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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 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGIT VANGUARD SCOTTSDALE FDS 42,546.0 $2.5M 0.59% +892.0 +2.1% $59.55 -1.2%
22 IVW ISHARES TR 18,485.0 $2.1M 0.49% +258.0 +1.4% $113.11 +22.0%
23 SHY ISHARES TR 24,084.0 $2.0M 0.46% +955.0 +4.1% $82.57 -0.7%
24 FLBR FRANKLIN TEMPLETON ETF TR 82,956.0 $2.0M 0.46% -1K -1.5% $23.89 -10.9%
25 SPSB SPDR SERIES TRUST 60,501.0 $1.8M 0.42% -1K -1.7% $30.07 -0.4%
26 ITOT ISHARES TR 12,576.0 $1.8M 0.42% -178.0 -1.4% $142.43 +15.0%
27 HYEM VANECK ETF TRUST 77,426.0 $1.5M 0.36% +3K +4.5% $19.73 +2.3%
28 IVE ISHARES TR 7,074.0 $1.5M 0.35% +709.0 +11.1% $211.16 +7.2%
29 LQDA LIQUIDIA CORPORATION Healthcare 29,945.0 $1.1M 0.26% +2K +6.1% $37.74 +88.3%
30 SCHE SCHWAB STRATEGIC TR 31,888.0 $1.1M 0.24% +634.0 +2.0% $32.95 +11.9%
31 AAPL APPLE INC Technology 3,676.0 $933K 0.22% $253.81 +17.4%
32 AKRE PROFESIONALLY MANAGED PORTFO 17,383.0 $919K 0.21% -1K -7.9% $52.85 +0.6%
33 HYLB DBX ETF TR 19,782.0 $715K 0.17% +636.0 +3.3% $36.16 +0.9%
34 MSFT MICROSOFT CORP Technology 1,837.0 $680K 0.16% $370.16 +2.5%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,011.0 $657K 0.15% $650.04 +14.9%
36 LEMB ISHARES INC 15,559.0 $635K 0.15% +465.0 +3.1% $40.80 +4.0%
37 VTI VANGUARD INDEX FDS 1,814.0 $582K 0.14% $320.83 +15.3%
38 VXUS VANGUARD STAR FDS 7,473.0 $576K 0.13% $77.11 +12.5%
39 NVT NVENT ELEC PLC Industrials 4,192.0 $496K 0.12% $118.28 +49.7%
40 VIOO VANGUARD ADMIRAL FDS INC 4,172.0 $479K 0.11% $114.83 +15.6%
Page 2 of 4  ·  64 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%