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Hendershot Investments Inc.
Hendershot Investments Inc. is an SEC-registered investment adviser headquartered in Centreville, Virginia. The firm manages approximately $984.7 million in assets for 1,194 accounts as of March 2025, primarily serving high net worth individuals and individual investors. The company maintains a small team of 6 employees and holds a portfolio of public equity investments across major U.S. and global companies. Employee count and firm data are updated regularly via regulatory filings. Hendershot Investments Inc. is incorporated in Virginia and operates under SEC registration number 801-62918, having consistently submitted Form 13F filings since at least 2011.
Investment Strategy
Hendershot Investments Inc. primarily employs a discretionary investment management approach focused on publicly traded equities across information technology, consumer discretionary, healthcare, financials, and industrials sectors. The firm’s investment philosophy centers on long-term capital appreciation for individual and high net worth clients. Their portfolio contains major holdings in technology giants like Apple, Alphabet, Microsoft, financial firms like Mastercard and Visa, as well as diversified consumer and healthcare companies including TJX Companies, UnitedHealth, and Johnson & Johnson. The firm applies fundamental analysis to select stocks with strong growth prospects, diversification, and an emphasis on risk management, aiming to construct portfolios tailored to clients’ financial goals while avoiding concentrated sector exposure.
Latest 13F Filing Activity
Hendershot Investments Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 128 equity positions with a total 13F market value of $748M. The fund increased holdings in Nvidia Corporation, Booking Holdings Inc., Microsoft Corp. among other positions. Hendershot Investments Inc. reduced exposure to Berkshire Hathaway Inc. Del, Unitedhealth Group Inc., Ulta Beauty Inc. among others.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 13.95% | $104.4M | 214,939 | $209.28 | $485.77 | -$12.0M | |
B BKNG | BOOKING HOLDINGS INC | 5.08% | $38.0M | 6,561 | $2460.40 | $5789.24 | +$7.7M |
| ALPHABET INC | 4.91% | $36.8M | 208,711 | $71.62 | $176.23 | +$5.0M | |
A AAPL | APPLE INC | 4.48% | $33.5M | 163,368 | $85.89 | $205.17 | -$3.6M |
T TJX | TJX COS INC NEW | 4.17% | $31.2M | 252,628 | $55.63 | $123.49 | +$578.1K |
Industry Allocation
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