Sponsored

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

Currently, Whitcomb & Hess, Inc. holds 66 types of securities in its portfolio with a total value $463.0M. In the most recent quarter, they have increased their positions in SPYV (+27.7K shares, valued at $1.7M), SPYG (+8.0K shares, valued at $949.5K), VEA (+13.0K shares, valued at $923.8K); decreased their positions in BOXX (-7.5K shares, valued at $882.3K), LIT (-1.9K shares, valued at $145.3K), LQDA (-1.2K shares, valued at $93.1K); initiated new positions in PM (+1.2K shares, valued at $214.9K), VUG (+2.5K shares, valued at $211.3K), GOOGL (+581 shares, valued at $207.6K).

1M P&L

+3.7M+0.85%

3M P&L

+6.7M+1.51%

HY P&L

+18.1M+4.22%

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/A441.0M

98.2%

2Biotechnology2.3M

0.5%

3Consumer Electronics1.1M

0.2%

Top Industries by Stock Count

1N/A43 stocks

70.5%

2Specialty Industrial Machinery2 stocks

3.3%

3Drug Manufacturers - General2 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST991.7K shares2.87%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS792.1K shares1.66%2026-06-302026-07-08

SPYG SPDR SERIES TRUST360.5K shares2.26%2026-06-302026-07-08

BOXX EA SERIES TRUST273.0K shares-2.69%2026-06-302026-07-08

IJR ISHARES TR177.8K shares1.83%2026-06-302026-07-08

IJH ISHARES TR337.6K shares2.35%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX F368.8K shares1.79%2026-06-302026-07-08

VMBS VANGUARD SCOTTSDALE FDS420.7K shares3.40%2026-06-302026-07-08

Sponsored

FLRN SPDR SERIES TRUST526.4K shares2.53%2026-06-302026-07-08

VGSH VANGUARD SCOTTSDALE FDS274.8K shares3.05%2026-06-302026-07-08

PGHY INVESCO EXCH TRADED FD TR II737.7K shares3.04%2026-06-302026-07-08

LIT GLOBAL X FDS177.6K shares-1.03%2026-06-302026-07-08

EWP ISHARES INC221.2K shares2.03%2026-06-302026-07-08

XLE SELECT SECTOR SPDR TR225.4K shares1.68%2026-06-302026-07-08

VANECK ETF TRUST VANECK ETF TRUST155.9K shares1.58%2026-06-302026-07-08

ECH ISHARES INC294.3K shares1.89%2026-06-302026-07-08

Sponsored

EMLC VANECK ETF TRUST425.8K shares2.73%2026-06-302026-07-08

EWM ISHARES INC384.5K shares4.07%2026-06-302026-07-08

EWZ ISHARES INC287.5K shares2.51%2026-06-302026-07-08

SCHF SCHWAB STRATEGIC TR113.3K shares-0.13%2026-06-302026-07-08

IVW ISHARES TR18.7K shares1.22%2026-06-302026-07-08

VGIT VANGUARD SCOTTSDALE FDS42.9K shares0.85%2026-06-302026-07-08

LQDA LIQUIDIA CORPORATION28.8K shares-3.90%2026-06-302026-07-08

ITOT ISHARES TR13.1K shares3.91%2026-06-302026-07-08

Sponsored

SHY ISHARES TR24.2K shares0.44%2026-06-302026-07-08

SPSB SPDR SERIES TRUST60.5K shares-0.03%2026-06-302026-07-08

FLBR FRANKLIN TEMPLETON ETF TR82.8K shares-0.13%2026-06-302026-07-08

IVE ISHARES TR7.2K shares1.61%2026-06-302026-07-08

HYEM VANECK ETF TRUST76.7K shares-0.92%2026-06-302026-07-08

SCHE SCHWAB STRATEGIC TR31.8K shares-0.16%2026-06-302026-07-08

AAPL APPLE INC3.7K shares0.05%2026-06-302026-07-08

AKRE PROFESIONALLY MANAGED PORTFO16.1K shares-7.35%2026-06-302026-07-08

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.0K shares-0.20%2026-06-302026-07-08

