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Home > Institutional Investor > Whitcomb & Hess, Inc. > 13F Holdings

Instuitional Investor - Whitcomb & Hess, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 1,005,556 $61,469,631 13.17%
2.
Vanguard Tax-Managed Fds
 798,473 $56,380,207 12.08%
3.
Spdr Series Trust
 KRE 363,094 $44,689,651 9.57%
4.
Ea Series Trust
 288,954 $34,209,284 7.33%
5.
Ishares Trust
 IEF 342,645 $24,653,297 5.28%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.