Whitcomb & Hess, Inc.
All 13F Filings
- Location
- Ashland, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 428,762
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 64 | 428,762 | 13F-HR | Whitcomb & Hess, Inc. |
| Q4 2025 | 1/14/2026 | 60 | 424,051 | 13F-HR | Whitcomb & Hess, Inc. |
| Q3 2025 | 10/9/2025 | 57 | 388,917 | 13F-HR | Whitcomb & Hess, Inc. |
| Q2 2025 | 7/3/2025 | 54 | 354,597 | 13F-HR | Whitcomb & Hess, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.5 K | 9.2% | 0 | 219.1 K | -219.1 K |
| ETFs | 389.3 K | 90.8% | 224.5 K | 0 | 224.5 K |
| Other | 0 | 0.0% | 0 | 709 | -709 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
428,762
Holdings
64
QoQ value change ($000)
4,711
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.