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Showing Q2 2024 data
Coombe, Bender & Co LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Coombe, Bender & Co LLC
•CIK: 1812902•Filing: Q2 2024
**Coombe, Bender & Co LLC** manages $170M across a diversified portfolio of 75 positions. The fund exhibits a notable allocation to fixed income and broad equity exposure, with top holdings including AGG ($11.4M) and VOO ($10.1M). Significant tactical weight is also placed on international and credit strategies, evidenced by positions in VXUS ($9.6M) and SLQD ($8.5M). This structure suggests a mandate focused on yield generation and systematic risk management across asset classes.
Total AUM
$169.8M
QoQ Performance
+3.2%
Positions
58
Top 10 Concentration
48.0%
Latest Filing
Q2 2024
Top Holdings Allocation
AGG
VOO
VXUS
SFM
AGG6.7%
VOO5.9%
VXUS5.7%
SFM5.6%
SLQD5.0%
IESC4.5%
BIL4.2%
VGSH3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.9%
ETF6.9%
Technology4.7%
Financial1.8%
Healthcare0.7%
Energy0.7%
Communication0.3%
🚪 Exited Positionssold since Q1 2024
+2 more exited positions
Changes from Q1 2024
NEW7 new positions
↑38 increased
↓27 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023