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HDOGX Holdings List NMFQS:HDOGX

Allocation--50% to 70% Equity | Hennessy
$15.13
↑ $0.10 (0.67%)
Last Updated: Jul 08, 2026

Hennessy Total Return Fund Investor Class (HDOGX) - Allocation--50% to 70% Equity fund with $50.06 Million in assets. The fund allocates 88.74% 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 20.77% of total assets. This is followed by 3M Co (9.00%) and Coca-Cola Co/The (7.14%).

HDOGX Holdings

Name Weight Owned Change
United States Treasury Bill 20.77% - -
3M Co 9.00% - -
Coca-Cola Co/The 7.14% - -
International Business Machines Corp 7.99% - -
Amgen Inc 6.90% - -
Chevron Corp 7.42% - -
Verizon Communications Inc 7.51% - -
Dow Inc 6.76% - -
Johnson Johnson 7.79% - -
Merck Co Inc 7.46% - -
Cisco Systems Inc 7.22% - -
Procter Gamble Co/The 6.91% - -
Home Depot Inc/The 6.52% - -

Asset Allocation

Bond 0.00%
Cash 31.12%
Non US Stock 0.00%
Not Classified 0.00%
Other 0.00%
US Stock 68.88%

Market Cap

AverageMarketCap 266413.50%
Giant 3.97%
Large 64.91%
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 20.62%
Financial Services 0.00%
Real Estate 0.00%
Consumer Defensive 19.86%
Healthcare 34.96%
Utilities 0.00%
Communication Services 11.61%
Energy 11.83%
Industrials 0.00%
Technology 1.11%

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%