Hendershot Investments Inc.

Overview

Hendershot Investments Inc. is a woman-owned private investment firm specializing in managing portfolios for individual clients. Founded in 1994 by Ingrid Hendershot, CFA, the firm is headquartered in Centreville, Virginia. It offers comprehensive investment advisory services, focusing on high-quality, well-managed companies to help clients achieve long-term financial success. The firm's investment philosophy emphasizes discipline, patience, and rational decision-making, particularly during periods of market volatility. As fiduciaries, they prioritize clients' best interests, operating on a fee-only compensation model to align their interests with those of their clients. The firm's investment strategy is discretionary, primarily focusing on publicly traded equities across sectors such as information technology, consumer discretionary, healthcare, financials, and industrials. Hendershot Investments Inc. employs fundamental analysis to select stocks with strong growth prospects, aiming for long-term capital appreciation. Their portfolio includes major holdings in companies like Apple, Alphabet, Microsoft, Mastercard, Visa, TJX Companies, UnitedHealth, and Johnson & Johnson. The firm constructs diversified portfolios tailored to clients' financial goals, emphasizing risk management and avoiding concentrated sector exposure. Hendershot Investments Inc. has demonstrated a consistent track record in managing assets. As of March 2025, the firm managed approximately $984.7 million in assets for 1,194 accounts. Their most recent 13F filing, dated June 30, 2025, disclosed 128 equity positions with a total market value of $748 million. The firm's portfolio has shown growth, with an increase from $734 million to $777 million in the third quarter of 2025. This growth reflects the firm's disciplined investment approach and commitment to enhancing clients' financial well-being.

Investment Focus

• Minimum investable assets of $250,000

Portfolio Companies