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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 6 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHA SCHWAB STRATEGIC TR 30,891.0 $880K 0.07% NEW $28.48 +20.0%
102 DUK DUKE ENERGY CORP NEW Utilities 7,438.0 $872K 0.07% NEW $117.21 +5.5%
103 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,073.0 $867K 0.07% NEW $53.94 +5.5%
104 SUSA ISHARES TR 6,094.0 $849K 0.07% NEW $139.35 +10.0%
105 GDX VANECK ETF TRUST 9,605.0 $824K 0.07% NEW $85.77 +1.7%
106 IBM INTERNATIONAL BUSINESS MACHS Technology 2,766.0 $819K 0.07% NEW $296.21 -11.0%
107 GEV GE VERNOVA INC Utilities 1,246.0 $814K 0.07% NEW $653.69 +53.1%
108 IAU ISHARES GOLD TR Financial Services 10,000.0 $812K 0.07% NEW $81.17 +4.3%
109 XMHQ INVESCO EXCHANGE TRADED FD T 7,788.0 $798K 0.07% NEW $102.41 +7.6%
110 DES WISDOMTREE TR 23,817.0 $797K 0.07% NEW $33.45 +16.1%
111 XLP SELECT SECTOR SPDR TR 10,230.0 $795K 0.07% NEW $77.68 +8.7%
112 TJX TJX COS INC NEW Consumer Cyclical 5,045.0 $775K 0.07% NEW $153.62 +0.7%
113 QCOM QUALCOMM INC Technology 4,497.0 $769K 0.07% NEW $171.05 +42.9%
114 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.06% NEW $754800.00
115 DHR DANAHER CORPORATION Healthcare 3,296.0 $754K 0.06% NEW $228.90 -21.2%
116 BSCT INVESCO EXCH TRD SLF IDX FD 38,357.0 $722K 0.06% NEW $18.83 -1.3%
117 MKL MARKEL GROUP INC Financial Services 309.0 $664K 0.06% NEW $2149.65 -14.0%
118 BBWI BATH & BODY WORKS INC Consumer Cyclical 32,300.0 $649K 0.06% NEW $20.08 +2.0%
119 RSP INVESCO EXCHANGE TRADED FD T 3,352.0 $642K 0.05% NEW $191.54 +8.7%
120 CAT CATERPILLAR INC Industrials 1,103.0 $632K 0.05% NEW $572.96 +55.7%
Page 6 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%