Holcombe Financial, Inc. Portfolio Holdings

Holcombe Financial, Inc.

  • $133 Billion
  • Q2 2025

Holcombe Financial, Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 41 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 $24.7B, Apple Inc. with a value of $18.6B, Listed Fds Tr Overlay Shs Hedg with a value of $13.4B, Schwab Intermediate Term Us Tr with a value of $11.3B, and Ishares Barclays 0 5 Year Tips with a value of $10.9B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $120B to 133B.

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 $133 Billion
ETFs: $94.7 Billion
Technology: $19 Billion
Financial Services: $3.67 Billion
Consumer Defensive: $1.71 Billion
Energy: $1.6 Billion
Consumer Cyclical: $1.1 Billion
Industrials: $1.04 Billion
Communication Services: $984 Million
Other: $1.12 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 41
  • Current Value $133 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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