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Home > Institutional Investor > Holcombe Financial, Inc. > Profile

Instuitional Investor - Holcombe Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Holcombe Financial, Inc.
Portfolio Value $170,151,156
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,029,588 $24,988,107 14.69%
2.
Apple Inc.
 AAPL 87,331 $22,163,805 13.03%
3.
Listed Fds Tr
 350,860 $13,286,986 7.81%
4.
Schwab Strategic Trust
 FNDF 511,425 $12,739,585 7.49%
5.
Ishares Tr - 0-5 YR TIPS ETF
 115,158 $11,910,816 7%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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