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Hennessy Funds Tr Large Cap Fi shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of Hennessy Funds Tr Large Cap Fi (HLFNX) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in Hennessy Funds Tr Large Cap Fi

Tip: Access up to 7 years of quarterly data

All positions including Hennessy Funds Tr Large Cap Fi held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hennessy Funds Tr Large Cap Fi by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 7.2k 35.35

More positions owned by Williams Jones Wealth Management

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Costco Whsl Corp CS (COST)
Alphabet Inc Cap Stk Cl A CS (GOOGL)
Visa Inc Com Cl A CS (V)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Intuit CS (INTU)
Ecolab CS (ECL)
Eaton Corp CS (ETN)
Broadcom CS (AVGO)
Jpmorgan Chase & Co CS (JPM)
Tjx Cos CS (TJX)
Idexx Labs CS (IDXX)
Automatic Data Processing CS (ADP)

View all positions for Williams Jones Wealth Management

Top funds holding Hennessy Funds Tr Large Cap Fi

Williams Jones Wealth Management

View all funds holding Hennessy Funds Tr Large Cap Fi