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CIK: 0001813577
Total reported value
$463.0M
$463.0M
54 檔
33.1%
As reported in its official Q1 2025 Form 13F filing, Whitcomb & Hess, Inc.'s tracked investment portfolio stood at $463.0M with 54 total positions.
In Q1 2025, Whitcomb & Hess, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | 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 | 13.48% | +0.30% | +1.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.66% | +0.55% | +1.18% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.05% | +1.22% | -1.25% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.95% | -0.70% | -8.23% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.19% | +0.42% | +1.12% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.79% | +0.64% | +2.35% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.79% | +0.18% | +1.29% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.57% | -0.21% | +0.62% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.79% | -0.19% | +0.77% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.75% | -0.18% | +0.69% | |
| 11 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 3.36% | -0.10% | +0.58% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.24% | -0.74% | -2.53% | |
| 13 | EWP | Ishares Msci Spain ETF | ETF-Other | 2.98% | +0.09% | -1.48% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 2.72% | -0.58% | +0.34% | |
| 15 | ECH | Ishares Msci Chile ETF | ETF-Other | 2.63% | -0.16% | +0.85% | |
| 16 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.57% | -0.08% | +2.43% | |
| 17 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 2.30% | -0.21% | +1.75% | |
| 18 | LIT | Global X Lithium & Battery T | ETF-Other | 2.23% | -0.11% | +2.68% | |
| 19 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.19% | -0.37% | +19.18% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.72% | -0.04% | +5.47% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.61% | +0.02% | +2.68% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.03% | +1.02% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | +0.04% | -0.11% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.54% | -0.03% | -0.03% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.07% | -3.15% | |
| 26 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.44% | -0.03% | +1.25% | |
| 27 | FLBR | Franklin Ftse Brazil ETF | ETF-Other | 0.42% | -0.08% | +11.14% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | — | -2.74% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.27% | — | +2.04% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.01% | -0.91% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.01% | +0.63% | |
| 32 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.20% | -0.01% | +0.71% | |
| 33 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.18% | -0.01% | +2.37% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.01% | +0.11% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | +0.01% | — | |
| 37 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.12% | +0.01% | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.11% | -0.01% | +1.29% | |
| 39 | PNR | Pentair plc | Stock-Industrials | 0.11% | -0.02% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | -0.40% | |
| 41 | GVAL | Cambria Global Value ETF | ETF-Other | 0.10% | — | +2.22% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.01% | +0.39% | |
| 43 | LQDA | Liquidia CORP | Stock-Other | 0.10% | +0.24% | +85.30% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | -0.01% | +5.37% | |
| 45 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.09% | — | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.08% | — | — | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.07% | — | +3.61% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.02% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | — | +19.26% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | — | — |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, VEA, SPYG) accounted for 33.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYV
市值: $44.5M
During Q1 2025, Whitcomb & Hess, Inc.'s top holdings by market value included SPYV (13.5%)、VEA (11.7%)、SPYG (9.1%). The largest single position, SPYV, represented 13.5% of total portfolio value.
In Q1 2025, Whitcomb & Hess, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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