Hendershot Investments Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Hendershot Investments Inc. reported 134 stock positions worth $765.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.8% of the portfolio, followed by Apple (AAPL, 6.6%) and Johnson & Johnson (JNJ, 5.1%). Compared with Q1 2026, it opened 9 new positions, sold out of 4, added to 29 and reduced 33. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale Cognizant Tech Solutions-A (CTSH, shares −47%).

Most Recent 13F
Q2 2026
Location
CENTREVILLE, VA
CIK
0001541496
Portfolio Value
$765.5M (Q2 2026)
SEC Filing
0001541496-26-000007 ↗ filed Aug 12, 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 Q1 2026 Q2 2026: $765.5M $765.5M Q2 2026

Holdings 134 stocks · $765.5M
BRK.B Berkshire Hathaway Inc. Class B 13.80% 211,073 $105.6M Reduce -0.7%
AAPL Apple Inc. 6.61% 174,782 $50.6M Reduce -1.4%
JNJ Johnson & Johnson 5.14% 154,849 $39.3M Reduce -1.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 4.73% 238,929 $36.2M Reduce -0.9%
GOOGL Alphabet Inc. Class A 4.70% 100,685 $36.0M Reduce -0.3%
BKNG Booking Holdings Inc. 4.16% 178,850 $31.9M Add +3.7%
MSFT Microsoft Corp. 3.49% 71,569 $26.7M Add +0.7%
NVDA Nvidia Corp. 3.44% 131,721 $26.4M Add +7.1%
V Visa Inc. Class A 3.41% 76,005 $26.1M Reduce -0.1%
GD General Dynamics Corp. 3.11% 67,207 $23.8M Add +0.8%
MA Mastercard Inc. Class A 2.54% 37,790 $19.4M Add +0.7%
AMZN Amazon.com Inc. 2.52% 80,835 $19.3M Add +0.9%
ADP Automatic Data Processing 2.51% 85,739 $19.2M Add +1.2%
CPAY Corpay Inc. 2.35% 53,934 $18.0M Add +1.3%
PEP Pepsico Inc. 2.29% 129,664 $17.6M Add +2.5%
ROST Ross Stores Inc. 2.02% 72,482 $15.4M Reduce -2.6%
TXRH Texas Roadhouse Inc. 1.85% 73,373 $14.2M Add +0.7%
PG The Procter & Gamble Co. 1.68% 87,770 $12.9M Reduce -3.3%
ACN Accenture PLC Class A 1.68% 103,274 $12.9M Add +145.4%
RTX RTX Corp. 1.61% 64,925 $12.3M Reduce -0.6%
RMD Resmed Inc. 1.54% 60,556 $11.8M Add +6.9%
GPC Genuine Parts Co. 1.48% 95,996 $11.3M Reduce -22.9%
PAYX Paychex Inc. 1.38% 107,807 $10.6M Add +40.6%
GNTX Gentex Corp. 1.33% 402,026 $10.2M Reduce -9.0%
BR Broadridge Financial Solutio 1.32% 73,692 $10.1M Add +2.0%
META Meta Platforms Inc. Class A 1.19% 16,109 $9.1M Add +27.5%
FAST Fastenal Co. 1.15% 183,575 $8.8M Reduce -0.3%
AXP American Express Co. 1.06% 23,903 $8.1M No change
SYK Stryker Corp. 0.97% 23,661 $7.4M Add +64.7%
GOOG Alphabet Inc. Class C 0.91% 19,614 $6.9M No change
TSCO Tractor Supply Company 0.78% 189,675 $6.0M Reduce -0.3%
KNSL Kinsale Capital Group Inc. 0.76% 17,558 $5.8M Reduce -23.6%
CTSH Cognizant Tech Solutions-A 0.73% 144,912 $5.6M Reduce -46.8%
VSEC Vse Corp. 0.72% 24,055 $5.5M No change
FDS Factset Research Systems Inc. 0.67% 22,284 $5.1M Reduce -2.6%
ADBE Adobe Inc. 0.61% 22,884 $4.7M Reduce -20.0%
VTI VG Morningstar TS MKT ETF-US 0.59% 12,199 $4.5M Add +0.0%
BRK.A Berkshire Hathaway Inc. Class A 0.39% 4 $3.0M No change
LLY Eli Lilly & Co. 0.38% 2,453 $2.9M No change
