Whitcomb & Hess, Inc. Top Holdings and 13F Report (2025) About Whitcomb & Hess, Inc.Investment ActivityWhitcomb & Hess, Inc. has $354.60 million in total holdings as of June 30, 2025.Whitcomb & Hess, Inc. owns shares of 54 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.43% of the portfolio was purchased this quarter.About 0.47% of the portfolio was sold this quarter.This quarter, Whitcomb & Hess, Inc. has purchased 54 new stocks and bought additional shares in 24 stocks.Whitcomb & Hess, Inc. sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $46,348,636Vanguard FTSE Developed Markets ETF $43,292,822SPDR Portfolio S&P 500 Growth ETF $35,406,473Alpha Architect 1-3 Month Box ETF $24,128,564iShares Core S&P Mid-Cap ETF $18,539,216 Largest New Holdings this Quarter 92189H805 - VanEck Rare Earth and Strategic Metals ETF $332,863 Holding718172109 - Philip Morris International $216,370 Holding185899101 - Cleveland-Cliffs $174,260 Holding Largest Purchases this Quarter Alpha Architect 1-3 Month Box ETF 8,367 shares (about $942.79K)SPDR Portfolio S&P 500 Value ETF 13,429 shares (about $702.87K)iShares Core S&P Small-Cap ETF 3,492 shares (about $381.64K)VanEck Rare Earth and Strategic Metals ETF 8,203 shares (about $332.86K)iShares Core S&P Mid-Cap ETF 4,890 shares (about $303.28K) Largest Sales this Quarter VanEck Gold Miners ETF 7,472 shares (about $388.99K)iShares MSCI Spain ETF 6,592 shares (about $290.25K)iShares Core S&P Total U.S. Stock Market ETF 631 shares (about $85.21K)JPMorgan Chase & Co. 196 shares (about $56.84K)SPDR Portfolio Short Term Corporate Bond ETF 1,191 shares (about $35.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhitcomb & Hess, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYVSPDR Portfolio S&P 500 Value ETF$46,348,636$702,874 ▲1.5%885,53013.1%ETFVEAVanguard FTSE Developed Markets ETF$43,292,822$113,906 ▲0.3%759,39012.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$35,406,473$30,407 ▼-0.1%371,44910.0%ETFBOXXAlpha Architect 1-3 Month Box ETF$24,128,564$942,791 ▲4.1%214,1346.8%ETFIJHiShares Core S&P Mid-Cap ETF$18,539,216$303,278 ▲1.7%298,9235.2%ETFVWOVanguard FTSE Emerging Markets ETF$17,394,239$121,523 ▲0.7%351,6834.9%ETFIJRiShares Core S&P Small-Cap ETF$16,914,030$381,640 ▲2.3%154,7634.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,403,709$296,623 ▲2.0%332,4064.3%ETFVGSHVanguard Short-Term Treasury ETF$12,764,764$217,897 ▲1.7%217,1623.6%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$12,657,130$255,611 ▲2.1%410,5463.6%ETFGDXVanEck Gold Miners ETF$11,727,134$388,992 ▼-3.2%225,2623.3%ETFPGHYInvesco Global ex-US High Yield Corporate Bond ETF$11,367,090$244,620 ▲2.2%572,0733.2%ETFEWPiShares MSCI Spain ETF$11,079,698$290,245 ▼-2.6%251,6403.1%ETFECHiShares MSCI Chile ETF$9,132,078$25,066 ▼-0.3%290,3682.6%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$9,125,395$115,621 ▲1.3%359,9762.6%ETFXLEEnergy Select Sector SPDR Fund$8,299,674$159,358 ▲2.0%97,8622.3%ETFEWMiShares MSCI Malaysia ETF$8,103,666$74,846 ▲0.9%332,9362.3%FinanceEWZiShares MSCI Brazil ETF$8,049,607$5,972 ▼-0.1%279,0162.3%ETFLITGlobal X Lithium & Battery Tech ETF$7,373,600$94,157 ▲1.3%192,0212.1%ETFVGITVanguard Intermediate-Term Treasury ETF$2,406,994$13,457 ▲0.6%40,2440.7%ETFSCHFSchwab International Equity ETF$2,319,742$58,366 ▲2.6%104,9660.7%ETFIVWiShares S&P 500 Growth ETF$2,060,839$96,227 ▲4.9%18,7180.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,938,506$85,211 ▼-4.2%14,3550.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,887,118$31,652 ▲1.7%22,7750.5%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,766,163$35,956 ▼-2.0%58,5020.5%ETFFLBRFranklin FTSE Brazil ETF$1,511,280$10,668 ▼-0.7%84,1470.4%ETFHYEMVanEck Emerging Markets High Yield Bond ETF$1,462,637$9,930 ▲0.7%73,7960.4%ETFIVEiShares S&P 500 Value ETF$1,218,903$3,127 ▲0.3%6,2370.3%ETFSCHESchwab Emerging Markets Equity ETF$968,283$4,792 ▼-0.5%32,1260.3%ETFMSFTMicrosoft$922,621$23,874 ▼-2.5%1,8550.3%Computer and TechnologyAAPLApple$712,6260.0%3,4730.2%Computer and TechnologyHYLBXtrackers USD High Yield Corporate Bond ETF$671,491$5,316 ▲0.8%18,1880.2%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$623,581$11,552 ▼-1.8%15,4390.2%ETFVTIVanguard Total Stock Market ETF$592,347$13,373 ▲2.3%1,9490.2%ETFSPYSPDR S&P 500 ETF Trust$539,2950.0%8730.2%FinanceVXUSVanguard Total International Stock ETF$516,3150.0%7,4730.1%ETFPNRPentair$430,4400.0%4,1930.1%Business ServicesVIOOVanguard S&P Small-Cap 600 ETF$421,1170.0%4,1600.1%ETFMUBiShares National Muni Bond ETF$367,742$209 ▼-0.1%3,5200.1%ETFGVALCambria Global Value ETF$354,153$5,283 ▼-1.5%13,0060.1%ETFLQDALiquidia Technologies$346,724$81,326 ▲30.6%27,8270.1%MedicalVONGVanguard Russell 1000 Growth ETF$340,5950.0%3,1190.1%ETFREMXVanEck Rare Earth and Strategic Metals ETF$332,863$332,863 ▲New Holding8,2030.1%ETFABBVAbbVie$323,129$557 ▼-0.2%1,7410.1%MedicalJPMJPMorgan Chase & Co.$317,286$56,845 ▼-15.2%1,0940.1%FinanceBNDVanguard Total Bond Market ETF$307,6900.0%4,1790.1%ETFNVTnVent Electric$307,0640.0%4,1920.1%Computer and TechnologyIBMInternational Business Machines$265,8920.0%9020.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$262,9880.0%5970.1%FinanceQQQInvesco QQQ$248,2380.0%4500.1%FinanceSPLVInvesco S&P 500 Low Volatility ETF$220,329$15,509 ▼-6.6%3,0260.1%ETFPMPhilip Morris International$216,370$216,370 ▲New Holding1,1880.1%Consumer StaplesCLFCleveland-Cliffs$174,260$174,260 ▲New Holding22,9290.0%Basic MaterialsWENWendy's$134,157$1,644 ▲1.2%11,7480.0%Retail/WholesaleCVXChevron$0$225,238 ▼-100.0%00.0%EnergyTSLATesla$0$224,692 ▼-100.0%00.0%Auto/Tires/TrucksSTKColumbia Seligman Premium Technology Growth Fund$0$217,545 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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