Whitcomb & Hess, Inc. Top Holdings and 13F Report (2025) About Whitcomb & Hess, Inc.Investment ActivityWhitcomb & Hess, Inc. has $330.30 million in total holdings as of March 31, 2025.Whitcomb & Hess, Inc. owns shares of 54 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.48% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Whitcomb & Hess, Inc. has purchased 54 new stocks and bought additional shares in 33 stocks.Whitcomb & Hess, Inc. sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $44,538,179Vanguard FTSE Developed Markets ETF $38,498,242SPDR Portfolio S&P 500 Growth ETF $29,879,026Alpha Architect 1-3 Month Box ETF $22,940,908iShares Core S&P Mid-Cap ETF $17,156,845 Largest New Holdings this Quarter 166764100 - Chevron $225,238 Holding459200101 - International Business Machines $224,291 Holding Largest Purchases this Quarter iShares MSCI Brazil ETF 44,931 shares (about $1.16M)SPDR Portfolio S&P 500 Value ETF 9,564 shares (about $488.43K)Vanguard FTSE Developed Markets ETF 8,807 shares (about $447.66K)iShares Core S&P Small-Cap ETF 3,466 shares (about $362.44K)Chevron 1,346 shares (about $225.24K) Largest Sales this Quarter Alpha Architect 1-3 Month Box ETF 18,452 shares (about $2.06M)SPDR Portfolio S&P 500 Growth ETF 4,704 shares (about $378.06K)VanEck Gold Miners ETF 6,032 shares (about $277.29K)iShares MSCI Spain ETF 3,886 shares (about $147.90K)Columbia Seligman Premium Technology Growth Fund 3,338 shares (about $93.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhitcomb & Hess, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYVSPDR Portfolio S&P 500 Value ETF$44,538,179$488,433 ▲1.1%872,10113.5%ETFVEAVanguard FTSE Developed Markets ETF$38,498,242$447,660 ▲1.2%757,39211.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$29,879,026$378,061 ▼-1.2%371,7689.0%ETFBOXXAlpha Architect 1-3 Month Box ETF$22,940,908$2,057,209 ▼-8.2%205,7676.9%ETFIJHiShares Core S&P Mid-Cap ETF$17,156,845$189,988 ▲1.1%294,0335.2%ETFIJRiShares Core S&P Small-Cap ETF$15,818,420$362,440 ▲2.3%151,2714.8%ETFVWOVanguard FTSE Emerging Markets ETF$15,805,957$201,452 ▲1.3%349,2264.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,097,308$92,342 ▲0.6%326,0054.6%ETFVGSHVanguard Short-Term Treasury Index ETF$12,527,687$96,310 ▲0.8%213,4553.8%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$12,397,513$84,601 ▲0.7%402,2553.8%ETFPGHYInvesco Global Short Term High Yield Bond ETF$11,094,492$63,662 ▲0.6%559,7623.4%ETFGDXVanEck Gold Miners ETF$10,698,777$277,291 ▼-2.5%232,7343.2%ETFEWPiShares MSCI Spain ETF$9,828,327$147,901 ▼-1.5%258,2323.0%ETFXLEEnergy Select Sector SPDR Fund$8,969,574$30,184 ▲0.3%95,9832.7%ETFECHiShares MSCI Chile ETF$8,682,535$73,148 ▲0.8%291,1652.6%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$8,480,206$201,522 ▲2.4%355,4152.6%ETFEWMiShares MSCI Malaysia ETF$7,613,192$131,141 ▲1.8%329,8612.3%FinanceLITGlobal X Lithium & Battery Tech ETF$7,355,271$191,749 ▲2.7%189,5692.2%ETFEWZiShares MSCI Brazil ETF$7,217,919$1,161,467 ▲19.2%279,2232.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,377,129$123,196 ▲5.5%40,0190.7%ETFSCHFSchwab International Equity ETF$2,023,997$52,852 ▲2.7%102,3250.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,852,535$18,697 ▲1.0%22,3930.6%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$1,828,435$2,074 ▼-0.1%14,9860.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,796,773$602 ▼0.0%59,6930.5%ETFIVWiShares S&P 500 Growth ETF$1,656,434$53,933 ▼-3.2%17,8440.5%ETFHYEMVanEck Emerging Markets High Yield Bond ETF$1,440,247$17,823 ▲1.3%73,2950.4%ETFFLBRFranklin FTSE Brazil ETF$1,400,311$140,376 ▲11.1%84,7410.4%ETFIVEiShares S&P 500 Value ETF$1,185,688$33,354 ▼-2.7%6,2210.4%ETFSCHESchwab Emerging Markets Equity ETF$890,103$17,783 ▲2.0%32,2850.3%ETFAAPLApple$771,357$7,107 ▼-0.9%3,4730.2%Computer and TechnologyMSFTMicrosoft$714,332$4,504 ▲0.6%1,9030.2%Computer and TechnologyHYLBXtrackers USD High Yield Corporate Bond ETF$652,286$4,591 ▲0.7%18,0440.2%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$589,059$13,635 ▲2.4%15,7250.2%ETFVTIVanguard Total Stock Market ETF$523,5590.0%1,9050.2%ETFSPYSPDR S&P 500 ETF Trust$488,293$559 ▲0.1%8730.1%FinanceVXUSVanguard Total International Stock ETF$464,0780.0%7,4730.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$401,4820.0%4,1600.1%ETFMUBiShares National Muni Bond ETF$371,349$4,745 ▲1.3%3,5220.1%ETFPNRPentair$366,7930.0%4,1930.1%Business ServicesABBVAbbVie$365,444$1,467 ▼-0.4%1,7440.1%MedicalGVALCambria Global Value ETF$326,700$7,103 ▲2.2%13,2000.1%ETFJPMJPMorgan Chase & Co.$316,516$1,227 ▲0.4%1,2900.1%FinanceLQDALiquidia$314,175$144,624 ▲85.3%21,3000.1%MedicalBNDVanguard Total Bond Market ETF$306,937$15,644 ▲5.4%4,1790.1%ETFVONGVanguard Russell 1000 Growth ETF$289,4120.0%3,1190.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$250,5920.0%5970.1%FinanceSPLVInvesco S&P 500 Low Volatility ETF$242,006$8,443 ▲3.6%3,2390.1%ETFCVXChevron$225,238$225,238 ▲New Holding1,3460.1%EnergyTSLATesla$224,692$36,282 ▲19.3%8670.1%Auto/Tires/TrucksIBMInternational Business Machines$224,291$224,291 ▲New Holding9020.1%Computer and TechnologyNVTnVent Electric$219,7450.0%4,1920.1%Computer and TechnologySTKColumbia Seligman Premium Technology Growth Fund$217,545$93,397 ▼-30.0%7,7750.1%Financial ServicesQQQInvesco QQQ$211,0140.0%4500.1%FinanceWENWendy's$169,769$3,848 ▲2.3%11,6040.1%Retail/WholesaleBTBTBit Digital$0$53,394 ▼-100.0%00.0%Business ServicesBITFBitfarms$0$2,875 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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