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

About Whitcomb & Hess, Inc.

Investment Activity

Whitcomb & Hess, Inc. has $428.76 million in total holdings as of March 31, 2026.
Whitcomb & Hess, Inc. owns shares of 64 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 2.54% of the portfolio was purchased this quarter.
About 0.27% of the portfolio was sold this quarter.
This quarter, Whitcomb & Hess, Inc. has purchased 60 new stocks and bought additional shares in 32 stocks.
Whitcomb & Hess, Inc. sold shares of 12 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Value ETF: $54,542,443
Vanguard FTSE Developed Markets ETF: $49,928,189
SPDR Portfolio S&P 500 Growth ETF: $34,517,951
Alpha Architect 1-3 Month Box ETF: $32,628,824
iShares Core S&P Mid-Cap ETF: $22,277,626

Largest New Holdings this Quarter

46138G888 - Invesco Short Term Treasury ETF: $291,740 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $259,202 Holding
00938A104 - Airgain: $229,262 Holding
30231G102 - ExxonMobil: $209,698 Holding
191216100 - CocaCola: $208,453 Holding

Largest Purchases this Quarter

Alpha Architect 1-3 Month Box ETF: 28,404 shares (about $3.30M)
SPDR Portfolio S&P 500 Value ETF: 21,296 shares (about $1.20M)
SPDR Portfolio S&P 500 Growth ETF: 7,921 shares (about $775.54K)
Vanguard Mortgage-Backed Securities ETF: 10,314 shares (about $484.24K)
Vanguard FTSE Developed Markets ETF: 7,503 shares (about $480.79K)

