Portfolio (Quarterly)
Guide ↗
Whitcomb & Hess, Inc.
· CIK 0001813577| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,401.0 | $205K | 0.05% | +100.0 | +7.7% | $146.28 | -12.2% |
| 62 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 19,266.0 | $163K | 0.04% | -7K | -28.0% | $8.45 | +45.3% |
| 63 | EIDO | ISHARES TR | — | 10,090.0 | $159K | 0.04% | NEW | — | $15.79 | -21.3% |
| 64 | WEN | WENDYS CO | Consumer Cyclical | 12,546.0 | $87K | 0.02% | +235.0 | +1.9% | $6.95 | -2.2% |
① 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%