Long-term investor

Whitcomb & Hess, Inc. @whitcombhessinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001813577).

Record

  • Tracked since 2025-06-30 (445 days), 19 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year +18.2% · all +18.2%
  • Max drawdown n/a · win rate 17% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SPYV · 13.0% · long · since 2025-06-30
  • VEA · 12.2% · long · since 2025-06-30
  • SPYG · 9.3% · long · since 2025-06-30
  • BOXX · 6.9% · long · since 2025-06-30
  • IJR · 5.7% · long · since 2025-06-30
  • IJH · 5.6% · long · since 2025-06-30
  • VWO · 4.8% · long · since 2025-06-30
  • VMBS · 4.3% · long · since 2025-06-30
  • FLRN · 3.5% · long · since 2025-06-30
  • VGSH · 3.5% · long · since 2025-06-30
  • PGHY · 3.1% · long · since 2025-06-30
  • LIT · 3.0% · long · since 2025-06-30

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