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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 499.0 $210K 0.04% -58.0 -10.4% $420.60 -17.0%
62 GOOGL ALPHABET INC Communication Services 581.0 $208K 0.04% NEW $357.37 -2.6%
63 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 19,266.0 $181K 0.04% $9.39 +20.3%
64 EIDO ISHARES TR 15,415.0 $174K 0.04% +5K +52.8% $11.31 +11.8%
65 WEN WENDYS CO Consumer Cyclical 12,793.0 $106K 0.02% +247.0 +2.0% $8.29 +6.6%
66 ANGX ANGEL STUDIOS INC. Communication Services 13,375.0 $49K 0.01% NEW $3.67 +23.7%
Page 4 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%