Holcombe Financial, Inc.

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q2 2026
Holdings value ($000)
177,136
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/13/2026 51 177,136 13F-HR Holcombe Financial, Inc.
Q1 2026 4/20/2026 49 170,151 13F-HR Holcombe Financial, Inc.
Q4 2025 1/27/2026 48 159,270 13F-HR Holcombe Financial, Inc.
Q3 2025 10/27/2025 42 143,236 13F-HR Holcombe Financial, Inc.
Q2 2025 7/8/2025 41 132,794 13F-HR Holcombe Financial, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 76.17 K 43.0% 5.729 K 0 5.729 K
ETFs 101 K 57.0% 1.257 K 0 1.257 K
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
177,136
Holdings
51
QoQ value change ($000)
6,985 (4.1%)
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.