Whitcomb & Hess, Inc. Top Holdings and 13F Report (2025)

About Whitcomb & Hess, Inc.

Investment Activity

Whitcomb & Hess, Inc. has $323.84 million in total holdings as of December 31, 2024.
Whitcomb & Hess, Inc. owns shares of 54 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 1.62% of the portfolio was purchased this quarter.
About 1.05% of the portfolio was sold this quarter.
This quarter, Whitcomb & Hess, Inc. has purchased 56 new stocks and bought additional shares in 21 stocks.
Whitcomb & Hess, Inc. sold shares of 21 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Value ETF: $44,110,164
Vanguard FTSE Developed Markets ETF: $35,797,351
SPDR Portfolio S&P 500 Growth ETF: $33,091,893
Alpha Architect 1-3 Month Box ETF: $24,726,838
iShares Core S&P Mid-Cap ETF: $18,118,331

Largest New Holdings this Quarter

Franklin FTSE Brazil ETF: $1,078,881 Holding
Tesla: $293,592 Holding

Largest Purchases this Quarter

Alpha Architect 1-3 Month Box ETF: 10,627 shares (about $1.17M)
Franklin FTSE Brazil ETF: 76,246 shares (about $1.08M)
Schwab International Equity ETF: 53,007 shares (about $980.63K)
VanEck Emerging Markets High Yield Bond ETF: 16,695 shares (about $325.05K)
Tesla: 727 shares (about $293.59K)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF: 12,078 shares (about $1.06M)
iShares MSCI Brazil ETF: 31,732 shares (about $714.29K)
SPDR Portfolio S&P 500 Value ETF: 7,055 shares (about $360.79K)
iShares Core S&P Mid-Cap ETF: 3,278 shares (about $204.25K)
iShares Core S&P Small-Cap ETF: 1,472 shares (about $169.60K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPYV SPDR Portfolio S&P 500 Value ETF	$44,110,164	$360,793 ▼	-0.8%	862,537	13.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$35,797,351	$247,230 ▲	0.7%	748,585	11.1%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$33,091,893	$1,061,656 ▼	-3.1%	376,472	10.2%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$24,726,838	$1,171,944 ▲	5.0%	224,219	7.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$18,118,331	$204,252 ▼	-1.1%	290,777	5.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$17,030,036	$169,603 ▼	-1.0%	147,805	5.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$15,183,898	$7,927 ▲	0.1%	344,775	4.7%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$14,690,668	$56,630 ▲	0.4%	324,011	4.5%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$12,323,362	$194,496 ▲	1.6%	211,814	3.8%	ETF
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$12,276,945	$211,945 ▲	1.8%	399,510	3.8%	ETF
PGHY Invesco Global Short Term High Yield Bond ETF	$10,936,208	$166,553 ▼	-1.5%	556,550	3.4%	ETF
XLE Energy Select Sector SPDR Fund	$8,194,197	$26,469 ▲	0.3%	95,660	2.5%	ETF
EWP iShares MSCI Spain ETF	$8,138,777	$56,573 ▲	0.7%	262,118	2.5%	ETF
GDX VanEck Gold Miners ETF	$8,096,550	$26,619 ▼	-0.3%	238,766	2.5%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$8,018,463	$7,696 ▲	0.1%	346,969	2.5%	ETF
EWM iShares MSCI Malaysia ETF	$7,952,111	$37,703 ▲	0.5%	324,179	2.5%	Finance
LIT Global X Lithium & Battery Tech ETF	$7,529,092	$53,626 ▼	-0.7%	184,627	2.3%	ETF
ECH iShares MSCI Chile ETF	$7,229,346	$34,756 ▲	0.5%	288,712	2.2%	ETF
EWZ iShares MSCI Brazil ETF	$5,273,924	$714,289 ▼	-11.9%	234,292	1.6%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$2,200,810	$220,690 ▲	11.1%	37,945	0.7%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,929,662	$44,116 ▼	-2.2%	15,003	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$1,870,646	$50,358 ▼	-2.6%	18,425	0.6%	ETF
SCHF Schwab International Equity ETF	$1,843,589	$980,634 ▲	113.6%	99,653	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,817,273	$38,859 ▼	-2.1%	22,167	0.6%	Manufacturing
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$1,783,016	$14,183 ▼	-0.8%	59,713	0.6%	ETF
HYEM VanEck Emerging Markets High Yield Bond ETF	$1,409,394	$325,052 ▲	30.0%	72,388	0.4%	ETF
IVE iShares S&P 500 Value ETF	$1,220,832	$71,196 ▲	6.2%	6,396	0.4%	ETF
FLBR Franklin FTSE Brazil ETF	$1,078,881	$1,078,881 ▲	New Holding	76,246	0.3%	ETF
AAPL Apple	$877,666	$2,003 ▼	-0.2%	3,505	0.3%	Computer and Technology
SCHE Schwab Emerging Markets Equity ETF	$842,579	$2,210 ▲	0.3%	31,640	0.3%	ETF
MSFT Microsoft	$797,262	$4,638 ▲	0.6%	1,891	0.2%	Computer and Technology
HYLB Xtrackers USD High Yield Corporate Bond ETF	$646,462	$6,928 ▼	-1.1%	17,917	0.2%	ETF
LEMB iShares J.P. Morgan EM Local Currency Bond ETF	$554,365	$139,665 ▲	33.7%	15,361	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$552,076		0.0%	1,905	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$511,014	$76,183 ▲	17.5%	872	0.2%	Finance
VIOO Vanguard S&P Small-Cap 600 ETF	$441,126		0.0%	4,160	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$440,389		0.0%	7,473	0.1%	ETF
PNR Pentair	$421,971		0.0%	4,193	0.1%	Business Services
MUB iShares National Muni Bond ETF	$370,505	$66,386 ▼	-15.2%	3,477	0.1%	ETF
STK Columbia Seligman Premium Technology Growth Fund	$355,060	$47,222 ▼	-11.7%	11,113	0.1%	Financial Services
VONG Vanguard Russell 1000 Growth ETF	$322,193		0.0%	3,119	0.1%	ETF
ABBV AbbVie	$311,127	$4,442 ▼	-1.4%	1,751	0.1%	Medical
JPM JPMorgan Chase & Co.	$307,989	$14,860 ▼	-4.6%	1,285	0.1%	Finance
TSLA Tesla	$293,592	$293,592 ▲	New Holding	727	0.1%	Auto/Tires/Trucks
NVT nVent Electric	$285,727		0.0%	4,192	0.1%	Computer and Technology
BND Vanguard Total Bond Market ETF	$285,185		0.0%	3,966	0.1%	ETF
GVAL Cambria Global Value ETF	$269,365		0.0%	12,913	0.1%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$253,946		0.0%	597	0.1%	Finance
QQQ Invesco QQQ	$230,054		0.0%	450	0.1%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$218,809	$4,760 ▲	2.2%	3,126	0.1%	ETF
WEN Wendy's	$184,866	$848 ▼	-0.5%	11,341	0.1%	Retail/Wholesale
LQDA Liquidia	$135,181	$1,223 ▼	-0.9%	11,495	0.0%	Medical
BTBT Bit Digital	$53,394	$14,122 ▼	-20.9%	35,271	0.0%	Business Services
BITF Bitfarms	$2,875	$1,000 ▲	53.3%	23,000	0.0%	Business Services
MRK Merck & Co., Inc.	$0	$222,998 ▼	-100.0%	0	0.0%	Medical
IREN Iris Energy	$0	$104,220 ▼	-100.0%	0	0.0%	Oils/Energy
CIFR Cipher Mining	$0	$2,905 ▼	-100.0%	0	0.0%	Business Services
HIVE HIVE Digital Technologies	$0	$2,438 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Whitcomb & Hess, Inc. Top Holdings and 13F Report (2025)

About Whitcomb & Hess, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Whitcomb & Hess, Inc. Top Holdings and 13F Report (2025)

About Whitcomb & Hess, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhitcomb & Hess, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools