Sponsored

The Analysis of Whitcomb & Hess, Inc.'s Holdings & P&L

Currently, Whitcomb & Hess, Inc. holds 64 types of securities in its portfolio with a total value $428.8M. In the most recent quarter, they have increased their positions in BOXX (+28.4K shares, valued at $3.3M), SPYV (+21.3K shares, valued at $1.2M), SPYG (+7.9K shares, valued at $775.5K); decreased their positions in GDX (-1.9K shares, valued at $170.2K), EWZ (-2.9K shares, valued at $111.2K), LIT (-1.4K shares, valued at $105.5K); initiated new positions in TBLL (+2.8K shares, valued at $291.7K), IGV (+3.2K shares, valued at $259.2K), AIRG (+41.7K shares, valued at $229.3K).

1M P&L

+7.3M+1.64%

3M P&L

+7.2M+1.62%

HY P&L

+42.4M+10.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A420.7M

98.4%

2Biotechnology1.1M

0.3%

3Consumer Electronics933.0K

0.2%

Top Industries by Stock Count

1N/A43 stocks

70.5%

2Drug Manufacturers - General2 stocks

3.3%

3Oil & Gas Integrated2 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST964.0K shares2.26%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS779.2K shares0.97%2026-03-312026-04-08

SPYG SPDR SERIES TRUST352.5K shares2.30%2026-03-312026-04-08

BOXX EA SERIES TRUST280.6K shares11.26%2026-03-312026-04-08

IJH ISHARES TR329.9K shares1.98%2026-03-312026-04-08

IJR ISHARES TR174.6K shares2.07%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F362.3K shares1.42%2026-03-312026-04-08

VMBS VANGUARD SCOTTSDALE FDS406.9K shares2.60%2026-03-312026-04-08

Sponsored

FLRN SPDR SERIES TRUST513.4K shares2.22%2026-03-312026-04-08

VGSH VANGUARD SCOTTSDALE FDS266.7K shares1.69%2026-03-312026-04-08

GDX VANECK ETF TRUST153.4K shares-1.19%2026-03-312026-04-08

PGHY INVESCO EXCH TRADED FD TR II715.9K shares2.58%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR221.6K shares-0.60%2026-03-312026-04-08

LIT GLOBAL X FDS179.5K shares-0.78%2026-03-312026-04-08

EWP ISHARES INC216.8K shares1.61%2026-03-312026-04-08

ECH ISHARES INC288.8K shares-0.24%2026-03-312026-04-08

Sponsored

EWZ ISHARES INC280.5K shares-1.02%2026-03-312026-04-08

EWM ISHARES INC369.4K shares1.27%2026-03-312026-04-08

EMLC VANECK ETF TRUST414.5K shares2.74%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR113.5K shares1.84%2026-03-312026-04-08

VGIT VANGUARD SCOTTSDALE FDS42.5K shares2.14%2026-03-312026-04-08

IVW ISHARES TR18.5K shares1.42%2026-03-312026-04-08

SHY ISHARES TR24.1K shares4.13%2026-03-312026-04-08

FLBR FRANKLIN TEMPLETON ETF TR83.0K shares-1.48%2026-03-312026-04-08

Sponsored

SPSB SPDR SERIES TRUST60.5K shares-1.71%2026-03-312026-04-08

ITOT ISHARES TR12.6K shares-1.40%2026-03-312026-04-08

HYEM VANECK ETF TRUST77.4K shares4.47%2026-03-312026-04-08

IVE ISHARES TR7.1K shares11.14%2026-03-312026-04-08

LQDA LIQUIDIA CORPORATION29.9K shares6.07%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR31.9K shares2.03%2026-03-312026-04-08

AAPL APPLE INC3.7K shares0.00%2026-03-312026-04-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO17.4K shares-7.89%2026-03-312026-04-08

Sponsored

HYLB DBX ETF TR19.8K shares3.32%2026-03-312026-04-08

MSFT MICROSOFT CORP1.8K shares0.11%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T1.0K shares0.10%2026-03-312026-04-08

LEMB ISHARES INC15.6K shares3.08%2026-03-312026-04-08

VTI VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-08

VXUS VANGUARD STAR FDS7.5K shares0.00%2026-03-312026-04-08

NVT NVENT ELEC PLC4.2K shares0.00%2026-03-312026-04-08

VIOO VANGUARD ADMIRAL FDS INC4.2K shares0.00%2026-03-312026-04-08

Sponsored

REMX VANECK ETF TRUST4.9K shares0.00%2026-03-312026-04-08

ABBV ABBVIE INC1.9K shares0.11%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS5.2K shares0.00%2026-03-312026-04-08

PNR PENTAIR PLC4.2K shares0.00%2026-03-312026-04-08

GVAL CAMBRIA ETF TR10.6K shares0.00%2026-03-312026-04-08

TBLL INVESCO EXCH TRADED FD TR II2.8K sharesnew addition2026-03-312026-04-08

CVX CHEVRON CORPORATION1.4K shares0.79%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR495 shares0.00%2026-03-312026-04-08

