A Add +0.3% 3.09% −0.30
ADP Automatic Data Processing Add +6.1% 2.31% −0.31
MSFT Microsoft Corp. Add +10.5% 3.54% −0.43
BKNG Booking Holdings Inc. Add +6.2% 3.90% −0.53

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 134$765.5MBRK.B, AAPL, JNJ, TJX, GOOGL
Q1 2026 129$744.0MBRK.B, AAPL, TJX, JNJ, GOOGL
Q4 2025 124$784.5MBRK.B, GOOGL, AAPL, TJX, BKNG
Q3 2025 128$794.4MBRK.B, GOOGL, AAPL, TJX, BKNG
Q2 2025 129$748.4MBRK.B, BKNG, GOOGL, AAPL, TJX
Q1 2025 129$734.7MBRK.B, AAPL, GOOGL, TJX, BKNG
Q4 2024 131$733.7MBRK.B, AAPL, GOOGL, BKNG, TJX
Q3 2024 130$736.2MBRK.B, AAPL, GOOGL, TJX, BKNG
Q2 2024 131$695.9MBRK.B, AAPL, GOOGL, TJX, MSFT
Q1 2024 131$699.4MBRK.B, AAPL, GOOGL, TJX, MSFT