SCHR Schwab Intermediate-Term US 0.36% 111,589 $2.8M Add +0.1%
SCHB Schwab US Broad Market ETF 0.32% 85,668 $2.5M Reduce -1.8%
JPM JPMorgan Chase & Co. 0.31% 7,263 $2.4M No change
CVX Chevron Corp. 0.27% 12,572 $2.1M Reduce -0.9%
ABBV Abbvie Inc. 0.23% 7,128 $1.8M No change
VIGI Vanguard Int Div App Indx FD 0.22% 18,076 $1.7M Add +38.9%
MRK Merck & Co. Inc. 0.22% 12,937 $1.7M Reduce -3.9%
BAC Bank of America Corp. 0.19% 25,303 $1.4M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 14,766 $1.4M No change
CEG Constellation Energy 0.18% 5,647 $1.4M Reduce -0.9%
BN Brookfield Corp. 0.18% 32,178 $1.4M Reduce -0.7%
WMT Walmart Inc. 0.17% 11,163 $1.3M Reduce -4.1%
TPL Texas Pacific Land Corp. 0.16% 2,828 $1.2M No change
BNY Bank of New York Mellon Corp. 0.15% 7,874 $1.1M No change
PM Philip Morris International 0.14% 6,110 $1.1M No change
XOM Exxon Mobil Corp. 0.14% 7,979 $1.1M No change
WEC WEC Energy Group Inc. 0.14% 9,218 $1.1M No change
BND Vanguard Total Bond Market 0.13% 13,926 $1.0M Reduce -0.3%
TT Trane Technologies PLC 0.13% 2,078 $1.0M No change
KO The Coca-Cola Co. 0.13% 12,512 $1.0M Add +7.1%
MCD McDonald's Corp. 0.13% 3,676 $994K No change
SCHA Schwab US Small-Cap ETF 0.12% 25,950 $938K Add +0.4%
OKE Oneok Inc. 0.12% 10,750 $935K No change
ED Consolidated Edison Inc. 0.12% 8,398 $929K No change
SCHM Schwab US Mid Cap ETF 0.11% 23,679 $873K Reduce -2.2%
GLW Corning Inc. 0.11% 3,401 $869K No change
PSA Public Storage 0.11% 2,707 $862K No change
D Dominion Energy Inc. 0.11% 12,478 $852K Reduce -0.9%
PLD Prologis Inc. 0.11% 6,260 $848K No change
ITW Illinois Tool Works 0.11% 3,015 $815K No change
SCHY Schwab International DVD ETF 0.10% 23,317 $740K Add +154.1%
ABT Abbott Laboratories 0.10% 8,034 $729K No change
GLD SPDR Gold Shares 0.10% 1,975 $728K Add +8.9%
WELL Welltower Inc. 0.09% 3,126 $710K No change
CNI Canadian Natl Railway Co. 0.09% 5,803 $692K Reduce -94.5%
MDLZ Mondelez International Inc. Class A 0.09% 11,598 $671K No change
COST Costco Wholesale Corp. 0.09% 708 $662K No change
DUK Duke Energy Corp. 0.09% 5,153 $652K No change
GNR State Street SPDR S&P Global 0.08% 9,504 $640K Add +161.9%
XLK SS Technology Select Sector 0.08% 3,319 $632K Add +33.6%
GIS General Mills Inc. 0.08% 18,143 $631K Add +17.6%
TTE Totalenergies SE -Spon ADR 0.08% 7,945 $618K New
NSC Norfolk Southern Corp. 0.07% 1,780 $560K Reduce -10.1%
MO Altria Group Inc. 0.07% 7,362 $530K No change
USB US Bancorp 0.07% 8,716 $526K No change
NVS Novartis AG-Sponsored ADR 0.07% 3,331 $522K No change
EWC iShares MSCI Canada ETF 0.07% 8,844 $510K New
PFE Pfizer Inc. 0.06% 20,504 $494K Add +2.5%
SMH Vaneck Semiconductor ETF 0.06% 718 $471K Reduce -10.3%
O Realty Income Corp. 0.06% 7,439 $461K Reduce -3.3%
PECO Phillips Edison & Company Inc. 0.06% 11,021 $459K No change
OTTR Otter Tail Corp. 0.06% 5,000 $450K No change
QQQ Invesco QQQ Trust Series 1 0.06% 605 $446K No change
HD Home Depot Inc. 0.06% 1,232 $435K Reduce -10.8%
LHX L3HARRIS Technologies Inc. 0.06% 1,453 $422K No change
PLTR Palantir Technologies Inc. Class A 0.05% 3,566 $416K Add +0.0%
SCHD Schwab US DVD Equity ETF 0.05% 12,949 $411K No change
AVGO Broadcom Inc. 0.05% 1,054 $398K No change
APAM Artisan Partners Asset Ma -A 0.05% 11,475 $396K No change
MFC Manulife Financial Corp. 0.05% 9,657 $391K No change
FDX FedEx Corp. 0.05% 1,196 $375K No change
EXC Exelon Corp. 0.05% 7,799 $364K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 475 $354K Add +13.1%
VIG Vanguard Dividend Apprec ETF 0.05% 1,479 $350K No change
UVSP Univest Financial Corp. 0.04% 7,679 $336K No change
BAM Brookfield Asset Mgmt-A 0.04% 7,158 $321K No change
AUB Atlantic Union Bankshares Co. 0.04% 7,444 $315K No change
T AT&T Inc. 0.04% 14,444 $299K New
GS Goldman Sachs Group Inc. 0.04% 290 $293K No change
OGE Oge Energy Corp. 0.04% 6,000 $292K No change
YUM Yum! Brands Inc. 0.04% 1,823 $291K Reduce -9.4%
FMAO Farmers & Merchants Banco 0.04% 30 $270K No change
TSLA Tesla Inc. 0.03% 630 $265K Reduce -0.5%
MWA Mueller Water Products Inc. Class A 0.03% 9,925 $256K No change
CSW CSW Industrials Inc. 0.03% 897 $250K No change
WM Waste Management Inc. 0.03% 1,082 $241K No change
VZ Verizon Communications Inc. 0.03% 5,593 $237K New
UNP Union Pacific Corp. 0.03% 844 $230K No change
IVW iShares S&P 500 Growth ETF 0.03% 1,627 $224K No change
IWP iShares Russell Mid-Cap Grow 0.03% 1,522 $223K No change
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.03% 1,880 $216K New
PANW Palo Alto Networks Inc. 0.03% 631 $215K New
AMD Advanced Micro Devices 0.03% 364 $211K New
NFLX Netflix Inc. 0.03% 2,932 $209K New
IBDX iShares Ibonds Dec 2032 TC 0.03% 8,156 $205K No change
IBDY iShares Ibonds Dec 2033 Corp. 0.03% 7,953 $205K No change
MTG Mgic Investment Corp. 0.03% 7,232 $204K No change
IVV iShares Core S&P 500 ETF 0.03% 269 $201K New
SCHW Schwab (charles) Corp. 0.03% 2,165 $200K No change
SPGI S&P Global Inc. 0.03% 478 $195K No change
PSX Phillips 66 0.02% 1,120 $189K No change
COF Capital One Financial Corp. 0.02% 879 $176K No change
MKC McCormick & Co.-Non VTG SHRS 0.02% 3,386 $171K No change
ISRG Intuitive Surgical Inc. 0.02% 418 $166K No change
KMB Kimberly-Clark Corp. 0.02% 1,198 $132K No change

Portfolio Sells Q1 2026 → Q2 2026
CTSH Cognizant Tech Solutions-A Reduce -46.8% 0.73% −1.51
CNI Canadian Natl Railway Co. Reduce -94.5% 0.09% −1.38
TJX TJX Companies Inc. Reduce -0.9% 4.73% −0.45
TSCO Tractor Supply Company Reduce -0.3% 0.78% −0.37
ERIE Erie Indemnity Company Class A Sold out 0.00% −0.36
ADBE Adobe Inc. Reduce -20.0% 0.61% −0.32
KNSL Kinsale Capital Group Inc. Reduce -23.6% 0.76% −0.30
GPC Genuine Parts Co. Reduce -22.9% 1.48% −0.29
ROST Ross Stores Inc. Reduce -2.6% 2.02% −0.15
TTE Totalenergies SE Sold out 0.00% −0.10
RTX RTX Corp. Reduce -0.6% 1.61% −0.08
CVX Chevron Corp. Reduce -0.9% 0.27% −0.08
PG The Procter & Gamble Co. Reduce -3.3% 1.68% −0.08
CEG Constellation Energy Reduce -0.9% 0.18% −0.03
WMT Walmart Inc. Reduce -4.1% 0.17% −0.03
