Whitcomb & Hess, Inc.

13F filer · CIK 0001813577

Reported Jul 8, 2026

Net buyer this quarter

13F portfolio value$463MU.S. long equity reported on 13F

Positions243 new · 2 closed

Net flow last quarter+$31.6KBuys minus sells

Top 10 positions weight1.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202624 positions
LQDALiquidia Corp	$2.29M	0.50%	0.03%	-3.9%	Q2 2024
AAPLApple Inc.	$1.06M	0.23%	0.00%	+0.1%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$753K	0.16%	Not reported	-0.2%	Q4 2023
NVTnVent Electric plc	$711K	0.15%	0.00%	Not reported	Q2 2023
MSFTMicrosoft Corp	$687K	0.15%	0.00%	+0.2%	Q4 2021
ABBVAbbVie Inc.	$478K	0.10%	0.00%	-0.3%	Q4 2021
GRCGorman Rupp Co	$411K	0.09%	0.02%	0.0%	Q3 2025
REMXRemedytemp Inc	$372K	0.08%	Not reported	-13.3%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$365K	0.08%	Not reported	+0.2%	Q1 2024
AIRGAirgain Inc	$357K	0.08%	0.43%	+36.0%	Q1 2026
PNRPENTAIR plc	$321K	0.07%	0.00%	Not reported	Q2 2021
JPMJPMorgan Chase & Co	$309K	0.07%	0.00%	+0.4%	Q2 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$276K	0.06%	Not reported	-11.6%	Q4 2023
JNJJohnson & Johnson	$260K	0.06%	0.00%	+0.4%	Q4 2025
IBMInternational Business Machines Corp	$254K	0.05%	0.00%	Not reported	Q1 2025
MRKMerck & Co., Inc.	$253K	0.05%	0.00%	+0.7%	Q1 2023
CVXChevron Corp	$234K	0.05%	0.00%	+0.9%	Q4 2022
KOCoca Cola Co	$223K	0.05%	0.00%	Not reported	Q1 2026
PMPhilip Morris International Inc.	$215K	0.05%	0.00%	Not reported	Q2 2025
TSLATesla, Inc.	$210K	0.05%	0.00%	-10.4%	Q4 2024
GOOGLAlphabet Inc.	$208K	0.04%	0.00%	New	Q2 2026
CLFCleveland-Cliffs Inc.	$181K	0.04%	0.00%	Not reported	Q2 2025
WENWendy's Co	$106K	0.02%	0.01%	+2.0%	Q1 2023
ANGXAngel Studios, Inc.	$49.1K	0.01%	0.01%	New	Q2 2026
Q1 2026Reported Apr 8, 202623 positions
LQDALiquidia Corp	$1.13M	0.26%	0.03%	+6.1%	Q2 2024
AAPLApple Inc.	$933K	0.22%	0.00%	Not reported	Q2 2021
MSFTMicrosoft Corp	$680K	0.16%	0.00%	+0.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$657K	0.15%	Not reported	+0.1%	Q4 2023
NVTnVent Electric plc	$496K	0.12%	0.00%	Not reported	Q2 2023
REMXRemedytemp Inc	$427K	0.10%	Not reported	Not reported	Q2 2025
ABBVAbbVie Inc.	$414K	0.10%	0.00%	+0.1%	Q4 2021
PNRPENTAIR plc	$365K	0.09%	0.00%	Not reported	Q2 2021
CVXChevron Corp	$289K	0.07%	0.00%	+0.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$286K	0.07%	Not reported	Not reported	Q1 2024
GRCGorman Rupp Co	$278K	0.06%	0.02%	0.0%	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$276K	0.06%	Not reported	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$276K	0.06%	0.00%	-3.1%	Q2 2021
JNJJohnson & Johnson	$249K	0.06%	0.00%	+0.3%	Q4 2025
MRKMerck & Co., Inc.	$235K	0.05%	0.00%	Not reported	Q1 2023
AIRGAirgain Inc	$229K	0.05%	0.33%	New	Q1 2026
