Filed: 5/6/2025ACC: 0001541496-25-000006
📋 What this filing means
HENDERSHOT INVESTMENTS INC. filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $734.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$734.72M
Total AUM (reported)
4.52M
Total Shares
Allocation by class
COM$459.64M62.6%
CL B NEW$116.37M15.8%
CL A$33.81M4.6%
CAP STK CL A$31.79M4.3%
COM CL A$23.54M3.2%
CLA$17.27M2.4%
COM SHS$11.75M1.6%
Portfolio Concentration
Top 3$185.31M25.2%
4–10$177.13M24.1%
11–25$199.85M27.2%
Rest$172.43M23.5%
Top 3 weight
25.2%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 4.52M
Sole
Full voting authority
4.45M
shares
% of voting shares98.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
63.41K
shares
% of voting shares1.4%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeSole · 98.6% of voting shares
Institutional Holdings129
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares218.51K
TypeSH
Market value$116.37M
15.84%
Sole
217.03K
Shared
0.00
None
1.48K
APPLE INC
SOLEShares167.23K
TypeSH
Market value$37.15M
5.06%
Sole
167.02K
Shared
0.00
None
211.00
ALPHABET INC
SOLEShares205.58K
TypeSH
Market value$31.79M
4.33%
Sole
203.04K
Shared
0.00
None
2.54K
TJX COS INC NEW
SOLEShares251.39K
TypeSH
Market value$30.62M
4.17%
Sole
248.01K
Shared
0.00
None
3.38K
BOOKING HOLDINGS INC
SOLEShares6.57K
TypeSH
Market value$30.25M
4.12%
Sole
6.47K
Shared
0.00
None
94.00
JOHNSON & JOHNSON
SOLEShares155.35K
TypeSH
Market value$25.76M
3.51%
Sole
153.47K
Shared
0.00
None
1.88K
VISA INC
SOLEShares67.16K
TypeSH
Market value$23.54M
3.20%
Sole
66.20K
Shared
0.00
None
966.00
UNITEDHEALTH GROUP INC
SOLEShares44.84K
TypeSH
Market value$23.48M
3.20%
Sole
44.32K
Shared
0.00
None
513.00
MICROSOFT CORP
SOLEShares60.01K
TypeSH
Market value$22.53M
3.07%
Sole
59.10K
Shared
0.00
None
915.00
AUTOMATIC DATA PROCESSING IN
SOLEShares68.55K
TypeSH
Market value$20.94M
2.85%
Sole
67.29K
Shared
0.00
None
1.26K
MASTERCARD INC
SOLEShares35.57K
TypeSH
Market value$19.49M
2.65%
Sole
35.31K
Shared
0.00
None
260.00
PEPSICO INC
SOLEShares120.91K
TypeSH
Market value$18.13M
2.47%
Sole
119.34K
Shared
0.00
None
1.57K
GENERAL DYNAMICS CORP
SOLEShares63.24K
TypeSH
Market value$17.24M
2.35%
Sole
62.11K
Shared
0.00
None
1.13K
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares223.68K
TypeSH
Market value$17.11M
2.33%
Sole
220.95K
Shared
0.00
None
2.73K
GENUINE PARTS CO
SOLEShares122.24K
TypeSH
Market value$14.56M
1.98%
Sole
120.40K
Shared
0.00
None
1.84K
GENTEX CORP
SOLEShares598.36K
TypeSH
Market value$13.94M
1.90%
Sole
594.92K
Shared
0.00
None
3.44K
AMAZON COM INC
SOLEShares71.83K
TypeSH
Market value$13.67M
1.86%
Sole
70.77K
Shared
0.00
None
1.06K
RTX CORPORATION
SOLEShares102.61K
TypeSH
Market value$13.59M
1.85%
Sole
101.81K
Shared
0.00
None
800.00
CORPAY INC
SOLEShares33.68K
TypeSH
Market value$11.75M
1.60%
Sole
33.08K
