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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPLV	INVESCO EXCH TRADED FD TR II	—	3,067	$221K	0.05%	SOLD
2	VUG	VANGUARD INDEX FDS	—	409	$201K	0.05%	SOLD

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%