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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 $1,187,140,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 7,726,247 $202,659,451 17.07%
2.
Procter & Gamble Co
 PG 426,481 $61,118,992 5.15%
3.
Spdr S & P 500 Etf Trust
 SPY 71,881 $49,017,025 4.13%
4.
Vanguard World Fd
 116,850 $48,232,047 4.06%
5.
Spdr Index Shs Fds - MSCI ACWI EXUS
 1,176,881 $42,273,583 3.56%
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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