HENNESSY ADVISORS INC - Portfolio overview

HENNESSY ADVISORS INC has 312 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Industrials and Energy.

Largest reported holdings by portfolio allocation

  1. MTZ - MasTec Inc, 2.29%
  2. CASY - Caseys Gen Stores Inc, 2.22%
  3. SNEX - StoneX Group Inc, 1.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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