13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001813577
Total reported value
$463.0M
$463.0M
54 檔
33.7%
According to the latest 13F quarterly dataset, Whitcomb & Hess, Inc. managed an equity portfolio of $463.0M at the end of Q4 2024, spanning 54 distinct U.S. exchange-listed positions.
Whitcomb & Hess, Inc. executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 2 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 13.62% | +0.30% | -0.81% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.05% | +0.55% | +0.70% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.22% | +1.22% | -3.11% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 7.64% | -0.70% | +4.98% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.59% | +0.42% | -1.11% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.26% | +0.64% | -0.99% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.69% | +0.18% | +0.05% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.54% | -0.21% | +0.39% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.81% | -0.19% | +1.60% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.79% | -0.18% | +1.76% | |
| 11 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 3.38% | -0.10% | -1.50% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.53% | -0.58% | +0.32% | |
| 13 | EWP | Ishares Msci Spain ETF | ETF-Other | 2.51% | +0.09% | +0.70% | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.50% | -0.74% | -0.33% | |
| 15 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.48% | -0.08% | +0.10% | |
| 16 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 2.46% | -0.21% | +0.48% | |
| 17 | LIT | Global X Lithium & Battery T | ETF-Other | 2.32% | -0.11% | -0.71% | |
| 18 | ECH | Ishares Msci Chile ETF | ETF-Other | 2.23% | -0.16% | +0.48% | |
| 19 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.63% | -0.37% | -11.93% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.68% | -0.04% | +11.15% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | +0.04% | -2.24% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.07% | -2.62% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.57% | +0.02% | +113.64% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.03% | -2.09% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.55% | -0.03% | -0.79% | |
| 26 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.44% | -0.03% | +29.98% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | — | +6.19% | |
| 28 | FLBR | Franklin Ftse Brazil ETF | ETF-Other | 0.33% | -0.08% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.01% | -0.23% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.26% | — | +0.26% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.01% | +0.59% | |
| 32 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.20% | -0.01% | -1.06% | |
| 33 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.17% | -0.01% | +33.68% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +0.01% | +17.52% | |
| 36 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.14% | +0.01% | — | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | +0.01% | — | |
| 38 | PNR | Pentair plc | Stock-Industrials | 0.13% | -0.02% | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.11% | -0.01% | -15.20% | |
| 40 | STK | Columbia Slgmn Prem Tech Gr | Stock-Other | 0.11% | — | -11.74% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.10% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | — | -1.41% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.01% | -4.60% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 45 | NVT | nVent Electric plc | Stock-Industrials | 0.09% | +0.03% | — | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | -0.01% | — | |
| 47 | GVAL | Cambria Global Value ETF | ETF-Other | 0.08% | — | — | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.08% | — | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.01% | — | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.07% | — | +2.22% |
According to official SEC Form 13F filings, Whitcomb & Hess, Inc. reported a total U.S. public equity portfolio value of $463.0M across 54 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, VEA, SPYG) accounted for 33.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
FLBR
市值: $1.1M
Top Position Liquidated / Trimmed
MRK
前期市值: $223.0K
During Q4 2024, Whitcomb & Hess, Inc.'s top holdings by market value included SPYV (13.6%)、VEA (11.1%)、SPYG (10.2%). The largest single position, SPYV, represented 13.6% of total portfolio value.
In Q4 2024, Whitcomb & Hess, Inc. made 43 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.