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Portfolio (Quarterly) Guide ↗

HENGEHOLD CAPITAL MANAGEMENT LLC

· CIK 0001536430
13F Portfolio $1.1B AUM 213 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 79 Added 62 Reduced 20 Exited
Page 10 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SYY SYSCO CORP Consumer Defensive 3,729.0 $266K 0.02% $71.33 +5.3%
182 SCHV SCHWAB STRATEGIC TR 8,612.0 $263K 0.02% -2K -18.7% $30.50 +9.6%
183 ABT ABBOTT LABORATORIES Healthcare 2,554.0 $262K 0.02% $102.67 -16.1%
184 ENB ENBRIDGE INC Energy 4,787.0 $259K 0.02% +120.0 +2.6% $54.14 +3.7%
185 KO COCA COLA CO Consumer Defensive 3,408.0 $259K 0.02% +495.0 +17.0% $76.04 +6.4%
186 AMD ADVANCED MICRO DEVICES INC Technology 1,260.0 $256K 0.02% NEW $203.43 +144.3%
187 AXP AMERICAN EXPRESS CO Financial Services 843.0 $255K 0.02% $302.56 +2.3%
188 BA BOEING CO Industrials 1,250.0 $249K 0.02% $199.03 +13.5%
189 XME SPDR SERIES TRUST 2,291.0 $247K 0.02% NEW $108.03 +12.8%
190 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 397.0 $245K 0.02% $616.76 +9.2%
191 TYL TYLER TECHNOLOGIES INC Technology 712.0 $244K 0.02% +204.0 +40.2% $342.38 -9.9%
192 JEPI J P MORGAN EXCHANGE TRADED F 4,288.0 $243K 0.02% -1K -23.8% $56.68 -0.9%
193 CSGP COSTAR GROUP INC Real Estate 5,932.0 $239K 0.02% -828.0 -12.2% $40.34 -18.8%
194 VLO VALERO ENERGY CORP Energy 967.0 $239K 0.02% NEW $247.08 -0.9%
195 WFC WELLS FARGO & CO Financial Services 2,926.0 $233K 0.02% $79.60 -3.0%
196 PSX PHILLIPS 66 Energy 1,260.0 $229K 0.02% NEW $182.13 -2.1%
197 VWO VANGUARD INTL EQUITY INDEX F 4,242.0 $229K 0.02% +397.0 +10.3% $54.05 +10.1%
198 IJR ISHARES TR 1,844.0 $229K 0.02% NEW $124.30 +11.4%
199 TLH ISHARES TR 2,273.0 $229K 0.02% -35.0 -1.5% $100.72 -1.2%
200 UBER UBER TECHNOLOGIES INC Technology 3,094.0 $223K 0.02% +341.0 +12.4% $71.93 -2.2%
Page 10 of 11  ·  213 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 33.8%
Consumer Defensive 21.6%
Technology 10.5%
Healthcare 8.8%
Industrials 8.3%
Energy 5.1%
Consumer Cyclical 4.6%
Communication Services 4.4%
Utilities 2.1%
Real Estate 0.8%