Whitcomb & Hess, Inc. Portfolio Stock Holdings

Whitcomb & Hess, Inc. disclosed 66 stock positions valued at approximately $463.0 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, VANGUARD TAX-MANAGED FDS, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.

Report Period
June 30, 2026
No. of Stocks
66
Portfolio Value
$463.0M
Holdings by Sector
Whitcomb & Hess, Inc. Portfolio Holdings in Q2 2026

64 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR SERIES TRUSTSPYVOther13.02%991,666+27,678+2.87%$60,283,363
VANGUARD TAX-MANAGED FDSVEAOther12.19%792,120+12,966+1.66%$56,438,529
SPDR SERIES TRUSTSPYGOther9.27%360,528+7,980+2.26%$42,899,218
EA SERIES TRUSTBOXXOther6.91%273,047-7,535-2.69%$31,971,016
ISHARES TRIJROther5.70%177,798+3,192+1.83%$26,369,220
ISHARES TRIJHOther5.62%337,647+7,755+2.35%$26,035,946
VANGUARD INTL EQUITY INDEX FVWOOther4.75%368,778+6,476+1.79%$22,012,358
VANGUARD SCOTTSDALE FDSVMBSOther4.25%420,735+13,819+3.40%$19,694,612
SPDR SERIES TRUSTFLRNOther3.51%526,422+13,012+2.53%$16,240,123
VANGUARD SCOTTSDALE FDSVGSHOther3.45%274,807+8,130+3.05%$15,993,795
INVESCO EXCH TRADED FD TR IIPGHYOther3.14%737,661+21,797+3.04%$14,531,926
GLOBAL X FDSLITOther3.00%177,640-1,856-1.03%$13,905,690
ISHARES INCEWPOther2.84%221,169+4,408+2.03%$13,135,240
SELECT SECTOR SPDR TRXLEOther2.59%225,353+3,729+1.68%$11,968,487
VANECK ETF TRUSTGDXOther2.54%155,854+2,420+1.58%$11,759,217
ISHARES INCECHOther2.52%294,301+5,459+1.89%$11,683,746
VANECK ETF TRUSTEMLCOther2.35%425,774+11,303+2.73%$10,882,793
ISHARES INCEWMOther2.24%384,472+15,051+4.07%$10,361,534
ISHARES INCEWZOther2.14%287,501+7,043+2.51%$9,918,790
SCHWAB STRATEGIC TRSCHFOther0.68%113,339-143-0.13%$3,139,490
ISHARES TRIVWOther0.56%18,711+226+1.22%$2,573,322
VANGUARD SCOTTSDALE FDSVGITOther0.55%42,907+361+0.85%$2,530,655
LIQUIDIA CORPORATIONLQDAHealthcare0.50%28,777-1,168-3.90%$2,294,390
ISHARES TRITOTOther0.46%13,068+492+3.91%$2,146,603
ISHARES TRSHYOther0.43%24,189+105+0.44%$1,986,194
SPDR SERIES TRUSTSPSBOther0.39%60,480-21-0.03%$1,814,994
FRANKLIN TEMPLETON ETF TRFLBROther0.38%82,846-110-0.13%$1,773,733
ISHARES TRIVEOther0.35%7,188+114+1.61%$1,632,065
VANECK ETF TRUSTHYEMOther0.33%76,716-710-0.92%$1,542,759
SCHWAB STRATEGIC TRSCHEOther0.25%31,837-51-0.16%$1,154,406
APPLE INCAAPLTechnology0.23%3,678+2+0.05%$1,064,239
STATE STR SPDR S&P 500 ETF TSPYOther0.16%1,009-2-0.20%$753,479
DBX ETF TRHYLBOther0.16%20,167+385+1.95%$736,491
NVENT ELEC PLCNVTOther0.15%4,192--$711,005
MICROSOFT CORPMSFTTechnology0.15%1,841+4+0.22%$686,866
VANGUARD INDEX FDSVTIOther0.14%1,814--$671,293
ISHARES INCLEMBOther0.14%15,559--$660,168
VANGUARD STAR FDSVXUSOther0.14%7,473--$638,874
VANGUARD ADMIRAL FDS INCVIOOOther0.12%4,172--$573,817
ABBVIE INCABBVHealthcare0.10%1,901-5-0.26%$478,391
GORMAN RUPP COGRCIndustrials0.09%4,478+1+0.02%$410,782
VANGUARD BD INDEX FDSBNDOther0.08%5,155--$378,418
VANECK ETF TRUSTREMXOther0.08%4,208-644-13.27%$372,408
CAMBRIA ETF TRGVALOther0.08%10,225-408-3.84%$368,305
INVESCO QQQ TRQQQOther0.08%496+1+0.20%$365,254
AIRGAIN INCAIRGTechnology0.08%56,706+15,022+36.04%$357,248
PENTAIR PLCG7S00T104Other0.07%4,193--$321,426
JPMORGAN CHASE & COJPMFinancial Services0.07%944+4+0.43%$308,887
STATE STR SPDR DOW JONES INDDIAOther0.06%528-69-11.56%$275,727
ISHARES TRMUBOther0.06%2,479-166-6.28%$266,790
JOHNSON & JOHNSONJNJHealthcare0.06%1,023+4+0.39%$259,829
INTERNATIONAL BUSINESS MACHSIBMTechnology0.05%902--$253,651
MERCK & CO INCMRKHealthcare0.05%1,968+14+0.72%$252,923
ISHARES TRIGVOther0.05%2,775-463-14.30%$251,416
CHEVRON CORPORATIONCVXEnergy0.05%1,410+12+0.86%$233,648
COCA COLA COKOConsumer Defensive0.05%2,741--$222,761
PHILIP MORRIS INTL INCPMConsumer Defensive0.05%1,188+1,188+100.00%$214,921
INVESCO EXCH TRADED FD TR IITBLLOther0.05%2,011-753-27.24%$212,304
VANGUARD INDEX FDSVUGOther0.05%2,453+2,044+499.76%$211,301
TESLA INCTSLAConsumer Cyclical0.05%499-58-10.41%$209,879
ALPHABET INCGOOGLCommunication Services0.04%581+581+100.00%$207,632
CLEVELAND-CLIFFS INC NEWCLFBasic Materials0.04%19,266--$180,908
ISHARES TREIDOOther0.04%15,415+5,325+52.78%$174,349
WENDYS COWENConsumer Cyclical0.02%12,793+247+1.97%$106,057