Sign In
test

Ryan Gilmer

Whitcomb & Hess, Inc.

Assets Managed
$462.971M
Holdings
66
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
7.98%(2Q avg: 4.55%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Whitcomb & Hess, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Whitcomb & Hess, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 462.971M in assets, with a quarterly growth rate of 7.98% and a 2-quarter average growth rate of 4.55%. The portfolio is managed by Ryan Gilmer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 2.88%
13.03%
$60.283M
991,666 shares@ $60.79 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.67%
12.2%
$56.439M
792,120 shares@ $71.25 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.27%
9.27%
$42.899M
360,528 shares@ $118.99 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Decreased -2.68%
6.91%
$31.971M
273,047 shares@ $117.09 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.83%
5.7%
$26.369M
177,798 shares@ $148.31 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.36%
5.63%
$26.036M
337,647 shares@ $77.11 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.79%
4.76%
$22.012M
368,778 shares@ $59.69 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 3.4%
4.26%
$19.695M
420,735 shares@ $46.82 avg price
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Increased 2.54%
3.51%
$16.24M
526,422 shares@ $30.86 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 3.05%
3.46%
$15.994M
274,807 shares@ $58.21 avg price

1-10 of 66