Whitcomb & Hess, Inc. Long-Term Concentrated

CIK: 0001813577 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 3, 2025

Total Value ($000): $354,597 (100.0% shares, 0.0% debt)

Holdings (54)

SPYV SPDR SERIES TRUST 13.1%
Value ($000) $46,349 Shares 885,530 Est. Cost $40.07 Unrealized
VEA VANGUARD TAX-MANAGED FDS 12.2%
Value ($000) $43,293 Shares 759,390 Est. Cost $50.12 Unrealized
SPYG SPDR SERIES TRUST 10.0%
Value ($000) $35,406 Shares 371,449 Est. Cost $61.35 Unrealized
BOXX EA SERIES TRUST 6.8%
Value ($000) $24,129 Shares 214,134 Est. Cost $108.12 Unrealized
IJH ISHARES TR 5.2%
Value ($000) $18,539 Shares 298,923 Est. Cost $99.12 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.9%
Value ($000) $17,394 Shares 351,683 Est. Cost $51.20 Unrealized
IJR ISHARES TR 4.8%
Value ($000) $16,914 Shares 154,763 Est. Cost $110.40 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 4.3%
Value ($000) $15,404 Shares 332,406 Est. Cost $52.27 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.6%
Value ($000) $12,765 Shares 217,162 Est. Cost $58.65 Unrealized
FLRN SPDR SERIES TRUST 3.6%
Value ($000) $12,657 Shares 410,546 Est. Cost $30.85 Unrealized
GDX VANECK ETF TRUST 3.3%
Value ($000) $11,727 Shares 225,262 Est. Cost $27.68 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 3.2%
Value ($000) $11,367 Shares 572,073 Est. Cost $21.55 Unrealized
EWP ISHARES INC 3.1%
Value ($000) $11,080 Shares 251,640 Est. Cost $27.61 Unrealized
ECH ISHARES INC 2.6%
Value ($000) $9,132 Shares 290,368 Est. Cost $27.81 Unrealized
EMLC VANECK ETF TRUST 2.6%
Value ($000) $9,125 Shares 359,976 Est. Cost $28.85 Unrealized
XLE SELECT SECTOR SPDR TR 2.3%
Value ($000) $8,300 Shares 97,862 Est. Cost $55.76 Unrealized
EWM ISHARES INC 2.3%
Value ($000) $8,104 Shares 332,936 Est. Cost $24.44 Unrealized
EWZ ISHARES INC 2.3%
Value ($000) $8,050 Shares 279,016 Est. Cost $27.34 Unrealized
LIT GLOBAL X FDS 2.1%
Value ($000) $7,374 Shares 192,021 Est. Cost $44.66 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $2,407 Shares 40,244 Est. Cost $58.66 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,320 Shares 104,966 Est. Cost $25.21 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $2,061 Shares 18,718 Est. Cost $64.28 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $1,939 Shares 14,355 Est. Cost $98.35 Unrealized
SHY ISHARES TR 0.5%
Value ($000) $1,887 Shares 22,775 Est. Cost $81.22 Unrealized
SPSB SPDR SERIES TRUST 0.5%
Value ($000) $1,766 Shares 58,502 Est. Cost $29.79 Unrealized
FLBR FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $1,511 Shares 84,147 Est. Cost $14.39 Unrealized
HYEM VANECK ETF TRUST 0.4%
Value ($000) $1,463 Shares 73,796 Est. Cost $18.74 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $1,219 Shares 6,237 Est. Cost $144.35 Unrealized
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $968 Shares 32,126 Est. Cost $24.05 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $923 Shares 1,855 Est. Cost $266.22 Unrealized +62.4%
AAPL APPLE INC 0.2%
Value ($000) $713 Shares 3,473 Est. Cost $132.86 Unrealized +51.6%
HYLB DBX ETF TR 0.2%
Value ($000) $671 Shares 18,188 Est. Cost $38.83 Unrealized
LEMB ISHARES INC 0.2%
Value ($000) $624 Shares 15,439 Est. Cost $36.57 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $592 Shares 1,949 Est. Cost $223.97 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $539 Shares 873 Est. Cost $494.19 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $516 Shares 7,473 Est. Cost $62.30 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $430 Shares 4,193 Est. Cost $51.37 Unrealized +80.8%
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $421 Shares 4,160 Est. Cost $129.38 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $368 Shares 3,520 Est. Cost $106.37 Unrealized
GVAL CAMBRIA ETF TR 0.1%
Value ($000) $354 Shares 13,006 Est. Cost $21.37 Unrealized
LQDA LIQUIDIA CORPORATION 0.1%
Value ($000) $347 Shares 27,827 Est. Cost $14.01 Unrealized +5.7%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $341 Shares 3,119 Est. Cost $68.44 Unrealized
REMX VANECK ETF TRUST 0.1%
Value ($000) $333 Shares 8,203 Est. Cost $40.58 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $323 Shares 1,741 Est. Cost $110.69 Unrealized +65.0%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $317 Shares 1,094 Est. Cost $139.98 Unrealized +80.5%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $308 Shares 4,179 Est. Cost $73.34 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $307 Shares 4,192 Est. Cost $43.01 Unrealized +41.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $266 Shares 902 Est. Cost $239.40 Unrealized +6.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $263 Shares 597 Est. Cost $376.76 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $248 Shares 450 Est. Cost $444.01 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $220 Shares 3,026 Est. Cost $71.79 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $216 Shares 1,188 Est. Cost $167.37 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $174 Shares 22,929 Est. Cost $7.43 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $134 Shares 11,748 Est. Cost $21.46 Unrealized -43.2%