Whitcomb & Hess, Inc.
Filing Date
Global Rank
#7,840
/ 8,232
▲ 225
Top Industry
Drug Manufacturers - Specialty & Generic
16.4%
3Y Alpha vs SPY
+3.1%
Period ended 2 months ago
Filed Apr 8, 2026 · 2mo
20 quarters · since Jun 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+90.7%
SPY
+76.3%
Annualised alpha
+3.2%
Max drawdown
−23.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.0%
+1.1 pts
Top 5
48.1%
−3.0 pts
Top 10
68.3%
−6.3 pts
HHI
674
Diversified−74
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $2,265,769 |
| Healthcare | 25.1% | $2,028,789 |
| Unclassified | 15.1% | $1,219,721 |
| Industrials | 14.1% | $1,139,237 |
| Energy | 6.2% | $498,945 |
| Consumer Cyclical | 3.6% | $294,258 |
| Financial Services | 3.4% | $276,510 |
| Consumer Defensive | 2.6% | $208,453 |
| Basic Materials | 2.0% | $162,797 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LQDA | Liquidia Corp | +1,713 | 29,945 | $1,130,124 | |
| WEN | Wendy's Co | +235 | 12,546 | $87,194 | |
| PLTR | Palantir Technologies Inc. | +100 | 1,401 | $204,938 | |
| CVX | Chevron Corp | +11 | 1,398 | $289,246 | |
| JNJ | Johnson & Johnson | +3 | 1,019 | $249,084 | |
| MSFT | Microsoft Corp | +2 | 1,837 | $680,002 | |
| ABBV | AbbVie Inc. | +2 | 1,906 | $414,535 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 1,011 | $657,493 | |
| GRC | Gorman Rupp Co | +1 | 4,477 | $278,156 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
22 positions ·
$8,094,479 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LQDA |
Liquidia Corp
Healthcare
|
Added | 29,945 | $1,130,124 | 13.96% | |
| AAPL |
Apple Inc.
Technology
|
Held | 3,676 | $932,932 | 11.53% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,837 | $680,002 | 8.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,011 | $657,493 | 8.12% | |
| NVT |
nVent Electric plc
Industrials
|
Held | 4,192 | $495,829 | 6.13% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,906 | $414,535 | 5.12% | |
| PNR |
PENTAIR plc
Industrials
|
Held | 4,193 | $365,252 | 4.51% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,398 | $289,246 | 3.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 495 | $285,704 | 3.53% | |
| GRC |
Gorman Rupp Co
Industrials
|
Added | 4,477 | $278,156 | 3.44% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 597 | $276,524 | 3.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 940 | $276,510 | 3.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,019 | $249,084 | 3.08% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 1,954 | $235,046 | 2.90% | |
| AIRG |
Airgain Inc
Technology
|
NEW | 41,684 | $229,262 | 2.83% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 902 | $218,635 | 2.70% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,236 | $209,699 | 2.59% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,741 | $208,453 | 2.58% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 557 | $207,064 | 2.56% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,401 | $204,938 | 2.53% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
Reduced | 19,266 | $162,797 | 2.01% | |
| WEN |
Wendy's Co
Consumer Cyclical
|
Added | 12,546 | $87,194 | 1.08% |