Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Whitcomb & Hess, Inc. (CIK 1813577) reported $463.0M across 66 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYV ($60.3M, 13.02%), VEA ($56.4M, 12.19%), SPYG ($42.9M, 9.27%), BOXX ($32.0M, 6.91%), IJR ($26.4M, 5.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $60.3M | 13.02% | 991,666 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $56.4M | 12.19% | 792,120 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $42.9M | 9.27% | 360,528 | Added |
| 4 | BOXX | EA SERIES TRUST | $32.0M | 6.91% | 273,047 | Trimmed |
| 5 | IJR | ISHARES TR | $26.4M | 5.70% | 177,798 | Added |
| 6 | IJH | ISHARES TR | $26.0M | 5.62% | 337,647 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $22.0M | 4.75% | 368,778 | Added |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | $19.7M | 4.25% | 420,735 | Added |
| 9 | FLRN | SPDR SERIES TRUST | $16.2M | 3.51% | 526,422 | Added |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $16.0M | 3.45% | 274,807 | Added |
| 11 | PGHY | INVESCO EXCH TRADED FD TR II | $14.5M | 3.14% | 737,661 | Added |
| 12 | LIT | GLOBAL X FDS | $13.9M | 3.00% | 177,640 | Trimmed |
| 13 | EWP | ISHARES INC | $13.1M | 2.84% | 221,169 | Added |
| 14 | XLE | SELECT SECTOR SPDR TR | $12.0M | 2.59% | 225,353 | Added |
| 15 | GDX | VANECK ETF TRUST | $11.8M | 2.54% | 155,854 | Added |
| 16 | ECH | ISHARES INC | $11.7M | 2.52% | 294,301 | Added |
| 17 | EMLC | VANECK ETF TRUST | $10.9M | 2.35% | 425,774 | Added |
| 18 | EWM | ISHARES INC | $10.4M | 2.24% | 384,472 | Added |
| 19 | EWZ | ISHARES INC | $9.9M | 2.14% | 287,501 | Added |
| 20 | SCHF | SCHWAB STRATEGIC TR | $3.1M | 0.68% | 113,339 | Trimmed |
| 21 | IVW | ISHARES TR | $2.6M | 0.56% | 18,711 | Added |
| 22 | VGIT | VANGUARD SCOTTSDALE FDS | $2.5M | 0.55% | 42,907 | Added |
| 23 | LQDA | LIQUIDIA CORPORATION | $2.3M | 0.50% | 28,777 | Trimmed |
| 24 | ITOT | ISHARES TR | $2.1M | 0.46% | 13,068 | Added |
| 25 | SHY | ISHARES TR | $2.0M | 0.43% | 24,189 | Added |
Source: SEC Form 13F filings · as of 2026-06-30