Portfolio (Quarterly) Guide ↗

Whitcomb & Hess, Inc.

· CIK 0001813577

13F Portfolio $463M AUM 66 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 27 Added 12 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	1,236	$210K	0.05%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,401	$205K	0.05%	SOLD

Sector Allocation

Healthcare 32.2%

Technology 23.1%

Financial Services 16.7%

Industrials 14.1%

Consumer Defensive 4.3%

Consumer Cyclical 3.1%

Communication Services 2.5%

Energy 2.3%

Basic Materials 1.8%