Hendershot Investments Inc.

Q2 2026 13F-HR Holdings

Location
Centreville, VA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$765,513
Net value change ($000)
+21,563 (2.9%)
New positions
9
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 6,929 23.8%
AAPL 5,587 12.4%
NVDA 4,912 22.9%
ACN 4,506 54.0%
BRK-B 3,781 3.7%
PAYX 3,536 50.0%
V 3,077 13.4%
BKNG 2,844 9.8%
SYK 2,729 57.8%
AMZN 2,579 15.5%
Top Reduces (Value $000, Stocks/ETFs)
CTSH -11,094 -66.4%
CNI -10,237 -93.7%
ERIE -2,697 -100.0%
TSCO -2,618 -30.4%
TJX -2,302 -6.0%
ADBE -2,260 -32.5%
PEP -2,079 -10.6%
KNSL -2,061 -26.2%
GPC -1,849 -14.0%
BR -1,642 -14.0%
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