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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 2 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FXF INVESCO CURRENCYSHARES SWISS Financial Services 102,183.0 $11.3M 0.98% +590.0 +0.6% $110.41 +1.5%
22 IBMQ ISHARES TR 403,340.0 $10.3M 0.90% -6K -1.4% $25.53 -0.1%
23 ICSH ISHARES TR 193,977.0 $9.8M 0.86% +6K +3.4% $50.62 -0.1%
24 MSFT MICROSOFT CORP Technology 26,027.0 $9.6M 0.84% +3K +12.1% $370.17 +11.5%
25 BSCS INVESCO EXCH TRD SLF IDX FD 467,285.0 $9.5M 0.83% +16K +3.4% $20.42 -0.2%
26 BSCR INVESCO EXCH TRD SLF IDX FD 478,564.0 $9.4M 0.82% +15K +3.3% $19.63 -0.0%
27 BSCQ INVESCO EXCH TRD SLF IDX FD 468,843.0 $9.2M 0.80% +16K +3.6% $19.53 -0.0%
28 UPS UNITED PARCEL SVCS INC Industrials 89,946.0 $8.8M 0.77% $98.38 +6.2%
29 AAPL APPLE INC Technology 31,907.0 $8.1M 0.71% +3K +9.9% $253.79 +22.5%
30 JPM JPMORGAN CHASE & CO Financial Services 26,972.0 $7.9M 0.69% $294.16 +1.7%
31 AVGO BROADCOM INC Technology 24,326.0 $7.5M 0.66% $309.51 +36.3%
32 CIBR FIRST TR EXCHANGE-TRADED FD 117,991.0 $7.4M 0.65% +26K +28.9% $62.68 +30.9%
33 FNDF SCHWAB STRATEGIC TR 148,429.0 $7.3M 0.63% $48.93 +10.5%
34 SCHF SCHWAB STRATEGIC TR 290,408.0 $7.2M 0.63% +7K +2.5% $24.75 +11.7%
35 SCHZ SCHWAB STRATEGIC TR 308,972.0 $7.2M 0.63% -51K -14.2% $23.22 -0.5%
36 NVDA NVIDIA CORPORATION Technology 40,102.0 $7.0M 0.61% +4K +9.9% $174.40 +21.9%
37 CVX CHEVRON CORPORATION Energy 32,979.0 $6.8M 0.60% -203.0 -0.6% $206.90 -11.8%
38 TEMA ETF TRUST 199,262.0 $6.8M 0.60% +7K +3.5% $34.24
39 JNJ JOHNSON & JOHNSON Healthcare 27,719.0 $6.8M 0.59% +352.0 +1.3% $244.44 -5.4%
40 XOM EXXON MOBIL CORP Energy 38,220.0 $6.5M 0.57% $169.66 -11.7%
Page 2 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%