HON Honeywell International Inc. Sold out 0.00% −0.02
BAH Booz Allen Hamilton Holdings Sold out 0.00% −0.01
JNJ Johnson & Johnson Reduce -1.2% 5.14% −0.01
BND Vanguard Total Bond Market Reduce -0.3% 0.13% −0.00
HD Home Depot Inc. Reduce -10.8% 0.06% −0.00
YUM Yum! Brands Inc. Reduce -9.4% 0.04% −0.00
NSC Norfolk Southern Corp. Reduce -10.1% 0.07% −0.00
O Realty Income Corp. Reduce -3.3% 0.06% −0.00
MRK Merck & Co. Inc. Reduce -3.9% 0.22% −0.00
FDS Factset Research Systems Inc. Reduce -2.6% 0.67% +0.00
BN Brookfield Corp. Reduce -0.7% 0.18% +0.00
FAST Fastenal Co. Reduce -0.3% 1.15% +0.00
TSLA Tesla Inc. Reduce -0.5% 0.03% +0.00
D Dominion Energy Inc. Reduce -0.9% 0.11% +0.01
SCHM Schwab US Mid Cap ETF Reduce -2.2% 0.11% +0.01
SMH Vaneck Semiconductor ETF Reduce -10.3% 0.06% +0.02
GNTX Gentex Corp. Reduce -9.0% 1.33% +0.03
SCHB Schwab US Broad Market ETF Reduce -1.8% 0.32% +0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 13.80% +0.11
V Visa Inc. Class A Reduce -0.1% 3.41% +0.31
AAPL Apple Inc. Reduce -1.4% 6.61% +0.56
GOOGL Alphabet Inc. Class A Reduce -0.3% 4.70% +0.80

Portfolio Buys Q1 2026 → Q2 2026
NVDA Nvidia Corp. Add +7.1% 3.44% +0.56
ACN Accenture PLC Class A Add +145.4% 1.68% +0.56
PAYX Paychex Inc. Add +40.6% 1.38% +0.44
SYK Stryker Corp. Add +64.7% 0.97% +0.34
AMZN Amazon.com Inc. Add +0.9% 2.52% +0.27
CPAY Corpay Inc. Add +1.3% 2.35% +0.26
BKNG Booking Holdings Inc. Add +3.7% 4.16% +0.26
TXRH Texas Roadhouse Inc. Add +0.7% 1.85% +0.23
META Meta Platforms Inc. Class A Add +27.5% 1.19% +0.21
ADP Automatic Data Processing Add +1.2% 2.51% +0.19
TTE Totalenergies SE -Spon ADR New 0.08% +0.08
EWC iShares MSCI Canada ETF New 0.07% +0.07
VIGI Vanguard Int Div App Indx FD Add +38.9% 0.22% +0.07
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.59% +0.06
SCHY Schwab International DVD ETF Add +154.1% 0.10% +0.06
GNR State Street SPDR S&P Global Add +161.9% 0.08% +0.05
T AT&T Inc. New 0.04% +0.04
XLK SS Technology Select Sector Add +33.6% 0.08% +0.04
GD General Dynamics Corp. Add +0.8% 3.11% +0.04
VZ Verizon Communications Inc. New 0.03% +0.03
CM Can Imperial BK of Commerce New 0.03% +0.03
PANW Palo Alto Networks Inc. New 0.03% +0.03
AMD Advanced Micro Devices New 0.03% +0.03
NFLX Netflix Inc. New 0.03% +0.03
IVV iShares Core S&P 500 ETF New 0.03% +0.03
SCHA Schwab US Small-Cap ETF Add +0.4% 0.12% +0.02
MA Mastercard Inc. Class A Add +0.7% 2.54% +0.02
KO The Coca-Cola Co. Add +7.1% 0.13% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +13.1% 0.05% +0.01
GIS General Mills Inc. Add +17.6% 0.08% +0.01
GLD SPDR Gold Shares Add +8.9% 0.10% −0.01
PFE Pfizer Inc. Add +2.5% 0.06% −0.01
SCHR Schwab Intermediate-Term US Add +0.1% 0.36% −0.01
PLTR Palantir Technologies Inc. Class A Add +0.0% 0.05% −0.02
MSFT Microsoft Corp. Add +0.7% 3.49% −0.05
RMD Resmed Inc. Add +6.9% 1.54% −0.17
BR Broadridge Financial Solutio Add +2.0% 1.32% −0.26
PEP Pepsico Inc. Add +2.5% 2.29% −0.35

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