Arkolith/Funds/Hendershot Investments Inc.

Hendershot Investments Inc.

CIK 1541496
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Hendershot Investments Inc. holds a focused book of 134 stocks worth $765.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Totalenergies SE -Spon ADR and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 14% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
32
bought for the first time
Added to
29
already held, bought more
Trimmed
33
sold some, still holds it
Sold out
4
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.2%
+11.4%/yr · since Nov '24
Their reported book
+18.6%
held from quarter-end
S&P 500
+33.1%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Aug '26
Hendershot Investments Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.6 points over this window.

Growth of $10,000 cloning Hendershot Investments Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
53%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Information Technology
25%
Financials
23%
Industrials
18%
Consumer Discretionary
15%
Health Care
9%
Consumer Staples
3%
ETF / fund or unclassified
3%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hendershot Investments Inc.

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$775.7B
JPMORGAN CHASE & CO80 / 80$531.3B
MORGAN STANLEY80 / 80$528.9B
BANK OF AMERICA CORP /DE/80 / 80$318.8B
ROYAL BANK OF CANADA80 / 80$157.4B
WELLS FARGO & COMPANY/MN80 / 80$141.4B
UBS Group AG80 / 80$136.3B
PNC FINANCIAL SERVICES GROUP, INC.80 / 80$84.2B

Ranked by how many of Hendershot Investments Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

134 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL B NEW
$105.6M211.1K
13.8%
−0.7%
Reduced · −1K sh
2Apple Inc
COM
$50.6M174.8K
6.6%
−1.4%
Reduced · −2K sh
3Johnson & Johnson
COM
$39.3M154.8K
5.1%
−1.2%
Reduced · −2K sh
4TJX Cos Inc New
COM
$36.2M238.9K
4.7%
−0.9%
Reduced · −2K sh
5Alphabet Inc
CAP STK CL A
$36.0M100.7K
4.7%
−0.3%
Reduced · −348 sh
6Booking Holdings Inc
COM
$31.9M178.8K
4.2%
26×
Added · +172K sh
7Microsoft Corp
COM
$26.7M71.6K
3.5%
+0.7%
Added · +511 sh
8Nvidia Corporation
COM
$26.4M131.7K
3.4%
+7.1%
Added · +9K sh
9Visa Inc
COM CL A
$26.1M76.0K
3.4%
−0.1%
Reduced · −92 sh
10General Dynamics Corp
COM
$23.8M67.2K
3.1%
+0.8%
Added · +561 sh
11Mastercard Inc
CL A
$19.4M37.8K
2.5%
+0.7%
Added · +268 sh
12Amazon Com Inc
COM
$19.3M80.8K
2.5%
+0.9%
Added · +715 sh
13Automatic Data Processing In
COM
$19.2M85.7K
2.5%
+1.2%
Added · +984 sh
14Corpay Inc
COM SHS
$18.0M53.9K
2.3%
+1.3%
Added · +676 sh
15Pepsico Inc
COM
$17.6M129.7K
2.3%
+2.5%
Added · +3K sh
16Ross Stores Inc
COM
$15.4M72.5K
2.0%
−2.6%
Reduced · −2K sh
17Texas Roadhouse Inc
COM
$14.2M73.4K
1.9%
+0.7%
Added · +519 sh
18Procter & Gamble Co
COM
$12.9M87.8K
1.7%
−3.3%
Reduced · −3K sh
19Accenture PLC Ireland
SHS CLASS A
$12.9M103.3K
1.7%
+145%
Added · +61K sh
20RTX Corporation
COM
$12.3M64.9K
1.6%
−0.6%
Reduced · −389 sh
21Resmed Inc
COM
$11.8M60.6K
1.5%
+6.9%
Added · +4K sh
22Genuine Parts Co
COM
$11.3M96.0K
1.5%
−23%
Reduced · −29K sh
23Paychex Inc
COM
$10.6M107.8K
1.4%
+41%
Added · +31K sh
24Gentex Corp
COM
$10.2M402.0K
1.3%
−9.0%
Reduced · −40K sh
25Broadridge Finl Solutions In
COM
$10.1M73.7K
1.3%
+2.0%
Added · +1K sh
26Meta Platforms Inc
CL A
$9.1M16.1K
1.2%
+27%
Added · +3K sh
27Fastenal Co
COM
$8.8M183.6K
1.2%
−0.3%
Reduced · −644 sh
28American Express Co
COM
$8.1M23.9K
1.1%
Held
29Stryker Corp
COM
$7.4M23.7K
1.0%
+65%
Added · +9K sh
30Alphabet Inc
CAP STK CL C
$6.9M19.6K
0.9%
Held
31Tractor Supply Co
COM
$6.0M189.7K
0.8%
−0.2%
Reduced · −471 sh
32Kinsale Cap Group Inc
COM
$5.8M17.6K
0.8%
−24%
Reduced · −5K sh
33Cognizant Technology Solutio
CLA
$5.6M144.9K
0.7%
−47%
Reduced · −127K sh
34Vse Corp
COM
$5.5M24.1K
0.7%
Held
35Factset Resh Sys Inc
COM
$5.1M22.3K
0.7%
−2.6%
Reduced · −600 sh
36Adobe Inc
COM
$4.7M22.9K
0.6%
−20%
Reduced · −6K sh
37Vanguard Index FDS
TOTAL STK MKT
$4.5M12.2K
0.6%
~0%
Added · +1 sh
38Berkshire Hathaway Inc Del
CL A
$3.0M4
0.4%
Held
39Lilly Eli & Co
COM
$2.9M2.5K
0.4%
Held
40Schwab Strategic TR
INTRM TRM TRES
$2.8M111.6K
0.4%
+0.1%
Added · +150 sh
41Schwab Strategic TR
US BRD MKT ETF
$2.5M85.7K
0.3%
−1.8%
Reduced · −2K sh
42JPMorgan Chase & Co
COM
$2.4M7.3K
0.3%
Held
43Chevron Corp New
COM
$2.1M12.6K
0.3%
−0.9%
Reduced · −119 sh
44Abbvie Inc
COM
$1.8M7.1K
0.2%
Held
45Vanguard Whitehall FDS
INTL DVD ETF
$1.7M18.1K
0.2%
+39%
Added · +5K sh
46Merck & Co. Inc
COM
$1.7M12.9K
0.2%
−3.9%
Reduced · −526 sh
47BK Of America Corp
COM
$1.4M25.3K
0.2%
Held
48Disney Walt Co
COM
$1.4M14.8K
0.2%
Held
49Constellation Energy Corp
COM
$1.4M5.6K
0.2%
−0.9%
Reduced · −54 sh
50Brookfield Corp
CL A LTD VT SH
$1.4M32.2K
0.2%
−0.7%
Reduced · −216 sh
Showing 50 of 134 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026134$765.5M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026129$744.0M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026124$784.5M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025128$794.4M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025129$748.4M13F-HR
Q1 2025Mar 31, 2025May 6, 2025129$734.7M13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025131$733.7M13F-HR
Q3 2024Sep 30, 2024Nov 15, 2024130$736.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.