§ 13F · FUND PROFILE
Whitcomb & Hess, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $389M (13F)Positions · 57Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 964K | $55M | 12.7% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 779K | $50M | 11.6% | +1% |
| 3 | SPYG | SPDR SERIES TRUST | 353K | $35M | 8.1% | +2% |
| 4 | BOXX | EA SERIES TRUST | 281K | $33M | 7.6% | +11% |
| 5 | IJH | ISHARES TR | 330K | $22M | 5.2% | +2% |
| 6 | IJR | ISHARES TR | 175K | $22M | 5.1% | +2% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 362K | $20M | 4.6% | +1% |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | 407K | $19M | 4.5% | +3% |
| 9 | FLRN | SPDR SERIES TRUST | 513K | $16M | 3.7% | +2% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 267K | $16M | 3.6% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITCOMB SIGNAL
AC read
Whitcomb & Hess, Inc. is a Other fund managing $389 million in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed