Hennessy Advisors as of June 30, 2023
Portfolio Holdings for Hennessy Advisors
Hennessy Advisors holds 225 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Super Micro Computer (SMCI) | 3.9 | $55M | 219k | 249.25 | |
Oneok (OKE) | 2.0 | $28M | 454k | 61.72 | |
Kinder Morgan (KMI) | 2.0 | $28M | 1.6M | 17.22 | |
Cheniere Energy Com New (LNG) | 1.9 | $27M | 175k | 152.36 | |
EQT Corporation (EQT) | 1.8 | $25M | 612k | 41.13 | |
Berkshire Hathaway Inc - Cl A Cl A (BRK.A) | 1.8 | $25M | 48.00 | 517810.00 | |
Enbridge (ENB) | 1.7 | $24M | 647k | 37.15 | |
Sempra Energy (SRE) | 1.7 | $24M | 165k | 145.59 | |
Atmos Energy Corporation (ATO) | 1.7 | $24M | 205k | 116.34 | |
Tc Energy Corp (TRP) | 1.7 | $24M | 588k | 40.41 | |
Southern Company (SO) | 1.7 | $23M | 330k | 70.25 | |
Plains All Amern Pipeline L P Unit Ltd Partn Unit Ltd Partn (PAA) | 1.5 | $21M | 1.5M | 14.10 | |
Penske Automotive (PAG) | 1.5 | $21M | 126k | 166.63 | |
Clean Harbors (CLH) | 1.5 | $21M | 127k | 164.43 | |
WESCO International (WCC) | 1.5 | $20M | 113k | 179.06 | |
Academy Sports & Outdoor (ASO) | 1.3 | $18M | 338k | 54.05 | |
Pbf Energy Cl A (PBF) | 1.3 | $18M | 430k | 40.94 | |
Wec Energy Group (WEC) | 1.3 | $18M | 199k | 88.24 | |
Dominion Resources (D) | 1.2 | $17M | 326k | 51.79 | |
AutoNation (AN) | 1.2 | $16M | 99k | 164.61 | |
Commercial Metals Company (CMC) | 1.2 | $16M | 304k | 52.66 | |
Dick's Sporting Goods (DKS) | 1.1 | $15M | 117k | 132.19 | |
PG&E Corporation (PCG) | 1.1 | $15M | 876k | 17.28 | |
Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 1.1 | $15M | 1.0M | 14.83 | |
CenterPoint Energy (CNP) | 1.0 | $14M | 490k | 29.15 | |
CVR Energy (CVI) | 1.0 | $14M | 468k | 29.96 | |
Casey's General Stores (CASY) | 1.0 | $14M | 57k | 243.88 | |
Murphy Usa (MUSA) | 1.0 | $13M | 43k | 311.11 | |
Cisco Systems (CSCO) | 0.9 | $13M | 250k | 51.74 | |
Consolidated Edison (ED) | 0.9 | $13M | 139k | 90.40 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $12M | 84k | 145.44 | |
Public Service Enterprise (PEG) | 0.9 | $12M | 193k | 62.61 | |
NiSource (NI) | 0.9 | $12M | 437k | 27.35 | |
Sonoco Products Company (SON) | 0.8 | $12M | 195k | 59.02 | |
National Grid Sponsored Adr Ne (NGG) | 0.8 | $11M | 169k | 67.33 | |
Green Plains Renewable Energy (GPRE) | 0.8 | $11M | 342k | 32.24 | |
CMS Energy Corporation (CMS) | 0.8 | $11M | 185k | 58.75 | |
Duke Energy Corp Com New (DUK) | 0.8 | $11M | 120k | 89.74 | |
Bj's Wholesale Club Holdings (BJ) | 0.8 | $11M | 168k | 63.01 | |
International Business Machines (IBM) | 0.7 | $9.8M | 73k | 133.81 | |
Chevron Corporation (CVX) | 0.7 | $9.8M | 62k | 157.35 | |
Dow (DOW) | 0.7 | $9.5M | 178k | 53.26 | |
