Hendley & Co Inc

13F filer · CIK 0001084207

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$283MU.S. long equity reported on 13F

Positions472 new · 1 closed

Net flow last quarter-$1.55MBuys minus sells

Top 10 positions weight52.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202647 positions
BRK.BBerkshire Hathaway Inc	$25.7M	9.09%	Not reported	-0.2%	Q2 2013
VVisa Inc.	$23.4M	8.26%	0.00%	-0.7%	Q2 2013
APHAmphenol Corp	$18.6M	6.58%	0.01%	-18.5%	Q2 2019
AAPLApple Inc.	$17.1M	6.06%	0.00%	+2.2%	Q2 2013
MSFTMicrosoft Corp	$11.5M	4.07%	0.00%	-28.1%	Q2 2013
WPMWheaton Precious Metals Corp.	$11.4M	4.02%	0.02%	+7.8%	Q3 2024
PHParker-Hannifin Corp	$10.6M	3.74%	0.01%	+0.6%	Q2 2018
ETNEaton Corp plc	$9.96M	3.52%	0.01%	+0.9%	Q2 2023
AMZNAmazon Com Inc	$9.83M	3.48%	0.00%	-1.8%	Q3 2018
UNPUnion Pacific Corp	$9.58M	3.39%	0.01%	+2.1%	Q2 2013
ABTAbbott Laboratories	$8.84M	3.13%	0.01%	-1.1%	Q2 2013
LINLinde PLC	$7.91M	2.80%	0.00%	+0.5%	Q2 2025
JNJJohnson & Johnson	$6.86M	2.43%	0.00%	-0.6%	Q2 2013
COSTCostco Wholesale Corp	$6.63M	2.35%	0.00%	-0.5%	Q2 2013
CVXChevron Corp	$6.49M	2.30%	0.00%	-4.6%	Q2 2013
PEPPepsico Inc	$6.44M	2.28%	0.00%	-0.7%	Q2 2013
PGPROCTER & GAMBLE Co	$6.39M	2.26%	0.00%	-1.3%	Q3 2014
AZNAstrazeneca PLC	$6.15M	2.17%	Not reported	+0.1%	Q3 2020
COPConocophillips	$5.98M	2.12%	0.00%	-0.5%	Q2 2013
EOGEog Resources Inc	$5.62M	1.99%	0.01%	-2.7%	Q2 2021
GOOGLAlphabet Inc.	$5.48M	1.94%	0.00%	+46.6%	Q4 2017
SLBSLB Limited	$5.42M	1.92%	0.01%	+47.3%	Q1 2026
AEPAmerican Electric Power Co Inc	$5.41M	1.91%	0.01%	+4.3%	Q1 2020
SYKStryker Corp	$4.44M	1.57%	0.00%	-1.8%	Q2 2013
FDSFactset Research Systems Inc	$4.4M	1.56%	0.05%	-3.5%	Q1 2026
PMPhilip Morris International Inc.	$4.21M	1.49%	0.00%	+0.8%	Q4 2013
HSYHershey Co	$4.03M	1.43%	0.01%	-0.4%	Q2 2013
TJXTJX Companies Inc	$3.42M	1.21%	0.00%	+566.4%	Q2 2013
HONHoneywell International Inc	$3.22M	1.14%	0.00%	+17.2%	Q4 2013
HONAHoneywell Aerospace Inc.	$3.18M	1.12%	Not reported	+17.2%	Q2 2026
AZOAutozone Inc	$3.15M	1.12%	0.01%	-0.5%	Q4 2020
BKHBlack Hills Corp	$3.13M	1.11%	0.06%	New	Q2 2026
GNRCGenerac Holdings Inc.	$2.89M	1.02%	0.02%	-1.7%	Q2 2013
HWMHowmet Aerospace Inc.	$2.36M	0.84%	0.00%	-2.4%	Q1 2026
XOMExxonMobil Holdings Corp	$2.28M	0.81%	0.00%	+24.1%	Q2 2013
EQTEQT Corp	$2M	0.71%	0.01%	-1.3%	Q1 2026
AXPAmerican Express Co	$1.89M	0.67%	0.00%	+0.6%	Q2 2014
BF.BBrown Forman Corp	$1.42M	0.50%	0.01%	+66.7%	Q2 2013
NVDANvidia Corp	$1.32M	0.47%	0.00%	-5.7%	Q2 2021
TROWPrice T Rowe Group Inc	$905K	0.32%	0.00%	-0.6%	Q3 2014
KOCoca Cola Co	$778K	0.28%	0.00%	Not reported	Q2 2013
LHXL3harris Technologies, Inc.	$565K	0.20%	0.00%	-1.0%	Q1 2026
AMATApplied Materials Inc	$564K	0.20%	0.00%	-28.8%	Q2 2020
