Holcombe Financial, Inc.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 170,151
- 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 |
|---|---|---|---|---|---|
| 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 | 70.44 K | 41.4% | 0 | 66.16 K | -66.16 K |
| ETFs | 99.71 K | 58.6% | 77.04 K | 0 | 77.04 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
170,151
Holdings
49
QoQ value change ($000)
10,881
(6.8%)
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.