Filed: 11/12/2025ACC: 0001541496-25-000020
๐ What this filing means
HENDERSHOT INVESTMENTS INC. filed this quarterly 13FโHR report disclosing 128 equity positions with a total reported market value of $794.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$794.39M
Total AUM (reported)
4.44M
Total Shares
Allocation by class
COM$508.62M64.0%
CL B NEW$107.24M13.5%
CAP STK CL A$50.11M6.3%
CL A$36.01M4.5%
COM CL A$22.89M2.9%
CLA$15.62M2.0%
COM SHS$14.92M1.9%
Portfolio Concentration
Top 3$203.70M25.6%
4โ10$199.75M25.1%
11โ25$222.09M28.0%
Rest$168.84M21.3%
Top 3 weight
25.6%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 4.44M
Sole
Full voting authority
4.38M
shares
% of voting shares98.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
58.53K
shares
% of voting shares1.3%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeSole ยท 98.7% of voting shares
Institutional Holdings128
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares213.32K
TypeSH
Market value$107.24M
13.50%
Sole
211.85K
Shared
0.00
None
1.47K
ALPHABET INC
SOLEShares206.11K
TypeSH
Market value$50.11M
6.31%
Sole
203.57K
Shared
0.00
None
2.54K
APPLE INC
SOLEShares182.02K
TypeSH
Market value$46.35M
5.83%
Sole
181.81K
Shared
0.00
None
211.00
TJX COS INC NEW
SOLEShares252.04K
TypeSH
Market value$36.43M
4.59%
Sole
248.66K
Shared
0.00
None
3.38K
BOOKING HOLDINGS INC
SOLEShares6.53K
TypeSH
Market value$35.24M
4.44%
Sole
6.43K
Shared
0.00
None
94.00
MICROSOFT CORP
SOLEShares60.99K
TypeSH
Market value$31.59M
3.98%
Sole
60.08K
Shared
0.00
None
915.00
JOHNSON & JOHNSON
SOLEShares161.73K
TypeSH
Market value$29.99M
3.78%
Sole
159.85K
Shared
0.00
None
1.88K
GENERAL DYNAMICS CORP
SOLEShares67.17K
TypeSH
Market value$22.91M
2.88%
Sole
66.05K
Shared
0.00
None
1.13K
VISA INC
SOLEShares67.06K
TypeSH
Market value$22.89M
2.88%
Sole
66.10K
Shared
0.00
None
966.00
MASTERCARD INC
SOLEShares36.40K
TypeSH
Market value$20.70M
2.61%
Sole
35.92K
Shared
0.00
None
476.00
AUTOMATIC DATA PROCESSING IN
SOLEShares68.73K
TypeSH
Market value$20.17M
2.54%
Sole
67.47K
Shared
0.00
None
1.26K
NVIDIA CORPORATION
SOLEShares106.52K
TypeSH
Market value$19.87M
2.50%
Sole
104.38K
Shared
0.00
None
2.13K
PEPSICO INC
SOLEShares122K
TypeSH
Market value$17.13M
2.16%
Sole
120.43K
Shared
0.00
None
1.57K
GENUINE PARTS CO
SOLEShares123.37K
TypeSH
Market value$17.10M
2.15%
Sole
121.45K
Shared
0.00
None
1.92K
AMAZON COM INC
SOLEShares74.38K
TypeSH
Market value$16.33M
2.06%
Sole
73.05K
Shared
0.00
None
1.33K
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares230.91K
TypeSH
Market value$15.49M
1.95%
Sole
228.16K
Shared
0.00
None
2.75K
CORPAY INC
SOLEShares51.78K
TypeSH
Market value$14.92M
1.88%
Sole
51.01K
Shared
0.00
None
767.00
RTX CORPORATION
SOLEShares85.80K
TypeSH
Market value$14.36M
1.81%
Sole
85K
Shared
0.00
None
800.00
GENTEX CORP
SOLEShares486.29K
TypeSH
Market value$13.76M