AVGOBroadcom Inc.	$404K	0.14%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$397K	0.14%	Not reported	Not reported	Q4 2024
PSXPhillips 66	$225K	0.08%	0.00%	Not reported	Q2 2020
INTCIntel Corp	$206K	0.07%	0.00%	Not reported	Q4 2014
Q1 2026Reported Apr 17, 202645 positions
BRK.BBerkshire Hathaway Inc	$24.7M	9.12%	Not reported	Not reported	Q2 2013
VVisa Inc.	$20.7M	7.66%	0.00%	Not reported	Q2 2013
APHAmphenol Corp	$16.3M	6.05%	0.01%	Not reported	Q2 2019
MSFTMicrosoft Corp	$15.9M	5.88%	0.00%	Not reported	Q2 2013
AAPLApple Inc.	$14.7M	5.44%	0.00%	Not reported	Q2 2013
WPMWheaton Precious Metals Corp.	$12.3M	4.55%	0.02%	Not reported	Q3 2024
ABTAbbott Laboratories	$10.1M	3.74%	0.01%	Not reported	Q2 2013
PHParker-Hannifin Corp	$9.63M	3.56%	0.01%	Not reported	Q2 2018
AMZNAmazon Com Inc	$8.74M	3.23%	0.00%	Not reported	Q3 2018
CVXChevron Corp	$8.5M	3.14%	0.00%	Not reported	Q2 2013
UNPUnion Pacific Corp	$8.37M	3.10%	0.01%	Not reported	Q2 2013
ETNEaton Corp plc	$8.28M	3.06%	0.01%	Not reported	Q2 2023
COPConocophillips	$7.63M	2.82%	0.00%	Not reported	Q2 2013
LINLinde PLC	$7.52M	2.78%	0.00%	Not reported	Q2 2025
PEPPepsico Inc	$7.43M	2.75%	0.00%	Not reported	Q2 2013
COSTCostco Wholesale Corp	$7.1M	2.63%	0.00%	Not reported	Q2 2013
JNJJohnson & Johnson	$6.65M	2.46%	0.00%	Not reported	Q2 2013
EOGEog Resources Inc	$6.44M	2.38%	0.01%	Not reported	Q2 2021
AZNAstrazeneca PLC	$6.39M	2.36%	Not reported	Not reported	Q3 2020
PGPROCTER & GAMBLE Co	$6.37M	2.36%	0.00%	Not reported	Q3 2014
HONHoneywell International Inc	$5.54M	2.05%	0.00%	Not reported	Q4 2013
AEPAmerican Electric Power Co Inc	$4.97M	1.84%	0.01%	Not reported	Q1 2020
HSYHershey Co	$4.79M	1.77%	0.01%	Not reported	Q2 2013
SYKStryker Corp	$4.72M	1.74%	0.00%	Not reported	Q2 2013
FDSFactset Research Systems Inc	$4.3M	1.59%	0.05%	New	Q1 2026
SLBSLB Limited	$4.07M	1.50%	0.01%	New	Q1 2026
PMPhilip Morris International Inc.	$3.82M	1.41%	0.00%	Not reported	Q4 2013
AZOAutozone Inc	$3.35M	1.24%	0.01%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$3.01M	1.11%	0.00%	Not reported	Q4 2017
EQTEQT Corp	$2.42M	0.90%	0.01%	New	Q1 2026
XOMExxonMobil Holdings Corp	$2.28M	0.85%	0.00%	Not reported	Q2 2013
HWMHowmet Aerospace Inc.	$2.08M	0.77%	0.00%	New	Q1 2026
GNRCGenerac Holdings Inc.	$1.96M	0.73%	0.02%	Not reported	Q2 2013
AXPAmerican Express Co	$1.68M	0.62%	0.00%	Not reported	Q2 2014
AMDAdvanced Micro Devices Inc	$1.56M	0.58%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$1.22M	0.45%	0.00%	Not reported	Q2 2021
BF.BBrown Forman Corp	$848K	0.31%	0.01%	Not reported	Q2 2013
KOCoca Cola Co	$728K	0.27%	0.00%	Not reported	Q2 2013
TROWPrice T Rowe Group Inc	$722K	0.27%	0.00%	Not reported	Q3 2014
LHXL3harris Technologies, Inc.	$678K	0.25%	0.00%	New	Q1 2026
TJXTJX Companies Inc	$541K	0.20%	0.00%	Not reported	Q2 2013
