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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 3 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJH ISHARES TR 94,993.0 $6.4M 0.56% -4K -3.9% $67.53 +10.6%
42 ABBV ABBVIE INC Healthcare 27,761.0 $6.0M 0.53% $217.49 +0.4%
43 TDIV FIRST TR EXCHANGE TRADED FD 61,486.0 $5.8M 0.50% $93.66 +27.5%
44 VUG VANGUARD INDEX FDS 13,061.0 $5.7M 0.50% +250.0 +1.9% $436.79 -79.6%
45 MRK MERCK & CO INC Healthcare 45,863.0 $5.5M 0.48% -291.0 -0.6% $120.29 -0.1%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 103,327.0 $5.2M 0.45% +2K +1.9% $50.20 -4.3%
47 SPYM SPDR SERIES TRUST 66,057.0 $5.1M 0.44% +13K +24.2% $76.54 +16.0%
48 BLK BLACKROCK INC Financial Services 5,245.0 $5.0M 0.44% +40.0 +0.8% $961.74 +9.5%
49 SCHG SCHWAB STRATEGIC TR 169,342.0 $4.9M 0.43% -5K -2.7% $29.13 +19.8%
50 WMT WALMART INC Consumer Defensive 39,236.0 $4.9M 0.43% -19K -32.8% $124.28 -4.9%
51 SO SOUTHERN CO Utilities 50,128.0 $4.8M 0.42% +291.0 +0.6% $96.52 -3.2%
52 LMT LOCKHEED MARTIN CORP Industrials 7,898.0 $4.8M 0.42% $604.36 -10.9%
53 PEP PEPSICO INC Consumer Defensive 29,274.0 $4.5M 0.40% +6K +23.5% $155.29 -5.8%
54 MCD MCDONALDS CORP Consumer Cyclical 14,427.0 $4.5M 0.39% +95.0 +0.7% $310.78 -10.5%
55 BSCT INVESCO EXCH TRD SLF IDX FD 231,301.0 $4.3M 0.38% +193K +503.0% $18.66 -0.3%
56 USB US BANCORP Financial Services 82,046.0 $4.3M 0.37% -538.0 -0.7% $52.01 +4.1%
57 PRU PRUDENTIAL FINL INC Financial Services 43,323.0 $4.2M 0.37% -469.0 -1.1% $97.69 +4.0%
58 TFC TRUIST FINL CORP Financial Services 87,919.0 $4.0M 0.35% +715.0 +0.8% $45.97 +3.2%
59 AFG AMERICAN FINANCIAL GROUP INC Financial Services 30,926.0 $3.9M 0.34% -1K -4.4% $127.71 +4.5%
60 AMZN AMAZON COM INC Consumer Cyclical 18,235.0 $3.8M 0.33% +1K +7.7% $208.27 +29.7%
Page 3 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%