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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 10 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CL COLGATE PALMOLIVE CO Consumer Defensive 3,851.0 $304K 0.03% NEW $79.02 +16.0%
182 MPC MARATHON PETE CORP Energy 1,870.0 $304K 0.03% NEW $162.62 +54.6%
183 ONEQ FIDELITY COMWLTH TR 3,318.0 $303K 0.03% NEW $91.41 +16.0%
184 ORCL ORACLE CORP Technology 1,519.0 $296K 0.03% NEW $194.91 +4.5%
185 PNC PNC FINL SVCS GROUP INC Financial Services 1,415.0 $295K 0.03% NEW $208.69 +5.3%
186 DOV DOVER CORP Industrials 1,494.0 $292K 0.03% NEW $195.24 +8.8%
187 ADI ANALOG DEVICES INC Technology 1,073.0 $291K 0.03% NEW $271.20 +54.5%
188 PLTR PALANTIR TECHNOLOGIES INC Technology 1,631.0 $290K 0.02% NEW $177.75 -19.4%
189 SPXT PROSHARES TR 2,715.0 $282K 0.02% NEW $103.88 +4.6%
190 ETN EATON CORP PLC Industrials 874.0 $278K 0.02% NEW $318.51 +26.2%
191 SYY SYSCO CORP Consumer Defensive 3,729.0 $275K 0.02% NEW $73.69 +3.0%
192 WFC WELLS FARGO CO NEW Financial Services 2,924.0 $272K 0.02% NEW $93.19 -18.3%
193 BA BOEING CO Industrials 1,247.0 $271K 0.02% NEW $217.12 +5.4%
194 SPGI S&P GLOBAL INC Financial Services 495.0 $259K 0.02% NEW $522.68 -20.1%
195 ABSI ABSCI CORPORATION Healthcare 73,716.0 $257K 0.02% NEW $3.49 +74.2%
196 TRU TRANSUNION Industrials 2,950.0 $253K 0.02% NEW $85.75 -16.4%
197 OKE ONEOK INC NEW Energy 3,371.0 $248K 0.02% NEW $73.50 +18.4%
198 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,162.0 $241K 0.02% NEW $76.23 -16.3%
199 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 397.0 $240K 0.02% NEW $603.28 +12.6%
200 INTU INTUIT Technology 358.0 $237K 0.02% NEW $662.42 -52.7%
Page 10 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%