AMATApplied Materials Inc	$374K	0.14%	0.00%	Not reported	Q2 2020
AVGOBroadcom Inc.	$331K	0.12%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$323K	0.12%	Not reported	Not reported	Q4 2024
PSXPhillips 66	$242K	0.09%	0.00%	Not reported	Q2 2020
Q3 2025Reported Nov 13, 202547 positions
BRK.BBerkshire Hathaway Inc	$26.9M	8.90%	Not reported	-1.3%	Q2 2013
VVisa Inc.	$25.1M	8.30%	0.00%	-1.4%	Q2 2013
MSFTMicrosoft Corp	$24.8M	8.22%	0.00%	-1.4%	Q2 2013
APHAmphenol Corp	$19.8M	6.55%	0.01%	+2.2%	Q2 2019
AAPLApple Inc.	$15.9M	5.26%	0.00%	-1.3%	Q2 2013
PHParker-Hannifin Corp	$15.5M	5.13%	0.02%	-1.3%	Q2 2018
ABTAbbott Laboratories	$14.2M	4.71%	0.01%	-1.0%	Q2 2013
WPMWheaton Precious Metals Corp.	$13.2M	4.36%	0.03%	+29.6%	Q3 2024
AMZNAmazon Com Inc	$10.2M	3.38%	0.00%	-0.9%	Q3 2018
ETNEaton Corp plc	$9.5M	3.15%	0.01%	+2.3%	Q2 2023
UNPUnion Pacific Corp	$8.85M	2.93%	0.01%	-0.6%	Q2 2013
CVXChevron Corp	$8.26M	2.74%	0.00%	-1.3%	Q2 2013
PGPROCTER & GAMBLE Co	$7.63M	2.53%	0.00%	-0.1%	Q3 2014
PEPPepsico Inc	$7.4M	2.45%	0.00%	-1.5%	Q2 2013
COPConocophillips	$7.12M	2.36%	0.01%	-1.8%	Q2 2013
AMATApplied Materials Inc	$6.37M	2.11%	0.00%	-2.1%	Q2 2020
EOGEog Resources Inc	$6.17M	2.04%	0.01%	+0.6%	Q2 2021
SYKStryker Corp	$6.04M	2.00%	0.00%	+16.5%	Q2 2013
AZNAstrazeneca PLC	$5.62M	1.86%	Not reported	-0.6%	Q3 2020
JNJJohnson & Johnson	$5.38M	1.78%	0.00%	-2.4%	Q2 2013
LINLinde PLC	$5.33M	1.77%	0.00%	+16.4%	Q2 2025
NVDANvidia Corp	$5.19M	1.72%	0.00%	+2.2%	Q2 2021
AZOAutozone Inc	$4.94M	1.64%	0.01%	-1.9%	Q4 2020
HSYHershey Co	$4.74M	1.57%	0.01%	-3.7%	Q2 2013
AEPAmerican Electric Power Co Inc	$4.69M	1.55%	0.01%	+2.8%	Q1 2020
EXPDExpeditors International of Washington Inc	$4.42M	1.46%	0.03%	-0.8%	Q2 2013
HONHoneywell International Inc	$4.23M	1.40%	0.00%	+2.8%	Q4 2013
PMPhilip Morris International Inc.	$4.06M	1.34%	0.00%	+168.5%	Q4 2013
ACGLArch Capital Group Ltd.	$3.7M	1.22%	0.01%	-4.3%	Q3 2023
COSTCostco Wholesale Corp	$3M	0.99%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$2.29M	0.76%	0.00%	+5.7%	Q2 2013
BF.BBrown Forman Corp	$1.8M	0.60%	0.01%	-11.6%	Q2 2013
TROWPrice T Rowe Group Inc	$1.25M	0.41%	0.01%	-59.2%	Q3 2014
TJXTJX Companies Inc	$1.14M	0.38%	0.00%	-4.8%	Q2 2013
AXPAmerican Express Co	$1.13M	0.37%	0.00%	Not reported	Q2 2014
ORCLOracle Corp	$998K	0.33%	0.00%	-64.0%	Q1 2024
GLWCorning Inc	$765K	0.25%	0.00%	+13.7%	Q2 2013
BRK.ABerkshire Hathaway Inc	$754K	0.25%	Not reported	Not reported	Q3 2020
GOOGLAlphabet Inc.	$746K	0.25%	0.00%	Not reported	Q4 2017
KOCoca Cola Co	$685K	0.23%	0.00%	-4.2%	Q2 2013
ADBEAdobe Inc.	$419K	0.14%	0.00%	-90.2%	Q2 2017
AMGNAmgen Inc	$396K	0.13%	0.00%	-5.1%	Q4 2014
AVGOBroadcom Inc.	$353K	0.12%	0.00%	Not reported	Q4 2024
IDAIdacorp Inc	$342K	0.11%	0.00%	+23.9%	Q2 2025
GOOGAlphabet Inc.	$263K	0.09%	Not reported	Not reported	Q4 2024
