Fund HoldingsWhitcomb & Hess, Inc.

Total Portfolio Value
$424.05M
Total Bought
$142.17M
Total Sold
$121.09M
Net Transaction
+$21.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500VAL
0942,692+942,692054,71412.90%+54,714
SPDR SERIES TRUST
ST STR P500GRW
0344,627+344,627037,2548.79%+37,254
SPDR SERIES TRUST
ST STR RATE ETF
0502,258+502,258015,4543.64%+15,454
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0222,951+222,951010,4792.47%+10,479
VANGUARD TAX-MANAGED FDS763,835771,651+7,81645,76949,81811.75%+4,049
ISHARES INC292,969289,529-3,4409,65612,8383.03%+3,181
EA SERIES TRUST
ALPHA ARCH 1-3
228,126252,178+24,05225,97429,0716.86%+3,097
ISHARES TR305,734323,502+17,76819,95222,4385.29%+2,486
ISHARES TR161,762171,063+9,30119,22221,6435.10%+2,421
SPDR SERIES TRUST
ST SHOR CORP ETF
061,553+61,55301,8610.44%+1,861
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
364,454396,602+32,14817,11518,7434.42%+1,629
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
235,286262,238+26,95213,84715,4093.63%+1,563
INVESCO EXCH TRADED FD TR II621,605697,871+76,26612,42213,9433.29%+1,522
ISHARES INC
MSCI MLY ETF NEW
346,091364,798+18,7078,97110,2332.41%+1,262
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
018,871+18,87101,2220.29%+1,222
VANECK ETF TRUST
GOLD MINERS ETF
182,161155,289-26,87213,91714,9813.53%+1,064
GLOBAL X FDS
LITHIUM BTRY ETF
206,915180,915-26,00011,76312,7563.01%+993
ISHARES INC217,348213,330-4,01810,75911,6932.76%+934
VANECK ETF TRUST
JP MRGAN EM LOC
377,057403,431+26,3749,61910,4692.47%+850
VANGUARD INTL EQUITY INDEX F354,018357,214+3,19619,18119,9904.71%+809
LIQUIDIA CORPORATION(LQDA)28,38528,232-1536451,0750.25%+430
ISHARES INC287,446283,354-4,0928,9119,2462.18%+335
SCHWAB STRATEGIC TR106,727111,429+4,7022,4852,7710.65%+287
JOHNSON & JOHNSON(JNJ)01,016+1,01602170.05%+217
MERCK & CO INC(MRK)01,954+1,95402120.05%+212
VANGUARD INDEX FDS0409+40902010.05%+201
VANECK ETF TRUST
RARE EAR STR ETF
4,8524,85203194330.10%+113
ISHARES TR6,2796,365+861,2971,3800.33%+83
ISHARES TR18,26818,227-412,2052,2760.54%+71
VANGUARD BD INDEX FDS4,3175,155+8383213830.09%+62
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
84,18984,204+151,6041,6620.39%+58
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
40,76941,654+8852,4472,4980.59%+50
APPLE INC(AAPL)3,5793,676+979119600.23%+48
SCHWAB STRATEGIC TR30,63531,254+6191,0221,0670.25%+45
CLEVELAND-CLIFFS INC NEW(CLF)25,77926,752+9733153570.08%+43
VANGUARD STAR FDS7,4737,47305495840.14%+35
NVENT ELECTRIC PLC(NVT)4,1924,19204134470.11%+34
VANGUARD ADMIRAL FDS INC4,1604,172+124604870.11%+27
GORMAN RUPP CO(GRC)4,4754,476+12082280.05%+21
INTERNATIONAL BUSINESS MACHS(IBM)90290202552730.06%+19
ABBVIE INC(ABBV)1,7421,904+1624034200.10%+17
SPDR DOW JONES INDL AVERAGE(DIA)59759702772940.07%+17
CAMBRIA ETF TR11,41310,633-7803343500.08%+16
CHEVRON CORP NEW(CVX)1,3731,387+142132270.05%+14
INVESCO QQQ TR49549502973100.07%+13
ISHARES INC15,01415,094+806196300.15%+12
DBX ETF TR18,91119,146+2357027090.17%+7
INVESCO EXCH TRADED FD TR II2,9833,067+842192210.05%+2
ISHARES TR2,6862,670-162862870.07%+1
TESLA INC(TSLA)558557-12482490.06%+1
VANECK ETF TRUST
EMERGING MRKT HI
73,94874,116+1681,4831,4820.35%-1
PALANTIR TECHNOLOGIES INC(PLTR)1,3011,30102372330.05%-5
JPMORGAN CHASE & CO.(JPM)976970-63083020.07%-6
WENDYS CO(WEN)12,11612,311+1951111030.02%-8
VANGUARD INDEX FDS1,9491,814-1356406210.15%-19
ISHARES TR23,42123,129-2921,9431,9160.45%-27
PENTAIR PLC(PNR)4,1934,19304644330.10%-32
SPDR S&P 500 ETF TR(SPY)1,1391,010-1297597010.17%-58
ISHARES TR13,72012,754-9661,9981,9360.46%-62
MICROSOFT CORP(MSFT)1,8331,835+29498630.20%-86
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
3,1190-3,1193760-376
SPDR SERIES TRUST
ST SHOR CORP ETF
58,5690-58,5691,7740-1,774
SELECT SECTOR SPDR TR
ST STR ENERG ETF
102,8210-102,8219,1860-9,186
SPDR SERIES TRUST
ST STR RATE ETF
450,7510-450,75113,9100-13,910
SPDR SERIES TRUST
ST STR P500GRW
369,1860-369,18638,5840-38,584
SPDR SERIES TRUST
ST STR P500VAL
904,8400-904,84050,0650-50,065
Page 1 of 1