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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 5 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BIL SPDR SERIES TRUST 19,103.0 $1.8M 0.15% -104.0 -0.5% $91.64 -0.0%
82 NOBL PROSHARES TR 15,556.0 $1.6M 0.14% +398.0 +2.6% $106.01 +1.8%
83 FNDE SCHWAB STRATEGIC TR 40,471.0 $1.5M 0.14% $38.26 +7.5%
84 CTAS CINTAS CORP Industrials 8,652.0 $1.5M 0.13% $169.15 +0.4%
85 FITB FIFTH THIRD BANCORP Financial Services 31,143.0 $1.4M 0.13% $46.46 +7.4%
86 KR KROGER CO Consumer Defensive 19,500.0 $1.4M 0.12% -240.0 -1.2% $72.36 -10.6%
87 V VISA INC Financial Services 4,641.0 $1.4M 0.12% +376.0 +8.8% $302.26 +8.4%
88 GE GE AEROSPACE Industrials 4,902.0 $1.4M 0.12% +424.0 +9.5% $283.77 +11.8%
89 META META PLATFORMS INC Communication Services 2,354.0 $1.3M 0.12% +776.0 +49.2% $572.08 +11.0%
90 CENCORA INC 4,062.0 $1.3M 0.11% $312.62
91 VNQ VANGUARD INDEX FDS 14,231.0 $1.3M 0.11% -10K -40.3% $88.70 +9.3%
92 LLY ELI LILLY & CO Healthcare 1,290.0 $1.2M 0.10% +343.0 +36.2% $919.42 +17.8%
93 VTI VANGUARD INDEX FDS 3,660.0 $1.2M 0.10% -166.0 -4.3% $320.84 +15.1%
94 BSV VANGUARD BD INDEX FDS 14,425.0 $1.1M 0.10% NEW $78.41 -0.5%
95 QQQ INVESCO QQQ TR Financial Services 1,955.0 $1.1M 0.10% +15.0 +0.8% $577.25 +26.4%
96 ROST ROSS STORES INC Consumer Cyclical 5,168.0 $1.1M 0.10% -123.0 -2.3% $216.64 +7.8%
97 BERKSHIRE HATHAWAY INC DEL 2,284.0 $1.1M 0.10% +77.0 +3.5% $479.28
98 GEV GE VERNOVA INC Utilities 1,244.0 $1.1M 0.10% $873.12 +18.2%
99 QUS SPDR SERIES TRUST 6,324.0 $1.1M 0.10% -73.0 -1.1% $171.64 +8.5%
100 BCI ABRDN ETFS 44,412.0 $1.1M 0.09% +33K +273.5% $24.29 +0.2%
Page 5 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%