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Portfolio (Quarterly) Guide ↗

HENGEHOLD CAPITAL MANAGEMENT LLC

· CIK 0001536430
13F Portfolio $1.2B AUM 219 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 219 New
Page 1 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHB SCHWAB STRATEGIC TR 7,726,247.0 $202.7M 17.07% NEW $26.23 +10.2%
2 PG PROCTER AND GAMBLE CO Consumer Defensive 426,481.0 $61.1M 5.15% NEW $143.31 +1.5%
3 SPY SPDR S&P 500 ETF TR Financial Services 71,881.0 $49.0M 4.13% NEW $681.92 +10.0%
4 MGK VANGUARD WORLD FD 116,850.0 $48.2M 4.06% NEW $412.77 -78.2%
5 CWI SPDR INDEX SHS FDS 1,176,881.0 $42.3M 3.56% NEW $35.92 +12.5%
6 QUAL ISHARES TR 210,213.0 $41.8M 3.52% NEW $198.62 +8.0%
7 BSCW INVESCO EXCH TRD SLF IDX FD 1,859,240.0 $38.8M 3.27% NEW $20.87 -1.8%
8 BSCV INVESCO EXCH TRD SLF IDX FD 2,196,639.0 $36.7M 3.09% NEW $16.70 -1.8%
9 IBDT ISHARES TR 1,402,862.0 $35.7M 3.01% NEW $25.46 -0.7%
10 BSCU INVESCO EXCH TRD SLF IDX FD 2,107,179.0 $35.7M 3.00% NEW $16.92 -1.6%
11 IVV ISHARES TR 37,981.0 $26.0M 2.19% NEW $684.94 +10.0%
12 IWM ISHARES TR 95,964.0 $23.6M 1.99% NEW $246.16 +17.3%
13 ISHARES TR 1,000,620.0 $22.0M 1.85% NEW $21.94
14 SCHX SCHWAB STRATEGIC TR 799,637.0 $21.5M 1.81% NEW $26.91 +9.7%
15 VGK VANGUARD INTL EQUITY INDEX F 236,430.0 $19.8M 1.67% NEW $83.61 +6.0%
16 IEMG ISHARES INC 260,393.0 $17.5M 1.47% NEW $67.22 +22.6%
17 DGRW WISDOMTREE TR 190,551.0 $17.0M 1.44% NEW $89.43 +7.9%
18 SCHD SCHWAB STRATEGIC TR 603,549.0 $16.6M 1.40% NEW $27.43 +18.7%
19 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 465,752.0 $15.4M 1.29% NEW $33.02 +1.4%
20 VIG VANGUARD SPECIALIZED FUNDS 53,039.0 $11.7M 0.98% NEW $219.78 +6.0%
Page 1 of 11  ·  219 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.8%
Consumer Defensive 21.0%
Technology 11.7%
Healthcare 8.9%
Industrials 8.4%
Consumer Cyclical 4.8%
Communication Services 4.1%
Energy 3.5%
Utilities 1.9%
Real Estate 1.0%