StockDriftsStockDriftsTop 50 Whitcomb & Hess INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 13.17% | 1.01M | $61.5M | +1.40%(+13.89K) | $41.60(+51.43%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.08% | 798.5K | $56.4M | +0.80%(+6.35K) | $50.29(+37.93%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 9.57% | 363.1K | $44.7M | +0.71%(+2.57K) | $61.59(+97.01%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 7.33% | 289.0K | $34.2M | +5.83%(+15.91K) | $109.65(+8.21%) | 2026-09-30 | |
| IJH | ISHARES TR | 5.28% | 342.6K | $24.7M | +1.48%(+5.00K) | $54.95(+31.72%) | 2026-09-30 | |
| IJR | ISHARES TR | 5.22% | 179.2K | $24.4M | +0.78%(+1.39K) | $110.85(+22.52%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.76% | 374.6K | $22.2M | +1.59%(+5.87K) | $50.69(+14.47%) | 2026-09-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.11% | 432.4K | $19.2M | +2.76%(+11.63K) | $50.99(-12.16%) | 2026-09-30 | |
| FLRN | SPDR SERIES TRUST | 3.55% | 537.9K | $16.6M | +2.17%(+11.45K) | $30.83(-0.10%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.47% | 281.2K | $16.2M | +2.34%(+6.42K) | $58.78(-1.94%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.50% | +46.20% | +5.73% | +32.15% |
| Top 20 Holdings Unweighted | +13.25% | +45.26% | +5.51% | +30.74% |
Whitcomb & Hess INC reports $466.90M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (13.2%), VEA (12.1%) and SPYG (9.6%). The top 20 holdings account for 93.05% of reported assets. Its disclosed equity book has returned +46.20% on a three-year cumulative basis. 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.
Sign up free to track Whitcomb & Hess INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Whitcomb & Hess INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1813577). View Whitcomb & Hess INC’s 13F filings on SEC