Whitcomb & Hess
Latest statistics and disclosures from Whitcomb & Hess's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYV, VEA, SPYG, BOXX, IJH, and represent 47.30% of Whitcomb & Hess's stock portfolio.
- Added to shares of these 10 stocks: BOXX, SPYV, IJR, REMX, IJH, VMBS, FLRN, PGHY, VGSH, PM.
- Started 3 new stock positions in REMX, PM, CLF.
- Reduced shares in these 10 stocks: GDX, EWP, CVX, , , ITOT, JPM, SPSB, SPYG, ECH.
- Sold out of its positions in CVX, STK, TSLA.
- Whitcomb & Hess was a net buyer of stock by $3.4M.
- Whitcomb & Hess has $355M in assets under management (AUM), dropping by 7.36%.
- Central Index Key (CIK): 0001813577
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Portfolio Holdings for Whitcomb & Hess
Whitcomb & Hess holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing
Past Filings by Whitcomb & Hess
SEC 13F filings are viewable for Whitcomb & Hess going back to 2021
- Whitcomb & Hess 2025 Q2 filed July 3, 2025
- Whitcomb & Hess 2025 Q1 filed April 8, 2025
- Whitcomb & Hess 2024 Q4 filed Jan. 22, 2025
- Whitcomb & Hess 2024 Q3 filed Oct. 2, 2024
- Whitcomb & Hess 2024 Q2 filed July 11, 2024
- Whitcomb & Hess 2024 Q1 filed April 15, 2024
- Whitcomb & Hess 2023 Q4 filed Jan. 17, 2024
- Whitcomb & Hess 2023 Q3 filed Oct. 18, 2023
- Whitcomb & Hess 2023 Q2 filed July 7, 2023
- Whitcomb & Hess 2023 Q1 filed April 19, 2023
- Whitcomb & Hess 2022 Q4 filed Jan. 20, 2023
- Whitcomb & Hess 2022 Q3 filed Oct. 21, 2022
- Whitcomb & Hess 2022 Q2 filed Aug. 4, 2022
- Whitcomb & Hess 2022 Q1 filed April 15, 2022
- Whitcomb & Hess 2021 Q4 filed Feb. 11, 2022
- Whitcomb & Hess 2021 Q3 filed Nov. 15, 2021