Fund Holdings — Whitcomb & Hess, Inc.

Total Portfolio Value
$428.76M
Total Bought
$24.55M
Total Sold
$8.70M
Net Transaction
+$15.85M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INVESCO EXCH TRADED FD TR II3,067715,864+712,79722113,8953.24%+13,674
EA SERIES TRUST
ALPHA ARCH 1-3
252,178280,582+28,40429,07132,6297.61%+3,558
SELECT SECTOR SPDR TR
ST STR ENERG ETF
222,951221,624-1,32710,47913,5773.17%+3,098
ISHARES INC283,354280,458-2,8969,24610,7672.51%+1,521
GLOBAL X FDS
LITHIUM BTRY ETF
180,915179,496-1,41912,75613,3463.11%+589
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
396,602406,916+10,31418,74319,1054.46%+361
SPDR SERIES TRUST
ST STR RATE ETF
502,258513,410+11,15215,45415,8033.69%+348
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
84,20482,956-1,2481,6621,9820.46%+320
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
02,764+2,76402920.07%+292
ISHARES INC
MSCI MLY ETF NEW
364,798369,421+4,62310,23310,4952.45%+263
ISHARES TR03,238+3,23802590.06%+259
AIRGAIN INC(AIRG)041,684+41,68402290.05%+229
EXXON MOBIL CORP01,236+1,23602100.05%+210
COCA COLA CO(KO)02,741+2,74102080.05%+208
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
262,238266,677+4,43915,40915,6113.64%+202
ISHARES TR
MSCI INDONIA ETF
010,090+10,09001590.04%+159
ISHARES TR6,3657,074+7091,3801,4940.35%+114
VANGUARD TAX-MANAGED FDS771,651779,154+7,50349,81849,92811.64%+110
ISHARES INC213,330216,761+3,43111,69311,7722.75%+80
ISHARES TR23,12924,084+9551,9161,9890.46%+72
ISHARES TR171,063174,606+3,54321,64321,7055.06%+62
CHEVRON CORPORATION(CVX)1,3871,398+112272890.07%+62
LIQUIDIA CORPORATION(LQDA)28,23229,945+1,7131,0751,1300.26%+55
GORMAN RUPP CO(GRC)4,4764,477+12282780.06%+50
NVENT ELEC PLC(NVT)4,1924,19204474960.12%+49
VANECK ETF TRUST
EMERGING MRKT HI
74,11677,426+3,3101,4821,5280.36%+46
SCHWAB STRATEGIC TR111,429113,482+2,0532,7712,8090.66%+37
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
41,65442,546+8922,4982,5340.59%+36
JOHNSON & JOHNSON(JNJ)1,0161,019+32172490.06%+32
MERCK & CO INC(MRK)1,9541,95402122350.05%+24
DBX ETF TR19,14619,782+6367097150.17%+7
ISHARES INC15,09415,559+4656306350.15%+5
CAMBRIA ETF TR10,63310,63303503530.08%+3
VANGUARD BD INDEX FDS5,1555,15503833800.09%-3
VANECK ETF TRUST
RARE EAR STR ETF
4,8524,85204334270.10%-6
ABBVIE INC(ABBV)1,9041,906+24204140.10%-6
ISHARES TR2,6702,645-252872810.07%-6
VANGUARD STAR FDS7,4737,47305845760.13%-8
VANGUARD ADMIRAL FDS INC4,1724,17204874790.11%-8
WENDYS CO(WEN)12,31112,546+235103870.02%-15
SCHWAB STRATEGIC TR31,25431,888+6341,0671,0510.25%-16
STATE STR SPDR DOW JONES IND(DIA)59759702942760.06%-17
INVESCO QQQ TR49549503102860.07%-24
JPMORGAN CHASE & CO(JPM)970940-303022760.06%-25
APPLE INC(AAPL)3,6763,67609609330.22%-27
PALANTIR TECHNOLOGIES INC(PLTR)1,3011,401+1002332050.05%-28
VANGUARD INDEX FDS1,8141,81406215820.14%-39
SPDR SERIES TRUST
ST SHOR CORP ETF
61,55360,501-1,0521,8611,8190.42%-41
TESLA INC(TSLA)55755702492070.05%-42
STATE STR SPDR S&P 500 ETF T(SPY)1,0101,011+17016570.15%-44
INTERNATIONAL BUSINESS MACHS(IBM)90290202732190.05%-55
VANECK ETF TRUST
JP MRGAN EM LOC
403,431414,471+11,04010,46910,4072.43%-62
PENTAIR PLC(PNR)4,1934,19304333650.09%-68
ISHARES TR12,75412,576-1781,9361,7910.42%-145
ISHARES TR323,502329,892+6,39022,43822,2785.20%-160
SPDR SERIES TRUST
ST STR P500VAL
942,692963,988+21,29654,71454,54212.72%-171
MICROSOFT CORP(MSFT)1,8351,837+28636800.16%-183
ISHARES TR18,22718,485+2582,2762,0910.49%-185
CLEVELAND-CLIFFS INC NEW(CLF)26,75219,266-7,4863571630.04%-195
VANGUARD INDEX FDS4090-4092010—-201
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
18,87117,383-1,4881,2229190.21%-303
VANGUARD INTL EQUITY INDEX F357,214362,302+5,08819,99019,5824.57%-407
VANECK ETF TRUST
GOLD MINERS ETF
155,289153,434-1,85514,98114,0813.28%-900
ISHARES INC289,529288,842-68712,83811,4842.68%-1,353
SPDR SERIES TRUST
ST STR P500GRW
344,627352,548+7,92137,25434,5188.05%-2,736
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Whitcomb & Hess, Inc. — 13F Holdings — Q1 2026 | TickerTrail