HDHome Depot, Inc.	$239K	0.08%	0.00%	Not reported	Q3 2020
PSXPhillips 66	$201K	0.07%	0.00%	-18.0%	Q2 2020
Q2 2025Reported Jul 23, 202546 positions
VVisa Inc.	$26.4M	9.23%	0.00%	-0.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$26.3M	9.18%	Not reported	-9.2%	Q2 2013
MSFTMicrosoft Corp	$24.2M	8.43%	0.00%	-0.6%	Q2 2013
APHAmphenol Corp	$15.4M	5.39%	0.01%	-0.9%	Q2 2019
ABTAbbott Laboratories	$14.6M	5.09%	0.01%	+2.6%	Q2 2013
PHParker-Hannifin Corp	$14.5M	5.05%	0.02%	+28.6%	Q2 2018
AAPLApple Inc.	$13M	4.52%	0.00%	-8.0%	Q2 2013
AMZNAmazon Com Inc	$10.3M	3.59%	0.00%	+32.9%	Q3 2018
ETNEaton Corp plc	$8.86M	3.09%	0.01%	+2.4%	Q2 2023
UNPUnion Pacific Corp	$8.67M	3.03%	0.01%	-1.8%	Q2 2013
WPMWheaton Precious Metals Corp.	$8.15M	2.85%	0.02%	+0.5%	Q3 2024
PGPROCTER & GAMBLE Co	$7.92M	2.76%	0.00%	+0.7%	Q3 2014
CVXChevron Corp	$7.71M	2.69%	0.00%	-0.9%	Q2 2013
PEPPepsico Inc	$7.07M	2.47%	0.00%	+0.1%	Q2 2013
COPConocophillips	$6.88M	2.40%	0.01%	-1.1%	Q2 2013
EOGEog Resources Inc	$6.54M	2.28%	0.01%	+1.3%	Q2 2021
AMATApplied Materials Inc	$5.81M	2.03%	0.00%	+1.7%	Q2 2020
SYKStryker Corp	$5.55M	1.94%	0.00%	+60.3%	Q2 2013
AZNAstrazeneca PLC	$5.15M	1.80%	Not reported	+0.9%	Q3 2020
ADBEAdobe Inc.	$4.66M	1.63%	0.00%	+1.4%	Q2 2017
HONHoneywell International Inc	$4.56M	1.59%	0.01%	-0.6%	Q4 2013
JNJJohnson & Johnson	$4.54M	1.59%	0.00%	-1.4%	Q2 2013
LINLinde PLC	$4.53M	1.58%	0.00%	New	Q2 2025
HSYHershey Co	$4.36M	1.52%	0.01%	-1.2%	Q2 2013
AZOAutozone Inc	$4.35M	1.52%	0.01%	+0.7%	Q4 2020
NVDANvidia Corp	$4.3M	1.50%	0.00%	-0.9%	Q2 2021
AEPAmerican Electric Power Co Inc	$4.21M	1.47%	0.01%	+0.2%	Q1 2020
EXPDExpeditors International of Washington Inc	$4.15M	1.45%	0.03%	-0.4%	Q2 2013
ACGLArch Capital Group Ltd.	$3.88M	1.35%	0.01%	-0.5%	Q3 2023
COSTCostco Wholesale Corp	$3.21M	1.12%	0.00%	0.0%	Q2 2013
TROWPrice T Rowe Group Inc	$2.87M	1.00%	0.01%	-0.8%	Q3 2014
ORCLOracle Corp	$2.15M	0.75%	0.00%	-69.9%	Q1 2024
XOMExxonMobil Holdings Corp	$2.07M	0.72%	0.00%	+2.5%	Q2 2013
BF.BBrown Forman Corp	$2.02M	0.71%	0.02%	-0.5%	Q2 2013
PMPhilip Morris International Inc.	$1.7M	0.59%	0.00%	-32.7%	Q4 2013
AXPAmerican Express Co	$1.08M	0.38%	0.00%	+12.4%	Q2 2014
TJXTJX Companies Inc	$1.03M	0.36%	0.00%	+75.0%	Q2 2013
KOCoca Cola Co	$762K	0.27%	0.00%	-0.9%	Q2 2013
BRK.ABerkshire Hathaway Inc	$729K	0.25%	Not reported	Not reported	Q3 2020
GOOGLAlphabet Inc.	$541K	0.19%	0.00%	Not reported	Q4 2017
GLWCorning Inc	$431K	0.15%	0.00%	-69.2%	Q2 2013
AMGNAmgen Inc	$413K	0.14%	0.00%	-3.3%	Q4 2014
AVGOBroadcom Inc.	$295K	0.10%	0.00%	Not reported	Q4 2024
IDAIdacorp Inc	$241K	0.08%	0.00%	New	Q2 2025
HDHome Depot, Inc.	$216K	0.08%	0.00%	Not reported	Q3 2020
PSXPhillips 66	$215K	0.08%	0.00%	-69.1%	Q2 2020

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