StockDriftsStockDriftsTop 50 Holcombe Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 15.79% | 85.7K | $28.5M | -0.20%(-172) | $232.35(+47.59%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 13.73% | 1.04M | $24.8M | +1.46%(+14.99K) | $24.28(-1.58%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 9.87% | 139.3K | $17.8M | +186.89%(+90.74K) | $118.26(+9.02%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 6.73% | 513.5K | $12.2M | +1.46%(+7.37K) | $24.92(-4.35%) | 2026-09-30 | |
| DBND | DOUBLELINE ETF TRUST | 6.51% | 270.7K | $11.8M | +0.81%(+2.16K) | $46.38(-5.80%) | 2026-09-30 | |
| OVT | LISTED FDS TR | 6.48% | 552.7K | $11.7M | +3.43%(+18.34K) | $22.32(-4.48%) | 2026-09-30 | |
| STIP | ISHARES TR | 6.34% | 114.9K | $11.5M | +0.68%(+776) | $101.16(-0.66%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.36% | 87.5K | $7.9M | +1.32%(+1.14K) | $66.94(+33.70%) | 2026-09-30 | |
| DCRE | DOUBLELINE ETF TRUST | 3.35% | 118.7K | $6.1M | +0.28%(+333) | $51.74(-1.64%) | 2026-09-30 | |
| PFIX | SIMPLIFY EXCHANGE TRADED FUN | 3.16% | 90.9K | $5.7M | -8.36%(-8.30K) | $49.00(+22.54%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.29% |
Holcombe Financial INC reports $180.84M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (15.8%), SCHO (13.7%) and AVUS (9.9%). The top 20 holdings account for 90.22% of reported assets. Its disclosed equity book has returned +10.76% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Holcombe Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056177). View Holcombe Financial INC’s 13F filings on SEC