Whitcomb & Hess, Inc.
CIK: 1813577SEC EDGAR →
Portfolio Value
$347.5B
Holdings
66
As of
Q2 2026
New Positions
66
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 991,666 | $60.3B | 17.35% |
| 2 | VANGUARD TAX-MANAGED FDS | 792,120 | $56.4B | 16.24% |
| 3 | ISHARES TR | 337,647 | $26.0B | 7.49% |
| 4 | VANGUARD INTL EQUITY INDEX F | 368,778 | $22.0B | 6.33% |
| 5 | VANGUARD SCOTTSDALE FDS | 420,735 | $19.7B | 5.67% |
| 6 | SPDR SERIES TRUST | 526,422 | $16.2B | 4.67% |
| 7 | VANGUARD SCOTTSDALE FDS | 274,807 | $16.0B | 4.60% |
| 8 | INVESCO EXCH TRADED FD TR II | 737,661 | $14.5B | 4.18% |
| 9 | GLOBAL X FDS | 177,640 | $13.9B | 4.00% |
| 10 | ISHARES INC | 221,169 | $13.1B | 3.78% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $343.5B | 98.9% |
| Healthcare | 4 | $2.3B | 0.7% |
| Industrials | 3 | $732.9M | 0.2% |
| Technology | 4 | $359.3M | 0.1% |
| Consumer Defensive | 1 | $222.8M | 0.1% |
| Basic Materials | 1 | $180.9M | 0.1% |
| Consumer Cyclical | 2 | $106.3M | 0.0% |
| Communication Services | 2 | $49.3M | 0.0% |
| Unknown | 2 | $580K | 0.0% |
| Energy | 1 | $234K | 0.0% |