Filed: 8/13/2025ACC: 0001541496-25-000013
📋 What this filing means
HENDERSHOT INVESTMENTS INC. filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $748.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$748.39M
Total AUM (reported)
4.48M
Total Shares
Allocation by class
COM$474.61M63.4%
CL B NEW$104.41M14.0%
CL A$37.33M5.0%
CAP STK CL A$36.78M4.9%
COM CL A$23.76M3.2%
CLA$17.86M2.4%
COM SHS$12.49M1.7%
Portfolio Concentration
Top 3$179.18M23.9%
4–10$184.54M24.7%
11–25$212.23M28.4%
Rest$172.44M23.0%
Top 3 weight
23.9%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 4.48M
Sole
Full voting authority
4.41M
shares
% of voting shares98.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
65.09K
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeSole · 98.5% of voting shares
Institutional Holdings129
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares214.94K
TypeSH
Market value$104.41M
13.95%
Sole
213.46K
Shared
0.00
None
1.48K
BOOKING HOLDINGS INC
SOLEShares6.56K
TypeSH
Market value$37.98M
5.08%
Sole
6.47K
Shared
0.00
None
94.00
ALPHABET INC
SOLEShares208.71K
TypeSH
Market value$36.78M
4.91%
Sole
206.17K
Shared
0.00
None
2.54K
APPLE INC
SOLEShares163.37K
TypeSH
Market value$33.52M
4.48%
Sole
163.16K
Shared
0.00
None
211.00
TJX COS INC NEW
SOLEShares252.63K
TypeSH
Market value$31.20M
4.17%
Sole
249.25K
Shared
0.00
None
3.38K
MICROSOFT CORP
SOLEShares60.57K
TypeSH
Market value$30.13M
4.03%
Sole
59.65K
Shared
0.00
None
915.00
JOHNSON & JOHNSON
SOLEShares160.69K
TypeSH
Market value$24.55M
3.28%
Sole
158.81K
Shared
0.00
None
1.88K
VISA INC
SOLEShares66.93K
TypeSH
Market value$23.76M
3.18%
Sole
65.96K
Shared
0.00
None
966.00
AUTOMATIC DATA PROCESSING IN
SOLEShares68.30K
TypeSH
Market value$21.06M
2.81%
Sole
67.04K
Shared
0.00
None
1.26K
MASTERCARD INC
SOLEShares36.18K
TypeSH
Market value$20.33M
2.72%
Sole
35.70K
Shared
0.00
None
476.00
GENERAL DYNAMICS CORP
SOLEShares67.18K
TypeSH
Market value$19.59M
2.62%
Sole
66.05K
Shared
0.00
None
1.13K
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares226.95K
TypeSH
Market value$17.71M
2.37%
Sole
224.22K
Shared
0.00
None
2.73K
NVIDIA CORPORATION
SOLEShares106.59K
TypeSH
Market value$16.84M
2.25%
Sole
104.45K
Shared
0.00
None
2.13K
ORACLE CORP
SOLEShares76.09K
TypeSH
Market value$16.64M
2.22%
Sole
74.79K
Shared
0.00
None
1.30K
AMAZON COM INC
SOLEShares74.17K
TypeSH
Market value$16.27M
2.17%
Sole
72.84K
Shared
0.00
None
1.33K
PEPSICO INC
SOLEShares118.82K
TypeSH
Market value$15.69M
2.10%
Sole
117.25K
Shared
0.00
None
1.57K
GENUINE PARTS CO
SOLEShares123.20K
TypeSH
Market value$14.95M
2.00%
Sole
121.25K
Shared
0.00
None
1.94K
RTX CORPORATION
SOLEShares88.65K
TypeSH
Market value$12.94M
1.73%
Sole
87.85K
Shared
0.00
None
800.00
CORPAY INC
SOLEShares37.65K
TypeSH
Market value$12.49M
1.67%
Sole
36.92K
Shared
0.00
None
728.00
RESMED INC
