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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 6 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGK VANGUARD INTL EQUITY INDEX F 12,327.0 $1.0M 0.09% -224K -94.8% $82.43 +8.1%
102 BYLD ISHARES TR 44,055.0 $993K 0.09% NEW $22.53 +0.5%
103 DUK DUKE ENERGY CORP NEW Utilities 7,441.0 $974K 0.09% $130.94 -5.1%
104 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,915.0 $965K 0.08% -158.0 -1.0% $60.65 -6.3%
105 DES WISDOMTREE TR 25,722.0 $924K 0.08% +2K +8.0% $35.94 +7.9%
106 SCHA SCHWAB STRATEGIC TR 30,936.0 $900K 0.08% $29.08 +17.6%
107 IAU ISHARES GOLD TR Financial Services 10,000.0 $882K 0.08% $88.16 -4.5%
108 CAT CATERPILLAR INC Industrials 1,169.0 $828K 0.07% +66.0 +6.0% $708.57 +27.3%
109 XLP SELECT SECTOR SPDR TR 9,772.0 $801K 0.07% -458.0 -4.5% $81.98 +3.0%
110 RRX REGAL REXNORD CORPORATION Industrials 4,250.0 $796K 0.07% $187.26 +8.6%
111 MORGAN STANLEY ETF TRUST 15,774.0 $783K 0.07% NEW $49.66
112 SUSA ISHARES TR 5,806.0 $767K 0.07% -288.0 -4.7% $132.10 +15.9%
113 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.06% $718140.00
114 IDV ISHARES TR 16,553.0 $705K 0.06% +2K +10.1% $42.56 +5.0%
115 XMHQ INVESCO EXCHANGE TRADED FD T 6,809.0 $704K 0.06% -979.0 -12.6% $103.37 +6.1%
116 VTEB VANGUARD MUN BD FDS 14,080.0 $702K 0.06% -4K -23.6% $49.89 +0.7%
117 IBM INTERNATIONAL BUSINESS MACHS Technology 2,796.0 $678K 0.06% +30.0 +1.1% $242.39 +9.6%
118 TSLA TESLA INC Consumer Cyclical 1,820.0 $677K 0.06% +591.0 +48.1% $371.73 +18.7%
119 TJX TJX COS INC NEW Consumer Cyclical 4,215.0 $673K 0.06% -830.0 -16.4% $159.70 -3.0%
120 OEF ISHARES TR 2,075.0 $660K 0.06% NEW $318.00 +18.1%
Page 6 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%