HYLB DBX ETF TR20.2K shares1.95%2026-06-302026-07-08

NVT NVENT ELEC PLC4.2K shares0.00%2026-06-302026-07-08

MSFT MICROSOFT CORP1.8K shares0.22%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-08

LEMB ISHARES INC15.6K shares0.00%2026-06-302026-07-08

VXUS VANGUARD STAR FDS7.5K shares0.00%2026-06-302026-07-08

VIOO VANGUARD ADMIRAL FDS INC4.2K shares0.00%2026-06-302026-07-08

Sponsored

ABBVIE INC ABBVIE INC1.9K shares-0.26%2026-06-302026-07-08

GRC GORMAN RUPP CO4.5K shares0.02%2026-06-302026-07-08

BND VANGUARD BD INDEX FDS5.2K shares0.00%2026-06-302026-07-08

REMX VANECK ETF TRUST4.2K shares-13.27%2026-06-302026-07-08

GVAL CAMBRIA ETF TR10.2K shares-3.84%2026-06-302026-07-08

QQQ INVESCO QQQ TR496 shares0.20%2026-06-302026-07-08

AIRG AIRGAIN INC56.7K shares36.04%2026-06-302026-07-08

PNR PENTAIR PLC4.2K shares0.00%2026-06-302026-07-08

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO944 shares0.43%2026-06-302026-07-08

DIA STATE STR SPDR DOW JONES IND528 shares-11.56%2026-06-302026-07-08

MUB ISHARES TR2.5K shares-6.28%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON1.0K shares0.39%2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS MACHS902 shares0.00%2026-06-302026-07-08

MRK MERCK & CO INC2.0K shares0.72%2026-06-302026-07-08

IGV ISHARES TR2.8K shares-14.30%2026-06-302026-07-08

CVX CHEVRON CORPORATION1.4K shares0.86%2026-06-302026-07-08

Sponsored

KO COCA COLA CO2.7K shares0.00%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-08

TBLL INVESCO EXCH TRADED FD TR II2.0K shares-27.24%2026-06-302026-07-08

VUG VANGUARD INDEX FDS2.5K sharesnew addition2026-06-302026-07-08

TSLA TESLA INC499 shares-10.41%2026-06-302026-07-08

GOOGL ALPHABET INC581 sharesnew addition2026-06-302026-07-08

CLF CLEVELAND-CLIFFS INC NEW19.3K shares0.00%2026-06-302026-07-08

EIDO ISHARES TR15.4K shares52.78%2026-06-302026-07-08

Sponsored

WEN WENDYS CO12.8K shares1.97%2026-06-302026-07-08

ANGX ANGEL STUDIOS INC.13.4K sharesnew addition2026-06-302026-07-08

SPYV

SPDR SERIES TRUST

2.87%

Shares991.7K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

1.66%

Shares792.1K

Event2026-06-30

Filed2026-07-08

SPYG

SPDR SERIES TRUST

2.26%

Shares360.5K

Event2026-06-30

Filed2026-07-08

BOXX

EA SERIES TRUST

-2.69%

Shares273.0K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

1.83%

Shares177.8K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

2.35%

Shares337.6K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX F

1.79%

Shares368.8K

Event2026-06-30

Filed2026-07-08

VMBS

VANGUARD SCOTTSDALE FDS

3.40%

Shares420.7K

Event2026-06-30

Filed2026-07-08

FLRN

SPDR SERIES TRUST

2.53%

Shares526.4K

Event2026-06-30

Filed2026-07-08

VGSH

VANGUARD SCOTTSDALE FDS

3.05%

Shares274.8K

Event2026-06-30

Filed2026-07-08

PGHY

INVESCO EXCH TRADED FD TR II

3.04%

Shares737.7K

Event2026-06-30

Filed2026-07-08

LIT

GLOBAL X FDS

-1.03%

Shares177.6K

Event2026-06-30

Filed2026-07-08

EWP

ISHARES INC

2.03%

Shares221.2K

Event2026-06-30

Filed2026-07-08

XLE

SELECT SECTOR SPDR TR

1.68%

Shares225.4K

Event2026-06-30

Filed2026-07-08

VANECK ETF TRUST

1.58%

Shares155.9K

Event2026-06-30

Filed2026-07-08

ECH

ISHARES INC

1.89%

Shares294.3K

Event2026-06-30

Filed2026-07-08

EMLC

VANECK ETF TRUST

2.73%

Shares425.8K

Event2026-06-30

Filed2026-07-08

EWM

ISHARES INC

4.07%

Shares384.5K

Event2026-06-30

Filed2026-07-08

EWZ

ISHARES INC

2.51%

Shares287.5K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

-0.13%

Shares113.3K

Event2026-06-30

Filed2026-07-08

IVW

ISHARES TR

1.22%

Shares18.7K

Event2026-06-30

Filed2026-07-08

VGIT

VANGUARD SCOTTSDALE FDS

0.85%

Shares42.9K

Event2026-06-30

Filed2026-07-08

LQDA

LIQUIDIA CORPORATION

-3.90%

Shares28.8K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

3.91%

Shares13.1K

Event2026-06-30

Filed2026-07-08

SHY

ISHARES TR

0.44%

Shares24.2K

Event2026-06-30

Filed2026-07-08

SPSB

SPDR SERIES TRUST

-0.03%

Shares60.5K

Event2026-06-30

Filed2026-07-08

FLBR

FRANKLIN TEMPLETON ETF TR

-0.13%

Shares82.8K

Event2026-06-30

Filed2026-07-08

IVE

ISHARES TR

1.61%

Shares7.2K

Event2026-06-30

Filed2026-07-08

HYEM

VANECK ETF TRUST

-0.92%

Shares76.7K

Event2026-06-30

Filed2026-07-08

SCHE

SCHWAB STRATEGIC TR

-0.16%

Shares31.8K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

0.05%

Shares3.7K

Event2026-06-30

Filed2026-07-08

AKRE

PROFESIONALLY MANAGED PORTFO

-7.35%

Shares16.1K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

-0.20%

Shares1.0K

Event2026-06-30

Filed2026-07-08

HYLB

DBX ETF TR

1.95%

Shares20.2K

Event2026-06-30

Filed2026-07-08

NVT

NVENT ELEC PLC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

0.22%

Shares1.8K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

LEMB

ISHARES INC

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD STAR FDS

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-08

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

-0.26%

Shares1.9K

Event2026-06-30

Filed2026-07-08

GRC

GORMAN RUPP CO

0.02%

Shares4.5K

Event2026-06-30

Filed2026-07-08

BND

VANGUARD BD INDEX FDS

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-08

REMX

VANECK ETF TRUST

-13.27%

Shares4.2K

Event2026-06-30

Filed2026-07-08

GVAL

CAMBRIA ETF TR

-3.84%

Shares10.2K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

0.20%

Shares496

Event2026-06-30

Filed2026-07-08

AIRG

AIRGAIN INC

36.04%

Shares56.7K

Event2026-06-30

Filed2026-07-08

PNR

PENTAIR PLC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

0.43%

Shares944

Event2026-06-30

Filed2026-07-08

DIA

STATE STR SPDR DOW JONES IND

-11.56%

Shares528

Event2026-06-30

Filed2026-07-08

MUB

ISHARES TR

-6.28%

Shares2.5K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

0.39%

Shares1.0K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares902

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

0.72%

Shares2.0K

Event2026-06-30

Filed2026-07-08

IGV

ISHARES TR

-14.30%

Shares2.8K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

0.86%

Shares1.4K

Event2026-06-30

Filed2026-07-08

COCA COLA CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-08

TBLL

INVESCO EXCH TRADED FD TR II

-27.24%

Shares2.0K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD INDEX FDS

New

Shares2.5K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

-10.41%

Shares499

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

New

Shares581

Event2026-06-30

Filed2026-07-08

CLF

CLEVELAND-CLIFFS INC NEW

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-08

EIDO

ISHARES TR

52.78%

Shares15.4K

Event2026-06-30

Filed2026-07-08

WEN

WENDYS CO

1.97%

Shares12.8K

Event2026-06-30

Filed2026-07-08

ANGX

ANGEL STUDIOS INC.

New

Shares13.4K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available