Whitcomb & Hess, Inc. Portfolio Holdings
Whitcomb & Hess, Inc.
- $363 Million
- Q3 2025
Whitcomb & Hess, Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Million distributed in 57 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 $50.1M, Vanguard Ftse Developed Market with a value of $45.8M, Spdr Portfolio with a value of $38.6M, Ishares Core S&P Mid Cap ETF with a value of $20M, and Ishares Core S&P Sm Cap ETF with a value of $19.2M.
Examining the 13F form we can see an increase of $32.6M in the current position value, from $330M to 363M.
Below you can find more details about Whitcomb & Hess, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$363 Million
ETFs: $357 Million
Technology: $2.35 Million
Industrials: $1.08 Million
Healthcare: $1.05 Million
Consumer Cyclical: $358,000
Basic Materials: $314,000
Financial Services: $307,000
Energy: $213,000
Other: $0