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

About Whitcomb & Hess, Inc.

Investment Activity

Whitcomb & Hess, Inc. has $462.97 million in total holdings as of June 30, 2026.
Whitcomb & Hess, Inc. owns shares of 66 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 2.12% of the portfolio was purchased this quarter.
About 0.41% of the portfolio was sold this quarter.
This quarter, Whitcomb & Hess, Inc. has purchased 64 new stocks and bought additional shares in 34 stocks.
Whitcomb & Hess, Inc. sold shares of 18 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Value ETF: $60,283,363
Vanguard FTSE Developed Markets ETF: $56,438,529
SPDR Portfolio S&P 500 Growth ETF: $42,899,218
Alpha Architect 1-3 Month Box ETF: $31,971,016
iShares Core S&P Small-Cap ETF: $26,369,220

Largest New Holdings this Quarter

718172109 - Philip Morris International: $214,921 Holding
922908736 - Vanguard Growth ETF: $211,301 Holding
02079K305 - Alphabet: $207,632 Holding
034948109 - ANGEL STUDIOS INC.: $49,086 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF: 27,678 shares (about $1.68M)
SPDR Portfolio S&P 500 Growth ETF: 7,980 shares (about $949.54K)
Vanguard FTSE Developed Markets ETF: 12,966 shares (about $923.83K)
Vanguard Mortgage-Backed Securities ETF: 13,819 shares (about $646.87K)
iShares Core S&P Mid-Cap ETF: 7,755 shares (about $597.99K)

Largest Sales this Quarter

Alpha Architect 1-3 Month Box ETF: 7,535 shares (about $882.27K)
Global X Lithium & Battery Tech ETF: 1,856 shares (about $145.29K)
Liquidia: 1,168 shares (about $93.12K)
Invesco Short Term Treasury ETF: 753 shares (about $79.50K)
PROFESIONALLY MANAGED PORTFO: 1,277 shares (about $67.92K)

