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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TBLL INVESCO EXCH TRADED FD TR II 2,764.0 $292K 0.07% NEW $105.55 +0.2%
2 IGV ISHARES TR 3,238.0 $259K 0.06% NEW $80.05 +11.3%
3 AIRG AIRGAIN INC Technology 41,684.0 $229K 0.05% NEW $5.50 +23.3%
4 XOM EXXON MOBIL CORP Energy 1,236.0 $210K 0.05% NEW $169.66 -18.8%
5 KO COCA COLA CO Consumer Defensive 2,741.0 $208K 0.05% NEW $76.05 +4.4%
6 EIDO ISHARES TR 10,090.0 $159K 0.04% NEW $15.79 -21.3%

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%