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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 $844,269,652
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,015,692 $167,883,592 19.88%
2.
Procter & Gamble Co
 PG 367,628 $53,872,200 6.38%
3.
Schwab Strategic Trust
 FNDF 949,603 $44,270,489 5.24%
4.
Vanguard World Fd
 168,286 $43,671,881 5.17%
5.
Spdr Index Shs Fds
 1,597,221 $43,188,862 5.11%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)