HENGEHOLD CAPITAL MANAGEMENT LLC

All 13F Filings

Location
Cincinnati, OH
Most recent 13F
Q4 2025
Holdings value ($000)
1,187,141
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/15/2026 219 1,187,141 13F-HR HENGEHOLD CAPITAL MANAGEMENT LLC
Q3 2025 10/16/2025 215 1,171,858 13F-HR HENGEHOLD CAPITAL MANAGEMENT LLC
Q2 2025 7/17/2025 211 1,097,143 13F-HR HENGEHOLD CAPITAL MANAGEMENT LLC
Q2 2014 8/1/2014 76 298,686 13F-HR HENGEHOLD CAPITAL MANAGEMENT LLC
Q1 2014 4/30/2014 73 294,936 13F-HR HENGEHOLD CAPITAL MANAGEMENT LLC
Q4 2013 1/28/2014 78 287,341 13F-HR HENGEHOLD CAPITAL MANAGEMENT LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 758.4 K 63.9% 48.02 K 0 48.02 K
ETFs 393.8 K 33.2% 0 2.849 K -2.849 K
Debt 33.23 K 2.8% 0 30.05 K -30.05 K
Other 1.746 K 0.1% 180 0 180
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Fund Snapshot

Q4 2025
Latest filed
1/15/2026
Total value ($000)
1,187,141
Holdings
219
QoQ value change ($000)
15,283 (1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.