Hendley & Co. Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Hendley & Co. Inc. reported 46 stock positions worth $286.4 million. Its top holding was Visa Class A (V) at 9.2% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.2%) and Microsoft (MSFT, 8.4%). Compared with Q1 2025, it opened 3 new positions, sold out of 8, added to 17 and reduced 23. The biggest buy was Parker Hannifin (PH, shares +29%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- ZANESVILLE, OH
- CIK
- 0001084207
- Portfolio Value
- $286.4M (Q2 2025)
- SEC Filing
- 0001084207-25-000003 ↗ filed Jul 23, 2025
Holdings Value
Holdings 46 stocks · $286.4M
| V Visa Inc. Class A | 9.23% | 74,477 | $26.4M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.18% | 54,144 | $26.3M | Reduce -9.2% |
| MSFT Microsoft Corp. | 8.43% | 48,564 | $24.2M | Reduce -0.6% |
| APH Amphenol Corp. Class A | 5.39% | 156,333 | $15.4M | Reduce -0.9% |
| ABT Abbott Laboratories | 5.09% | 107,120 | $14.6M | Add +2.6% |
| PH Parker Hannifin Corp. | 5.05% | 20,697 | $14.5M | Add +28.6% |
| AAPL Apple Inc. | 4.52% | 63,140 | $13.0M | Reduce -8.0% |
| AMZN Amazon.com Inc. | 3.59% | 46,875 | $10.3M | Add +32.9% |
| ETN Eaton Corp. PLC | 3.09% | 24,809 | $8.9M | Add +2.4% |
| UNP Union Pacific Corp. | 3.03% | 37,677 | $8.7M | Reduce -1.8% |
| WPM Wheaton Precious Metals Corp. | 2.85% | 90,775 | $8.2M | Add +0.5% |
| PG The Procter & Gamble Co. | 2.76% | 49,690 | $7.9M | Add +0.7% |
| CVX Chevron Corp. | 2.69% | 53,842 | $7.7M | Reduce -0.9% |
| PEP Pepsico Inc. | 2.47% | 53,505 | $7.1M | Add +0.1% |
| COP Conocophillips | 2.40% | 76,703 | $6.9M | Reduce -1.1% |
| EOG EOG Resources Inc. | 2.28% | 54,694 | $6.5M | Add +1.3% |
| AMAT Applied Materials Inc. | 2.03% | 31,756 | $5.8M | Add +1.6% |
| SYK Stryker Corp. | 1.94% | 14,018 | $5.5M | Add +60.3% |
| AZN Astrazeneca PLC-Spons ADR | 1.80% | 73,690 | $5.1M | Add +0.9% |
| ADBE Adobe Inc. | 1.63% | 12,045 | $4.7M | Add +1.4% |
| HON Honeywell International Inc. | 1.59% | 19,575 | $4.6M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.59% | 29,725 | $4.5M | Reduce -1.4% |
| LIN Linde PLC | 1.58% | 9,646 | $4.5M | New |
| HSY The Hershey Co. | 1.52% | 26,298 | $4.4M | Reduce -1.1% |
| AZO AutoZone Inc. | 1.52% | 1,173 | $4.4M | Add +0.7% |
| NVDA Nvidia Corp. | 1.50% | 27,227 | $4.3M | Reduce -0.9% |
| AEP American Electric Power | 1.47% | 40,593 | $4.2M | Add +0.1% |
| EXPD Expeditors Intl Wash Inc. | 1.45% | 36,295 | $4.1M | Reduce -0.4% |
| ACGL Arch Capital Group Ltd. | 1.35% | 42,555 | $3.9M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 1.12% | 3,242 | $3.2M | Reduce -0.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.00% | 29,776 | $2.9M | Reduce -0.8% |
| ORCL Oracle Corp. | 0.75% | 9,850 | $2.2M | Reduce -69.9% |
| XOM Exxon Mobil Corp. | 0.72% | 19,207 | $2.1M | Add +2.5% |
| BF.B Brown-Forman Corp. Class B | 0.71% | 75,171 | $2.0M | Reduce -0.5% |
| PM Philip Morris International | 0.59% | 9,310 | $1.7M | Reduce -32.7% |
| AXP American Express Co. | 0.38% | 3,390 | $1.1M | Add +12.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 8,305 | $1.0M | Add +75.0% |
| KO The Coca-Cola Co. | 0.27% | 10,776 | $762K | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 1 | $729K | No change |
| GOOGL Alphabet Inc. Class A | 0.19% | 3,070 | $541K | No change |
| GLW Corning Inc. | 0.15% | 8,200 | $431K | Reduce -69.2% |
| AMGN Amgen Inc. | 0.14% | 1,479 | $413K | Reduce -3.3% |
| AVGO Broadcom Inc. | 0.10% | 1,070 | $295K | New |
| IDA Idacorp Inc. | 0.08% | 2,090 | $241K | New |
| HD Home Depot Inc. | 0.08% | 590 | $216K | No change |
