Sontag Advisory »

Hennessy Fds Tr shares owned by Sontag Advisory

Quarter-by-quarter ownership of Hennessy Fds Tr (STNC) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Hennessy Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Hennessy Fds Tr held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hennessy Fds Tr by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 976 32.67

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Hennessy Fds Tr

Stance Capital
BlackRock
Robertson Stephens Wealth Management
Wealth Enhancement Advisory Services
Gts Securities
LPL Financial
Cetera Investment Advisers
Mesirow Financial Investment Management International Equity
Morgan Stanley
Nbc Securities
UBS Group
FMR
Horizon Financial Services
Royal Bank of Canada
Atlantic Trust

View all funds holding Hennessy Fds Tr