Hendershot Investments Inc.

Q3 2026 13F-HR Holdings

Location
Centreville, VA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$774,036
Net value change ($000)
+8,523 (1.1%)
New positions
7
Sold out positions
4
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 9,042 33.9%
UBER 8,816 NEW
AAPL 6,050 12.0%
ACN 5,643 43.9%
NVDA 2,831 10.7%
CPAY 2,778 15.5%
META 2,725 30.0%
ADP 2,376 12.4%
CTSH 1,835 32.7%
BR 1,561 15.5%
Top Reduces (Value $000, Stocks/ETFs)
JNJ -8,197 -20.8%
TSCO -5,996 -100.0%
TJX -4,952 -13.7%
BKNG -3,362 -10.5%
TXRH -2,515 -17.7%
GOOGL -2,422 -6.7%
GD -2,130 -8.9%
GNTX -2,078 -20.5%
BRK-B -1,960 -1.9%
VSEC -1,534 -27.9%
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