Whitcomb & Hess, Inc.
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$1B
Holdings
143
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TCAF
T ROWE PRICE ETF INC
Held since at least Q1 2024
10.5%
02
$DIVO
AMPLIFY ETF TR
Held since at least Q1 2024
8.9%
03
$AVUS
AMERICAN CENTY ETF TR
Held since at least Q1 2024
8.9%
04
$CGXU
CAPITAL GROUP INTL FOCUS EQT
Held since at least Q1 2024
6.2%
05
$HTAB
HARTFORD FDS EXCHANGE TRADED
Held since at least Q1 2024
6.2%
06
$MGMT
UNIFIED SER TR
Held since at least Q1 2024
4.9%
07
$ZROZ
PIMCO ETF TR
Held since at least Q1 2024
4.4%
08
$FNDX
SCHWAB STRATEGIC TR
Q1 2026: Increased +8.6% (1.56M → 1.70M shares)
3.8%
09
$EZM
WISDOMTREE TR
Held since at least Q1 2024
2.9%
10
$RWJ
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:40 UTC.