Exxon Mobil Corporation (XOM) | 0.7 | $9.4M | 88k | 107.25 | |
Verizon Communications (VZ) | 0.7 | $9.3M | 251k | 37.19 | |
Dt Midstream Common Stock (DTM) | 0.6 | $8.7M | 175k | 49.57 | |
Hp (HPQ) | 0.6 | $8.5M | 278k | 30.71 | |
Jabil Circuit (JBL) | 0.6 | $7.8M | 73k | 107.93 | |
Wells Fargo & Company (WFC) | 0.6 | $7.7M | 180k | 42.68 | |
United Parcel Service CL B (UPS) | 0.6 | $7.7M | 43k | 179.25 | |
Devon Energy Corporation (DVN) | 0.5 | $7.5M | 154k | 48.34 | |
Petroleo Brasileiro Sa Petrobr Sponsored Adr (PBR) | 0.5 | $7.4M | 536k | 13.83 | |
Xcel Energy (XEL) | 0.5 | $7.4M | 119k | 62.17 | |
Essential Utils (WTRG) | 0.5 | $7.3M | 183k | 39.91 | |
Coca-Cola Company (KO) | 0.5 | $7.1M | 118k | 60.22 | |
One Gas (OGS) | 0.5 | $7.1M | 92k | 76.81 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $7.0M | 549k | 12.70 | |
Pfizer (PFE) | 0.5 | $7.0M | 190k | 36.68 | |
Ford Motor Company (F) | 0.5 | $6.8M | 452k | 15.13 | |
Morgan Stanley Com New (MS) | 0.5 | $6.7M | 79k | 85.40 | |
Canadian Natural Resources (CNQ) | 0.5 | $6.6M | 118k | 56.26 | |
Reliance Steel & Aluminum (RS) | 0.5 | $6.6M | 24k | 271.59 | |
Citigroup Com New (C) | 0.5 | $6.6M | 143k | 46.04 | |
Exelon Corporation (EXC) | 0.5 | $6.4M | 158k | 40.74 | |
DTE Energy Company (DTE) | 0.5 | $6.3M | 57k | 110.02 | |
Eversource Energy (ES) | 0.5 | $6.2M | 88k | 70.92 | |
Hewlett Packard Enterprise (HPE) | 0.4 | $6.2M | 368k | 16.80 | |
New Jersey Resources Corporation (NJR) | 0.4 | $6.1M | 130k | 47.20 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.4 | $6.1M | 154k | 39.62 | |
Suncor Energy (SU) | 0.4 | $6.0M | 204k | 29.32 | |
Merck & Co (MRK) | 0.4 | $5.7M | 50k | 115.39 | |
Toronto Dominion Bk Ont Com New (TD) | 0.4 | $5.7M | 92k | 62.01 | |
Union Pacific Corporation (UNP) | 0.4 | $5.7M | 28k | 204.62 | |
Johnson & Johnson (JNJ) | 0.4 | $5.7M | 34k | 165.52 | |
Home Depot (HD) | 0.4 | $5.7M | 18k | 310.64 | |
Philip Morris International (PM) | 0.4 | $5.6M | 57k | 97.62 | |
Colgate-Palmolive Company (CL) | 0.4 | $5.5M | 72k | 77.04 | |
Enterprise Products Partners (EPD) | 0.4 | $5.5M | 210k | 26.35 | |
Manulife Finl Corp (MFC) | 0.4 | $5.5M | 291k | 18.91 | |
Equinor Asa Sponsored Adr (EQNR) | 0.4 | $5.5M | 188k | 29.21 | |
Fortis (FTS) | 0.4 | $5.5M | 127k | 43.09 | |
Green Brick Partners (GRBK) | 0.4 | $5.5M | 96k | 56.80 | |
Altria (MO) | 0.4 | $5.4M | 119k | 45.30 | |
MetLife (MET) | 0.4 | $5.4M | 95k | 56.53 | |
Bce Com New (BCE) | 0.4 | $5.4M | 118k | 45.59 | |
Rbc Cad (RY) | 0.4 | $5.3M | 56k | 95.51 | |
Unilever Spon Adr New (UL) | 0.4 | $5.3M | 101k | 52.13 | |
Texas Instruments Incorporated (TXN) | 0.4 | $5.3M | 29k | 180.02 | |
Totalenergies Se Sponsored Adr (TTE) | 0.4 | $5.2M | 91k | 57.64 | |
