Hendershot Investments Inc. — 13F Holdings & Portfolio

CIK 1541496 · latest 13F-HR filed 2026-04-27

Hendershot Investments Inc. manages $744.0M in 13F-reported U.S. long-equity assets across 129 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (13.69%), AAPL (6.05%), TJX (5.18%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 2, added to 43, and trimmed 45.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$744.0M

Long-equity book

Holdings

129

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+7 / −2 / ↑43 / ↓45

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JOHNSON & JOHNSON$5.5M +16.7%
  • ROSS STORES INC$2.7M +19.7%
  • CORPAY INC$2.3M +17.5%
  • PEPSICO INC$1.9M +10.7%
  • NVIDIA CORPORATION$1.9M +9.4%
Show all 43

Top Trims

  • ALPHABET INC-$21.3M -42.3%
  • BOOKING HOLDINGS INC-$5.7M -16.5%
  • MICROSOFT CORP-$4.8M -15.4%
  • ALPHABET INC-$4.7M -45.3%
  • VISA INC-$3.6M -13.6%
Show all 45

New Positions

  • BROADRIDGE FINL SOLUTIONS IN$11.7M
  • TOTALENERGIES SE$722.8K
  • GENERAL MILLS INC$574.1K
  • SCHWAB STRATEGIC TR$290.5K
  • SPDR INDEX SHS FDS$271.0K
Show all 7

Exited Positions

  • ORACLE CORP$8.4M
  • TOTALENERGIES SE$519.8K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $101.8M 13.69% 212,516 SH
2 APPLE INC AAPL 037833100 $45.0M 6.05% 177,266 SH
3 TJX COS INC NEW TJX 872540109 $38.5M 5.18% 241,077 SH
4 JOHNSON & JOHNSON JNJ 478160104 $38.3M 5.15% 156,709 SH
5 ALPHABET INC GOOGL 02079K305 $29.1M 3.91% 101,033 SH
6 BOOKING HOLDINGS INC BKNG 09857L108 $29.0M 3.90% 6,896 SH
7 MICROSOFT CORP MSFT 594918104 $26.3M 3.54% 71,058 SH
8 VISA INC V 92826C839 $23.0M 3.09% 76,097 SH
9 GENERAL DYNAMICS CORP GD 369550108 $22.9M 3.07% 66,646 SH
10 NVIDIA CORPORATION NVDA 67066G104 $21.4M 2.88% 122,959 SH
11 PEPSICO INC PEP 713448108 $19.6M 2.64% 126,445 SH
12 MASTERCARD INC MA 57636Q104 $18.7M 2.52% 37,522 SH
13 AUTOMATIC DATA PROCESSING IN ADP 053015103 $17.2M 2.31% 84,755 SH
14 COGNIZANT TECHNOLOGY SOLUTIO CTSH 192446102 $16.7M 2.25% 272,311 SH
15 AMAZON COM INC AMZN 023135106 $16.7M 2.24% 80,120 SH
16 ROSS STORES INC ROST 778296103 $16.1M 2.17% 74,401 SH
17 CORPAY INC CPAY 219948106 $15.5M 2.08% 53,258 SH
18 GENUINE PARTS CO GPC 372460105 $13.2M 1.77% 124,587 SH
19 PROCTER & GAMBLE CO PG 742718109 $13.1M 1.76% 90,743 SH
20 RESMED INC RMD 761152107 $12.7M 1.71% 56,657 SH
21 RTX CORPORATION RTX 75513E101 $12.6M 1.69% 65,314 SH
22 TEXAS ROADHOUSE INC TXRH 882681109 $12.0M 1.62% 72,854 SH
23 BROADRIDGE FINL SOLUTIONS IN BR 11133T103 $11.7M 1.58% 72,218 SH
24 CANADIAN NATL RY CO CNI 136375102 $10.9M 1.47% 106,345 SH
25 GENTEX CORP GNTX 371901109 $9.7M 1.30% 441,908 SH
26 TRACTOR SUPPLY CO TSCO 892356106 $8.6M 1.16% 190,146 SH
27 FASTENAL CO FAST 311900104 $8.5M 1.15% 184,219 SH
28 ACCENTURE PLC IRELAND ACN G1151C101 $8.3M 1.12% 42,083 SH
29 KINSALE CAP GROUP INC KNSL 49714P108 $7.9M 1.06% 22,983 SH
30 META PLATFORMS INC META 30303M102 $7.2M 0.97% 12,638 SH
31 AMERICAN EXPRESS CO AXP 025816109 $7.2M 0.97% 23,903 SH
32 PAYCHEX INC PAYX 704326107 $7.1M 0.95% 76,692 SH
33 ADOBE INC ADBE 00724F101 $7.0M 0.93% 28,600 SH
34 ALPHABET INC GOOG 02079K107 $5.6M 0.76% 19,614 SH
35 FACTSET RESH SYS INC FDS 303075105 $5.0M 0.67% 22,884 SH
36 STRYKER CORP SYK 863667101 $4.7M 0.63% 14,363 SH
37 VSE CORP VSEC 918284100 $4.4M 0.60% 24,055 SH
38 VANGUARD INDEX FDS VTI 922908769 $3.9M 0.53% 12,198 SH
39 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $2.9M 0.39% 4 SH
40 SCHWAB STRATEGIC TR SCHR 808524854 $2.8M 0.37% 111,439 SH
41 ERIE INDTY CO ERIE 29530P102 $2.7M 0.36% 10,732 SH
42 CHEVRON CORP NEW CVX 166764100 $2.6M 0.35% 12,691 SH
43 LILLY ELI & CO LLY 532457108 $2.3M 0.30% 2,453 SH
44 SCHWAB STRATEGIC TR SCHB 808524102 $2.2M 0.29% 87,244 SH
45 JPMORGAN CHASE & CO JPM 46625H100 $2.1M 0.29% 7,263 SH
46 MERCK & CO. INC MRK 58933Y105 $1.6M 0.22% 13,463 SH
47 CONSTELLATION ENERGY CORP CEG 21037T109 $1.6M 0.21% 5,701 SH
48 ABBVIE INC ABBV 00287Y109 $1.6M 0.21% 7,128 SH
49 WALMART INC WMT 931142103 $1.4M 0.19% 11,636 SH
50 DISNEY WALT CO DIS 254687106 $1.4M 0.19% 14,766 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $744.0M 129 0001541496-26-000005
2025-12-31 2026-01-26 $784.5M 124 0001541496-26-000002