Hendershot Investments Inc.

Q1 2026 13F-HR Holdings

Location
Centreville, VA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$743,950
Net value change ($000)
-40,520 (-5.2%)
New positions
7
Sold out positions
2
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
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)
BR 11,734 NEW
JNJ 5,484 16.7%
ROST 2,650 19.7%
CPAY 2,314 17.6%
PEP 1,892 10.7%
NVDA 1,850 9.4%
META 1,653 29.6%
FAST 1,124 15.1%
PG 1,053 8.7%
TJX 988 2.6%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -21,337 -42.3%
ORCL -8,417 -100.0%
BKNG -5,727 -16.5%
MSFT -4,789 -15.4%
GOOGL -4,651 -45.3%
BRK-B -3,962 -3.7%
V -3,605 -13.6%
AAPL -3,399 -7.0%
ADP -3,331 -16.2%
CTSH -2,766 -14.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type