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CIK: 0001813577
Total reported value
$463.0M
$463.0M
54 檔
36.2%
During the Q2 2025 filing period, Whitcomb & Hess, Inc. (CIK: 0001813577) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $463.0M across 54 reported positions.
In Q2 2025, Whitcomb & Hess, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 22 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 | 13.07% | +0.30% | +1.54% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.21% | +0.55% | +0.26% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.98% | +1.22% | -0.09% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.80% | -0.70% | +4.07% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.23% | +0.42% | +1.66% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.91% | +0.18% | +0.70% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.77% | +0.64% | +2.31% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.34% | -0.21% | +1.96% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.60% | -0.19% | +1.74% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.57% | -0.18% | +2.06% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.31% | -0.74% | -3.21% | |
| 12 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 3.21% | -0.10% | +2.20% | |
| 13 | EWP | Ishares Msci Spain ETF | ETF-Other | 3.12% | +0.09% | -2.55% | |
| 14 | ECH | Ishares Msci Chile ETF | ETF-Other | 2.58% | -0.16% | -0.27% | |
| 15 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.57% | -0.08% | +1.28% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 2.34% | -0.58% | +1.96% | |
| 17 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 2.29% | -0.21% | +0.93% | |
| 18 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.27% | -0.37% | -0.07% | |
| 19 | LIT | Global X Lithium & Battery T | ETF-Other | 2.08% | -0.11% | +1.29% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.68% | -0.04% | +0.56% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.65% | +0.02% | +2.58% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.07% | +4.90% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | +0.04% | -4.21% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.53% | -0.03% | +1.71% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.50% | -0.03% | -2.00% | |
| 26 | FLBR | Franklin Ftse Brazil ETF | ETF-Other | 0.43% | -0.08% | -0.70% | |
| 27 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.41% | -0.03% | +0.68% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | — | +0.26% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.27% | — | -0.49% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.01% | -2.52% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.20% | +0.01% | — | |
| 32 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.19% | -0.01% | +0.80% | |
| 33 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.18% | -0.01% | -1.82% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | — | +2.31% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.01% | — | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.15% | +0.01% | — | |
| 37 | PNR | Pentair plc | Stock-Industrials | 0.12% | -0.02% | — | |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.12% | +0.01% | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.10% | -0.01% | -0.06% | |
| 40 | GVAL | Cambria Global Value ETF | ETF-Other | 0.10% | — | -1.47% | |
| 41 | LQDA | Liquidia CORP | Stock-Other | 0.10% | +0.24% | +30.64% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.10% | — | — | |
| 43 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.09% | -0.02% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | -0.17% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | +0.01% | -15.19% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | -0.01% | — | |
| 47 | NVT | nVent Electric plc | Stock-Industrials | 0.09% | +0.03% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | — | — | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.07% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.01% | — |
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 Q2 2025.
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 36.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
REMX
市值: $332.9K
Top Position Liquidated / Trimmed
CVX
前期市值: $225.2K
During Q2 2025, Whitcomb & Hess, Inc.'s top holdings by market value included SPYV (13.1%)、VEA (12.2%)、SPYG (10.0%). The largest single position, SPYV, represented 13.1% of total portfolio value.
In Q2 2025, Whitcomb & Hess, Inc. made 42 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 14 holdings, and fully liquidating 3 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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