Holcombe Financial, Inc. Portfolio Holdings

Holcombe Financial, Inc.

  • $159 Billion
  • Q4 2025

Holcombe Financial, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.8B, Schwab Short Term Us Treasury with a value of $23.4B, Listed Fds Tr Overlay Shs Hedg with a value of $12.9B, Schwab Intermediate Term Us Tr with a value of $12B, and Ishares Barclays 0 5 Year Tips with a value of $11.1B.

Examining the 13F form we can see an increase of $16B in the current position value, from $143B to 159B.

Holcombe Financial, Inc. is based out at Atlanta, GA

Below you can find more details about Holcombe Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
ETFs: $112 Billion
Technology: $24.2 Billion
Financial Services: $4.05 Billion
Consumer Defensive: $1.86 Billion
Communication Services: $1.76 Billion
Energy: $1.76 Billion
Industrials: $1.18 Billion
Consumer Cyclical: $1.05 Billion
Other: $1.13 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$23.8 Billion 14.95% of portfolio
87,602
Q4 2025 Reduced 1.32%
$453B
$2.26 Billion 1.42% of portfolio
3
Q1 2025 New
$279B
$1.42 Billion 0.89% of portfolio
12,751
Q4 2025 Added 0.6%
$490B
$1.23 Billion 0.77% of portfolio
10,241
Q4 2025 Added 0.46%
$722M
$1.18 Billion 0.74% of portfolio
47,651
Q1 2025 Added 45.34%
$881B
$1.02 Billion 0.64% of portfolio
3,173
Q4 2025 Added 0.83%
$1.74T
$915 Million 0.57% of portfolio
2,915
Q4 2025 Added 1.22%
$1.65T
$846 Million 0.53% of portfolio
2,704
Q4 2025 Added 0.67%
$367B
$682 Million 0.43% of portfolio
1,981
Q4 2025 Reduced 6.56%
-
$557 Million 0.35% of portfolio
-
Q4 2025 Reduced 20.61%
$303B
$529 Million 0.33% of portfolio
3,468
Q4 2024 New
$522B
$450 Million 0.28% of portfolio
2,176
Q4 2025 Reduced 0.73%
-
$451 Million 0.28% of portfolio
-
Q4 2025 Added 1.37%
$2.39T
$367 Million 0.23% of portfolio
1,589
Q4 2025 Added 7.08%
$10.7B
$370 Million 0.23% of portfolio
14,080
Q4 2024 New
$597M
$345 Million 0.22% of portfolio
-
Q4 2025 Reduced 26.2%
$96.4B
$339 Million 0.21% of portfolio
2,896
Q4 2025 Added 1.51%
$255B
$242 Million 0.15% of portfolio
655
Q4 2025 Reduced 8.01%
$306B
$224 Million 0.14% of portfolio
3,205
Q2 2025 Added 0.03%
$404B
$215 Million 0.14% of portfolio
250
Q4 2025 Added 0.4%
$642M
$151 Million 0.09% of portfolio
12,595
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $159 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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