1.73%
Sole
482.11K
Shared
0.00
None
4.18K
RESMED INC
SOLEShares48.04K
TypeSH
Market value$13.15M
1.66%
Sole
46.83K
Shared
0.00
None
1.21K
ORACLE CORP
SOLEShares45.61K
TypeSH
Market value$12.83M
1.61%
Sole
44.88K
Shared
0.00
None
730.00
TEXAS ROADHOUSE INC
SOLEShares72.11K
TypeSH
Market value$11.98M
1.51%
Sole
70.17K
Shared
0.00
None
1.94K
ROSS STORES INC
SOLEShares77.91K
TypeSH
Market value$11.87M
1.49%
Sole
76.65K
Shared
0.00
None
1.25K
UNITEDHEALTH GROUP INC
SOLEShares34.12K
TypeSH
Market value$11.78M
1.48%
Sole
33.60K
Shared
0.00
None
513.00
ADOBE INC
SOLEShares32.16K
TypeSH
Market value$11.35M
1.43%
Sole
31.48K
Shared
0.00
None
680.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 213.32K | SH | $107.24M 13.50% | 211.85K | 0.00 | 1.47K |
ALPHABET INCSOLE | CAP STK CL A | 206.11K | SH | $50.11M 6.31% | 203.57K | 0.00 | 2.54K |
APPLE INCSOLE | COM | 182.02K | SH | $46.35M 5.83% | 181.81K | 0.00 | 211.00 |
TJX COS INC NEWSOLE | COM | 252.04K | SH | $36.43M 4.59% | 248.66K | 0.00 | 3.38K |
BOOKING HOLDINGS INCSOLE | COM | 6.53K | SH | $35.24M 4.44% | 6.43K | 0.00 | 94.00 |
MICROSOFT CORPSOLE | COM | 60.99K | SH | $31.59M 3.98% | 60.08K | 0.00 | 915.00 |
JOHNSON & JOHNSONSOLE | COM | 161.73K | SH | $29.99M 3.78% | 159.85K | 0.00 | 1.88K |
GENERAL DYNAMICS CORPSOLE | COM | 67.17K | SH | $22.91M 2.88% | 66.05K | 0.00 | 1.13K |
VISA INCSOLE | COM CL A | 67.06K | SH | $22.89M 2.88% | 66.10K | 0.00 | 966.00 |
MASTERCARD INCSOLE | CL A | 36.40K | SH | $20.70M 2.61% | 35.92K | 0.00 | 476.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 68.73K | SH | $20.17M 2.54% | 67.47K | 0.00 | 1.26K |
NVIDIA CORPORATIONSOLE | COM | 106.52K | SH | $19.87M 2.50% | 104.38K | 0.00 | 2.13K |
PEPSICO INCSOLE | COM | 122K | SH | $17.13M 2.16% | 120.43K | 0.00 | 1.57K |
GENUINE PARTS COSOLE | COM | 123.37K | SH | $17.10M 2.15% | 121.45K | 0.00 | 1.92K |
AMAZON COM INCSOLE | COM | 74.38K | SH | $16.33M 2.06% | 73.05K | 0.00 | 1.33K |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CLA | 230.91K | SH | $15.49M 1.95% | 228.16K | 0.00 | 2.75K |
CORPAY INCSOLE | COM SHS | 51.78K | SH | $14.92M 1.88% | 51.01K | 0.00 | 767.00 |
RTX CORPORATIONSOLE | COM | 85.80K | SH | $14.36M 1.81% | 85K | 0.00 | 800.00 |
GENTEX CORPSOLE | COM | 486.29K | SH | $13.76M 1.73% | 482.11K | 0.00 | 4.18K |
RESMED INCSOLE | COM | 48.04K | SH | $13.15M 1.66% | 46.83K | 0.00 | 1.21K |
ORACLE CORPSOLE | COM | 45.61K | SH | $12.83M 1.61% | 44.88K | 0.00 | 730.00 |
TEXAS ROADHOUSE INCSOLE | COM | 72.11K | SH | $11.98M 1.51% | 70.17K | 0.00 | 1.94K |
ROSS STORES INCSOLE | COM | 77.91K | SH | $11.87M 1.49% | 76.65K | 0.00 | 1.25K |
UNITEDHEALTH GROUP INCSOLE | COM | 34.12K | SH | $11.78M 1.48% | 33.60K | 0.00 | 513.00 |
ADOBE INCSOLE | COM | 32.16K | SH | $11.35M 1.43% | 31.48K | 0.00 | 680.00 |
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