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Portfolio (Quarterly) Guide ↗

Holcombe Financial, Inc.

· CIK 0002056177
13F Portfolio $177M AUM 51 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 25 Added 9 Reduced 5 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHO SCHWAB STRATEGIC TR 1,025,561.0 $24.8M 13.98% +66K +6.8% $24.14 -0.3%
2 OVLH LISTED FDS TR 354,916.0 $14.8M 8.37% +28K +8.7% $41.78 +1.8%
3 SCHR SCHWAB STRATEGIC TR 506,177.0 $12.5M 7.05% +27K +5.6% $24.66 -1.3%
4 DBND DOUBLELINE ETF TRUST 268,537.0 $12.2M 6.91% +29K +12.2% $45.59 -1.4%
5 OVT LISTED FDS TR 534,387.0 $11.7M 6.58% +33K +6.7% $21.82 -1.1%
6 STIP ISHARES TR 114,138.0 $11.7M 6.58% +5K +4.9% $102.16 -1.5%
7 AVDE AMERICAN CENTY ETF TR 86,377.0 $7.7M 4.35% +10K +12.7% $89.20 +5.2%
8 IQDF FLEXSHARES TR 192,353.0 $6.6M 3.75% +24K +14.1% $34.56 +3.5%
9 AVUS AMERICAN CENTY ETF TR 48,551.0 $6.2M 3.51% +11K +30.7% $128.08 +1.9%
10 DCRE DOUBLELINE ETF TRUST 118,379.0 $6.1M 3.46% +4K +3.4% $51.80 -0.3%
11 PFIX SIMPLIFY EXCHANGE TRADED FUN 99,238.0 $4.3M 2.43% +6K +6.5% $43.36 +16.1%
12 AVUV AMERICAN CENTY ETF TR 30,396.0 $3.8M 2.14% +7K +32.5% $124.76 +0.6%
13 SLVR SPROTT FDS TR 52,494.0 $2.6M 1.49% +22K +74.9% $50.19 +25.8%
14 AVDV AMERICAN CENTY ETF TR 22,980.0 $2.4M 1.34% +4K +18.7% $103.05 +9.1%
15 WMT WALMART INC Consumer Defensive 14,176.0 $1.6M 0.91% +1K +11.2% $113.26 -9.0%
16 PPLT ABRDN PLATINUM ETF TRUST Financial Services 108,058.0 $1.5M 0.86% +99K +1092.2% $14.13 +16.7%
17 MEG ONTERRIS INC Industrials 63,221.0 $1.3M 0.72% +16K +32.7% $20.21 -22.6%
18 JPM JPMORGAN CHASE & CO Financial Services 3,408.0 $1.1M 0.63% +235.0 +7.4% $327.33 +9.3%
19 GOOGL ALPHABET INC Communication Services 2,815.0 $1.0M 0.57% +111.0 +4.1% $357.37 -3.0%
20 GDXJ VANECK ETF TRUST 8,622.0 $847K 0.48% +1K +15.1% $98.25 +31.1%
Page 1 of 2  ·  25 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 66.9%
Financial Services 8.4%
Industrials 5.1%
Energy 5.1%
Consumer Defensive 4.8%
Communication Services 2.6%
Consumer Cyclical 2.4%
Healthcare 2.4%
Utilities 2.2%