DOSSIER · 13F-HR · Q2 2026
Holcombe Financial, Inc.
$177M in tracked AUM across 51 positions as of Q2 2026.
HF
CIK 0002056177 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Holcombe Financial, Inc.
Filing Date: September 30, 2025 CIK: 0002056177
1. Portfolio Overview
Holcombe Financial, Inc. manages a concentrated portfolio valued at approximately $57.33 million, representing a modest growth of 3.6% from the previous quarter's $55.32 million. The portfolio is highly focused, comprising only 21 holdings, which suggests a selective investment approach rather than broad-based indexing.
The firm demo...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.