Fund HoldingsHendershot Investments Inc.

Total Portfolio Value
$765.51M
Total Bought
$41.86M
Total Sold
$60.43M
Net Transaction
-$18.58M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC(GOOG)0100,685+100,685035,9824.70%+35,982
APPLE INC(AAPL)0174,782+174,782050,5756.61%+50,575
NVIDIA CORPORATION(NVDA)122,959131,721+8,76221,44426,3563.44%+4,912
ACCENTURE PLC IRELAND
SHS CLASS A
0103,274+103,274012,8511.68%+12,851
BERKSHIRE HATHAWAY INC DEL0211,073+211,0730105,61913.80%+105,619
PAYCHEX INC(PAYX)0107,807+107,807010,6011.38%+10,601
VISA INC(V)076,005+76,005026,0773.41%+26,077
BOOKING HOLDINGS INC(BKNG)0178,850+178,850031,8784.16%+31,878
STRYKER CORP(SYK)023,661+23,66107,4490.97%+7,449
AMAZON COM INC(AMZN)080,835+80,835019,2662.52%+19,266
CORPAY INC(CPAY)53,25853,934+67615,49817,9752.35%+2,477
TEXAS ROADHOUSE INC(TXRH)72,85473,373+51912,03114,1781.85%+2,147
AUTOMATIC DATA PROCESSING IN085,739+85,739019,2012.51%+19,201
META PLATFORMS INC(META)12,63816,109+3,4717,2309,0741.19%+1,844
ALPHABET INC(GOOG)019,614+19,61406,9300.91%+6,930
VSE CORP(VSEC)24,05524,05504,4365,4960.72%+1,061
JOHNSON & JOHNSON(JNJ)156,709154,849-1,86038,30639,3275.14%+1,021
GENERAL DYNAMICS CORP(GD)66,64667,207+56122,87423,8073.11%+933
AMERICAN EXPRESS CO(AXP)023,903+23,90308,0851.06%+8,085
LILLY ELI & CO(LLY)02,453+2,45302,9430.38%+2,943
MASTERCARD INC(MA)037,790+37,790019,4092.54%+19,409
TOTALENERGIES SE(TTE)07,945+7,94506180.08%+618
VANGUARD INDEX FDS012,199+12,19904,5140.59%+4,514
VANGUARD WHITEHALL FDS13,01518,076+5,0611,1511,6880.22%+537
ISHARES INC08,844+8,84405100.07%+510
GENTEX CORP(GNTX)0402,026+402,026010,1591.33%+10,159
SCHWAB STRATEGIC TR9,17523,317+14,1422907400.10%+449
CORNING INC(GLW)3,4013,40104628690.11%+406
MICROSOFT CORP(MSFT)071,569+71,569026,6973.49%+26,697
SPDR INDEX SHS FDS
ST STR NAT ETF
3,6299,504+5,8752716400.08%+369
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4843,319+8353306320.08%+302
AT&T INC(T)014,444+14,44402990.04%+299
SCHWAB STRATEGIC TR87,24485,668-1,5762,1902,4810.32%+291
FASTENAL CO(FAST)184,219183,575-6448,5488,8171.15%+269
ABBVIE INC(ABBV)07,128+7,12801,7940.23%+1,794
JPMORGAN CHASE & CO(JPM)07,263+7,26302,3770.31%+2,377
VERIZON COMMUNICATIONS INC(VZ)05,593+5,59302370.03%+237
CANADIAN IMPERIAL BANK OF CO(CM)01,880+1,88002160.03%+216
PALO ALTO NETWORKS INC(PANW)0631+63102150.03%+215
ADVANCED MICRO DEVICES INC(AMD)0364+36402110.03%+211
NETFLIX INC(NFLX)02,932+2,93202090.03%+209
BK OF AMERICA CORP25,30325,30301,2341,4420.19%+208
BANK NEW YORK MELLON CORP7,8747,87409341,1390.15%+205
ISHARES TR0269+26902010.03%+201
SCHWAB STRATEGIC TR25,85225,950+987529380.12%+186
VANECK ETF TRUST
SEMICONDUCTR ETF
