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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 $1,061,976,308
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 8,942,406 $202,992,609 19.11%
2.
Procter & Gamble Co
 PG 377,011 $63,205,890 5.95%
3.
Vanguard World Fd
 154,281 $52,981,761 4.98%
4.
Schwab Strategic Trust
 FNDF 2,088,600 $47,411,212 4.46%
5.
Spdr S & P 500 Etf Trust
 SPY 57,946 $33,960,843 3.19%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)