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Whitcomb & Hess, Inc. Top Holdings and 13F Report (2026)

About Whitcomb & Hess, Inc.

Investment Activity

  • Whitcomb & Hess, Inc. has $466.90 million in total holdings as of September 30, 2026.
  • Whitcomb & Hess, Inc. owns shares of 65 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 1.83% of the portfolio was purchased this quarter.
  • About 0.32% of the portfolio was sold this quarter.
  • This quarter, Whitcomb & Hess, Inc. has purchased 66 new stocks and bought additional shares in 35 stocks.
  • Whitcomb & Hess, Inc. sold shares of 15 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC
$280,949 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$201,575 Holding
808524201 - Schwab US Large-Cap ETF
$200,396 Holding

Largest Purchases this Quarter

Alpha Architect 1-3 Month Box ETF
15,907 shares (about $1.88M)
SPDR Portfolio S&P 500 Value ETF
13,890 shares (about $849.10K)
Vanguard Mortgage-Backed Securities ETF
11,627 shares (about $516.35K)
Vanguard FTSE Developed Markets ETF
6,353 shares (about $448.59K)

Largest Sales this Quarter

Liquidia
3,743 shares (about $113.26K)
Energy Select Sector SPDR Fund
1,478 shares (about $90.90K)
iShares MSCI Spain ETF
1,208 shares (about $71.51K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhitcomb & Hess, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$61,469,631$849,096 ▲1.4%1,005,55613.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$56,380,207$448,586 ▲0.8%798,47312.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$44,689,651$315,824 ▲0.7%363,0949.6%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$34,209,284$1,883,231 ▲5.8%288,9547.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$24,653,297$359,606 ▲1.5%342,6455.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$24,377,154$189,504 ▲0.8%179,1915.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$22,220,220$347,972 ▲1.6%374,6454.8%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$19,201,192$516,355 ▲2.8%432,3624.1%ETF
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$16,587,914$353,056 ▲2.2%537,8703.6%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$16,187,700$369,823 ▲2.3%281,2323.5%ETF
Invesco Global ex-US High Yield Corporate Bond ETF stock logo
PGHY
Invesco Global ex-US High Yield Corporate Bond ETF
$14,477,355$395,411 ▲2.8%758,3743.1%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$14,062,989$379,032 ▲2.8%160,1713.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$13,768,318$90,897 ▼-0.7%223,8752.9%ETF
iShares MSCI Spain ETF stock logo
EWP
iShares MSCI Spain ETF
$13,021,705$71,514 ▼-0.5%219,9612.8%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$12,254,426$100,304 ▲0.8%179,1062.6%ETF
iShares MSCI Chile ETF stock logo
ECH
iShares MSCI Chile ETF
$11,287,500$159,974 ▲1.4%298,5322.4%ETF
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$10,861,403$289,443 ▲2.7%437,4312.3%ETF
iShares MSCI Malaysia ETF stock logo
EWM
iShares MSCI Malaysia ETF
$10,820,550$293,705 ▲2.8%395,1992.3%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$10,767,243$57,812 ▲0.5%289,0532.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$3,101,692$11,730 ▼-0.4%112,9120.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,645,598$16,218 ▼-0.6%18,5970.6%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$2,569,758$138,647 ▲5.7%45,3540.6%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$2,113,888$149,733 ▲7.6%26,0330.5%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$2,077,686$95,279 ▼-4.4%12,4950.4%ETF
Franklin FTSE Brazil ETF stock logo
FLBR
Franklin FTSE Brazil ETF
$1,966,138$27,542 ▲1.4%84,0230.4%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,796,762$7,161 ▲0.4%60,7220.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,685,018$44,060 ▲2.7%7,3810.4%ETF
VanEck Emerging Markets High Yield Bond ETF stock logo
HYEM
VanEck Emerging Markets High Yield Bond ETF
$1,505,420$16,363 ▲1.1%77,5590.3%ETF
Apple Inc. stock logo
AAPL
Apple
$1,210,693$14,322 ▼-1.2%3,6350.3%Technology
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$1,160,673$219 ▲0.0%31,8430.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$948,095$3,591 ▲0.4%1,8480.2%Technology
PROFESIONALLY MANAGED PORTFO
$825,813$22,490 ▼-2.7%15,6790.2%AKRE FOCUS ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$769,7120.0%1,0090.2%ETF
Liquidia Corporation stock logo
LQDA
Liquidia
$757,529$113,263 ▼-13.0%25,0340.2%Healthcare
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$730,683$20,393 ▲2.9%20,7460.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$678,9130.0%1,8140.1%ETF
nVent Electric PLC stock logo
NVT
nVent Electric
$672,2710.0%4,1920.1%Industrials
iShares J.P. Morgan EM Local Currency Bond ETF stock logo
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
$670,803$13,435 ▲2.0%15,8770.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$634,9130.0%7,4730.1%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$509,370$18,472 ▼-3.5%4,0260.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$496,174$1,046 ▼-0.2%1,8970.1%Healthcare
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$371,364$9,751 ▲2.7%5,2940.1%ETF
Cambria Global Value ETF stock logo
GVAL
Cambria Global Value ETF
$370,643$16,271 ▼-4.2%9,7950.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$365,446$1,480 ▼-0.4%4940.1%ETF
Gorman-Rupp Company (The) stock logo
GRC
Gorman-Rupp
$333,5490.0%4,4780.1%Industrials
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$322,423$26,940 ▲9.1%3,0280.1%ETF
Airgain, Inc. stock logo
AIRG
Airgain
$310,570$29,309 ▲10.4%62,6150.1%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$305,796$6,619 ▼-2.1%9240.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$289,951$2,042 ▲0.7%1,4200.1%Energy
PALANTIR TECHNOLOGIES INC
$280,949$280,949 ▲New Holding1,5020.1%CL A
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$271,698$794 ▲0.3%1,0260.1%Healthcare
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$268,4220.0%5280.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$267,915$17,288 ▲6.9%2,6500.1%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$235,9450.0%2,7410.1%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$229,808$56,253 ▼-19.7%1,5810.0%Healthcare
Philip Morris International Inc. stock logo
PM
Philip Morris International
$226,6940.0%1,1880.0%Consumer Staples
Pentair plc stock logo
PNR
Pentair
$222,1800.0%4,1930.0%Industrials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$221,0390.0%2,4530.0%ETF
iShares MSCI Indonesia ETF stock logo
EIDO
iShares MSCI Indonesia ETF
$212,365$31,543 ▲17.4%18,1040.0%ETF
Cleveland-Cliffs Inc. stock logo
CLF
Cleveland-Cliffs
$212,1190.0%19,2660.0%Materials
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$208,524$61,882 ▼-22.9%3,2450.0%ETF
EXXONMOBIL HOLDINGS CORP
$201,575$201,575 ▲New Holding1,2390.0%COM SHS
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$200,396$200,396 ▲New Holding6,6800.0%ETF
The Wendy's Company stock logo
WEN
Wendy's
$82,340$721 ▲0.9%12,9060.0%Consumer Discretionary
ANGEL STUDIOS INC.
$62,4610.0%13,3750.0%CL A COM
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$253,651 ▼-100.0%00.0%Technology
Invesco Short Term Treasury ETF stock logo
TBLL
Invesco Short Term Treasury ETF
$0$212,304 ▼-100.0%00.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$209,879 ▼-100.0%00.0%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$207,632 ▼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
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