Whitcomb & Hess, Inc. Portfolio Holdings
Whitcomb & Hess, Inc.
- $313 Million
- Q3 2024
Whitcomb & Hess, Inc. has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $313 Million distributed in 62 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 $46M, Vanguard Ftse Developed Market with a value of $39.3M, Spdr Portfolio with a value of $32.2M, Ishares Core S&P Mid Cap ETF with a value of $18.3M, and Ishares Core S&P Sm Cap ETF with a value of $17.5M.
Examining the 13F form we can see an increase of $15.2M in the current position value, from $298M to 313M.
Below you can find more details about Whitcomb & Hess, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$313 Million
ETFs: $309 Million
Technology: $1.63 Million
Financial Services: $1.18 Million
Industrials: $704,000
Healthcare: $688,000
Consumer Cyclical: $199,000