Steel Dynamics (STLD) | 0.4 | $5.1M | 46k | 108.93 | |
Gilead Sciences (GILD) | 0.4 | $5.0M | 66k | 77.07 | |
BP Sponsored Adr (BP) | 0.4 | $5.0M | 142k | 35.29 | |
British Amern Tob Sponsored Adr (BTI) | 0.4 | $5.0M | 149k | 33.20 | |
Bristol Myers Squibb (BMY) | 0.4 | $4.9M | 77k | 63.95 | |
CVS Caremark Corporation (CVS) | 0.4 | $4.9M | 71k | 69.13 | |
Southwest Gas Corporation (SWX) | 0.4 | $4.9M | 77k | 63.65 | |
Kraft Heinz (KHC) | 0.4 | $4.9M | 138k | 35.50 | |
Builders FirstSource (BLDR) | 0.3 | $4.6M | 34k | 136.00 | |
National Fuel Gas (NFG) | 0.3 | $4.6M | 89k | 51.36 | |
Intel Corporation (INTC) | 0.3 | $4.5M | 136k | 33.44 | |
Abbvie (ABBV) | 0.3 | $4.5M | 33k | 134.73 | |
At&t (T) | 0.3 | $4.5M | 280k | 15.95 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $4.4M | 129k | 33.94 | |
Antero Midstream Corp antero midstream (AM) | 0.3 | $4.0M | 347k | 11.60 | |
MDU Resources (MDU) | 0.3 | $4.0M | 191k | 20.94 | |
3M Company (MMM) | 0.3 | $3.9M | 39k | 100.09 | |
Black Hills Corporation (BKH) | 0.3 | $3.9M | 65k | 60.26 | |
Spire (SR) | 0.3 | $3.9M | 61k | 63.44 | |
Ameren Corporation (AEE) | 0.3 | $3.7M | 46k | 81.67 | |
Magellan Midstream Prtnrs Lp Com Unit Rp Com Unit Rp Lp | 0.3 | $3.7M | 59k | 62.32 | |
Pulte (PHM) | 0.3 | $3.7M | 47k | 77.68 | |
Targa Res Corp (TRGP) | 0.3 | $3.6M | 47k | 76.10 | |
Dell Technologies CL C (DELL) | 0.3 | $3.5M | 66k | 54.11 | |
Applied Materials (AMAT) | 0.3 | $3.5M | 24k | 144.54 | |
Walgreen Boots Alliance (WBA) | 0.3 | $3.5M | 122k | 28.49 | |
Williams Companies (WMB) | 0.3 | $3.5M | 107k | 32.63 | |
Lam Research Corporation (LRCX) | 0.2 | $3.4M | 5.4k | 642.86 | |
Pioneer Natural Resources | 0.2 | $3.4M | 17k | 207.18 | |
Avangrid (AGR) | 0.2 | $3.4M | 90k | 37.68 | |
Kla Corp Com New (KLAC) | 0.2 | $3.4M | 7.0k | 485.02 | |
ON Semiconductor (ON) | 0.2 | $3.4M | 36k | 94.58 | |
EOG Resources (EOG) | 0.2 | $3.4M | 29k | 114.44 | |
D.R. Horton (DHI) | 0.2 | $3.3M | 28k | 121.69 | |
Timken Company (TKR) | 0.2 | $3.3M | 36k | 91.53 | |
PPL Corporation (PPL) | 0.2 | $3.3M | 124k | 26.46 | |
Diamondback Energy (FANG) | 0.2 | $3.3M | 25k | 131.36 | |
ConocoPhillips (COP) | 0.2 | $3.2M | 31k | 103.61 | |
Bankunited (BKU) | 0.2 | $3.2M | 150k | 21.55 | |
Hldgs (UAL) | 0.2 | $3.2M | 59k | 54.87 | |
NetApp (NTAP) | 0.2 | $3.2M | 42k | 76.40 | |
New York Community Ban | 0.2 | $3.2M | 285k | 11.24 | |
Western Midstream Partners Lp Com Unit Lp Int Com Unit Lp Int (WES) | 0.2 | $3.2M | 121k | 26.52 | |
NVR (NVR) | 0.2 | $3.2M | 500.00 | 6350.62 | |
AmerisourceBergen (COR) | 0.2 | $3.2M | 17k | 192.43 | |
Insperity (NSP) | 0.2 | $3.1M | 26k | 118.96 | |
