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CIK: 0001813577
Total reported value
$466.9M
$466.9M
66 檔
46.7%
At the close of Q2 2026, Whitcomb & Hess, Inc. disclosed equity holdings valued at approximately $466.9M, spread across 66 reported holdings.
In Q2 2026, Whitcomb & Hess, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, VEA, SPYG) accounted for 46.7% of total reported equity market value during Q2 2026.
| # | 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 | 13.02% | +0.15% | +2.87% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.19% | -0.11% | +1.66% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.27% | +0.30% | +2.26% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.91% | +0.42% | -2.69% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.70% | -0.48% | +1.83% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.62% | -0.34% | +2.35% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.75% | +0.01% | +1.79% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.25% | -0.14% | +3.40% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.51% | +0.04% | +2.53% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.45% | +0.02% | +3.05% | |
| 11 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 3.14% | -0.04% | +3.04% | |
| 12 | LIT | Global X Lithium & Battery T | ETF-Other | 3.00% | -0.38% | -1.03% | |
| 13 | EWP | Ishares Msci Spain ETF | ETF-Other | 2.84% | -0.05% | +2.03% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 2.59% | +0.36% | +1.68% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.54% | +0.47% | +1.58% | |
| 16 | ECH | Ishares Msci Chile ETF | ETF-Other | 2.52% | -0.10% | +1.89% | |
| 17 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.35% | -0.02% | +2.73% | |
| 18 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 2.24% | +0.08% | +4.07% | |
| 19 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.14% | +0.17% | +2.51% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.68% | -0.02% | -0.13% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.01% | +1.22% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.55% | — | +0.85% | |
| 23 | LQDA | Liquidia CORP | Stock-Other | 0.50% | -0.34% | -3.90% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.46% | -0.02% | +3.91% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.43% | +0.02% | +0.44% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.39% | -0.01% | -0.03% | |
| 27 | FLBR | Franklin Ftse Brazil ETF | ETF-Other | 0.38% | +0.04% | -0.13% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | +1.61% | |
| 29 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.33% | -0.01% | -0.92% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.25% | — | -0.16% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.03% | +0.05% | |
| 32 | AKRE | Akre Focus ETF | ETF-Other | 0.19% | — | -7.35% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | — | -0.20% | |
| 34 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.16% | — | +1.95% | |
| 35 | NVT | nVent Electric plc | Stock-Industrials | 0.15% | -0.01% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.05% | +0.22% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | +0.01% | — | |
| 38 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.14% | — | — | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | — | — | |
| 40 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.12% | -0.01% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | +0.01% | -0.26% | |
| 42 | GRC | Gorman-rupp Co | Stock-Other | 0.09% | -0.02% | +0.02% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.08% | — | — | |
| 44 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.08% | -0.04% | -13.27% | |
| 45 | GVAL | Cambria Global Value ETF | ETF-Other | 0.08% | — | -3.84% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | — | +0.20% | |
| 47 | AIRG | Airgain Inc | Stock-Other | 0.08% | -0.01% | +36.04% | |
| 48 | PNR | Pentair plc | Stock-Industrials | 0.07% | -0.02% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | +0.43% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.06% | — | -11.56% |
According to official SEC Form 13F filings, Whitcomb & Hess, Inc. reported a total U.S. public equity portfolio value of $466.9M across 66 disclosed positions in Q2 2026.
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Top New Position Initiated
PM
市值: $214.9K
Top Position Liquidated / Trimmed
XOM
前期市值: $209.7K
During Q2 2026, Whitcomb & Hess, Inc.'s top holdings by market value included SPYV (13.0%)、VEA (12.2%)、SPYG (9.3%). The largest single position, SPYV, represented 13.0% of total portfolio value.
In Q2 2026, Whitcomb & Hess, Inc. made 58 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 18 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.
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