Whitcomb & Hess, Inc. Portfolio Holdings

Whitcomb & Hess, Inc.

  • $307 Million
  • Q1 2025

Whitcomb & Hess, Inc. has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $307 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 $44.2M, Vanguard Ftse Developed Market with a value of $38.8M, Spdr Portfolio with a value of $29.8M, Ishares Core S&P Mid Cap ETF with a value of $17.1M, and Vanguard Ftse Emerging Mkts Et with a value of $15.8M.

Examining the 13F form we can see an increase of $7.78M in the current position value, from $299M to 307M.

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

Portfolio value $307 Million
ETFs: $303 Million
Technology: $1.71 Million
Healthcare: $686,000
Industrials: $585,000
Financial Services: $536,000
Consumer Cyclical: $393,000
Energy: $225,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$890M
$321,000 0.1% of portfolio
21,300
Q1 2025 Added 85.3%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $307 Million
  • Prior Value $299 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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