Investor
Whitcomb & Hess, Inc.
CIK 0001813577 · filed 2026-04-08 · SEC filing
13F book
$428.8M
Positions
64
6 new · 2 sold
Largest name
12.7%
Spdr Series Trust
Est. mark
−$4.99M
Price effect on 58 names still held. Flow $9.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 964K | $54.5M | 12.7% | −$1.38M | Added−$171.4K |
| Vanguard Tax-Managed Fds | — | 779.2K | $49.9M | 11.6% | −$370.4K | Added$110.4K |
| Spdr Series Trust | — | 352.5K | $34.5M | 8.1% | −$3.51M | Added−$2.74M |
| Ea Series Trust | — | 280.6K | $32.6M | 7.6% | $254.7K | Added$3.56M |
| Ishares Tr | — | 329.9K | $22.3M | 5.2% | −$592K | Added−$160.5K |
| Ishares Tr | — | 174.6K | $21.7M | 5.1% | −$378K | Added$62.4K |
| Vanguard Intl Equity Index F | — | 362.3K | $19.6M | 4.6% | −$682.3K | Added−$407.3K |
| Vanguard Scottsdale Fds | — | 406.9K | $19.1M | 4.5% | −$122.9K | Added$361.3K |
| Spdr Series Trust | — | 513.4K | $15.8M | 3.7% | $5.03K | Added$348.3K |
| Vanguard Scottsdale Fds | — | 266.7K | $15.6M | 3.6% | −$57.7K | Added$202.1K |
| Vaneck Etf Trust | — | 153.4K | $14.1M | 3.3% | −$721.1K | Cut−$900.1K |
| Invesco Exch Traded Fd Tr Ii | — | 715.9K | $13.9M | 3.2% | −$397.8K | Added−$48.5K |
| Select Sector Spdr Tr | — | 221.6K | $13.6M | 3.2% | $3.16M | Cut$3.1M |
| Global X Fds | — | 179.5K | $13.3M | 3.1% | $689.3K | Cut$589.2K |
| Ishares Inc | — | 216.8K | $11.8M | 2.7% | −$106.7K | Added$79.7K |
| Ishares Inc | — | 288.8K | $11.5M | 2.7% | −$1.32M | Cut−$1.35M |
| Ishares Inc | — | 280.5K | $10.8M | 2.5% | $1.62M | Cut$1.52M |
| Ishares Inc | — | 369.4K | $10.5M | 2.4% | $131.3K | Added$262.7K |
| Vaneck Etf Trust | — | 414.5K | $10.4M | 2.4% | −$338.9K | Added−$61.7K |
| Schwab Strategic Tr | — | 113.5K | $2.81M | 0.7% | −$13.4K | Added$37.4K |
| Vanguard Scottsdale Fds | — | 42.5K | $2.53M | 0.6% | −$17.1K | Added$36K |
| Ishares Tr | — | 18.5K | $2.09M | 0.5% | −$214.4K | Added−$185.2K |
| Ishares Tr | — | 24.1K | $1.99M | 0.5% | −$6.42K | Added$72.4K |
| Franklin Templeton Etf Tr | — | 83K | $1.98M | 0.5% | $344.3K | Cut$319.6K |
| Spdr Series Trust | — | 60.5K | $1.82M | 0.4% | −$9.66K | Cut−$41.5K |
| Ishares Tr | — | 12.6K | $1.79M | 0.4% | −$117.8K | Cut−$144.8K |
| Vaneck Etf Trust | — | 77.4K | $1.53M | 0.4% | −$19.3K | Added$46K |
| Ishares Tr | — | 7.07K | $1.49M | 0.3% | −$35.8K | Added$113.9K |
| Liquidia Corp | LQDA | 29.9K | $1.13M | 0.3% | −$9.88K | Added$54.8K |
| Schwab Strategic Tr | — | 31.9K | $1.05M | 0.2% | −$37.2K | Added−$16.3K |
| Apple Inc. | AAPL | 3.68K | $933K | 0.2% | −$26.5K | Held |
| Profesionally Managed Portfo | — | 17.4K | $918.7K | 0.2% | −$206.7K | Cut−$303K |
| Dbx Etf Tr | — | 19.8K | $715.3K | 0.2% | −$16.5K | Added$6.53K |
| Microsoft Corp | MSFT | 1.84K | $680K | 0.2% | −$184.2K | Added−$183.5K |
| Spdr S&P 500 Etf Tr | — | 1.01K | $657.2K | 0.2% | −$44.2K | Added−$43.5K |
| Ishares Inc | — | 15.6K | $634.8K | 0.1% | −$14.4K | Added$4.56K |
| Vanguard Index Fds | — | 1.81K | $582K | 0.1% | −$39.1K | Held |
| Vanguard Star Fds | — | 7.47K | $576.2K | 0.1% | −$7.62K | Held |
| Nvent Electric Plc | NVT | 4.19K | $495.8K | 0.1% | $48.8K | Held |
| Vanguard Admiral Fds Inc | — | 4.17K | $479.1K | 0.1% | −$7.76K | Held |
| Vaneck Etf Trust | — | 4.85K | $427K | 0.1% | −$5.82K | Held |
| AbbVie Inc. | ABBV | 1.91K | $414.4K | 0.1% | −$6.37K | Added−$5.94K |
| Vanguard Bd Index Fds | — | 5.16K | $379.6K | 0.1% | −$3.3K | Held |
| PENTAIR plc | PNR | 4.19K | $365.2K | 0.1% | −$67.6K | Held |
| Cambria Etf Tr | — | 10.6K | $352.7K | 0.1% | $2.87K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.76K | $291.7K | 0.1% | — | New |
| Chevron Corp New | CVX | 1.4K | $289.3K | 0.1% | $59.8K | Added$62K |
| Invesco Qqq Tr | — | 495 | $285.7K | 0.1% | −$24.3K | Held |
| Ishares Tr | — | 2.65K | $280.8K | 0.1% | −$3.81K | Cut−$6.5K |
| Gorman Rupp Co | GRC | 4.48K | $278.2K | 0.1% | $49.9K | Added$50K |
| Spdr Dow Jones Indl Average | — | 597 | $276.4K | 0.1% | −$17.2K | Held |
| Jpmorgan Chase & Co. | — | 940 | $276.4K | 0.1% | −$16K | Cut−$25.3K |
| Ishares Tr | — | 3.24K | $259.2K | 0.1% | — | New |
| Johnson & Johnson | JNJ | 1.02K | $249.2K | 0.1% | $31.4K | Added$32.1K |
| Merck & Co., Inc. | MRK | 1.95K | $235.1K | 0.1% | $23.5K | Held |
| Airgain Inc | AIRG | 41.7K | $229.3K | 0.1% | — | New |
| International Business Machs | — | 902 | $218.6K | 0.1% | −$54.8K | Held |
| Exxon Mobil Corp | — | 1.24K | $209.7K | 0.0% | — | New |
| Coca Cola Co | KO | 2.74K | $208.5K | 0.0% | — | New |
| Tesla, Inc. | TSLA | 557 | $207.1K | 0.0% | −$42K | Held |
| Palantir Technologies Inc. | PLTR | 1.4K | $204.9K | 0.0% | −$42.5K | Added−$27.9K |
| Cleveland-Cliffs Inc New | — | 19.3K | $162.8K | 0.0% | −$94.6K | Cut−$194.6K |
| Ishares Tr | — | 10.1K | $159.3K | 0.0% | — | New |
| Wendys Co | — | 12.5K | $87.2K | 0.0% | −$17.1K | Added−$15.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.