Fund Holdings — HENNESSY ADVISORS INC

Total Portfolio Value
$2.77B
Total Bought
$185.77M
Total Sold
$457.53M
Net Transaction
-$271.76M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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MasTec Inc(MTZ)226,600205,100-21,50049,25665,9892.38%+16,733
Caseys Gen Stores Inc(CASY)95,90088,000-7,90053,00564,0522.31%+11,047
Viasat Inc(VSAT)1,330,6001,204,700-125,90045,85255,1751.99%+9,323
StoneX Group Inc(SNEX)513,300706,050+192,75048,83056,9432.06%+8,113
T-Mobile US Inc(TMUS)032,900+32,90006,9100.25%+6,910
ONEOK Inc(OKE)395,954395,614-34029,10335,7601.29%+6,657
British Amern Tob PLC(BTI)0104,600+104,60006,1160.22%+6,116
Texas Instrs Inc(TXN)030,900+30,90005,9990.22%+5,999
UnitedHealth Group Inc(UNH)6,80029,500+22,7002,2457,9820.29%+5,738
Jpmorgan Chase & Co.(JPM)5,50025,300+19,8001,7727,4420.27%+5,670
Equinor ASA(EQNR)204,800233,800+29,0004,8399,8660.36%+5,027
Bristol-Myers Squibb Co(BMY)90,700160,400+69,7004,8929,7280.35%+4,836
Cheniere Energy Inc(LNG)147,667117,997-29,67028,70533,4831.21%+4,778
Petroleo Brasileiro SA - Petrobras(PBR)372,000441,600+69,6004,4089,1630.33%+4,755
Verizon Communications Inc(VZ)431,485444,685+13,20017,57422,3230.81%+4,749
Millicom Intl Cellular S A
COM STK
260,900252,100-8,80014,46418,8920.68%+4,428
Procter & Gamble Co/The(PG)56,30086,050+29,7508,06812,4290.45%+4,361
EQT Corp(EQT)422,100423,700+1,60022,62526,9640.97%+4,340
Colgate-Palmolive Co(CL)57,500102,700+45,2004,5448,7530.32%+4,209
Chevron Corp(CVX)60,98265,232+4,2509,29413,4970.49%+4,202
Astronics Corp390,900377,800-13,10021,20225,2110.91%+4,008
United Therapeutics Corp Del(UTHR)05,600+5,60003,3210.12%+3,321
Sempra(SRE)271,580279,380+7,80023,97827,1470.98%+3,170
Williams Cos Inc/The(WMB)492,632450,282-42,35029,61232,7721.18%+3,159
Kinder Morgan Inc(KMI)1,011,461921,731-89,73027,80530,9061.12%+3,101
Hartford Insurance Group Inc(HIG)020,500+20,50002,7720.10%+2,772
JB Hunt Transport Services Inc(JBHT)012,900+12,90002,7340.10%+2,734
Southern Co/The(SO)252,400256,100+3,70022,00924,7190.89%+2,709
Gilead Sciences Inc(GILD)55,60068,300+12,7006,8249,5190.34%+2,695
Exxon Mobil Corp52,61253,012+4006,3318,9940.32%+2,663
eBay Inc(EBAY)029,200+29,20002,6580.10%+2,658
Travelers Companies Inc(TRV)28,00036,900+8,9008,12210,7630.39%+2,641
Berkley W R Corp039,500+39,50002,6180.09%+2,618
Marsh & McLennan Cos Inc(MRSH)014,700+14,70002,5500.09%+2,550
Allstate Corp/The(ALL)37,71250,112+12,4007,85010,3900.38%+2,540
Omnicom Group Inc(OMC)033,500+33,50002,5230.09%+2,523
Zoetis Inc(ZTS)021,300+21,30002,5180.09%+2,518
Canadian Natural Resources Ltd(CNQ)180,600176,900-3,7006,1138,6200.31%+2,507
Enbridge Inc(ENB)506,265492,465-13,80024,21526,6620.96%+2,447
Incyte Corp(INCY)025,900+25,90002,4380.09%+2,438
Newmont Corp(NEM)022,200+22,20002,4030.09%+2,403
Home Depot Inc/The(HD)17,45025,550+8,1006,0058,4030.30%+2,399
Amazon.com Inc(AMZN)011,500+11,50002,3950.09%+2,395
Ameriprise Finl Inc(AMP)05,300+5,30002,3550.09%+2,355
Adobe Inc(ADBE)09,592+9,59202,3320.08%+2,332
Williams Sonoma Inc(WSM)012,700+12,70002,3160.08%+2,316
Price T Rowe Group Inc.(TROW)025,500+25,50002,2990.08%+2,299
EZCORP Inc(EZPW)445,300430,300-15,0008,64810,9210.39%+2,273
Tractor Supply Co(TSCO)050,100+50,10002,2700.08%+2,270
Atmos Energy Corp(ATO)144,386143,286-1,10024,20326,4680.96%+2,264
