Hengehold Capital Management LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

SCHWAB STRATEGIC TR - Holding Steady with a Significant Increase in Shares

PROCTER AND GAMBLE CO - Minimal Change in Holdings

SPDR INDEX SHS FDS - Slight Decrease in Shares

VANGUARD WORLD FD - Substantial Increase in Shares

ISHARES TR - Significant Increase in Shares

ISHARES INC - Moderate Increase in Shares

MICROSOFT CORP - Minor Decrease in Shares

EMERSON ELEC CO - Marginal Increase in Shares

BLACKROCK INC - Minor Increase in Shares

WALMART INC - Slight Increase in Shares

APPLE INC - Small Decrease in Shares

AND MORE...

In the world of investing, keeping track of changes in holdings is crucial for fund managers and investors alike. It provides insights into the strategies, preferences, and market movements of various funds. Every quarter, fund managers are required to file a document called Form 13F with the Securities and Exchange Commission (SEC), which discloses their holdings of public companies. This information is made available to the public and can be valuable in understanding the dynamics of the market.

Hengehold Capital Management LLC recently released its Q1 2023 and Q2 2023 13F Holdings Comparison. Let's take a closer look at some of the notable changes in their holdings during this period.

SCHWAB STRATEGIC TR, one of the top holdings, saw a significant increase in shares from Q1 2023 to Q2 2023. The number of shares held by Hengehold Capital Management LLC went from 2,423,762 to 2,769,013, representing a 23.4% increase. This substantial increase indicates a strong belief in the company's performance and potential.

PROCTER AND GAMBLE CO, another major holding, didn't experience significant changes in its holdings. The number of shares held by Hengehold Capital Management LLC only saw a slight decrease, going from 366,902 to 364,324, a mere 1.3% reduction. This minor change suggests that the fund manager remains confident in Procter and Gamble's prospects.

Meanwhile, VANGUARD WORLD FD stands out with a substantial increase in shares held by Hengehold Capital Management LLC. The number of shares held rose from 124,507 in Q1 2023 to 164,592 in Q2 2023, indicating a significant 52.1% increase. This reflects the fund manager's confidence in Vanguard World FD's performance and its potential for future growth.

ISHARES TR was another notable holding that experienced a significant increase in shares. The number of shares held by Hengehold Capital Management LLC went from 117,551 in Q1 2023 to 178,330 in Q2 2023, reflecting a robust 64.9% increase. This notable rise indicates a strong belief in the company's performance and potential for future growth.

These are just a few examples of the changes in holdings reported by Hengehold Capital Management LLC. The 13F filings provide a comprehensive overview of all the changes made by the fund manager during this period. While some holdings experienced minor fluctuations, others saw substantial increases, suggesting a positive outlook for future performance.

It is important to note that the information provided in this article is based on publicly available data and should not be considered financial advice. Investors should conduct thorough research before making any investment decisions.

In conclusion, the Q1 2023 vs. Q2 2023 13F Holdings Comparison by Hengehold Capital Management LLC reveals interesting insights into the changes in their holdings. While some holdings remained steady or experienced minimal changes, others saw substantial increases, indicating the fund manager's positive outlook for the future performance of those companies. These disclosures can provide valuable information for investors and fund managers alike, helping them make well-informed investment decisions.