Holcombe Financial, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $23.6B, Apple Inc. with a value of $20.2B, Invesco ETF Tr Ii Treas Collat with a value of $12.2B, Ishares Barclays 0 5 Year Tips with a value of $10.8B, and Listed Fds Tr Overlay Shs Shor with a value of $10.6B.

Examining the 13F form we can see an decrease of $1.02B in the current position value, from $121B to 120B.

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 $120 Billion
ETFs: $81.4 Billion
Technology: $20.4 Billion
Financial Services: $3.5 Billion
Energy: $1.79 Billion
Consumer Defensive: $1.58 Billion
Consumer Cyclical: $1.03 Billion
Industrials: $887 Million
Industrial Goods: $521 Million
Other: $943 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $120 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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