1y return+20.0%S&P 500 +20.9%
3y return+42.1%S&P 500 +68.5%
5y return+33.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2021: $133 against $174 in the S&P 500.2
Whitcomb & Hess, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYVSpdr Series Trust | $60.3M | 13.0% | +2.9% |
| VEAVanguard Tax-managed Fds | $56.4M | 12.2% | +1.7% |
| SPYGSpdr Series Trust | $42.9M | 9.3% | +2.3% |
| BOXXEa Series Trust | $32.0M | 6.9% | −2.7% |
| IJRIshares Tr | $26.4M | 5.7% | +1.8% |
| IJHIshares Tr | $26.0M | 5.6% | +2.4% |
| VWOVanguard Intl Equity Index F | $22.0M | 4.8% | +1.8% |
| VMBSVanguard Scottsdale Fds | $19.7M | 4.3% | +3.4% |
| FLRNSpdr Series Trust | $16.2M | 3.5% | +2.5% |
| VGSHVanguard Scottsdale Fds | $16.0M | 3.5% | +3.0% |
| PGHYInvesco Exch Traded Fd Tr II | $14.5M | 3.1% | +3.0% |
| LITGlobal X Fds | $13.9M | 3.0% | −1.0% |
| EWPIshares Inc | $13.1M | 2.8% | +2.0% |
| XLESelect Sector Spdr Tr | $12.0M | 2.6% | +1.7% |
| GDXVaneck Etf Trust | $11.8M | 2.5% | +1.6% |
| ECHIshares Inc | $11.7M | 2.5% | +1.9% |
| EMLCVaneck Etf Trust | $10.9M | 2.4% | +2.7% |
| EWMIshares Inc | $10.4M | 2.2% | +4.1% |
| EWZIshares Inc | $9.9M | 2.1% | +2.5% |
| SCHFSchwab Strategic Tr | $3.1M | 0.7% | |
| IVWIshares Tr | $2.6M | 0.6% | +1.2% |
| VGITVanguard Scottsdale Fds | $2.5M | 0.5% | |
| LQDALiquidia Corporation | $2.3M | 0.5% | −3.9% |
| ITOTIshares Tr | $2.1M | 0.5% | +3.9% |
| SHYIshares Tr | $2.0M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LQDALiquidia Corporation | June 30, 2024 | +564.4% | $2.3M |
| Nvent Elec PLCCUSIP G6700G107 | June 30, 2023 | +228.3% | $711K |
| GDXVaneck Etf Trust | June 30, 2022 | +175.6% | $11.8M |
| AAPLApple Inc | June 30, 2021 | +111.3% | $1.1M |
| EWPIshares Inc | June 30, 2021 | +109.0% | $13.1M |
| XLESelect Sector Spdr Tr | June 30, 2021 | +97.2% | $12.0M |
| IVWIshares Tr | June 30, 2021 | +89.1% | $2.6M |
| SPYGSpdr Series Trust | June 30, 2021 | +89.0% | $42.9M |
| LITGlobal X Fds | March 31, 2024 | +72.8% | $13.9M |
| VTIVanguard Index Fds | September 30, 2021 | +66.6% | $671K |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $210K
- PLTRPalantir Technologies Inc was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.1% | +14.8% |
| March 31, 2026 | +1.7% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | +1.4% | −4.6% |
| December 31, 2024 | −4.0% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +4.1% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +2.7% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +8.0% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −3.1% | −4.9% |
| December 31, 2021 | +2.0% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Whitcomb & Hess, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1813577&type=13F-HR&dateb=&owner=include&count=40CIK 1813577
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1813577/000181357726000005/Filed July 8, 2026 · accession 0001813577-26-000005