Shared
0.00
None
600.00
RESMED INC
SOLEShares46.83K
TypeSH
Market value$10.48M
1.43%
Sole
45.62K
Shared
0.00
None
1.21K
TEXAS ROADHOUSE INC
SOLEShares61.79K
TypeSH
Market value$10.30M
1.40%
Sole
60.06K
Shared
0.00
None
1.73K
PAYCHEX INC
SOLEShares65.70K
TypeSH
Market value$10.14M
1.38%
Sole
64.56K
Shared
0.00
None
1.14K
ORACLE CORP
SOLEShares72.30K
TypeSH
Market value$10.11M
1.38%
Sole
71K
Shared
0.00
None
1.30K
TRACTOR SUPPLY CO
SOLEShares177.88K
TypeSH
Market value$9.80M
1.33%
Sole
176.10K
Shared
0.00
None
1.77K
ROSS STORES INC
SOLEShares74.65K
TypeSH
Market value$9.54M
1.30%
Sole
73.42K
Shared
0.00
None
1.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 218.51K | SH | $116.37M 15.84% | 217.03K | 0.00 | 1.48K |
APPLE INCSOLE | COM | 167.23K | SH | $37.15M 5.06% | 167.02K | 0.00 | 211.00 |
ALPHABET INCSOLE | CAP STK CL A | 205.58K | SH | $31.79M 4.33% | 203.04K | 0.00 | 2.54K |
TJX COS INC NEWSOLE | COM | 251.39K | SH | $30.62M 4.17% | 248.01K | 0.00 | 3.38K |
BOOKING HOLDINGS INCSOLE | COM | 6.57K | SH | $30.25M 4.12% | 6.47K | 0.00 | 94.00 |
JOHNSON & JOHNSONSOLE | COM | 155.35K | SH | $25.76M 3.51% | 153.47K | 0.00 | 1.88K |
VISA INCSOLE | COM CL A | 67.16K | SH | $23.54M 3.20% | 66.20K | 0.00 | 966.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 44.84K | SH | $23.48M 3.20% | 44.32K | 0.00 | 513.00 |
MICROSOFT CORPSOLE | COM | 60.01K | SH | $22.53M 3.07% | 59.10K | 0.00 | 915.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 68.55K | SH | $20.94M 2.85% | 67.29K | 0.00 | 1.26K |
MASTERCARD INCSOLE | CL A | 35.57K | SH | $19.49M 2.65% | 35.31K | 0.00 | 260.00 |
PEPSICO INCSOLE | COM | 120.91K | SH | $18.13M 2.47% | 119.34K | 0.00 | 1.57K |
GENERAL DYNAMICS CORPSOLE | COM | 63.24K | SH | $17.24M 2.35% | 62.11K | 0.00 | 1.13K |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CLA | 223.68K | SH | $17.11M 2.33% | 220.95K | 0.00 | 2.73K |
GENUINE PARTS COSOLE | COM | 122.24K | SH | $14.56M 1.98% | 120.40K | 0.00 | 1.84K |
GENTEX CORPSOLE | COM | 598.36K | SH | $13.94M 1.90% | 594.92K | 0.00 | 3.44K |
AMAZON COM INCSOLE | COM | 71.83K | SH | $13.67M 1.86% | 70.77K | 0.00 | 1.06K |
RTX CORPORATIONSOLE | COM | 102.61K | SH | $13.59M 1.85% | 101.81K | 0.00 | 800.00 |
CORPAY INCSOLE | COM SHS | 33.68K | SH | $11.75M 1.60% | 33.08K | 0.00 | 600.00 |
RESMED INCSOLE | COM | 46.83K | SH | $10.48M 1.43% | 45.62K | 0.00 | 1.21K |
TEXAS ROADHOUSE INCSOLE | COM | 61.79K | SH | $10.30M 1.40% | 60.06K | 0.00 | 1.73K |
PAYCHEX INCSOLE | COM | 65.70K | SH | $10.14M 1.38% | 64.56K | 0.00 | 1.14K |
ORACLE CORPSOLE | COM | 72.30K | SH | $10.11M 1.38% | 71K | 0.00 | 1.30K |
TRACTOR SUPPLY COSOLE | COM | 177.88K | SH | $9.80M 1.33% | 176.10K | 0.00 | 1.77K |
ROSS STORES INCSOLE | COM | 74.65K | SH | $9.54M 1.30% | 73.42K | 0.00 | 1.23K |
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