The Analysis of Whitcomb & Hess, Inc.'s Holdings
Currently, Whitcomb & Hess, Inc. holds 60 types of securities in its portfolio with a total value $424.1M. In the most recent quarter, they have increased their positions in XLE (+120.1K shares, valued at $5.6M), BOXX (+24.1K shares, valued at $2.8M), SPYV (+37.9K shares, valued at $2.2M); decreased their positions in SPYG (-24.6K shares, valued at $2.7M), GDX (-26.9K shares, valued at $2.6M), LIT (-26.0K shares, valued at $1.8M); initiated new positions in N/A (+18.9K shares, valued at $1.2M), JNJ (+1.0K shares, valued at $217.1K), N/A (+2.0K shares, valued at $211.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYV SPDR SERIES TRUST942.7K shares4.18%2025-12-312026-01-14
VEA VANGUARD TAX-MANAGED FDS771.7K shares1.02%2025-12-312026-01-14 SPYG SPDR SERIES TRUST344.6K shares-6.65%2025-12-312026-01-14 BOXX EA SERIES TRUST252.2K shares10.54%2025-12-312026-01-14 IJH ISHARES TR323.5K shares5.81%2025-12-312026-01-14 IJR ISHARES TR171.1K shares5.75%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F357.2K shares0.90%2025-12-312026-01-14 VMBS VANGUARD SCOTTSDALE FDS396.6K shares8.82%2025-12-312026-01-14 FLRN SPDR SERIES TRUST502.3K shares11.43%2025-12-312026-01-14 VGSH VANGUARD SCOTTSDALE FDS262.2K shares11.45%2025-12-312026-01-14 GDX VANECK ETF TRUST155.3K shares-14.75%2025-12-312026-01-14 PGHY INVESCO EXCH TRADED FD TR II697.9K shares12.27%2025-12-312026-01-14 ECH ISHARES INC289.5K shares-1.17%2025-12-312026-01-14 LIT GLOBAL X FDS180.9K shares-12.57%2025-12-312026-01-14 EWP ISHARES INC213.3K shares-1.85%2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR223.0K shares116.83%2025-12-312026-01-14 EMLC VANECK ETF TRUST403.4K shares6.99%2025-12-312026-01-14 EWM ISHARES INC364.8K shares5.41%2025-12-312026-01-14 EWZ ISHARES INC283.4K shares-1.42%2025-12-312026-01-14 SCHF SCHWAB STRATEGIC TR111.4K shares4.41%2025-12-312026-01-14 VGIT VANGUARD SCOTTSDALE FDS41.7K shares2.17%2025-12-312026-01-14 IVW ISHARES TR18.2K shares-0.22%2025-12-312026-01-14 ITOT ISHARES TR12.8K shares-7.04%2025-12-312026-01-14 SHY ISHARES TR23.1K shares-1.25%2025-12-312026-01-14 SPSB SPDR SERIES TRUST61.6K shares5.09%2025-12-312026-01-14 FLBR FRANKLIN TEMPLETON ETF TR84.2K shares0.02%2025-12-312026-01-14 HYEM VANECK ETF TRUST74.1K shares0.23%2025-12-312026-01-14 IVE ISHARES TR6.4K shares1.37%2025-12-312026-01-14 LQDA LIQUIDIA CORPORATION28.2K shares-0.54%2025-12-312026-01-14 SCHE SCHWAB STRATEGIC TR31.3K shares2.02%2025-12-312026-01-14 AAPL APPLE INC3.7K shares2.71%2025-12-312026-01-14 MSFT MICROSOFT CORP1.8K shares0.11%2025-12-312026-01-14 HYLB DBX ETF TR19.1K shares1.24%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR1.0K shares-11.33%2025-12-312026-01-14 LEMB ISHARES INC15.1K shares0.53%2025-12-312026-01-14 VTI VANGUARD INDEX FDS1.8K shares-6.93%2025-12-312026-01-14 VXUS VANGUARD STAR FDS7.5K shares0.00%2025-12-312026-01-14 VIOO VANGUARD ADMIRAL FDS INC4.2K shares0.29%2025-12-312026-01-14 NVT NVENT ELECTRIC PLC4.2K shares0.00%2025-12-312026-01-14 PNR PENTAIR PLC4.2K shares0.00%2025-12-312026-01-14 REMX VANECK ETF TRUST4.9K shares0.00%2025-12-312026-01-14 ABBV ABBVIE INC1.9K shares9.30%2025-12-312026-01-14 BND VANGUARD BD INDEX FDS5.2K shares19.41%2025-12-312026-01-14 CLF CLEVELAND-CLIFFS INC NEW26.8K shares3.77%2025-12-312026-01-14 GVAL CAMBRIA ETF TR10.6K shares-6.83%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.970 shares-0.61%2025-12-312026-01-14 DIA SPDR DOW JONES INDL AVERAGE597 shares0.00%2025-12-312026-01-14 MUB ISHARES TR2.7K shares-0.60%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS902 shares0.00%2025-12-312026-01-14 TSLA TESLA INC557 shares-0.18%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC1.3K shares0.00%2025-12-312026-01-14 GRC GORMAN RUPP CO4.5K shares0.02%2025-12-312026-01-14 CVX CHEVRON CORP NEW1.4K shares1.02%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON1.0K sharesnew addition2025-12-312026-01-14 MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2025-12-312026-01-14 VUG VANGUARD INDEX FDS409 sharesnew addition2025-12-312026-01-14 WEN WENDYS CO12.3K shares1.61%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available