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Home > Institutional Investor > Hengehold Capital Management Llc > Profile

Instuitional Investor - Hengehold Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Hengehold Capital Management Llc
Portfolio Value $1,171,858,074
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 8,457,463 $217,441,370 18.56%
2.
Procter & Gamble Co
 PG 407,173 $62,562,103 5.34%
3.
Vanguard World Fd
 116,877 $47,033,622 4.01%
4.
Spdr S & P 500 Etf Trust
 SPY 69,553 $46,334,666 3.95%
5.
Ishares Tr - MSCI USA QLT FCT
 209,694 $40,785,569 3.48%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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