Whitcomb & Hess, Inc.

Whitcomb & Hess, Inc. manages $424M across a diversified portfolio of 60 positions. The fund exhibits significant exposure to U.S. equity market structures, notably holding $54.7M in SPYV and $37.3M in SPYG. Further allocations include substantial international and sector tilts, with $49.8M in VEA and $29.1M in BOXX. This structure suggests a tactical approach balancing core market exposure with targeted thematic and geographic overweighting.

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