Whitcomb & Hess, Inc.
Filing Date
Global Rank
#8,192
/ 8,586
▲ 104
Top Industry
Drug Manufacturers - Specialty & Generic
16.4%
3Y Alpha vs SPY
+2.6%
Period ended 3 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
+89.6%
SPY
+78.1%
Annualised alpha
+2.6%
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 | |
| ABBV | AbbVie Inc. | +2 | 1,906 | $414,535 | |
| MSFT | Microsoft Corp | +2 | 1,837 | $680,002 | |
| 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.
1 positions ·
$208,453 total
· Consumer Defensive only
· 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 |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,741 | $208,453 | 100.00% |