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HDOGX Holdings List NMFQS:HDOGX

Allocation--50% to 70% Equity | Hennessy
$14.98
↑ $0.01 (0.07%)
Last Updated: Feb 17, 2026

Hennessy Total Return Fund Investor Class (HDOGX) is a Allocation--50% to 70% Equity fund with $49.56 Million in assets. The fund allocates 84.26% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is United States Treasury Bill at 18.20% of total assets. This is followed by 3M Co (9.00%) and Coca-Cola Co/The (7.18%).

HDOGX Holdings

Name Weight Owned Change
United States Treasury Bill 18.20% - -
3M Co 9.00% - -
Coca-Cola Co/The 7.18% - -
International Business Machines Corp 7.99% - -
Amgen Inc 7.03% - -
Chevron Corp 6.86% - -
Verizon Communications Inc 6.47% - -
Dow Inc 6.76% - -
Johnson Johnson 7.79% - -
Merck Co Inc 6.98% - -
Cisco Systems Inc 7.22% - -

Asset Allocation

Bond 0.00%
Cash 31.08%
Non US Stock 0.00%
Not Classified 0.00%
Other 0.00%
US Stock 68.92%

Market Cap

AverageMarketCap 264614.53%
Giant 0.00%
Large 68.92%
Medium 0.00%
Micro 0.00%
Small 0.00%

Sector Weights

Cash and Equivalents 0.00%
Corporate 0.00%
Derivative 0.00%
Government 0.00%
Municipal 0.00%
Securitized 0.00%
Basic Materials 0.00%
Consumer Cyclical 13.89%
Financial Services 0.00%
Real Estate 0.00%
Consumer Defensive 18.94%
Healthcare 37.41%
Utilities 0.00%
Communication Services 9.75%
Energy 9.38%
Industrials 0.00%
Technology 10.63%

World Regions

Latin America 0.00%
North America 100.00%
Asia Developed 0.00%
Asia Emerging 0.00%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.00%
Europe Developed 0.00%
Europe Emerging 0.00%
United Kingdom 0.00%