HENGEHOLD CAPITAL MANAGEMENT LLC - Portfolio overview

HENGEHOLD CAPITAL MANAGEMENT LLC has 238 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 16.66%
2. PG - PROCTER & GAMBLE CO, 5.42%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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