Holcombe Financial, Inc.
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$340.3M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHO
SCHWAB STRATEGIC TR
Q1 2026: Sold 13.4% (49.2k → 42.6k shares)
14.7%
02
$AAPL
APPLE INC
Q1 2026: Sold 1.5% (17.6k → 17.3k shares)
13.0%
03
$OVLH
LISTED FDS TR
Held since at least Q1 2024
7.8%
04
$SCHR
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.5%
05
$STIP
ISHARES TR
Held since at least Q1 2024
7.0%
06
$DBND
DOUBLELINE ETF TRUST
Held since at least Q1 2024
7.0%
07
$OVT
LISTED FDS TR
Held since at least Q1 2024
6.8%
08
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.3%
09
$DCRE
DOUBLELINE ETF TRUST
Held since at least Q1 2024
3.7%
10
$IQDF
FLEXSHARES TR
Held since at least Q1 2024
3.4%
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 08:24 UTC.