IBMInternational Business Machines Corp	$219K	0.05%	0.00%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$210K	0.05%	0.00%	New	Q1 2026
KOCoca Cola Co	$208K	0.05%	0.00%	New	Q1 2026
TSLATesla, Inc.	$207K	0.05%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$205K	0.05%	0.00%	+7.7%	Q3 2025
CLFCleveland-Cliffs Inc.	$163K	0.04%	0.00%	-28.0%	Q2 2025
WENWendy's Co	$87.2K	0.02%	0.01%	+1.9%	Q1 2023
Q4 2025Reported Jan 14, 202620 positions
LQDALiquidia Corp	$1.08M	0.25%	0.03%	-0.5%	Q2 2024
AAPLApple Inc.	$960K	0.23%	0.00%	+2.7%	Q2 2021
MSFTMicrosoft Corp	$863K	0.20%	0.00%	+0.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$701K	0.17%	Not reported	-11.3%	Q4 2023
NVTnVent Electric plc	$447K	0.11%	0.00%	Not reported	Q2 2023
PNRPENTAIR plc	$433K	0.10%	0.00%	Not reported	Q2 2021
REMXRemedytemp Inc	$433K	0.10%	Not reported	Not reported	Q2 2025
ABBVAbbVie Inc.	$420K	0.10%	0.00%	+9.3%	Q4 2021
CLFCleveland-Cliffs Inc.	$357K	0.08%	0.00%	+3.8%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$310K	0.07%	Not reported	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$302K	0.07%	0.00%	-0.6%	Q2 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$294K	0.07%	Not reported	Not reported	Q4 2023
IBMInternational Business Machines Corp	$273K	0.06%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$249K	0.06%	0.00%	-0.2%	Q4 2024
PLTRPalantir Technologies Inc.	$233K	0.05%	0.00%	Not reported	Q3 2025
GRCGorman Rupp Co	$228K	0.05%	0.02%	0.0%	Q3 2025
CVXChevron Corp	$227K	0.05%	0.00%	+1.0%	Q4 2022
JNJJohnson & Johnson	$217K	0.05%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$212K	0.05%	0.00%	Not reported	Q1 2023
WENWendy's Co	$103K	0.02%	0.01%	+1.6%	Q1 2023
Q3 2025Reported Oct 9, 202518 positions
MSFTMicrosoft Corp	$949K	0.24%	0.00%	-1.2%	Q4 2021
AAPLApple Inc.	$911K	0.23%	0.00%	+3.1%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$759K	0.20%	Not reported	+30.5%	Q4 2023
LQDALiquidia Corp	$645K	0.17%	0.03%	+2.0%	Q2 2024
PNRPENTAIR plc	$464K	0.12%	0.00%	Not reported	Q2 2021
NVTnVent Electric plc	$413K	0.11%	0.00%	Not reported	Q2 2023
ABBVAbbVie Inc.	$403K	0.10%	0.00%	+0.1%	Q4 2021
REMXRemedytemp Inc	$319K	0.08%	Not reported	-40.9%	Q2 2025
CLFCleveland-Cliffs Inc.	$315K	0.08%	0.01%	+12.4%	Q2 2025
JPMJPMorgan Chase & Co	$308K	0.08%	0.00%	-10.8%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$297K	0.08%	Not reported	+10.0%	Q1 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$277K	0.07%	Not reported	Not reported	Q4 2023
IBMInternational Business Machines Corp	$255K	0.07%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$248K	0.06%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$237K	0.06%	0.00%	New	Q3 2025
CVXChevron Corp	$213K	0.05%	0.00%	Not reported	Q4 2022
GRCGorman Rupp Co	$208K	0.05%	0.02%	New	Q3 2025
WENWendy's Co	$111K	0.03%	0.01%	+3.1%	Q1 2023

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