Whitcomb & Hess, Inc. has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $330 Million distributed in 54 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 $46.3M, Vanguard Ftse Developed Market with a value of $43.3M, Spdr Portfolio with a value of $35.4M, Ishares Core S&P Mid Cap ETF with a value of $18.5M, and Vanguard Ftse Emerging Mkts Et with a value of $17.4M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $307M to 330M.

Below you can find more details about Whitcomb & Hess, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $330 Million
ETFs: $326 Million
Technology: $1.9 Million
Industrials: $737,000
Healthcare: $669,000
Financial Services: $317,000
Consumer Defensive: $216,000
Basic Materials: $174,000
Consumer Cyclical: $134,000
Other: $0

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $330 Million
  • Prior Value $307 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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