Hendershot Investments Inc.

RIA/Wealth

Hendershot Investments Inc. is a RIA/Wealth led by Ingrid Reardon Hendershot, reporting $984.7M in AUM as of Q3 2025 with 51% concentrated in top 10 holdings.

CEOIngrid Reardon Hendershot

Portfolio Value: $794.2M
Positions: 127
Top Holding: BRK.B at 13.5%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Hendershot Investments Inc.'s portfolio (50.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$107.2M	13.50%	-$814.9K Sold	0.01% 213.3K shares	Q4 2019 Held for 5y 11m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$50.1M	6.31%	-$631.8K Sold	0.00% 206.1K shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$46.3M	5.84%	+$4.7M Bought	0.00% 182.0K shares	≤ Q2 2013 Held for 12y 5m+
4 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$36.4M	4.59%	-$85.0K Sold	0.02% 252.0K shares	≤ Q2 2013 Held for 12y 5m+
5 Booking Holdings Inc. BKNG	Travel Services Consumer Cyclical	$35.2M	4.44%	-$183.6K Sold	0.02% 6.5K shares	Q3 2021 Held for 4y 2m
6 Microsoft MSFT	Software - Infrastructure Technology	$31.6M	3.98%	+$220.6K Bought	0.00% 61.0K shares	≤ Q2 2013 Held for 12y 5m+
7 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$30.0M	3.78%	+$193.0K Bought	0.01% 161.7K shares	≤ Q2 2013 Held for 12y 5m+
8 General Dynamics GD	Aerospace & Defense Industrials	$22.9M	2.88%	-$2.0K Sold	0.02% 67.2K shares	Q4 2019 Held for 5y 11m
9 Visa V	Financial - Credit Services Financial Services	$22.9M	2.88%	+$46.1K Bought	0.00% 67.1K shares	Q4 2021 Held for 3y 11m
10 Mastercard MA	Financial - Credit Services Financial Services	$20.7M	2.61%	+$122.9K Bought	0.00% 36.4K shares	Q3 2014 Held for 11y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hendershot Investments Inc.'s latest filing

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Market Value

$794.2M

Prior: $748.2M

Q/Q Change

+6.14%

+$45.9M

Net Flows % of MV

-0.174%

Turnover Ratio

3.19%

New Purchases

4 stocks

$4.3M

Added To

22 stocks

+$20.3M

Sold Out Of

5 stocks

$7.1M

Reduced Holdings

32 stocks

-$18.9M

Increased Positions

Position	Shares Δ	Change
1 Erie Indemnity Company ERIE	New	0 → 11.4K +$3.6M
2 Corning GLW	New	0 → 3.4K +$282.4K
3 IAU iShares Gold Trust IAU	New	0 → 2.9K +$207.4K
4 Charles Schwab Corporation SCHW	New	0 → 2.2K +$206.7K
5 Adobe ADBE	+42.39%	22.6K → 32.2K +$3.4M

Decreased Positions

Position	Shares Δ	Change
1 United Parcel Service, Inc. UPS	Sold	54.5K → 0 −$5.5M
2 Hormel Foods HRL	Sold	34.0K → 0 −$1.0M
3 Juniper Networks JNPR	Sold	6.2K → 0 −$247.6K
4 Brown-Forman Corporation BF.B	Sold	6.9K → 0 −$186.7K
5 Bristol-Myers Squibb BMY	Sold	3.4K → 0 −$155.7K