800718-823074710.06%+164
FACTSET RESH SYS INC(FDS)22,88422,284-6004,9665,1270.67%+162
TRANE TECHNOLOGIES PLC(TT)2,0782,07808661,0210.13%+155
COCA COLA CO(KO)11,67912,512+8338881,0170.13%+129
PUBLIC STORAGE(PSA)2,7072,70707338620.11%+128
SCHWAB STRATEGIC TR24,20723,679-5287498730.11%+124
BERKSHIRE HATHAWAY INC DEL4402,8732,9950.39%+123
INVESCO QQQ TR60560503494460.06%+96
PHILIP MORRIS INTL INC(PM)6,1106,11001,0101,1050.14%+95
WELLTOWER INC(WELL)3,1263,12606187100.09%+91
SPDR S&P 500 ETF TR(SPY)420475+552733540.05%+81
DOMINION ENERGY INC(D)12,59812,478-1207798520.11%+73
US BANCORP DEL(USB)8,7168,71604535260.07%+73
UNIVEST FINANCIAL CORPORATIO(UVSP)7,6797,67902633360.04%+73
BROADCOM INC(AVGO)1,0541,05403263980.05%+72
BROOKFIELD CORP(BN)032,178+32,17801,3700.18%+1,370
MANULIFE FINL CORP(MFC)9,6579,65703333910.05%+59
GENERAL MILLS INC(GIS)15,42418,143+2,7195746310.08%+57
ATLANTIC UN BANKSHARES CORP(AUB)7,4447,44402663150.04%+49
GOLDMAN SACHS GROUP INC(GS)29029002452930.04%+48
PHILLIPS EDISON & CO INC(PECO)11,02111,02104124590.06%+46
ALTRIA GROUP INC(MO)7,3627,36204865300.07%+44
MERCK & CO. INC(MRK)13,46312,937-5261,6191,6620.22%+43
ISHARES TR1,6271,62701842240.03%+40
VANGUARD SPECIALIZED FUNDS1,4791,47903183500.05%+32
ILLINOIS TOOL WKS INC(ITW)3,0153,01507858150.11%+31
TESLA INC(TSLA)633630-32352650.03%+30
ISHARES TR1,5221,52201952230.03%+28
UNION PAC CORP(UNP)84484402052300.03%+25
FARMERS & MERCHANTS BANCORP303002482700.04%+21
PROLOGIS INC.(PLD)6,2606,26008278480.11%+21
CAPITAL ONE FINL CORP(COF)87987901601760.02%+16
KIMBERLY-CLARK CORP(KMB)1,1981,19801161320.02%+16
CSW INDUSTRIALS INC(CSW)89789702342500.03%+16
MGIC INVT CORP WIS(MTG)7,2327,23201902040.03%+14
SCHWAB STRATEGIC TR12,94912,94903974110.05%+13
NOVARTIS AG(NVS)3,3313,33105095220.07%+13
OTTER TAIL CORP(OTTR)5,0005,00004394500.06%+11
WEC ENERGY GROUP INC(WEC)9,2189,21801,0671,0760.14%+9
OGE ENERGY CORP(OGE)6,0006,00002882920.04%+4
BROOKFIELD ASSET MANAGMT LTD(BAM)7,1587,15803183210.04%+3
MONDELEZ INTL INC(MDLZ)11,59811,59806686710.09%+2
MCCORMICK & CO INC(MKC)3,3863,38601711710.02%-0
ISHARES TR8,1568,15602062050.03%-1
ISHARES TR7,9537,95302062050.03%-1
DISNEY WALT CO(DIS)014,766+14,76601,4210.19%+1,421
SCHWAB CHARLES CORP(SCHW)2,1652,16502032000.03%-4
VANGUARD BD INDEX FDS13,96313,926-371,0281,0220.13%-6
WASTE MGMT INC DEL(WM)1,0821,08202492410.03%-7
NORFOLK SOUTHN CORP(NSC)1,9801,780-2005685600.07%-8
S&P GLOBAL INC(SPGI)47847802031950.03%-9
REALTY INCOME CORP(O)7,6967,439-2574714610.06%-10
PHILLIPS 66(PSX)1,1201,12002041890.02%-15
MUELLER WTR PRODS INC(MWA)9,9259,92502732560.03%-16
EXELON CORP(EXC)7,7997,79903823640.05%-19
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