Fund Holdings — HENNESSY ADVISORS INC

Total Portfolio Value
$2.90B
Total Bought
$1.16B
Total Sold
$1.34B
Net Transaction
-$175.69M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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MasTec Inc(MTZ)0239,200+239,200050,9041.76%+50,904
Primoris Svcs Corp(PRIM)0364,600+364,600050,0711.73%+50,071
TD Synnex Corporation(SNX)948287,404+286,45612947,0621.62%+46,934
Leidos Holdings Inc(LDOS)17,000259,600+242,6002,68249,0541.69%+46,372
Caseys Gen Stores Inc(CASY)22,000101,500+79,50011,22657,3801.98%+46,154
StoneX Group Inc(SNEX)112,200542,800+430,60010,22654,7791.89%+44,553
C H Robinson Worldwide Inc(CHRW)0335,800+335,800044,4601.53%+44,460
Macys Inc(M)02,474,200+2,474,200044,3621.53%+44,362
Jacobs Solutions Inc(J)0292,100+292,100043,7741.51%+43,774
AECOM(ACM)0333,200+333,200043,4731.50%+43,473
Crown Hldgs Inc(CCK)0449,500+449,500043,4171.50%+43,417
Wayfair Inc(W)0485,700+485,700043,3881.50%+43,388
EchoStar Corp(ECHO)0556,100+556,100042,4641.47%+42,464
Lyft Inc(LYFT)01,880,100+1,880,100041,3811.43%+41,381
Autoliv Inc(ALV)0333,300+333,300041,1631.42%+41,163
Viasat Inc(VSAT)11,3701,404,800+1,393,43016641,1611.42%+40,995
Sanmina Corporation(SANM)0355,600+355,600040,9331.41%+40,933
Penn Entertainment Inc(PENN)02,104,700+2,104,700040,5371.40%+40,537
Jones Lang LaSalle Inc(JLL)0135,500+135,500040,4171.40%+40,417
Commscope Hldg Co Inc(VISN)02,610,900+2,610,900040,4171.40%+40,417
Nexstar Media Group Inc(NXST)0202,400+202,400040,0231.38%+40,023
Lithia Mtrs Inc(LAD)0124,500+124,500039,3421.36%+39,342
Cal Maine Foods Inc(CALM)0404,500+404,500038,0631.31%+38,063
American Airls Group Inc.(AAL)03,339,200+3,339,200037,5331.30%+37,533
Wolverine World Wide Inc(WWW)01,332,200+1,332,200036,5561.26%+36,556
Opendoor Technologies Inc(OPEN)04,355,400+4,355,400034,7131.20%+34,713
Williams Cos Inc/The(WMB)91,232527,232+436,0005,73033,4001.15%+27,670
Porch Group Inc(PRCH)1,663,0001,540,600-122,40019,60725,8510.89%+6,244
Astronics Corp449,400416,300-33,10015,04618,9870.66%+3,942
Columbia Banking System Inc(COLB)0140,000+140,00003,6040.12%+3,604
Johnson & Johnson(JNJ)80,65080,650012,31914,9540.52%+2,635
Lowe's Cos Inc(LOW)1,38110,300+8,9191242,5880.09%+2,464
Millicom Intl Cellular S A
COM STK
299,900277,900-22,00011,23713,4890.47%+2,252
Brightspring Health Svcs Inc(BTSG)580,800538,100-42,70013,70115,9060.55%+2,205
Sempra(SRE)324,880297,780-27,10024,61626,7940.92%+2,178
EZCORP Inc(EZPW)511,800474,200-37,6007,1049,0290.31%+1,925
TC Energy Corp(TRP)557,830534,630-23,20027,21729,0891.00%+1,873
Graham Hldgs Co(GHC)10,7879,987-80010,20611,7580.41%+1,551
Compass Inc(COMP)1,333,4001,235,400-98,0008,3749,9200.34%+1,547
Rocket Cos Inc(RKT)60,000120,000+60,0008512,3260.08%+1,475
Citigroup Inc(C)90,40089,400-1,0007,6959,0740.31%+1,379
AbbVie Inc(ABBV)31,90031,400-5005,9217,2700.25%+1,349
Bancorp Inc Del(TBBK)17,00030,000+13,0009682,2470.08%+1,278
Alignment Healthcare Inc(ALHC)560,900519,700-41,2007,8539,0690.31%+1,216
Morgan Stanley(MS)47,20049,300+2,1006,6497,8370.27%+1,188
Enbridge Inc(ENB)542,465510,665-31,80024,58525,7680.89%+1,184
Altria Group Inc(MO)156,900155,900-1,0009,19910,2990.36%+1,100
