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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGDJ SPROTT ETF TRUST 11,048.0 $833K 0.47% +2K +16.6% $75.42 +30.3%
22 JNJ JOHNSON & JOHNSON Healthcare 2,230.0 $566K 0.32% +54.0 +2.5% $254.00 +5.5%
23 AVGE AMERICAN CENTY ETF TR 5,551.0 $550K 0.31% +297.0 +5.7% $99.11 +2.3%
24 TDTT FLEXSHARES TR 18,340.0 $439K 0.25% +1K +7.3% $23.91 -1.6%
25 MSFT MICROSOFT CORP Technology 1,131.0 $422K 0.24% +439.0 +63.4% $373.02 +37.7%
Page 2 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%