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Portfolio (Quarterly) Guide ↗

Whitcomb & Hess, Inc.

· CIK 0001813577
13F Portfolio $429M AUM 64 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 27 Added 11 Reduced 2 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYV SPDR SERIES TRUST 963,988.0 $54.5M 12.72% +21K +2.3% $56.58 +7.6%
2 VEA VANGUARD TAX-MANAGED FDS 779,154.0 $49.9M 11.64% +8K +1.0% $64.08 +12.8%
3 SPYG SPDR SERIES TRUST 352,548.0 $34.5M 8.05% +8K +2.3% $97.91 +22.1%
4 BOXX EA SERIES TRUST 280,582.0 $32.6M 7.61% +28K +11.3% $116.29 +0.7%
5 IJH ISHARES TR 329,892.0 $22.3M 5.20% +6K +2.0% $67.53 +12.2%
6 IJR ISHARES TR 174,606.0 $21.7M 5.06% +4K +2.1% $124.31 +15.2%
7 VWO VANGUARD INTL EQUITY INDEX F 362,302.0 $19.6M 4.57% +5K +1.4% $54.05 +12.4%
8 VMBS VANGUARD SCOTTSDALE FDS 406,916.0 $19.1M 4.46% +10K +2.6% $46.95 -0.4%
9 FLRN SPDR SERIES TRUST 513,410.0 $15.8M 3.69% +11K +2.2% $30.78 +0.1%
10 VGSH VANGUARD SCOTTSDALE FDS 266,677.0 $15.6M 3.64% +4K +1.7% $58.54 -0.7%
11 PGHY INVESCO EXCH TRADED FD TR II 715,864.0 $13.9M 3.24% +18K +2.6% $19.41 +2.5%
12 EWP ISHARES INC 216,761.0 $11.8M 2.75% +3K +1.6% $54.31 +8.7%
13 EWM ISHARES INC 369,421.0 $10.5M 2.45% +5K +1.3% $28.41 -3.1%
14 EMLC VANECK ETF TRUST 414,471.0 $10.4M 2.43% +11K +2.7% $25.11 +1.9%
15 SCHF SCHWAB STRATEGIC TR 113,482.0 $2.8M 0.66% +2K +1.8% $24.75 +14.1%
16 VGIT VANGUARD SCOTTSDALE FDS 42,546.0 $2.5M 0.59% +892.0 +2.1% $59.55 -1.2%
17 IVW ISHARES TR 18,485.0 $2.1M 0.49% +258.0 +1.4% $113.11 +22.0%
18 SHY ISHARES TR 24,084.0 $2.0M 0.46% +955.0 +4.1% $82.57 -0.7%
19 HYEM VANECK ETF TRUST 77,426.0 $1.5M 0.36% +3K +4.5% $19.73 +2.3%
20 IVE ISHARES TR 7,074.0 $1.5M 0.35% +709.0 +11.1% $211.16 +7.2%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Healthcare 25.1%
Financial Services 18.5%
Industrials 14.1%
Energy 6.2%
Consumer Cyclical 3.6%
Consumer Defensive 2.6%
Basic Materials 2.0%