Hendley & Co. Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Hendley & Co. Inc. reported 45 stock positions worth $270.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.1% of the portfolio, followed by Visa Class A (V, 7.7%) and Amphenol Class A (APH, 6.0%). Compared with Q4 2025, it opened 5 new positions, sold out of 5, added to 9 and reduced 26. The biggest buy was a new position in SLB (SLB) and the biggest sale Parker Hannifin (PH, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- ZANESVILLE, OH
- CIK
- 0001084207
- Portfolio Value
- $270.3M (Q1 2026)
- SEC Filing
- 0001084207-26-000002 ↗ filed Apr 17, 2026
Holdings Value
Holdings 45 stocks · $270.3M
| BRK.B Berkshire Hathaway Inc. Class B | 9.12% | 51,441 | $24.7M | Reduce -0.2% |
| V Visa Inc. Class A | 7.66% | 68,501 | $20.7M | Reduce -0.1% |
| APH Amphenol Corp. Class A | 6.05% | 129,326 | $16.3M | Reduce -0.3% |
| MSFT Microsoft Corp. | 5.88% | 42,901 | $15.9M | Reduce -3.8% |
| AAPL Apple Inc. | 5.44% | 57,948 | $14.7M | Reduce -0.2% |
| WPM Wheaton Precious Metals Corp. | 4.55% | 93,941 | $12.3M | Reduce -11.7% |
| ABT Abbott Laboratories | 3.74% | 98,449 | $10.1M | Reduce -0.9% |
| PH Parker Hannifin Corp. | 3.56% | 10,759 | $9.6M | Reduce -43.3% |
| AMZN Amazon.com Inc. | 3.23% | 41,982 | $8.7M | Reduce -0.5% |
| CVX Chevron Corp. | 3.14% | 41,085 | $8.5M | Reduce -16.9% |
| UNP Union Pacific Corp. | 3.10% | 34,502 | $8.4M | Add +0.4% |
| ETN Eaton Corp. PLC | 3.06% | 23,151 | $8.3M | Add +0.2% |
| COP Conocophillips | 2.82% | 57,769 | $7.6M | Reduce -8.6% |
| LIN Linde PLC | 2.78% | 15,170 | $7.5M | Add +47.7% |
| PEP Pepsico Inc. | 2.75% | 47,866 | $7.4M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 2.63% | 7,128 | $7.1M | No change |
| JNJ Johnson & Johnson | 2.46% | 27,184 | $6.6M | Reduce -0.6% |
| EOG EOG Resources Inc. | 2.38% | 44,513 | $6.4M | Reduce -12.2% |
| AZN Astrazeneca PLC | 2.36% | 32,377 | $6.4M | No change |
| PG The Procter & Gamble Co. | 2.36% | 44,128 | $6.4M | Reduce -0.1% |
| HON Honeywell International Inc. | 2.05% | 24,522 | $5.5M | Reduce -0.9% |
| AEP American Electric Power | 1.84% | 37,887 | $5.0M | Add +0.1% |
| HSY The Hershey Co. | 1.77% | 23,055 | $4.8M | Reduce -0.4% |
| SYK Stryker Corp. | 1.74% | 14,348 | $4.7M | Add +0.4% |
| FDS Factset Research Systems Inc. | 1.59% | 19,820 | $4.3M | Add +166.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 1.50% | 79,120 | $4.1M | New |
| PM Philip Morris International | 1.41% | 23,101 | $3.8M | Reduce -0.1% |
| AZO AutoZone Inc. | 1.24% | 992 | $3.4M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.11% | 10,458 | $3.0M | Add +10.1% |
| EQT Eqt Corp. | 0.90% | 38,080 | $2.4M | New |
| XOM Exxon Mobil Corp. | 0.84% | 13,462 | $2.3M | Reduce -4.3% |
| HWM Howmet Aerospace Inc. | 0.77% | 9,009 | $2.1M | New |
| GNRC Generac Holdings Inc. | 0.73% | 10,039 | $2.0M | New |
| AXP American Express Co. | 0.62% | 5,545 | $1.7M | Add +408.7% |
| AMD Advanced Micro Devices | 0.58% | 7,665 | $1.6M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.45% | 6,995 | $1.2M | Reduce -5.6% |
