Whitcomb & Hess, Inc.
CIK 1813577
13F filing for Q2 2026・No. 4,099
- Holdings
- US$462.97M
- Quarter change
- +US$34.21M
- Entries
- 66
- Net bought (estimate)
- +US$7.89M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 2
- Cut 18
- Added 34
- Corporate actions 0
- Unchanged 10
Largest holdings
66 stocks worth US$462.97M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500VAL | Added | 991,666 | US$60.28M | 13.02% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 792,120 | US$56.44M | 12.19% |
| SPDR SERIES TRUSTST STR P500GRW | Added | 360,528 | US$42.9M | 9.27% |
| EA SERIES TRUSTALPHA ARCH 1-3 | Cut | 273,047 | US$31.97M | 6.91% |
| ISHARES TRCORE S&P SCP ETF | Added | 177,798 | US$26.37M | 5.70% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 337,647 | US$26.04M | 5.62% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 368,778 | US$22.01M | 4.75% |
| VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | Added | 420,735 | US$19.69M | 4.25% |
| SPDR SERIES TRUSTST STR RATE ETF | Added | 526,422 | US$16.24M | 3.51% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 274,807 | US$15.99M | 3.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.