Whitcomb & Hess, Inc. Top Holdings and 13F Report (2025) About Whitcomb & Hess, Inc.Investment ActivityWhitcomb & Hess, Inc. has $388.92 million in total holdings as of September 30, 2025.Whitcomb & Hess, Inc. owns shares of 57 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.32% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Whitcomb & Hess, Inc. has purchased 54 new stocks and bought additional shares in 32 stocks.Whitcomb & Hess, Inc. sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $50,064,787Vanguard FTSE Developed Markets ETF $45,768,969SPDR Portfolio S&P 500 Growth ETF $38,583,602Alpha Architect 1-3 Month Box ETF $25,974,370iShares Core S&P Mid-Cap ETF $19,952,231 Largest New Holdings this Quarter 88160R101 - Tesla $248,154 Holding69608A108 - PALANTIR TECHNOLOGIES INC $237,328 Holding166764100 - Chevron $213,235 Holding383082104 - Gorman-Rupp $207,692 Holding Largest Purchases this Quarter Alpha Architect 1-3 Month Box ETF 13,992 shares (about $1.59M)Vanguard Mortgage-Backed Securities ETF 32,048 shares (about $1.50M)SPDR Bloomberg Investment Grade Floating Rate ETF 40,205 shares (about $1.24M)SPDR Portfolio S&P 500 Value ETF 19,310 shares (about $1.07M)Vanguard Short-Term Treasury ETF 18,124 shares (about $1.07M) Largest Sales this Quarter VanEck Gold Miners ETF 43,101 shares (about $3.29M)iShares MSCI Spain ETF 34,292 shares (about $1.70M)SPDR Portfolio S&P 500 Growth ETF 2,263 shares (about $236.51K)VanEck Rare Earth and Strategic Metals ETF 3,351 shares (about $220.56K)iShares Core S&P Total U.S. Stock Market ETF 635 shares (about $92.49K) 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$50,064,787$1,068,422 ▲2.2%904,84012.9%ETFVEAVanguard FTSE Developed Markets ETF$45,768,969$266,344 ▲0.6%763,83511.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$38,583,602$236,506 ▼-0.6%369,1869.9%ETFBOXXAlpha Architect 1-3 Month Box ETF$25,974,370$1,593,126 ▲6.5%228,1266.7%ETFIJHiShares Core S&P Mid-Cap ETF$19,952,231$444,487 ▲2.3%305,7345.1%ETFIJRiShares Core S&P Small-Cap ETF$19,222,181$831,691 ▲4.5%161,7624.9%ETFVWOVanguard FTSE Emerging Markets ETF$19,180,697$126,510 ▲0.7%354,0184.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$17,114,774$1,504,975 ▲9.6%364,4544.4%ETFGDXVanEck Gold Miners ETF$13,917,092$3,292,914 ▼-19.1%182,1613.6%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$13,910,167$1,240,726 ▲9.8%450,7513.6%ETFVGSHVanguard Short-Term Treasury ETF$13,846,605$1,066,599 ▲8.3%235,2863.6%ETFPGHYInvesco Global ex-US High Yield Corporate Bond ETF$12,421,537$989,798 ▲8.7%621,6053.2%ETFLITGlobal X Lithium & Battery Tech ETF$11,763,101$846,723 ▲7.8%206,9153.0%ETFEWPiShares MSCI Spain ETF$10,758,714$1,697,452 ▼-13.6%217,3482.8%ETFECHiShares MSCI Chile ETF$9,656,263$85,729 ▲0.9%292,9692.5%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$9,618,726$435,736 ▲4.7%377,0572.5%ETFXLEEnergy Select Sector SPDR Fund$9,185,984$443,035 ▲5.1%102,8212.4%ETFEWMiShares MSCI Malaysia ETF$8,970,683$340,978 ▲4.0%346,0912.3%FinanceEWZiShares MSCI Brazil ETF$8,910,821$261,330 ▲3.0%287,4462.3%ETFSCHFSchwab International Equity ETF$2,484,598$40,996 ▲1.7%106,7270.6%ETFVGITVanguard Intermediate-Term Treasury ETF$2,447,363$31,516 ▲1.3%40,7690.6%ETFIVWiShares S&P 500 Growth ETF$2,205,320$54,324 ▼-2.4%18,2680.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,998,312$92,487 ▼-4.4%13,7200.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,942,966$53,591 ▲2.8%23,4210.5%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,774,067$2,029 ▲0.1%58,5690.5%ETFFLBRFranklin FTSE Brazil ETF$1,603,699$800 ▲0.0%84,1890.4%ETFHYEMVanEck Emerging Markets High Yield Bond ETF$1,482,657$3,048 ▲0.2%73,9480.4%ETFIVEiShares S&P 500 Value ETF$1,296,725$8,674 ▲0.7%6,2790.3%ETFSCHESchwab Emerging Markets Equity ETF$1,022,296$49,755 ▼-4.6%30,6350.3%ETFMSFTMicrosoft$949,185$11,392 ▼-1.2%1,8330.2%Computer and TechnologyAAPLApple$911,340$26,991 ▲3.1%3,5790.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$758,581$177,158 ▲30.5%1,1390.2%FinanceHYLBXtrackers USD High Yield Corporate Bond ETF$701,770$26,830 ▲4.0%18,9110.2%ETFLQDALiquidia Technologies$645,475$12,689 ▲2.0%28,3850.2%MedicalVTIVanguard Total Stock Market ETF$639,6400.0%1,9490.2%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$618,727$17,514 ▼-2.8%15,0140.2%ETFVXUSVanguard Total International Stock ETF$548,9720.0%7,4730.1%ETFPNRPentair$464,4030.0%4,1930.1%Business ServicesVIOOVanguard S&P Small-Cap 600 ETF$459,5550.0%4,1600.1%ETFNVTnVent Electric$413,4990.0%4,1920.1%Computer and TechnologyABBVAbbVie$403,274$232 ▲0.1%1,7420.1%MedicalVONGVanguard Russell 1000 Growth ETF$375,8400.0%3,1190.1%ETFGVALCambria Global Value ETF$333,602$46,563 ▼-12.2%11,4130.1%ETFBNDVanguard Total Bond Market ETF$321,045$10,263 ▲3.3%4,3170.1%ETFREMXVanEck Rare Earth and Strategic Metals ETF$319,359$220,563 ▼-40.9%4,8520.1%ETFCLFCleveland-Cliffs$314,504$34,770 ▲12.4%25,7790.1%Basic MaterialsJPMJPMorgan Chase & Co.$307,887$37,224 ▼-10.8%9760.1%FinanceQQQInvesco QQQ$297,183$27,017 ▲10.0%4950.1%FinanceMUBiShares National Muni Bond ETF$286,032$88,813 ▼-23.7%2,6860.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$276,7690.0%5970.1%FinanceIBMInternational Business Machines$254,5080.0%9020.1%Computer and TechnologyTSLATesla$248,154$248,154 ▲New Holding5580.1%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$237,328$237,328 ▲New Holding1,3010.1%CL ASPLVInvesco S&P 500 Low Volatility ETF$219,167$3,159 ▼-1.4%2,9830.1%ETFCVXChevron$213,235$213,235 ▲New Holding1,3730.1%EnergyGRCGorman-Rupp$207,692$207,692 ▲New Holding4,4750.1%IndustrialsWENWendy's$110,978$3,371 ▲3.1%12,1160.0%Retail/WholesalePMPhilip Morris International$0$216,370 ▼-100.0%00.0%Consumer StaplesShowing 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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