Whitcomb & Hess, Inc. Portfolio Holdings
Whitcomb & Hess, Inc.
- $299 Million
- Q4 2024
Whitcomb & Hess, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $299 Million distributed in 56 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 $44.1M, Vanguard Ftse Developed Market with a value of $35.8M, Spdr Portfolio with a value of $33.1M, Ishares Core S&P Mid Cap ETF with a value of $18.1M, and Ishares Core S&P Sm Cap ETF with a value of $17M.
Examining the 13F form we can see an decrease of $14.1M in the current position value, from $313M to 299M.
Below you can find more details about Whitcomb & Hess, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$299 Million
ETFs: $295 Million
Technology: $1.67 Million
Financial Services: $799,000
Industrials: $706,000
Consumer Cyclical: $477,000
Healthcare: $446,000
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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