Darden Restaurants (DRI) | 0.2 | $3.1M | 19k | 167.08 | |
Hancock Holding Company (HWC) | 0.2 | $3.1M | 80k | 38.38 | |
Connectone Banc (CNOB) | 0.2 | $3.1M | 185k | 16.59 | |
Dillards Cl A (DDS) | 0.2 | $3.0M | 9.2k | 326.28 | |
OceanFirst Financial (OCFC) | 0.2 | $3.0M | 190k | 15.62 | |
Alpha Metallurgical Resources (AMR) | 0.2 | $3.0M | 18k | 164.36 | |
Flushing Financial Corporation (FFIC) | 0.2 | $2.9M | 240k | 12.29 | |
Lowe's Companies (LOW) | 0.2 | $2.9M | 13k | 225.70 | |
Expeditors International of Washington (EXPD) | 0.2 | $2.9M | 24k | 121.13 | |
Oceaneering International (OII) | 0.2 | $2.9M | 153k | 18.70 | |
Masco Corporation (MAS) | 0.2 | $2.9M | 50k | 57.38 | |
Marathon Petroleum Corp (MPC) | 0.2 | $2.8M | 24k | 116.60 | |
Cabot Oil & Gas Corporation (CTRA) | 0.2 | $2.8M | 110k | 25.30 | |
Pacific Premier Ban (PPBI) | 0.2 | $2.7M | 130k | 20.68 | |
Chesapeake Energy Corp (CHK) | 0.2 | $2.7M | 32k | 83.68 | |
Caterpillar (CAT) | 0.2 | $2.7M | 11k | 246.05 | |
UGI Corporation (UGI) | 0.2 | $2.6M | 98k | 26.97 | |
Deere & Company (DE) | 0.2 | $2.6M | 6.4k | 405.19 | |
Eastern Bankshares (EBC) | 0.2 | $2.6M | 210k | 12.27 | |
T. Rowe Price (TROW) | 0.2 | $2.6M | 23k | 112.02 | |
Texas Capital Bancshares (TCBI) | 0.2 | $2.6M | 50k | 51.50 | |
Nucor Corporation (NUE) | 0.2 | $2.6M | 16k | 163.98 | |
Ameriprise Financial (AMP) | 0.2 | $2.6M | 7.7k | 332.16 | |
Lakeland Ban | 0.2 | $2.5M | 190k | 13.39 | |
Wintrust Financial Corporation (WTFC) | 0.2 | $2.5M | 35k | 72.62 | |
Chesapeake Utilities Corporation (CPK) | 0.2 | $2.5M | 21k | 119.00 | |
Tapestry (TPR) | 0.2 | $2.5M | 59k | 42.80 | |
C H Robinson Worldwide Com New (CHRW) | 0.2 | $2.5M | 27k | 94.35 | |
Best Buy (BBY) | 0.2 | $2.5M | 31k | 81.95 | |
Qualcomm (QCOM) | 0.2 | $2.5M | 21k | 119.04 | |
Independent Bank (INDB) | 0.2 | $2.4M | 55k | 44.51 | |
PacWest Ban | 0.2 | $2.4M | 300k | 8.15 | |
Northwest Natural Holdin (NWN) | 0.2 | $2.4M | 55k | 43.05 | |
Equitable Holdings (EQH) | 0.2 | $2.3M | 84k | 27.16 | |
Associated Banc- (ASB) | 0.2 | $2.3M | 140k | 16.23 | |
Titan Machinery (TITN) | 0.2 | $2.2M | 75k | 29.50 | |
Apa Corporation (APA) | 0.2 | $2.2M | 64k | 34.17 | |
CF Industries Holdings (CF) | 0.2 | $2.2M | 31k | 69.42 | |
Bath & Body Works In (BBWI) | 0.2 | $2.2M | 58k | 37.50 | |
Cleveland-cliffs (CLF) | 0.2 | $2.1M | 126k | 16.76 | |
Amgen (AMGN) | 0.2 | $2.1M | 9.5k | 222.02 | |
Sirius Xm Holdings (SIRI) | 0.2 | $2.1M | 461k | 4.53 | |
Western New England Ban (WNEB) | 0.1 | $2.1M | 355k | 5.84 | |
First Bancorp P R Com New (FBP) | 0.1 | $2.0M | 160k | 12.22 | |
Northeast Cmnty Bancorp (NECB) | 0.1 | $1.9M | 130k | 14.88 | |
Moderna (MRNA) | 0.1 | $1.9M | 16k | 121.50 | |