SOLEShares47.77K
TypeSH
Market value$12.33M
1.65%
Sole
46.57K
Shared
0.00
None
1.21K
TEXAS ROADHOUSE INC
SOLEShares63.74K
TypeSH
Market value$11.95M
1.60%
Sole
62.01K
Shared
0.00
None
1.73K
CANADIAN NATL RY CO
SOLEShares112.36K
TypeSH
Market value$11.69M
1.56%
Sole
110.96K
Shared
0.00
None
1.40K
META PLATFORMS INC
SOLEShares15.75K
TypeSH
Market value$11.63M
1.55%
Sole
15.63K
Shared
0.00
None
119.00
UNITEDHEALTH GROUP INC
SOLEShares37.07K
TypeSH
Market value$11.56M
1.55%
Sole
36.55K
Shared
0.00
None
513.00
GENTEX CORP
SOLEShares453K
TypeSH
Market value$9.96M
1.33%
Sole
449.56K
Shared
0.00
None
3.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 214.94K | SH | $104.41M 13.95% | 213.46K | 0.00 | 1.48K |
BOOKING HOLDINGS INCSOLE | COM | 6.56K | SH | $37.98M 5.08% | 6.47K | 0.00 | 94.00 |
ALPHABET INCSOLE | CAP STK CL A | 208.71K | SH | $36.78M 4.91% | 206.17K | 0.00 | 2.54K |
APPLE INCSOLE | COM | 163.37K | SH | $33.52M 4.48% | 163.16K | 0.00 | 211.00 |
TJX COS INC NEWSOLE | COM | 252.63K | SH | $31.20M 4.17% | 249.25K | 0.00 | 3.38K |
MICROSOFT CORPSOLE | COM | 60.57K | SH | $30.13M 4.03% | 59.65K | 0.00 | 915.00 |
JOHNSON & JOHNSONSOLE | COM | 160.69K | SH | $24.55M 3.28% | 158.81K | 0.00 | 1.88K |
VISA INCSOLE | COM CL A | 66.93K | SH | $23.76M 3.18% | 65.96K | 0.00 | 966.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 68.30K | SH | $21.06M 2.81% | 67.04K | 0.00 | 1.26K |
MASTERCARD INCSOLE | CL A | 36.18K | SH | $20.33M 2.72% | 35.70K | 0.00 | 476.00 |
GENERAL DYNAMICS CORPSOLE | COM | 67.18K | SH | $19.59M 2.62% | 66.05K | 0.00 | 1.13K |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CLA | 226.95K | SH | $17.71M 2.37% | 224.22K | 0.00 | 2.73K |
NVIDIA CORPORATIONSOLE | COM | 106.59K | SH | $16.84M 2.25% | 104.45K | 0.00 | 2.13K |
ORACLE CORPSOLE | COM | 76.09K | SH | $16.64M 2.22% | 74.79K | 0.00 | 1.30K |
AMAZON COM INCSOLE | COM | 74.17K | SH | $16.27M 2.17% | 72.84K | 0.00 | 1.33K |
PEPSICO INCSOLE | COM | 118.82K | SH | $15.69M 2.10% | 117.25K | 0.00 | 1.57K |
GENUINE PARTS COSOLE | COM | 123.20K | SH | $14.95M 2.00% | 121.25K | 0.00 | 1.94K |
RTX CORPORATIONSOLE | COM | 88.65K | SH | $12.94M 1.73% | 87.85K | 0.00 | 800.00 |
CORPAY INCSOLE | COM SHS | 37.65K | SH | $12.49M 1.67% | 36.92K | 0.00 | 728.00 |
RESMED INCSOLE | COM | 47.77K | SH | $12.33M 1.65% | 46.57K | 0.00 | 1.21K |
TEXAS ROADHOUSE INCSOLE | COM | 63.74K | SH | $11.95M 1.60% | 62.01K | 0.00 | 1.73K |
CANADIAN NATL RY COSOLE | COM | 112.36K | SH | $11.69M 1.56% | 110.96K | 0.00 | 1.40K |
META PLATFORMS INCSOLE | CL A | 15.75K | SH | $11.63M 1.55% | 15.63K | 0.00 | 119.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 37.07K | SH | $11.56M 1.55% | 36.55K | 0.00 | 513.00 |
GENTEX CORPSOLE | COM | 453K | SH | $9.96M 1.33% | 449.56K | 0.00 | 3.44K |
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