Dollar Tree Inc(DLTR)020,500+20,50002,2450.08%+2,245
BP PLC(BP)161,100166,700+5,6005,5957,8350.28%+2,240
SLB Ltd(SLB)134,910143,310+8,4005,1787,3650.27%+2,187
Suncor Energy Inc(SU)136,860124,860-12,0006,0718,2540.30%+2,183
Lululemon Athletica Inc(LULU)013,900+13,90002,1280.08%+2,128
QUALCOMM Inc(QCOM)16,90438,500+21,5962,8914,9580.18%+2,067
Broadridge Finl Solutions Inc(BR)012,600+12,60002,0470.07%+2,047
Virtu Financial Inc(VIRT)222,900215,400-7,5007,4279,4730.34%+2,046
DT Midstream Inc(DTM)149,740148,080-1,66017,92119,9420.72%+2,021
EOG Resources Inc(EOG)24,93031,830+6,9002,6184,6020.17%+1,984
Cognizant Technology Solutio(CTSH)031,700+31,70001,9450.07%+1,945
PriceSmart Inc(PSMT)85,50082,600-2,90010,48812,4310.45%+1,943
Shell PLC(SHEL)76,50081,200+4,7005,6217,5520.27%+1,930
BrightSpring Health Services Inc(BTSG)505,300488,300-17,00018,92320,8060.75%+1,883
Primoris Services Corp(PRIM)345,400312,700-32,70042,87844,7291.62%+1,851
Comcast Corp(CCZ)139,500209,100+69,6004,1706,0030.22%+1,834
Kearny Finl Corp MD(KRNY)10,000250,000+240,000741,8880.07%+1,813
ConocoPhillips(COP)79,62469,924-9,7007,4549,2300.33%+1,776
Pfizer Inc(PFE)194,100233,100+39,0004,8336,5450.24%+1,712
PepsiCo Inc(PEP)52,30059,300+7,0007,5069,2090.33%+1,703
AT&T Inc(T)228,960253,960+25,0005,6877,3620.27%+1,675
Beacon Financial Corp65,000111,000+46,0001,7143,3300.12%+1,616
NiSource Inc(NI)362,781358,481-4,30015,15016,7270.60%+1,577
WEC Energy Group Inc(WEC)149,140149,140015,72817,2660.62%+1,538
Sunoco LP/Sunoco Fin Corp(SUN)145,100140,200-4,9007,6059,1090.33%+1,504
NIKE Inc(NKE)101,100149,950+48,8506,4417,9200.29%+1,479
Avidia Bancorp Inc(AVBC)95,000155,000+60,0001,5973,0490.11%+1,452
PayPal Holdings Inc(PYPL)24,00062,900+38,9001,4012,8450.10%+1,444
Energy Transfer LP(ET)580,930569,760-11,1709,58010,9960.40%+1,417
Consolidated Edison Inc(ED)117,636115,436-2,20011,68413,0650.47%+1,381
CenterPoint Energy Inc(CNP)341,128334,228-6,90013,07914,4250.52%+1,346
Merck & Co Inc(MRK)121,850117,800-4,05012,82614,1700.51%+1,344
National Grid PLC(NGG)180,644180,944+30013,97315,3080.55%+1,335
Mondelez International Inc(MDLZ)88,200105,400+17,2004,7486,0750.22%+1,327
National Fuel Gas Co(NFG)71,32473,424+2,1005,7106,8990.25%+1,189
TC Energy Corp(TRP)501,530459,700-41,83027,58928,7771.04%+1,188
Plains All American Pipeline LP(PAA)438,196403,256-34,9407,8709,0050.33%+1,135
Starbucks Corp(SBUX)53,70063,000+9,3004,5225,6440.20%+1,122
Duke Energy Corp(DUK)96,78794,887-1,90011,34412,4250.45%+1,080
Xcel Energy Inc(XEL)97,099102,199+5,1007,1728,1190.29%+947
Berkshire Halthaway Inc - CL A3336+324,90825,8530.93%+945
New Jersey Resources Corp(NJR)106,134106,13404,8955,8290.21%+934
Coca-Cola Co/The(KO)138,800139,650+8509,70410,6200.38%+917
Dell Technologies Inc(DELL)24,00023,800-2003,0213,9060.14%+885
Enterprise Products Partners LP(EPD)310,050285,390-24,6609,94010,7990.39%+859
KeyCorp(KEY)20,00062,000+42,0004131,2430.04%+830
PG&E Corp(PCG)720,249705,449-14,80011,57412,3950.45%+820
TD SYNNEX Corp(SNX)266,300241,972-24,32840,00640,8231.47%+817
Fresh Del Monte Produce Inc(DMC)248,345239,945-8,4008,8499,6600.35%+812
Walmart Inc(WMT)89,90086,900-3,00010,01610,8000.39%+784
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HENNESSY ADVISORS INC — 13F Holdings — Q1 2026 | TickerTrail