Whitcomb & Hess, Inc.
CIK: 0001813577SEC EDGAR →
Portfolio Value
$424.1M
Holdings
60
As of
Q4 2025
New Positions
4
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 942,692 | $54.7M | 12.90% |
| 2 | VANGUARD TAX-MANAGED FDS | 771,651 | $49.8M | 11.75% |
| 3 | SPDR SERIES TRUST | 344,627 | $37.3M | 8.79% |
| 4 | EA SERIES TRUST | 252,178 | $29.1M | 6.86% |
| 5 | ISHARES TR | 323,502 | $22.4M | 5.29% |
| 6 | ISHARES TR | 171,063 | $21.6M | 5.10% |
| 7 | VANGUARD INTL EQUITY INDEX F | 357,214 | $20.0M | 4.71% |
| 8 | VANGUARD SCOTTSDALE FDS | 396,602 | $18.7M | 4.42% |
| 9 | SPDR SERIES TRUST | 502,258 | $15.5M | 3.64% |
| 10 | VANGUARD SCOTTSDALE FDS | 262,238 | $15.4M | 3.63% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $417.4M | 98.4% |
| Technology | 4 | $2.3M | 0.5% |
| Healthcare | 4 | $1.9M | 0.5% |
| Industrials | 3 | $1.1M | 0.3% |
| Basic Materials | 1 | $357K | 0.1% |
| Consumer Cyclical | 2 | $351K | 0.1% |
| Unknown | 1 | $309K | 0.1% |
| Energy | 1 | $227K | 0.1% |