Whitcomb & Hess, Inc. Portfolio Holdings
Whitcomb & Hess, Inc.
- $385 Million
- Q4 2025
Whitcomb & Hess, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $385 Million distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $53M, Vanguard Ftse Developed Market with a value of $47.3M, Spdr Portfolio with a value of $36.1M, Ishares Core S&P Mid Cap ETF with a value of $20.8M, and Energy Sector Spdr with a value of $20.5M.
Examining the 13F form we can see an increase of $22.8M in the current position value, from $363M to 385M.
Below you can find more details about Whitcomb & Hess, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$385 Million
ETFs: $379 Million
Technology: $2.41 Million
Healthcare: $1.63 Million
Industrials: $1.08 Million
Consumer Cyclical: $333,000
Financial Services: $291,000
Basic Materials: $287,000
Energy: $214,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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