Hendershot Investments Inc.

Q4 2013 13F-HR Holdings

Location
Bristow, VA
Holdings as of
12/31/2013
Date filed
1/30/2014
Form type
13F-HR
Num holdings
57
Total value ($000)
$154,060
Net value change ($000)
—
New positions
57
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/12/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 10,755 —
AAPL 8,844 —
MSFT 7,017 —
UPS 6,815 —
ORCL 6,088 —
QCOM 5,512 —
Alphabet Inc. Class C 5,060 —
ABBV 5,027 —
ABT 4,720 —
BAX 4,636 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type