Largest Sales this Quarter

VanEck Gold Miners ETF: 1,855 shares (about $170.23K)
iShares MSCI Brazil ETF: 2,896 shares (about $111.18K)
Global X Lithium & Battery Tech ETF: 1,419 shares (about $105.50K)
Energy Select Sector SPDR Fund: 1,327 shares (about $81.29K)
PROFESIONALLY MANAGED PORTFO: 1,488 shares (about $78.64K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPYV SPDR Portfolio S&P 500 Value ETF	$54,542,443	$1,204,928 ▲	2.3%	963,988	12.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$49,928,189	$480,792 ▲	1.0%	779,154	11.6%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$34,517,951	$775,545 ▲	2.3%	352,548	8.1%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$32,628,824	$3,303,095 ▲	11.3%	280,582	7.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$22,277,626	$431,517 ▲	2.0%	329,892	5.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$21,705,224	$440,429 ▲	2.1%	174,606	5.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$19,582,437	$275,007 ▲	1.4%	362,302	4.6%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$19,104,705	$484,242 ▲	2.6%	406,916	4.5%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$15,802,761	$343,259 ▲	2.2%	513,410	3.7%	ETF
VGSH Vanguard Short-Term Treasury ETF	$15,611,266	$259,859 ▲	1.7%	266,677	3.6%	ETF
GDX VanEck Gold Miners ETF	$14,080,677	$170,234 ▼	-1.2%	153,434	3.3%	ETF
PGHY Invesco Global ex-US High Yield Corporate Bond ETF	$13,894,929	$349,244 ▲	2.6%	715,864	3.2%	ETF
XLE Energy Select Sector SPDR Fund	$13,576,682	$81,292 ▼	-0.6%	221,624	3.2%	ETF
LIT Global X Lithium & Battery Tech ETF	$13,345,557	$105,503 ▼	-0.8%	179,496	3.1%	ETF
EWP iShares MSCI Spain ETF	$11,772,268	$186,337 ▲	1.6%	216,761	2.7%	ETF
ECH iShares MSCI Chile ETF	$11,484,373	$27,315 ▼	-0.2%	288,842	2.7%	ETF
EWZ iShares MSCI Brazil ETF	$10,766,778	$111,177 ▼	-1.0%	280,458	2.5%	ETF
EWM iShares MSCI Malaysia ETF	$10,495,242	$131,339 ▲	1.3%	369,421	2.4%	Finance
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$10,407,368	$277,214 ▲	2.7%	414,471	2.4%	ETF
SCHF Schwab International Equity ETF	$2,808,668	$50,812 ▲	1.8%	113,482	0.7%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$2,533,614	$53,119 ▲	2.1%	42,546	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$2,090,843	$29,182 ▲	1.4%	18,485	0.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,988,639	$78,855 ▲	4.1%	24,084	0.5%	Manufacturing
FLBR Franklin FTSE Brazil ETF	$1,981,819	$29,815 ▼	-1.5%	82,956	0.5%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$1,819,275	$31,634 ▼	-1.7%	60,501	0.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,791,261	$25,353 ▼	-1.4%	12,576	0.4%	ETF
HYEM VanEck Emerging Markets High Yield Bond ETF	$1,527,615	$65,306 ▲	4.5%	77,426	0.4%	ETF
IVE iShares S&P 500 Value ETF	$1,493,743	$149,712 ▲	11.1%	7,074	0.3%	ETF
LQDA Liquidia	$1,130,124	$64,649 ▲	6.1%	29,945	0.3%	Medical
SCHE Schwab Emerging Markets Equity ETF	$1,050,714	$20,890 ▲	2.0%	31,888	0.2%	ETF
AAPL Apple	$933,012		0.0%	3,676	0.2%	Computer and Technology
PROFESIONALLY MANAGED PORTFO	$918,692	$78,641 ▼	-7.9%	17,383	0.2%	AKRE FOCUS ETF
HYLB Xtrackers USD High Yield Corporate Bond ETF	$715,301	$22,997 ▲	3.3%	19,782	0.2%	ETF
MSFT Microsoft	$679,975	$740 ▲	0.1%	1,837	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$657,188	$650 ▲	0.1%	1,011	0.2%	Finance
LEMB iShares J.P. Morgan EM Local Currency Bond ETF	$634,807	$18,972 ▲	3.1%	15,559	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$581,985		0.0%	1,814	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$576,249		0.0%	7,473	0.1%	ETF
NVT nVent Electric	$495,830		0.0%	4,192	0.1%	Computer and Technology
VIOO Vanguard S&P Small-Cap 600 ETF	$479,071		0.0%	4,172	0.1%	ETF
REMX VanEck Rare Earth and Strategic Metals ETF	$426,976		0.0%	4,852	0.1%	ETF
ABBV AbbVie	$414,439	$435 ▲	0.1%	1,906	0.1%	Medical
BND Vanguard Total Bond Market ETF	$379,604		0.0%	5,155	0.1%	ETF
PNR Pentair	$365,241		0.0%	4,193	0.1%	Business Services
GVAL Cambria Global Value ETF	$352,697		0.0%	10,633	0.1%	ETF
TBLL Invesco Short Term Treasury ETF	$291,740	$291,740 ▲	New Holding	2,764	0.1%	ETF
CVX Chevron	$289,275	$2,276 ▲	0.8%	1,398	0.1%	Energy
QQQ Invesco QQQ	$285,704		0.0%	495	0.1%	Finance
MUB iShares National Muni Bond ETF	$280,767	$2,654 ▼	-0.9%	2,645	0.1%	ETF
GRC Gorman-Rupp	$278,159	$62 ▲	0.0%	4,477	0.1%	Industrials
DIA SPDR Dow Jones Industrial Average ETF Trust	$276,440		0.0%	597	0.1%	Finance
JPM JPMorgan Chase & Co.	$276,377	$8,821 ▼	-3.1%	940	0.1%	Finance
IGV iShares Expanded Tech-Software Sector ETF	$259,202	$259,202 ▲	New Holding	3,238	0.1%	ETF
JNJ Johnson & Johnson	$249,186	$734 ▲	0.3%	1,019	0.1%	Medical
MRK Merck & Co., Inc.	$235,072		0.0%	1,954	0.1%	Medical
AIRG Airgain	$229,262	$229,262 ▲	New Holding	41,684	0.1%	Computer and Technology
IBM International Business Machines	$218,636		0.0%	902	0.1%	Computer and Technology
XOM ExxonMobil	$209,698	$209,698 ▲	New Holding	1,236	0.0%	Energy
KO CocaCola	$208,453	$208,453 ▲	New Holding	2,741	0.0%	Consumer Staples
TSLA Tesla	$207,065		0.0%	557	0.0%	Auto/Tires/Trucks
PALANTIR TECHNOLOGIES INC	$204,938	$14,628 ▲	7.7%	1,401	0.0%	CL A
CLF Cleveland-Cliffs	$162,798	$63,257 ▼	-28.0%	19,266	0.0%	Basic Materials
EIDO iShares MSCI Indonesia ETF	$159,321	$159,321 ▲	New Holding	10,090	0.0%	ETF
WEN Wendy's	$87,195	$1,633 ▲	1.9%	12,546	0.0%	Retail/Wholesale
SPLV Invesco S&P 500 Low Volatility ETF	$0	$221,157 ▼	-100.0%	0	0.0%	ETF
VUG Vanguard Growth ETF	$0	$200,914 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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

About Whitcomb & Hess, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Whitcomb & Hess, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhitcomb & Hess, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools