account_balance

Investment manager · 13F filer · SEC CIK 1813577

Whitcomb & Hess, Inc.

Reported value$467Mas of Sep 30, 2026
Positions65 3 new, 4 sold out
Top 10 weight68.5%SPYV alone is 13%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYV SPDR Series Trust 13.2% Held
VEA Vanguard Tax-Managed FDS 12.1% Held
SPYG SPDR Series Trust 9.6% Held
BOXX Ea Series Trust 7.3% Added +6%
IJH iShares Tr 5.3% Held
IJR iShares Tr 5.2% Held
VWO Vanguard Intl Equity Index F 4.8% Held
VMBS Vanguard Scottsdale FDS 4.1% Added +3%
FLRN SPDR Series Trust 3.6% Added +2%
VGSH Vanguard Scottsdale FDS 3.5% Added +2%
PGHY Invesco Exch Traded Fd Tr II 3.1% Added +3%
GDX Vaneck ETF Trust 3.0% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 8, 2026 filing
add_circleNew
arrow_upwardAdded
  • SHY +8%
  • BOXX +6%
  • VGIT +6%
  • PGHY +3%
arrow_downwardTrimmed
  • ITOT −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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