Hengehold Capital Management LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $193M, Procter & Gamble CO with a value of $67.7M, Schwab Us Aggregate Bond ETF with a value of $54.4M, Vanguard Mega Cap Growth ETF with a value of $36M, and Spdr S&P 500 ETF Trust with a value of $35.8M.
Examining the 13F form we can see an decrease of $12M in the current position value, from $1.06B to 1.04B.
Below you can find more details about Hengehold Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
ETFs: $776 Million
Consumer Defensive: $79.1 Million
Financial Services: $37.1 Million
Industrials: $29.3 Million
Technology: $28.3 Million
Healthcare: $27.9 Million
Consumer Cyclical: $14.7 Million
Energy: $12.3 Million
Other: $21.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
