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CIK: 0001813577
Total reported value
$463.0M
$463.0M
57 檔
39.0%
According to the latest 13F quarterly dataset, Whitcomb & Hess, Inc. managed an equity portfolio of $463.0M at the end of Q3 2025, spanning 57 distinct U.S. exchange-listed positions.
In Q3 2025, Whitcomb & Hess, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 29 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 | 12.87% | +0.30% | +2.18% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.77% | +0.55% | +0.59% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.92% | +1.22% | -0.61% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.68% | -0.70% | +6.53% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.13% | +0.42% | +2.28% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.94% | +0.64% | +4.52% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.93% | +0.18% | +0.66% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.40% | -0.21% | +9.64% | |
| 9 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.58% | -0.74% | -19.13% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.58% | -0.18% | +9.79% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.56% | -0.19% | +8.35% | |
| 12 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 3.19% | -0.10% | +8.66% | |
| 13 | LIT | Global X Lithium & Battery T | ETF-Other | 3.02% | -0.11% | +7.76% | |
| 14 | EWP | Ishares Msci Spain ETF | ETF-Other | 2.77% | +0.09% | -13.63% | |
| 15 | ECH | Ishares Msci Chile ETF | ETF-Other | 2.48% | -0.16% | +0.90% | |
| 16 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.47% | -0.08% | +4.75% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 2.36% | -0.58% | +5.07% | |
| 18 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 2.31% | -0.21% | +3.95% | |
| 19 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.29% | -0.37% | +3.02% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.64% | +0.02% | +1.68% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.63% | -0.04% | +1.30% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.07% | -2.40% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | +0.04% | -4.42% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.03% | +2.84% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.46% | -0.03% | +0.11% | |
| 26 | FLBR | Franklin Ftse Brazil ETF | ETF-Other | 0.41% | -0.08% | +0.05% | |
| 27 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.38% | -0.03% | +0.21% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | — | +0.67% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.26% | — | -4.64% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | -1.19% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.01% | +3.05% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.01% | +30.47% | |
| 33 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.18% | -0.01% | +3.98% | |
| 34 | LQDA | Liquidia CORP | Stock-Other | 0.17% | +0.24% | +2.01% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | — | — | |
| 36 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.16% | -0.01% | -2.75% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | +0.01% | — | |
| 38 | PNR | Pentair plc | Stock-Industrials | 0.12% | -0.02% | — | |
| 39 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.12% | +0.01% | — | |
| 40 | NVT | nVent Electric plc | Stock-Industrials | 0.11% | +0.03% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | — | +0.06% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.10% | — | — | |
| 43 | GVAL | Cambria Global Value ETF | ETF-Other | 0.09% | — | -12.25% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.08% | -0.01% | +3.30% | |
| 45 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.08% | -0.02% | -40.85% | |
| 46 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.08% | — | +12.43% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | +0.01% | -10.79% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.01% | +10.00% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.07% | -0.01% | -23.69% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 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 57 disclosed positions in Q3 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 39.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
REMX
市值: $319.4K
Top Position Liquidated / Trimmed
STK
前期市值: $217.5K
During Q3 2025, Whitcomb & Hess, Inc.'s top holdings by market value included SPYV (12.9%)、VEA (11.8%)、SPYG (9.9%). The largest single position, SPYV, represented 12.9% of total portfolio value.
In Q3 2025, Whitcomb & Hess, Inc. made 44 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 10 holdings, and fully liquidating 1 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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