| PSX Phillips 66 | 0.08% | 1,805 | $215K | Reduce -69.1% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.2% | 9.18% | −1.92 |
| GD General Dynamics Corp. | Sold out | 0.00% | −1.34 |
| RS Reliance Inc. | Sold out | 0.00% | −1.34 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −1.21 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −1.07 |
| ORCL Oracle Corp. | Reduce -69.9% | 0.75% | −0.85 |
| AAPL Apple Inc. | Reduce -8.0% | 4.52% | −0.80 |
| CVX Chevron Corp. | Reduce -0.9% | 2.69% | −0.48 |
| COP Conocophillips | Reduce -1.1% | 2.40% | −0.44 |
| GLW Corning Inc. | Reduce -69.2% | 0.15% | −0.28 |
| BF.B Brown-Forman Corp. Class B | Reduce -0.5% | 0.71% | −0.19 |
| PSX Phillips 66 | Reduce -69.1% | 0.08% | −0.18 |
| PM Philip Morris International | Reduce -32.7% | 0.59% | −0.17 |
| JNJ Johnson & Johnson | Reduce -1.4% | 1.59% | −0.16 |
| UNP Union Pacific Corp. | Reduce -1.8% | 3.03% | −0.14 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.13 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.12 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.10 |
| ACGL Arch Capital Group Ltd. | Reduce -0.5% | 1.35% | −0.08 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.4% | 1.45% | −0.08 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.07 |
| HSY The Hershey Co. | Reduce -1.1% | 1.52% | −0.07 |
| AMGN Amgen Inc. | Reduce -3.3% | 0.14% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.9% | 0.27% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -0.8% | 1.00% | +0.04 |
| COST Costco Wholesale Corp. | Reduce -0.0% | 1.12% | +0.05 |
| V Visa Inc. Class A | Reduce -0.3% | 9.23% | +0.08 |
| HON Honeywell International Inc. | Reduce -0.6% | 1.59% | +0.13 |
| NVDA Nvidia Corp. | Reduce -0.9% | 1.50% | +0.46 |
| APH Amphenol Corp. Class A | Reduce -0.9% | 5.39% | +1.77 |
| MSFT Microsoft Corp. | Reduce -0.6% | 8.43% | +2.02 |
Portfolio Buys Q1 2025 → Q2 2025
| PH Parker Hannifin Corp. | Add +28.6% | 5.05% | +1.63 |
| LIN Linde PLC | New | 1.58% | +1.58 |
| AMZN Amazon.com Inc. | Add +32.9% | 3.59% | +1.24 |
| SYK Stryker Corp. | Add +60.3% | 1.94% | +0.80 |
| ETN Eaton Corp. PLC | Add +2.4% | 3.09% | +0.79 |
| AMAT Applied Materials Inc. | Add +1.6% | 2.03% | +0.44 |
| WPM Wheaton Precious Metals Corp. | Add +0.5% | 2.85% | +0.40 |
| ABT Abbott Laboratories | Add +2.6% | 5.09% | +0.24 |
| TJX TJX Companies Inc. | Add +75.0% | 0.36% | +0.16 |
| AVGO Broadcom Inc. | New | 0.10% | +0.10 |
| AXP American Express Co. | Add +12.4% | 0.38% | +0.09 |
| IDA Idacorp Inc. | New | 0.08% | +0.08 |
| ADBE Adobe Inc. | Add +1.4% | 1.63% | +0.03 |
| AZO AutoZone Inc. | Add +0.7% | 1.52% | −0.03 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.72% | −0.06 |
| AEP American Electric Power | Add +0.1% | 1.47% | −0.08 |
| AZN Astrazeneca PLC-Spons ADR | Add +0.9% | 1.80% | −0.08 |
| EOG EOG Resources Inc. | Add +1.3% | 2.28% | −0.14 |
| PG The Procter & Gamble Co. | Add +0.7% | 2.76% | −0.18 |
| PEP Pepsico Inc. | Add +0.1% | 2.47% | −0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $282.6M | BRK.B, V, APH, AAPL, MSFT |
| Q1 2026 | 45 | $270.3M | BRK.B, V, APH, MSFT, AAPL |
| Q4 2025 | 45 | $279.8M | BRK.B, V, MSFT, APH, PH |
| Q3 2025 | 47 | $301.8M | BRK.B, V, MSFT, APH, AAPL |
| Q2 2025 | 46 | $286.4M | V, BRK.B, MSFT, APH, ABT |
| Q1 2025 | 51 | $286.0M | BRK.B, V, MSFT, AAPL, ABT |
| Q4 2024 | 57 | $285.1M | BRK.B, V, MSFT, AAPL, ABT |
| Q3 2024 | 54 | $286.8M | BRK.B, MSFT, V, AAPL, ABT |
| Q2 2024 | 53 | $278.6M | BRK.B, MSFT, V, AAPL, ABT |
| Q1 2024 | 55 | $279.6M | BRK.B, MSFT, V, AAPL, ABT |