Whitcomb & Hess, Inc. Long-Term Concentrated

CIK: 0001813577 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 9, 2025

Total Value ($000): $388,917 (100.0% shares, 0.0% debt)

Holdings (57)

SPYV SPDR SERIES TRUST 12.9%
Value ($000) $50,065 Shares 904,840 Est. Cost $40.40 Unrealized
VEA VANGUARD TAX-MANAGED FDS 11.8%
Value ($000) $45,769 Shares 763,835 Est. Cost $50.12 Unrealized
SPYG SPDR SERIES TRUST 9.9%
Value ($000) $38,584 Shares 369,186 Est. Cost $61.35 Unrealized
BOXX EA SERIES TRUST 6.7%
Value ($000) $25,974 Shares 228,126 Est. Cost $108.47 Unrealized
IJH ISHARES TR 5.1%
Value ($000) $19,952 Shares 305,734 Est. Cost $98.36 Unrealized
IJR ISHARES TR 4.9%
Value ($000) $19,222 Shares 161,762 Est. Cost $110.76 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.9%
Value ($000) $19,181 Shares 354,018 Est. Cost $51.20 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 4.4%
Value ($000) $17,115 Shares 364,454 Est. Cost $51.80 Unrealized
GDX VANECK ETF TRUST 3.6%
Value ($000) $13,917 Shares 182,161 Est. Cost $27.68 Unrealized
FLRN SPDR SERIES TRUST 3.6%
Value ($000) $13,910 Shares 450,751 Est. Cost $30.85 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.6%
Value ($000) $13,847 Shares 235,286 Est. Cost $58.67 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 3.2%
Value ($000) $12,422 Shares 621,605 Est. Cost $21.42 Unrealized
LIT GLOBAL X FDS 3.0%
Value ($000) $11,763 Shares 206,915 Est. Cost $45.54 Unrealized
EWP ISHARES INC 2.8%
Value ($000) $10,759 Shares 217,348 Est. Cost $27.61 Unrealized
ECH ISHARES INC 2.5%
Value ($000) $9,656 Shares 292,969 Est. Cost $27.81 Unrealized
EMLC VANECK ETF TRUST 2.5%
Value ($000) $9,619 Shares 377,057 Est. Cost $28.70 Unrealized
XLE SELECT SECTOR SPDR TR 2.4%
Value ($000) $9,186 Shares 102,821 Est. Cost $57.38 Unrealized
EWM ISHARES INC 2.3%
Value ($000) $8,971 Shares 346,091 Est. Cost $24.50 Unrealized
EWZ ISHARES INC 2.3%
Value ($000) $8,911 Shares 287,446 Est. Cost $27.45 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,485 Shares 106,727 Est. Cost $25.18 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,447 Shares 40,769 Est. Cost $58.68 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $2,205 Shares 18,268 Est. Cost $64.28 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $1,998 Shares 13,720 Est. Cost $98.35 Unrealized
SHY ISHARES TR 0.5%
Value ($000) $1,943 Shares 23,421 Est. Cost $81.27 Unrealized
SPSB SPDR SERIES TRUST 0.5%
Value ($000) $1,774 Shares 58,569 Est. Cost $29.79 Unrealized
FLBR FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $1,604 Shares 84,189 Est. Cost $14.39 Unrealized
HYEM VANECK ETF TRUST 0.4%
Value ($000) $1,483 Shares 73,948 Est. Cost $18.74 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $1,297 Shares 6,279 Est. Cost $144.35 Unrealized
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,022 Shares 30,635 Est. Cost $24.05 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $949 Shares 1,833 Est. Cost $266.22 Unrealized +91.1%
AAPL APPLE INC 0.2%
Value ($000) $911 Shares 3,579 Est. Cost $135.61 Unrealized +66.3%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $759 Shares 1,139 Est. Cost $534.32 Unrealized
HYLB DBX ETF TR 0.2%
Value ($000) $702 Shares 18,911 Est. Cost $38.77 Unrealized
LQDA LIQUIDIA CORPORATION 0.2%
Value ($000) $645 Shares 28,385 Est. Cost $14.16 Unrealized +53.2%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $640 Shares 1,949 Est. Cost $223.97 Unrealized
LEMB ISHARES INC 0.2%
Value ($000) $619 Shares 15,014 Est. Cost $36.57 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $549 Shares 7,473 Est. Cost $62.30 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $464 Shares 4,193 Est. Cost $51.37 Unrealized +107.3%
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $460 Shares 4,160 Est. Cost $129.38 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $413 Shares 4,192 Est. Cost $43.01 Unrealized +101.1%
ABBV ABBVIE INC 0.1%
Value ($000) $403 Shares 1,742 Est. Cost $110.69 Unrealized +82.4%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $376 Shares 3,119 Est. Cost $68.44 Unrealized
GVAL CAMBRIA ETF TR 0.1%
Value ($000) $334 Shares 11,413 Est. Cost $21.37 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $321 Shares 4,317 Est. Cost $73.38 Unrealized
REMX VANECK ETF TRUST 0.1%
Value ($000) $319 Shares 4,852 Est. Cost $40.58 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $315 Shares 25,779 Est. Cost $7.77 Unrealized +35.3%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $308 Shares 976 Est. Cost $139.98 Unrealized +111.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $297 Shares 495 Est. Cost $458.22 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $286 Shares 2,686 Est. Cost $106.37 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $277 Shares 597 Est. Cost $376.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $255 Shares 902 Est. Cost $239.40 Unrealized +8.4%
TSLA TESLA INC 0.1%
Value ($000) $248 Shares 558 Est. Cost $346.84 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $237 Shares 1,301 Est. Cost $162.07 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $219 Shares 2,983 Est. Cost $71.79 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $213 Shares 1,373 Est. Cost $152.28 Unrealized 0.0%
GRC GORMAN RUPP CO 0.1%
Value ($000) $208 Shares 4,475 Est. Cost $41.48 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $111 Shares 12,116 Est. Cost $21.12 Unrealized -51.4%