Sponsored

MUB ISHARES TR2.6K shares-0.94%2026-03-312026-04-08

GRC GORMAN RUPP CO4.5K shares0.02%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND597 shares0.00%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO940 shares-3.09%2026-03-312026-04-08

IGV ISHARES TR3.2K sharesnew addition2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.0K shares0.30%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC2.0K shares0.00%2026-03-312026-04-08

AIRG AIRGAIN INC41.7K sharesnew addition2026-03-312026-04-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS902 shares0.00%2026-03-312026-04-08

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-08

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-08

TSLA TESLA INC557 shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC1.4K shares7.69%2026-03-312026-04-08

CLF CLEVELAND-CLIFFS INC NEW19.3K shares-27.98%2026-03-312026-04-08

EIDO ISHARES TR10.1K sharesnew addition2026-03-312026-04-08

WEN WENDYS CO12.5K shares1.91%2026-03-312026-04-08

Sponsored

SPYV

SPDR SERIES TRUST

2.26%

Shares964.0K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

0.97%

Shares779.2K

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

2.30%

Shares352.5K

Event2026-03-31

Filed2026-04-08

BOXX

EA SERIES TRUST

11.26%

Shares280.6K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

1.98%

Shares329.9K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

2.07%

Shares174.6K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

1.42%

Shares362.3K

Event2026-03-31

Filed2026-04-08

VMBS

VANGUARD SCOTTSDALE FDS

2.60%

Shares406.9K

Event2026-03-31

Filed2026-04-08

FLRN

SPDR SERIES TRUST

2.22%

Shares513.4K

Event2026-03-31

Filed2026-04-08

VGSH

VANGUARD SCOTTSDALE FDS

1.69%

Shares266.7K

Event2026-03-31

Filed2026-04-08

GDX

VANECK ETF TRUST

-1.19%

Shares153.4K

Event2026-03-31

Filed2026-04-08

PGHY

INVESCO EXCH TRADED FD TR II

2.58%

Shares715.9K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

-0.60%

Shares221.6K

Event2026-03-31

Filed2026-04-08

LIT

GLOBAL X FDS

-0.78%

Shares179.5K

Event2026-03-31

Filed2026-04-08

EWP

ISHARES INC

1.61%

Shares216.8K

Event2026-03-31

Filed2026-04-08

ECH

ISHARES INC

-0.24%

Shares288.8K

Event2026-03-31

Filed2026-04-08

EWZ

ISHARES INC

-1.02%

Shares280.5K

Event2026-03-31

Filed2026-04-08

EWM

ISHARES INC

1.27%

Shares369.4K

Event2026-03-31

Filed2026-04-08

EMLC

VANECK ETF TRUST

2.74%

Shares414.5K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

1.84%

Shares113.5K

Event2026-03-31

Filed2026-04-08

VGIT

VANGUARD SCOTTSDALE FDS

2.14%

Shares42.5K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

1.42%

Shares18.5K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

4.13%

Shares24.1K

Event2026-03-31

Filed2026-04-08

FLBR

FRANKLIN TEMPLETON ETF TR

-1.48%

Shares83.0K

Event2026-03-31

Filed2026-04-08

SPSB

SPDR SERIES TRUST

-1.71%

Shares60.5K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

-1.40%

Shares12.6K

Event2026-03-31

Filed2026-04-08

HYEM

VANECK ETF TRUST

4.47%

Shares77.4K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

11.14%

Shares7.1K

Event2026-03-31

Filed2026-04-08

LQDA

LIQUIDIA CORPORATION

6.07%

Shares29.9K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

2.03%

Shares31.9K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

PROFESIONALLY MANAGED PORTFO

-7.89%

Shares17.4K

Event2026-03-31

Filed2026-04-08

HYLB

DBX ETF TR

3.32%

Shares19.8K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-08

LEMB

ISHARES INC

3.08%

Shares15.6K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-08

NVT

NVENT ELEC PLC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-08

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-08

REMX

VANECK ETF TRUST

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

0.11%

Shares1.9K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-08

PNR

PENTAIR PLC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-08

GVAL

CAMBRIA ETF TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-08

TBLL

INVESCO EXCH TRADED FD TR II

New

Shares2.8K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

0.79%

Shares1.4K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.00%

Shares495

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

-0.94%

Shares2.6K

Event2026-03-31

Filed2026-04-08

GRC

GORMAN RUPP CO

0.02%

Shares4.5K

Event2026-03-31

Filed2026-04-08

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares597

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-3.09%

Shares940

Event2026-03-31

Filed2026-04-08

IGV

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

0.30%

Shares1.0K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

AIRG

AIRGAIN INC

New

Shares41.7K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares902

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

New

Shares2.7K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

0.00%

Shares557

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

7.69%

Shares1.4K

Event2026-03-31

Filed2026-04-08

CLF

CLEVELAND-CLIFFS INC NEW

-27.98%

Shares19.3K

Event2026-03-31

Filed2026-04-08

EIDO

ISHARES TR

New

Shares10.1K

Event2026-03-31

Filed2026-04-08

WEN

WENDYS CO

1.91%

Shares12.5K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available