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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 AAPL APPLE INC Technology 85,896.0 $24.9M 14.03% -2K -1.9% $289.36 +10.5%
2 GOOG ALPHABET INC 2,882.0 $1.0M 0.57% -33.0 -1.1% $353.33
3 IVV ISHARES TR 760.0 $569K 0.32% -90.0 -10.6% $748.89 +3.2%
4 HD HOME DEPOT INC Consumer Cyclical 1,575.0 $556K 0.31% -406.0 -20.5% $352.75 -6.4%
5 XHLF BONDBLOXX ETF TRUST 10,165.0 $511K 0.29% -916.0 -8.3% $50.30 -0.0%
6 EWZ ISHARES INC 14,803.0 $511K 0.29% -426.0 -2.8% $34.50 +3.0%
7 AMZN AMAZON COM INC Consumer Cyclical 1,559.0 $372K 0.21% -30.0 -1.9% $238.34 +11.8%
8 DUK DUKE ENERGY CORP NEW Utilities 2,853.0 $361K 0.20% -43.0 -1.5% $126.58 -5.0%
9 XONE BONDBLOXX ETF TRUST 6,765.0 $334K 0.19% -202.0 -2.9% $49.37 -0.0%

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%