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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
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVW ISHARES TR 18,711.0 $2.6M 0.56% +226.0 +1.2% $137.53 +0.9%
22 VGIT VANGUARD SCOTTSDALE FDS 42,907.0 $2.5M 0.55% +361.0 +0.8% $58.98 -0.7%
23 LQDA LIQUIDIA CORPORATION Healthcare 28,777.0 $2.3M 0.50% -1K -3.9% $79.73 -11.6%
24 ITOT ISHARES TR 13,068.0 $2.1M 0.46% +492.0 +3.9% $164.26 +2.2%
25 SHY ISHARES TR 24,189.0 $2.0M 0.43% $82.11 -0.0%
26 SPSB SPDR SERIES TRUST 60,480.0 $1.8M 0.39% $30.01 -0.1%
27 FLBR FRANKLIN TEMPLETON ETF TR 82,846.0 $1.8M 0.38% $21.41 +2.8%
28 IVE ISHARES TR 7,188.0 $1.6M 0.35% +114.0 +1.6% $227.05 +4.6%
29 HYEM VANECK ETF TRUST 76,716.0 $1.5M 0.33% -710.0 -0.9% $20.11 +0.0%
30 SCHE SCHWAB STRATEGIC TR 31,837.0 $1.2M 0.25% $36.26 +2.3%
31 AAPL APPLE INC Technology 3,678.0 $1.1M 0.23% $289.35 +7.1%
32 AKRE PROFESIONALLY MANAGED PORTFO 16,106.0 $857K 0.18% -1K -7.3% $53.19 +14.6%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,009.0 $753K 0.16% $746.76 +2.6%
34 HYLB DBX ETF TR 20,167.0 $736K 0.16% +385.0 +1.9% $36.52 -0.2%
35 NVT NVENT ELEC PLC Industrials 4,192.0 $711K 0.15% $169.61 -10.7%
36 MSFT MICROSOFT CORP Technology 1,841.0 $687K 0.15% $373.09 +31.8%
37 VTI VANGUARD INDEX FDS 1,814.0 $671K 0.14% $370.06 +2.2%
38 LEMB ISHARES INC 15,559.0 $660K 0.14% $42.43 +2.4%
39 VXUS VANGUARD STAR FDS 7,473.0 $639K 0.14% $85.49 +3.1%
40 VIOO VANGUARD ADMIRAL FDS INC 4,172.0 $574K 0.12% $137.54 -1.1%
Page 2 of 4  ·  66 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
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%