DOSSIER · 13F-HR · Q1 2026

Whitcomb & Hess, Inc.

Whitcomb & Hess's hedge fund based in Chicago, IL $429M in tracked AUM across 64 positions as of Q1 2026.

W&
Whitcomb & Hess·Chicago, IL·Hedge Fund
CIK 0001813577 · last filed Mar 31, 2026
Total AUM
$429M
5.1%
vs prior
Holdings
64
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
Top sector
Tech
48% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Whitcomb & Hess, Inc. Reporting Period: Q4 2025 (Report Date: 2025-12-31)

1. Portfolio Overview

Whitcomb & Hess, Inc. has reported a significant expansion in its investment management activities for the quarter ending December 31, 2025. The total portfolio value surged by 88.6%, rising from $224.82M to $424.05M. This near-doubling of assets under management (AUM) suggests substantial capital inflows or a strong performance of und...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$55M964K12.7%
02
VEA
VANGUARD TAX-MANAGED FDS
$50M779K11.6%
03
SPYG
SPDR SERIES TRUST
$35M353K8.1%
04
BOXX
EA SERIES TRUST
$33M281K7.6%
05
IJH
ISHARES TR
$22M330K5.2%
06
IJR
ISHARES TR
$22M175K5.1%
07
VWO
VANGUARD INTL EQUITY INDEX F
$20M362K4.6%
08
VMBS
VANGUARD SCOTTSDALE FDS
$19M407K4.5%
09
FLRN
SPDR SERIES TRUST
$16M513K3.7%
10
VGSH
VANGUARD SCOTTSDALE FDS
$16M267K3.6%

Filing history

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