HENDLEY & CO INC

Est. AUM

$270.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY - CL B	COM	$24.7M	51441	9.12%	SOLE
2	VISA INC.	COM	$20.7M	68501	7.66%	SOLE
3	AMPHENOL CORPORATION CL A	COM	$16.3M	129326	6.05%	SOLE
4	MICROSOFT CORPORATION	COM	$15.9M	42901	5.88%	SOLE
5	APPLE INC.	COM	$14.7M	57948	5.44%	SOLE
6	WHEATON PRECIOUS METALS CORP	COM	$12.3M	93941	4.55%	SOLE
7	ABBOTT LABORATORIES	COM	$10.1M	98449	3.74%	SOLE
8	PARKER-HANNIFIN CORP.	COM	$9.6M	10759	3.56%	SOLE
9	AMAZON.COM,INC.	COM	$8.7M	41982	3.23%	SOLE
10	CHEVRON CORPORATION	COM	$8.5M	41085	3.14%	SOLE
11	UNION PACIFIC CORP.	COM	$8.4M	34502	3.10%	SOLE
12	EATON CORP PLC	COM	$8.3M	23151	3.06%	SOLE
13	CONOCOPHILLIPS	COM	$7.6M	57769	2.82%	SOLE
14	LINDE PLC	COM	$7.5M	15170	2.78%	SOLE
15	PEPSICO INC.	COM	$7.4M	47866	2.75%	SOLE
16	COSTCO WHOLESALE CORP	COM	$7.1M	7128	2.63%	SOLE
17	JOHNSON & JOHNSON	COM	$6.6M	27184	2.46%	SOLE
18	EOG RESOURCES, INC.	COM	$6.4M	44513	2.38%	SOLE
19	ASTRAZENECA ADR	COM	$6.4M	32377	2.36%	SOLE
20	PROCTER & GAMBLE COMPANY	COM	$6.4M	44128	2.36%	SOLE
21	HONEYWELL INTERNATIONAL	COM	$5.5M	24522	2.05%	SOLE
22	AMERICAN ELECTRIC POWER COMPAN	COM	$5.0M	37887	1.84%	SOLE
23	HERSHEY COMPANY COM	COM	$4.8M	23055	1.77%	SOLE
24	STRYKER CORPORATION	COM	$4.7M	14348	1.74%	SOLE
25	FACTSET RESEARCH SYSTEMS, INC.	COM	$4.3M	19820	1.59%	SOLE
26	SLB LIMITED	COM	$4.1M	79120	1.50%	SOLE
27	PHILIP MORRIS INTERNATIONAL,IN	COM	$3.8M	23101	1.41%	SOLE
28	AUTOZONE, INC.	COM	$3.4M	992	1.24%	SOLE
29	ALPHABET, INC. - CLASS A	COM	$3.0M	10458	1.11%	SOLE
30	EQT CORP.	COM	$2.4M	38080	0.90%	SOLE
31	EXXONMOBIL CORP	COM	$2.3M	13462	0.84%	SOLE
32	HOWMET AEROSPACE INC	COM	$2.1M	9009	0.77%	SOLE
33	GENERAC HOLDINGS INC.	COM	$2.0M	10039	0.73%	SOLE
34	AMERICAN EXPRESS COMPANY	COM	$1.7M	5545	0.62%	SOLE
35	ADVANCED MICRO DEVICES INC	COM	$1.6M	7665	0.58%	SOLE
36	NVIDIA CORPORATION	COM	$1.2M	6995	0.45%	SOLE
37	BROWN FORMAN CL B	COM	$848K	32060	0.31%	SOLE
38	COCA COLA CO	COM	$728K	9576	0.27%	SOLE
39	T. ROWE PRICE GROUP	COM	$722K	8010	0.27%	SOLE
40	L3 HARRIS TECHNOLOGIES, INC.	COM	$678K	1965	0.25%	SOLE
41	TJX COMPANIES INC.	COM	$541K	3390	0.20%	SOLE
42	APPLIED MATERIALS, INC.	COM	$374K	1095	0.14%	SOLE
43	BROADCOM, INC.	COM	$331K	1070	0.12%	SOLE
44	ALPHABET, INC. - CLASS C	COM	$323K	1125	0.12%	SOLE
45	PHILLIPS 66	COM	$242K	1330	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.