Whitcomb & Hess, Inc. holds a focused book of 66 stocks worth $463.0M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Philip Morris International and trimmed Alpha Architect 1-3 MNTH Box. Their largest long position is SS SPDR P S&P 500 Value ETF at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1813577/holdings"
Use Arkolith to show Whitcomb & Hess, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500VAL | $60.3M | 991.7K | 13.0% | ▲+2.9% Added · +28K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $56.4M | 792.1K | 12.2% | ▲+1.7% Added · +13K sh | |
| 3 | SPDR Series Trust ST STR P500GRW | $42.9M | 360.5K | 9.3% | ▲+2.3% Added · +8K sh | |
| 4 | Ea Series Trust ALPHA ARCH 1-3 | $32.0M | 273.0K | 6.9% | ▼−2.7% Reduced · −8K sh | |
| 5 | Ishares TR CORE S&P SCP ETF | $26.4M | 177.8K | 5.7% | ▲+1.8% Added · +3K sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $26.0M | 337.6K | 5.6% | ▲+2.4% Added · +8K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $22.0M | 368.8K | 4.8% | ▲+1.8% Added · +6K sh | |
| 8 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $19.7M | 420.7K | 4.3% | ▲+3.4% Added · +14K sh | |
| 9 | SPDR Series Trust ST STR RATE ETF | $16.2M | 526.4K | 3.5% | ▲+2.5% Added · +13K sh | |
| 10 | Vanguard Scottsdale FDS SHORT TERM TREAS | $16.0M | 274.8K | 3.5% | ▲+3.0% Added · +8K sh | |
| 11 | Invesco Exch Traded FD TR II GLOBAL EX US HGH | $14.5M | 737.7K | 3.1% | ▲+3.0% Added · +22K sh | |
| 12 | Global X FDS LITHIUM BTRY ETF | $13.9M | 177.6K | 3.0% | ▼−1.0% Reduced · −2K sh | |
| 13 | Ishares Inc MSCI SPAIN ETF | $13.1M | 221.2K | 2.8% | ▲+2.0% Added · +4K sh | |
| 14 | Select Sector SPDR TR ST STR ENERG ETF | $12.0M | 225.4K | 2.6% | ▲+1.7% Added · +4K sh | |
| 15 | Vaneck ETF Trust GOLD MINERS ETF | $11.8M | 155.9K | 2.5% | ▲+1.6% Added · +2K sh | |
| 16 | Ishares Inc MSCI CHILE ETF | $11.7M | 294.3K | 2.5% | ▲+1.9% Added · +5K sh | |
| 17 | Vaneck ETF Trust JP MRGAN EM LOC | $10.9M | 425.8K | 2.4% | ▲+2.7% Added · +11K sh | |
| 18 | Ishares Inc MSCI MLY ETF NEW | $10.4M | 384.5K | 2.2% | ▲+4.1% Added · +15K sh | |
| 19 | Ishares Inc MSCI BRAZIL ETF | $9.9M | 287.5K | 2.1% | ▲+2.5% Added · +7K sh | |
| 20 | Schwab Strategic TR INTL EQTY ETF | $3.1M | 113.3K | 0.7% | ▼−0.1% Reduced · −143 sh | |
| 21 | Ishares TR S&P 500 GRWT ETF | $2.6M | 18.7K | 0.6% | ▲+1.2% Added · +226 sh | |
| 22 | Vanguard Scottsdale FDS INTER TERM TREAS | $2.5M | 42.9K | 0.5% | ▲+0.8% Added · +361 sh | |
| 23 | Liquidia Corporation COM NEW | $2.3M | 28.8K | 0.5% | ▼−3.9% Reduced · −1K sh | |
| 24 | Ishares TR CORE S&P TTL STK | $2.1M | 13.1K | 0.5% | ▲+3.9% Added · +492 sh | |
| 25 | Ishares TR 1 3 YR TREAS BD | $2.0M | 24.2K | 0.4% | ▲+0.4% Added · +105 sh | |
| 26 | SPDR Series Trust ST SHOR CORP ETF | $1.8M | 60.5K | 0.4% | ▼~0% Reduced · −21 sh | |
| 27 | Franklin Templeton ETF TR FTSE BRAZIL | $1.8M | 82.8K | 0.4% | ▼−0.1% Reduced · −110 sh | |
| 28 | Ishares TR S&P 500 VAL ETF | $1.6M | 7.2K | 0.4% | ▲+1.6% Added · +114 sh | |
| 29 | Vaneck ETF Trust EMERGING MRKT HI | $1.5M | 76.7K | 0.3% | ▼−0.9% Reduced · −710 sh | |
| 30 | Schwab Strategic TR EMRG MKTEQ ETF | $1.2M | 31.8K | 0.2% | ▼−0.1% Reduced · −51 sh | |
| 31 | Apple Inc COM | $1.1M | 3.7K | 0.2% | ▲+0.1% Added · +2 sh | |
| 32 | Profesionally Managed Portfo AKRE FOCUS ETF | $857K | 16.1K | 0.2% | ▼−7.3% Reduced · −1K sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $753K | 1.0K | 0.2% | ▼−0.2% Reduced · −2 sh | |
| 34 | DBX ETF TR XTRACK USD HIGH | $736K | 20.2K | 0.2% | ▲+1.9% Added · +385 sh | |
| 35 | Nvent Elec PLC SHS | $711K | 4.2K | 0.2% | —Held | |
| 36 | Microsoft Corp COM | $687K | 1.8K | 0.1% | ▲+0.2% Added · +4 sh | |
| 37 | Vanguard Index FDS TOTAL STK MKT | $671K | 1.8K | 0.1% | —Held | |
| 38 | Ishares Inc JP MORGAN EM ETF | $660K | 15.6K | 0.1% | —Held | |
| 39 | Vanguard Star FDS VG TL INTL STK F | $639K | 7.5K | 0.1% | —Held | |
| 40 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $574K | 4.2K | 0.1% | —Held | |
| 41 | Abbvie Inc COM | $478K | 1.9K | 0.1% | ▼−0.3% Reduced · −5 sh | |
| 42 | Gorman Rupp Co COM | $411K | 4.5K | 0.1% | ▲~0% Added · +1 sh | |
| 43 | Vanguard BD Index FDS TOTAL BND MRKT | $378K | 5.2K | 0.1% | —Held | |
| 44 | Vaneck ETF Trust RARE EAR STR ETF | $372K | 4.2K | 0.1% | ▼−13% Reduced · −644 sh | |
| 45 | Cambria ETF TR GLOBAL VALUE ETF | $368K | 10.2K | 0.1% | ▼−3.8% Reduced · −408 sh | |
| 46 | Invesco QQQ TR UNIT SER 1 | $365K | 496 | 0.1% | ▲+0.2% Added · +1 sh | |
| 47 | Airgain Inc COM | $357K | 56.7K | 0.1% | ▲+36% Added · +15K sh | |
| 48 | Pentair PLC SHS | $321K | 4.2K | 0.1% | —Held | |
| 49 | JPMorgan Chase & Co COM | $309K | 944 | 0.1% | ▲+0.4% Added · +4 sh | |
| 50 | State STR SPDR Dow Jones Ind UT SER 1 | $276K | 528 | 0.1% | ▼−12% Reduced · −69 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 66 | $463.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 64 | $428.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 60 | $424.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 57 | $388.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 3, 2025 | 54 | $354.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 54 | $330.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 56 | $323.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 2, 2024 | 62 | $336.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.