| BF.B Brown-Forman Corp. Class B | 0.31% | 32,060 | $848K | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.27% | 9,576 | $728K | Reduce -3.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.27% | 8,010 | $722K | Reduce -8.7% |
| LHX L3HARRIS Technologies Inc. | 0.25% | 1,965 | $678K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 3,390 | $541K | Add +12.8% |
| AMAT Applied Materials Inc. | 0.14% | 1,095 | $374K | Reduce -95.9% |
| AVGO Broadcom Inc. | 0.12% | 1,070 | $331K | No change |
| GOOG Alphabet Inc. Class C | 0.12% | 1,125 | $323K | No change |
| PSX Phillips 66 | 0.09% | 1,330 | $242K | New |
Portfolio Sells Q4 2025 → Q1 2026
| PH Parker Hannifin Corp. | Reduce -43.3% | 3.56% | −2.40 |
| AMAT Applied Materials Inc. | Reduce -95.9% | 0.14% | −2.33 |
| MSFT Microsoft Corp. | Reduce -3.8% | 5.88% | −1.83 |
| EXPD Expeditors Intl Wash Inc. | Sold out | 0.00% | −1.21 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −1.08 |
| V Visa Inc. Class A | Reduce -0.1% | 7.66% | −0.94 |
| ABT Abbott Laboratories | Reduce -0.9% | 3.74% | −0.71 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 3.23% | −0.24 |
| APH Amphenol Corp. Class A | Reduce -0.3% | 6.05% | −0.22 |
| AAPL Apple Inc. | Reduce -0.2% | 5.44% | −0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 9.12% | −0.14 |
| GLW Corning Inc. | Sold out | 0.00% | −0.12 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.07 |
| TROW T Rowe Price Group Inc. | Reduce -8.7% | 0.27% | −0.05 |
| NVDA Nvidia Corp. | Reduce -5.6% | 0.45% | −0.04 |
| AMD Advanced Micro Devices | Reduce -1.6% | 0.58% | −0.02 |
| BF.B Brown-Forman Corp. Class B | Reduce -1.5% | 0.31% | +0.01 |
| KO The Coca-Cola Co. | Reduce -3.5% | 0.27% | +0.02 |
| AZO AutoZone Inc. | Reduce -0.1% | 1.24% | +0.04 |
| WPM Wheaton Precious Metals Corp. | Reduce -11.7% | 4.55% | +0.09 |
| PM Philip Morris International | Reduce -0.1% | 1.41% | +0.09 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 2.36% | +0.10 |
| XOM Exxon Mobil Corp. | Reduce -4.3% | 0.84% | +0.24 |
| HSY The Hershey Co. | Reduce -0.4% | 1.77% | +0.27 |
| PEP Pepsico Inc. | Reduce -0.8% | 2.75% | +0.27 |
| HON Honeywell International Inc. | Reduce -0.9% | 2.05% | +0.33 |
| JNJ Johnson & Johnson | Reduce -0.6% | 2.46% | +0.44 |
| CVX Chevron Corp. | Reduce -16.9% | 3.14% | +0.45 |
| EOG EOG Resources Inc. | Reduce -12.2% | 2.38% | +0.48 |
| COP Conocophillips | Reduce -8.6% | 2.82% | +0.71 |
Portfolio Buys Q4 2025 → Q1 2026
| SLB SLB Ltd. | New | 1.50% | +1.50 |
| LIN Linde PLC | Add +47.7% | 2.78% | +1.22 |
| EQT Eqt Corp. | New | 0.90% | +0.90 |
| FDS Factset Research Systems Inc. | Add +166.0% | 1.59% | +0.82 |
| HWM Howmet Aerospace Inc. | New | 0.77% | +0.77 |
| GNRC Generac Holdings Inc. | New | 0.73% | +0.73 |
| AXP American Express Co. | Add +408.7% | 0.62% | +0.48 |
| ETN Eaton Corp. PLC | Add +0.2% | 3.06% | +0.43 |
| AEP American Electric Power | Add +0.1% | 1.84% | +0.28 |
| UNP Union Pacific Corp. | Add +0.4% | 3.10% | +0.26 |
| PSX Phillips 66 | New | 0.09% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +10.1% | 1.11% | +0.05 |
| TJX TJX Companies Inc. | Add +12.8% | 0.20% | +0.04 |
| SYK Stryker Corp. | Add +0.4% | 1.74% | −0.05 |
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 |