Old National Ban (ONB) | 0.1 | $1.9M | 135k | 13.94 | |
Alliant Energy Corporation (LNT) | 0.1 | $1.8M | 34k | 52.48 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.7M | 5.0k | 341.00 | |
Fiserv (FI) | 0.1 | $1.7M | 14k | 126.15 | |
Paypal Holdings (PYPL) | 0.1 | $1.7M | 26k | 66.73 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $1.7M | 4.3k | 393.30 | |
Visa Com Cl A (V) | 0.1 | $1.7M | 7.1k | 237.48 | |
Brookline Ban (BRKL) | 0.1 | $1.7M | 190k | 8.74 | |
Fidelity National Information Services (FIS) | 0.1 | $1.6M | 29k | 54.70 | |
Citizens Financial (CFG) | 0.1 | $1.6M | 60k | 26.08 | |
Fifth Third Ban (FITB) | 0.1 | $1.5M | 58k | 26.21 | |
Western Alliance Bancorporation (WAL) | 0.1 | $1.3M | 35k | 36.47 | |
Comerica Incorporated (CMA) | 0.1 | $1.3M | 30k | 42.36 | |
M&T Bank Corporation (MTB) | 0.1 | $1.2M | 10k | 123.76 | |
Key (KEY) | 0.1 | $1.2M | 130k | 9.24 | |
Hingham Institution for Savings (HIFS) | 0.1 | $1.2M | 5.5k | 213.18 | |
Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.1 | $1.2M | 109k | 10.60 | |
Northwestern Corp Com New (NWE) | 0.1 | $1.1M | 19k | 56.76 | |
First Ctzns Bancshares Inc N C Cl A Cl A (FCNCA) | 0.1 | $1.1M | 850.00 | 1283.45 | |
Avista Corporation (AVA) | 0.1 | $1.0M | 26k | 39.27 | |
Schlumberger Com Stk (SLB) | 0.1 | $998k | 20k | 49.12 | |
Freeport-mcmoran CL B (FCX) | 0.1 | $933k | 23k | 40.00 | |
Algonquin Power & Utilities equs (AQN) | 0.1 | $917k | 111k | 8.26 | |
Halliburton Company (HAL) | 0.1 | $896k | 27k | 32.99 | |
Pdc Energy | 0.1 | $860k | 12k | 71.14 | |
Unitil Corporation (UTL) | 0.1 | $857k | 17k | 50.71 | |
MGE Energy (MGEE) | 0.1 | $853k | 11k | 79.11 | |
Charles Schwab Corporation (SCHW) | 0.1 | $850k | 15k | 56.68 | |
Goldman Sachs (GS) | 0.1 | $806k | 2.5k | 322.54 | |
Tellurian (TELL) | 0.1 | $801k | 568k | 1.41 | |
Antero Res (AR) | 0.1 | $781k | 34k | 23.03 | |
Technipfmc (FTI) | 0.1 | $779k | 47k | 16.62 | |
Capital One Financial (COF) | 0.1 | $766k | 7.0k | 109.37 | |
Tenaris S A Sponsored Ads (TS) | 0.1 | $749k | 25k | 29.95 | |
Eagle Ban (EGBN) | 0.1 | $741k | 35k | 21.16 | |
Solaris Oilfield Infrastructur Com Cl A Com Cl A (SEI) | 0.1 | $732k | 88k | 8.33 | |
Banner Corp Com New (BANR) | 0.0 | $655k | 15k | 43.67 | |
Hometrust Bancshares (HTBI) | 0.0 | $522k | 25k | 20.89 | |
Comstock Resources (CRK) | 0.0 | $464k | 40k | 11.60 | |
Phillips 66 (PSX) | 0.0 | $382k | 4.0k | 95.38 | |
Entergy Corporation (ETR) | 0.0 | $366k | 3.8k | 97.37 | |
Nextera Energy (NEE) | 0.0 | $354k | 4.8k | 74.20 | |
RGC Resources (RGCO) | 0.0 | $344k | 17k | 20.03 | |
State Street Corporation (STT) | 0.0 | $220k | 3.0k | 73.18 | |
Ase Technology Hldg Sponsored Adr (ASX) | 0.0 | $97k | 13k | 7.79 |