Holcombe Financial, Inc. Portfolio Holdings

Holcombe Financial, Inc.

  • $143 Billion
  • Q3 2025

Holcombe Financial, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 42 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 $26.1B, Apple Inc. with a value of $22.6B, Listed Fds Tr Overlay Shs Hedg with a value of $14.3B, Schwab Intermediate Term Us Tr with a value of $11.7B, and Listed Fds Tr Overlay Shs Shor with a value of $11.2B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $133B to 143B.

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 $143 Billion
ETFs: $99.3 Billion
Technology: $22.9 Billion
Financial Services: $3.94 Billion
Consumer Defensive: $1.75 Billion
Energy: $1.69 Billion
Communication Services: $1.35 Billion
Industrials: $1.31 Billion
Consumer Cyclical: $1.18 Billion
Other: $1.23 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $143 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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