StockDriftsStockDriftsTop 50 Whitcomb & Hess, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 13.02% | 991.7K | $60.3M | +2.87%(+27.68K) | $41.33(+53.45%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.19% | 792.1K | $56.4M | +1.66%(+12.97K) | $50.12(+47.67%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 9.27% | 360.5K | $42.9M | +2.26%(+7.98K) | $61.17(+100.88%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 6.91% | 273.0K | $32.0M | -2.69%(-7.54K) | $109.17(+7.98%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.7% | 177.8K | $26.4M | +1.83%(+3.19K) | $110.61(+35.58%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.62% | 337.6K | $26.0M | +2.35%(+7.75K) | $54.66(+43.71%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.75% | 368.8K | $22.0M | +1.79%(+6.48K) | $50.55(+19.45%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.25% | 420.7K | $19.7M | +3.40%(+13.82K) | $51.14(-9.84%) | 2026-06-30 | |
| FLRN | SPDR SERIES TRUST | 3.51% | 526.4K | $16.2M | +2.53%(+13.01K) | $30.83(-0.14%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.45% | 274.8K | $16.0M | +3.05%(+8.13K) | $58.80(-1.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.34% | +41.76% | +5.48% | +30.56% |
| Top 20 Holdings Unweighted | +12.00% | +40.48% | +5.26% | +29.19% |
Whitcomb & Hess, Inc. reports $462.97M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (13.0%), VEA (12.2%) and SPYG (9.3%). The top 20 holdings account for 92.71% of reported assets. Its disclosed equity book has returned +41.76% on a three-year cumulative basis. Figures reflect the Q2 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 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