HSBC Holdings PLC(HSBC)108,100106,400-1,7006,5717,5520.26%+981
RTX Corp(RTX)45,20044,500-7006,6007,4460.26%+846
Berkshire Halthaway Inc - CL A3333024,05024,8890.86%+838
DR Horton Inc(DHI)18,00018,300+3002,3213,1010.11%+781
PriceSmart Inc(PSMT)98,30091,100-7,20010,32511,0400.38%+715
BP PLC(BP)172,700170,000-2,7005,1695,8580.20%+689
GSK PLC(GSK)163,660161,160-2,5006,2856,9560.24%+671
Caterpillar Inc(CAT)6,9007,000+1002,6793,3400.12%+661
Beacon Financial Corp027,300+27,30006470.02%+647
PulteGroup Inc(PHM)22,70023,000+3002,3943,0390.10%+645
US Bancorp Del(USB)013,000+13,00006280.02%+628
Royal Bank of Canada(RY)45,40044,700-7005,9726,5850.23%+613
Avidia Bancorp Inc(AVBC)040,000+40,00005980.02%+598
Independent Bank Corp40,00045,000+5,0002,5153,1130.11%+597
Merck & Co Inc(MRK)125,500125,300-2009,93510,5160.36%+582
Ulta Beauty Inc(ULTA)6,5006,600+1003,0413,6090.12%+568
Bank of America Corp152,600150,800-1,8007,2217,7800.27%+559
CVS Health Corp(CVS)104,000102,400-1,6007,1747,7200.27%+546
Halliburton Co(HAL)117,180118,280+1,1002,3882,9100.10%+522
Dell Technologies Inc(DELL)24,10024,400+3002,9553,4590.12%+505
Toronto-Dominion Bank/The(TD)95,20093,700-1,5006,9927,4910.26%+499
Ford Motor Co(F)537,600529,300-8,3005,8336,3300.22%+497
Fox Corp(FOX)199,100184,500-14,60011,15811,6350.40%+477
ConnectOne Bancorp Inc(CNOB)135,000145,000+10,0003,1273,5970.12%+471
AutoZone Inc(AZO)80080002,9703,4320.12%+462
HCA Healthcare Inc(HCA)8,5008,700+2003,2563,7080.13%+452
Banc of California Inc(BANC)233,000225,000-8,0003,2743,7240.13%+450
Hingham Institution For Savings The12,00013,000+1,0002,9803,4290.12%+449
Chevron Corp New(CVX)65,48263,232-2,2509,3769,8190.34%+443
Customers Bancorp Inc(CUBB)37,00040,000+3,0002,1732,6150.09%+441
Home Depot Inc/The(HD)13,40013,200-2004,9135,3490.18%+436
Xcel Energy Inc(XEL)111,99999,799-12,2007,6278,0490.28%+422
Hershey Co/The(HSY)17,20017,500+3002,8543,2730.11%+419
Medtronic PLC(MDT)62,10061,200-9005,4135,8290.20%+415
Provident Financial Services Inc(PFS)180,000185,000+5,0003,1553,5670.12%+411
PepsiCo Inc(PEP)54,90054,500-4007,2497,6540.26%+405
Murphy Oil Corp(MUR)013,500+13,50003840.01%+384
Eastern Bankshares Inc(EBC)130,000130,00001,9852,3600.08%+374
UnitedHealth Group Inc(UNH)3501,400+1,0501094830.02%+374
Flagstar Financial Inc(FLG)262,000272,000+10,0002,7773,1420.11%+364
Delta Air Lines Inc(DAL)40,00040,500+5001,9672,2980.08%+331
NetApp Inc(NTAP)22,99623,296+3002,4502,7600.10%+309
Best Buy Co Inc(BBY)32,60033,000+4002,1882,4950.09%+307
Eagle Bancorp Inc(EGBN)140,000150,000+10,0002,7273,0330.10%+306
Snap-on Inc(SNA)7,6007,700+1002,3652,6680.09%+303
McDonald's Corp(MCD)31,20030,900-3009,1169,3900.32%+274
Sysco Corp(SYY)36,10036,500+4002,7343,0050.10%+271
Devon Energy Corp(DVN)70,10071,000+9002,2302,4890.09%+259
Figure Technology Solutio(FGRS)07,000+7,00002550.01%+255
HP Inc(HPQ)81,50082,500+1,0001,9932,2460.08%+253
Lockheed Martin Corp(LMT)5,4005,500+1002,5012,7460.09%+245
Wells Fargo & Co(WFC)91,00089,900-1,1007,2917,5350.26%+244
Telephone & Data Sys Inc(TDS)268,100248,400-19,7009,5399,7470.34%+208
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HENNESSY ADVISORS INC — 13F Holdings — Q3 2025 | TickerTrail