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	$60,283,363	$1,682,545 â–²	2.9%	991,666	13.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$56,438,529	$923,827 â–²	1.7%	792,120	12.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$42,899,218	$949,540 â–²	2.3%	360,528	9.3%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$31,971,016	$882,272 â–¼	-2.7%	273,047	6.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$26,369,220	$473,405 â–²	1.8%	177,798	5.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$26,035,946	$597,988 â–²	2.4%	337,647	5.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$22,012,358	$386,552 â–²	1.8%	368,778	4.8%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$19,694,612	$646,868 â–²	3.4%	420,735	4.3%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$16,240,123	$401,420 â–²	2.5%	526,422	3.5%	ETF
VGSH Vanguard Short-Term Treasury ETF	$15,993,795	$473,167 â–²	3.0%	274,807	3.5%	ETF
PGHY Invesco Global ex-US High Yield Corporate Bond ETF	$14,531,926	$429,401 â–²	3.0%	737,661	3.1%	ETF
LIT Global X Lithium & Battery Tech ETF	$13,905,690	$145,288 â–¼	-1.0%	177,640	3.0%	ETF
EWP iShares MSCI Spain ETF	$13,135,240	$261,791 â–²	2.0%	221,169	2.8%	ETF
XLE Energy Select Sector SPDR Fund	$11,968,487	$198,047 â–²	1.7%	225,353	2.6%	ETF
GDX VanEck Gold Miners ETF	$11,759,217	$182,590 â–²	1.6%	155,854	2.5%	ETF
ECH iShares MSCI Chile ETF	$11,683,746	$216,722 â–²	1.9%	294,301	2.5%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$10,882,793	$288,905 â–²	2.7%	425,774	2.4%	ETF
EWM iShares MSCI Malaysia ETF	$10,361,534	$405,625 â–²	4.1%	384,472	2.2%	Finance
EWZ iShares MSCI Brazil ETF	$9,918,790	$242,984 â–²	2.5%	287,501	2.1%	ETF
SCHF Schwab International Equity ETF	$3,139,490	$3,961 â–¼	-0.1%	113,339	0.7%	ETF
IVW iShares S&P 500 Growth ETF	$2,573,322	$31,082 â–²	1.2%	18,711	0.6%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$2,530,655	$21,292 â–²	0.8%	42,907	0.5%	ETF
LQDA Liquidia	$2,294,390	$93,125 â–¼	-3.9%	28,777	0.5%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,146,603	$80,818 â–²	3.9%	13,068	0.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,986,194	$8,622 â–²	0.4%	24,189	0.4%	Manufacturing
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$1,814,994	$630 â–¼	0.0%	60,480	0.4%	ETF
FLBR Franklin FTSE Brazil ETF	$1,773,733	$2,355 â–¼	-0.1%	82,846	0.4%	ETF
IVE iShares S&P 500 Value ETF	$1,632,065	$25,884 â–²	1.6%	7,188	0.4%	ETF
HYEM VanEck Emerging Markets High Yield Bond ETF	$1,542,759	$14,278 â–¼	-0.9%	76,716	0.3%	ETF
SCHE Schwab Emerging Markets Equity ETF	$1,154,406	$1,849 â–¼	-0.2%	31,837	0.2%	ETF
AAPL Apple	$1,064,239	$579 â–²	0.1%	3,678	0.2%	Computer and Technology
PROFESIONALLY MANAGED PORTFO	$856,678	$67,924 â–¼	-7.3%	16,106	0.2%	AKRE FOCUS ETF
SPY SPDR S&P 500 ETF Trust	$753,479	$1,494 â–¼	-0.2%	1,009	0.2%	Finance
HYLB Xtrackers USD High Yield Corporate Bond ETF	$736,491	$14,060 â–²	1.9%	20,167	0.2%	ETF
NVT nVent Electric	$711,005		0.0%	4,192	0.2%	Computer and Technology
MSFT Microsoft	$686,866	$1,492 â–²	0.2%	1,841	0.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$671,293		0.0%	1,814	0.1%	ETF
LEMB iShares J.P. Morgan EM Local Currency Bond ETF	$660,168		0.0%	15,559	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$638,874		0.0%	7,473	0.1%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$573,817		0.0%	4,172	0.1%	ETF
ABBV AbbVie	$478,391	$1,258 â–¼	-0.3%	1,901	0.1%	Medical
GRC Gorman-Rupp	$410,782	$92 â–²	0.0%	4,478	0.1%	Industrials
BND Vanguard Total Bond Market ETF	$378,418		0.0%	5,155	0.1%	ETF
REMX VanEck Rare Earth and Strategic Metals ETF	$372,408	$56,994 â–¼	-13.3%	4,208	0.1%	ETF
GVAL Cambria Global Value ETF	$368,305	$14,696 â–¼	-3.8%	10,225	0.1%	ETF
QQQ Invesco QQQ	$365,254	$736 â–²	0.2%	496	0.1%	Finance
AIRG Airgain	$357,248	$94,639 â–²	36.0%	56,706	0.1%	Computer and Technology
PNR Pentair	$321,426		0.0%	4,193	0.1%	Business Services
JPM JPMorgan Chase & Co.	$308,887	$1,309 â–²	0.4%	944	0.1%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$275,727	$36,033 â–¼	-11.6%	528	0.1%	Finance
MUB iShares National Muni Bond ETF	$266,790	$17,865 â–¼	-6.3%	2,479	0.1%	ETF
JNJ Johnson & Johnson	$259,829	$1,016 â–²	0.4%	1,023	0.1%	Medical
IBM International Business Machines	$253,651		0.0%	902	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$252,923	$1,799 â–²	0.7%	1,968	0.1%	Medical
IGV iShares Expanded Tech-Software Sector ETF	$251,416	$41,948 â–¼	-14.3%	2,775	0.1%	ETF
CVX Chevron	$233,648	$1,988 â–²	0.9%	1,410	0.1%	Energy
KO CocaCola	$222,761		0.0%	2,741	0.0%	Consumer Staples
PM Philip Morris International	$214,921	$214,921 â–²	New Holding	1,188	0.0%	Consumer Staples
TBLL Invesco Short Term Treasury ETF	$212,304	$79,495 â–¼	-27.2%	2,011	0.0%	ETF
VUG Vanguard Growth ETF	$211,301	$211,301 â–²	New Holding	2,453	0.0%	ETF
TSLA Tesla	$209,879	$24,395 â–¼	-10.4%	499	0.0%	Auto/Tires/Trucks
GOOGL Alphabet	$207,632	$207,632 â–²	New Holding	581	0.0%	Computer and Technology
CLF Cleveland-Cliffs	$180,908		0.0%	19,266	0.0%	Basic Materials
EIDO iShares MSCI Indonesia ETF	$174,349	$60,228 â–²	52.8%	15,415	0.0%	ETF
WEN Wendy's	$106,057	$2,048 â–²	2.0%	12,793	0.0%	Retail/Wholesale
ANGEL STUDIOS INC.	$49,086	$49,086 â–²	New Holding	13,375	0.0%	CL A COM
XOM ExxonMobil	$0	$209,698 â–¼	-100.0%	0	0.0%	Energy
PALANTIR TECHNOLOGIES INC	$0	$204,938 â–¼	-100.0%	0	0.0%	CL A

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