Whitcomb & Hess Inc Portfolio Analysis: Q2 2026 Investment Trends
Whitcomb & Hess Inc's portfolio shows significant buying activity in SPDR and iShares ETFs during the second quarter of 2026, with a slight reduction in EA Series Trust holdings.
Whitcomb & Hess Inc has demonstrated active investment strategies this quarter, focusing on specific sectors while maintaining its core positions. The portfolio analysis for Q2 2026 reveals targeted buying and adjustments across various exchange-traded funds (ETFs).
The investor's holdings show notable increases in several ETFs during the second quarter of 2026:
- SPYV (SPDR Series Trust) increased by 2.87%, maintaining its significant allocation.
- PGHY (INVESCO Exchange Traded Fund TR II) saw a substantial rise of 3.04%.
- EWM (iShares Inc) increased by 4.07%, highlighting strong interest in emerging markets.
- VWO (Global Equity ETF) grew by 1.79%.
- FLRN (SPDR Series Trust) increased by 2.53%.
In addition to these increases, Whitcomb & Hess Inc made a significant purchase of the small-cap Technology stock:
- AIRG (Airgain Inc) increased by an impressive 36.04%, boosting its portfolio allocation to 0.08%.
The investor also adjusted the size of existing positions:
- VGSH (Vanguard Scottsdale Fund) increased by 3.05%.
- SPYG (SPDR Series Trust) grew by 2.26%.
- VEA (Vanguard Tax-Managed Fund) increased slightly by 1.66%.
Conversely, Whitcomb & Hess Inc reduced its position in:
- BOXX (EA Series Trust) by -2.69%.
No other holdings were reduced during this period.