Holcombe Financial, Inc. Portfolio Holdings

Holcombe Financial, Inc.

  • $121 Billion
  • Q4 2024

Holcombe Financial, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 37 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 $22.8B, Invesco ETF Tr Ii Treas Collat with a value of $12.7B, Listed Fds Tr Overlay Shs Shor with a value of $11B, and Ishares Barclays 0 5 Year Tips with a value of $10.4B.

Examining the 13F form we can see an increase of $121B in the current position value.

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 $121 Billion
ETFs: $82.9 Billion
Technology: $23 Billion
Energy: $1.62 Billion
Financial Services: $1.33 Billion
Consumer Defensive: $1.29 Billion
Consumer Cyclical: $1.22 Billion
Industrials: $608 Million
Communication Services: $524 Million
Other: $645 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$559M
$608 Million 0.5% of portfolio
32,785
Q4 2024 New
$646M
$118 Million 0.1% of portfolio
12,595
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $121 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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