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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 $1,144,810,291
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 7,722,465 $193,833,883 16.93%
2.
Procter & Gamble Co
 PG 436,351 $63,026,513 5.51%
3.
Spdr S & P 500 Etf Trust
 SPY 74,274 $48,303,054 4.22%
4.
Vanguard World Fd
 119,065 $43,749,356 3.82%
5.
Spdr Index Shs Fds
 1,188,068 $43,471,424 3.8%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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