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Portfolio (Quarterly) Guide ↗

Holcombe Financial, Inc.

· CIK 0002056177
13F Portfolio $159M AUM 48 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 16 Added 13 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHR SCHWAB STRATEGIC TR 479,198.0 $12.0M 7.55% +15K +3.3% $25.08 -2.0%
2 STIP ISHARES TR 108,838.0 $11.1M 7.00% +2K +1.5% $102.39 +0.9%
3 DCRE DOUBLELINE ETF TRUST 114,485.0 $5.9M 3.73% +2K +1.9% $51.90 -0.4%
4 IQDF FLEXSHARES TR 168,578.0 $5.1M 3.22% +67K +66.3% $30.40 +13.3%
5 PFIX SIMPLIFY EXCHANGE TRADED FUN 93,145.0 $4.5M 2.80% +7K +8.6% $47.93 +3.6%
6 WMT WALMART INC Consumer Defensive 12,751.0 $1.4M 0.89% +76.0 +0.6% $111.41 +8.0%
7 JPM JPMORGAN CHASE & CO. Financial Services 3,173.0 $1.0M 0.64% +26.0 +0.8% $322.22 -4.9%
8 GOOG ALPHABET INC Communication Services 2,915.0 $915K 0.57% +35.0 +1.2% $313.80 +20.9%
9 GOOGL ALPHABET INC Communication Services 2,704.0 $846K 0.53% +18.0 +0.7% $313.00 +22.4%
10 IVV ISHARES TR 850.0 $582K 0.37% +90.0 +11.8% $684.94 +9.4%
11 AVGE AMERICAN CENTY ETF TR 5,254.0 $451K 0.28% +71.0 +1.4% $85.92 +13.8%
12 TDTT FLEXSHARES TR 17,084.0 $411K 0.26% +406.0 +2.4% $24.06 +0.7%
13 AMZN AMAZON COM INC Consumer Cyclical 1,589.0 $367K 0.23% +105.0 +7.1% $230.82 +15.4%
14 DUK DUKE ENERGY CORP NEW Utilities 2,896.0 $339K 0.21% +43.0 +1.5% $117.21 +7.2%
15 MSFT MICROSOFT CORP Technology 692.0 $335K 0.21% +36.0 +5.5% $483.62 -13.5%
16 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,390.0 $268K 0.17% +100.0 +1.9% $49.65 -13.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 64.6%
Financial Services 12.2%
Consumer Defensive 5.0%
Communication Services 4.7%
Energy 4.7%
Industrials 3.9%
Consumer Cyclical 2.8%
Healthcare 1.2%
Utilities 0.9%