Whitcomb & Hess, Inc.
Top Portfolio Positions
22 positions ·
$8,094,479 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| LQDA |
Liquidia Corp
Healthcare
|
29,945 | $1,130,124 | 13.96% |
| AAPL |
Apple Inc.
Technology
|
3,676 | $932,932 | 11.53% |
| MSFT |
Microsoft Corp
Technology
|
1,837 | $680,002 | 8.40% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,011 | $657,493 | 8.12% |
| NVT |
nVent Electric plc
Industrials
|
4,192 | $495,829 | 6.13% |
| ABBV |
AbbVie Inc.
Healthcare
|
1,906 | $414,535 | 5.12% |
| PNR |
PENTAIR plc
Industrials
|
4,193 | $365,252 | 4.51% |
| CVX |
Chevron Corp
Energy
|
1,398 | $289,246 | 3.57% |
| QQQ |
Invesco Qqq Trust, Series 1
|
495 | $285,704 | 3.53% |
| GRC |
Gorman Rupp Co
Industrials
|
4,477 | $278,156 | 3.44% |
Portfolio Trend
Holdings in CLF
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,797 | 19,266 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $355,266 | 26,752 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $314,503 | 25,779 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $174,260 | 22,929 | Shares | Sole | 2025-07-03 | |
| No quarters match your search. | ||||||