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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 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 3,408.0 $1.1M 0.63% +235.0 +7.4% $327.33 +9.3%
22 GOOG ALPHABET INC 2,882.0 $1.0M 0.57% -33.0 -1.1% $353.33
23 GOOGL ALPHABET INC Communication Services 2,815.0 $1.0M 0.57% +111.0 +4.1% $357.37 -3.0%
24 GDXJ VANECK ETF TRUST 8,622.0 $847K 0.48% +1K +15.1% $98.25 +31.1%
25 SGDJ SPROTT ETF TRUST 11,048.0 $833K 0.47% +2K +16.6% $75.42 +30.3%
26 URNM SPROTT FDS TR 13,964.0 $734K 0.41% NEW $52.59 +7.7%
27 COPP SPROTT FDS TR 19,104.0 $732K 0.41% NEW $38.30 +18.5%
28 YGLD SIMPLIFY EXCHANGE TRADED FUN 22,276.0 $701K 0.40% NEW $31.46 +14.5%
29 DFAX DIMENSIONAL ETF TRUST 18,944.0 $698K 0.39% $36.84 +4.0%
30 CVX CHEVRON CORPORATION Energy 3,468.0 $575K 0.33% $165.76 +21.8%
31 IVV ISHARES TR 760.0 $569K 0.32% -90.0 -10.6% $748.89 +3.2%
32 JNJ JOHNSON & JOHNSON Healthcare 2,230.0 $566K 0.32% +54.0 +2.5% $254.00 +5.5%
33 HD HOME DEPOT INC Consumer Cyclical 1,575.0 $556K 0.31% -406.0 -20.5% $352.75 -6.4%
34 AVGE AMERICAN CENTY ETF TR 5,551.0 $550K 0.31% +297.0 +5.7% $99.11 +2.3%
35 XHLF BONDBLOXX ETF TRUST 10,165.0 $511K 0.29% -916.0 -8.3% $50.30 -0.0%
36 EWZ ISHARES INC 14,803.0 $511K 0.29% -426.0 -2.8% $34.50 +3.0%
37 SO SOUTHERN CO Utilities 5,100.0 $488K 0.28% NEW $95.72 -7.8%
38 CAT CATERPILLAR INC Industrials 422.0 $449K 0.25% NEW $1064.90 -24.9%
39 TDTT FLEXSHARES TR 18,340.0 $439K 0.25% +1K +7.3% $23.91 -1.6%
40 MSFT MICROSOFT CORP Technology 1,131.0 $422K 0.24% +439.0 +63.4% $373.02 +37.7%
Page 2 of 3  ·  51 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%