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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 URNM SPROTT FDS TR 13,964.0 $734K 0.41% NEW $52.59 +7.7%
2 COPP SPROTT FDS TR 19,104.0 $732K 0.41% NEW $38.30 +18.5%
3 YGLD SIMPLIFY EXCHANGE TRADED FUN 22,276.0 $701K 0.40% NEW $31.46 +14.5%
4 SO SOUTHERN CO Utilities 5,100.0 $488K 0.28% NEW $95.72 -7.8%
5 CAT CATERPILLAR INC Industrials 422.0 $449K 0.25% NEW $1064.90 -24.9%
6 LLY ELI LILLY & CO Healthcare 309.0 $371K 0.21% NEW $1199.43 -2.2%
7 INTC INTEL CORP Technology 2,224.0 $311K 0.17% NEW $139.63 -35.9%
8 NVDA NVIDIA CORPORATION Technology 1,158.0 $232K 0.13% NEW $200.09 +8.7%

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%