The Analysis of Whitcomb & Hess, Inc.'s Holdings
Currently, Whitcomb & Hess, Inc. holds 57 types of securities in its portfolio with a total value $388.9M. In the most recent quarter, they have increased their positions in BOXX (+14.0K shares, valued at $1.6M), VMBS (+32.0K shares, valued at $1.5M), FLRN (+40.2K shares, valued at $1.2M); decreased their positions in GDX (-43.1K shares, valued at $3.3M), EWP (-34.3K shares, valued at $1.7M), SPYG (-2.3K shares, valued at $236.5K); initiated new positions in TSLA (+558 shares, valued at $248.2K), PLTR (+1.3K shares, valued at $237.3K), CVX (+1.4K shares, valued at $213.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYV SPDR SERIES TRUST904.8K shares2.18%2025-09-302025-10-09
VEA VANGUARD TAX-MANAGED FDS763.8K shares0.59%2025-09-302025-10-09 SPYG SPDR SERIES TRUST369.2K shares-0.61%2025-09-302025-10-09 BOXX EA SERIES TRUST228.1K shares6.53%2025-09-302025-10-09 IJH ISHARES TR305.7K shares2.28%2025-09-302025-10-09 IJR ISHARES TR161.8K shares4.52%2025-09-302025-10-09 VWO VANGUARD INTL EQUITY INDEX F354.0K shares0.66%2025-09-302025-10-09 VMBS VANGUARD SCOTTSDALE FDS364.5K shares9.64%2025-09-302025-10-09 GDX VANECK ETF TRUST182.2K shares-19.13%2025-09-302025-10-09 FLRN SPDR SERIES TRUST450.8K shares9.79%2025-09-302025-10-09 VGSH VANGUARD SCOTTSDALE FDS235.3K shares8.35%2025-09-302025-10-09 PGHY INVESCO EXCH TRADED FD TR II621.6K shares8.66%2025-09-302025-10-09 LIT GLOBAL X FDS206.9K shares7.76%2025-09-302025-10-09 EWP ISHARES INC217.3K shares-13.63%2025-09-302025-10-09 ECH ISHARES INC293.0K shares0.90%2025-09-302025-10-09 EMLC VANECK ETF TRUST377.1K shares4.75%2025-09-302025-10-09 XLE SELECT SECTOR SPDR TR102.8K shares5.07%2025-09-302025-10-09 EWM ISHARES INC346.1K shares3.95%2025-09-302025-10-09 EWZ ISHARES INC287.4K shares3.02%2025-09-302025-10-09 SCHF SCHWAB STRATEGIC TR106.7K shares1.68%2025-09-302025-10-09 VGIT VANGUARD SCOTTSDALE FDS40.8K shares1.30%2025-09-302025-10-09 IVW ISHARES TR18.3K shares-2.40%2025-09-302025-10-09 ITOT ISHARES TR13.7K shares-4.42%2025-09-302025-10-09 SHY ISHARES TR23.4K shares2.84%2025-09-302025-10-09 SPSB SPDR SERIES TRUST58.6K shares0.11%2025-09-302025-10-09 FLBR FRANKLIN TEMPLETON ETF TR84.2K shares0.05%2025-09-302025-10-09 HYEM VANECK ETF TRUST73.9K shares0.21%2025-09-302025-10-09 IVE ISHARES TR6.3K shares0.67%2025-09-302025-10-09 SCHE SCHWAB STRATEGIC TR30.6K shares-4.64%2025-09-302025-10-09 MSFT MICROSOFT CORP1.8K shares-1.19%2025-09-302025-10-09 AAPL APPLE INC3.6K shares3.05%2025-09-302025-10-09 SPY SPDR S&P 500 ETF TR1.1K shares30.47%2025-09-302025-10-09 HYLB DBX ETF TR18.9K shares3.98%2025-09-302025-10-09 LQDA LIQUIDIA CORPORATION28.4K shares2.01%2025-09-302025-10-09 VTI VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-10-09 LEMB ISHARES INC15.0K shares-2.75%2025-09-302025-10-09 VXUS VANGUARD STAR FDS7.5K shares0.00%2025-09-302025-10-09 PNR PENTAIR PLC4.2K shares0.00%2025-09-302025-10-09 VIOO VANGUARD ADMIRAL FDS INC4.2K shares0.00%2025-09-302025-10-09 NVT NVENT ELECTRIC PLC4.2K shares0.00%2025-09-302025-10-09 ABBV ABBVIE INC1.7K shares0.06%2025-09-302025-10-09 VONG VANGUARD SCOTTSDALE FDS3.1K shares0.00%2025-09-302025-10-09 GVAL CAMBRIA ETF TR11.4K shares-12.25%2025-09-302025-10-09 BND VANGUARD BD INDEX FDS4.3K shares3.30%2025-09-302025-10-09 REMX VANECK ETF TRUST4.9K shares-40.85%2025-09-302025-10-09 CLF CLEVELAND-CLIFFS INC NEW25.8K shares12.43%2025-09-302025-10-09 JPM JPMORGAN CHASE & CO.976 shares-10.79%2025-09-302025-10-09 QQQ INVESCO QQQ TR495 shares10.00%2025-09-302025-10-09 MUB ISHARES TR2.7K shares-23.69%2025-09-302025-10-09 DIA SPDR DOW JONES INDL AVERAGE597 shares0.00%2025-09-302025-10-09 IBM INTERNATIONAL BUSINESS MACHS902 shares0.00%2025-09-302025-10-09 TSLA TESLA INC558 sharesnew addition2025-09-302025-10-09 PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-10-09 SPLV INVESCO EXCH TRADED FD TR II3.0K shares-1.42%2025-09-302025-10-09 CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-10-09 GRC GORMAN RUPP CO4.5K sharesnew addition2025-09-302025-10-09 WEN WENDYS CO12.1K shares3.13%2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available