AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of HENNESSY ADVISORS INC SEC 13F Filing
Portfolio Overview
Hennessy Advisors Inc. manages a significantly diversified portfolio consisting of 283 holdings with a total market value of approximately $2.82 billion as of the report date December 31, 2025. This represents a dramatic expansion in portfolio size, increasing by 126.3% from the previous quarter's value of $1.25 billion. Such a substantial increase in assets under management (AUM) within a single quarter sugg...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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