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Portfolio (Quarterly) Guide ↗

Holcombe Financial, Inc.

· CIK 0002056177
13F Portfolio $159M AUM 48 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 16 Added 13 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DBND DOUBLELINE ETF TRUST 239,289.0 $11.1M 6.97% NEW $46.36 -2.2%
2 PPLT ABRDN PLATINUM ETF TRUST Financial Services 9,064.0 $1.7M 1.06% NEW $186.43 -90.6%
3 SLVR SPROTT FDS TR 30,019.0 $1.7M 1.05% NEW $55.80 +6.1%
4 GDXJ VANECK ETF TRUST 7,488.0 $852K 0.54% NEW $113.78 -1.9%
5 GLD SPDR GOLD TR Financial Services 2,112.0 $837K 0.53% NEW $396.31 +4.4%
6 SGDJ SPROTT ETF TRUST 9,475.0 $797K 0.50% NEW $84.13 +1.6%
7 HARD SIMPLIFY EXCHANGE TRADED FUN 26,423.0 $783K 0.49% NEW $29.64 +17.1%

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 64.6%
Financial Services 12.2%
Consumer Defensive 5.0%
Communication Services 4.7%
Energy 4.7%
Industrials 3.9%
Consumer Cyclical 2.8%
Healthcare 1.2%
Utilities 0.9%