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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 AAPL APPLE INC Technology 87,602.0 $23.8M 14.95% -1K -1.3% $271.86 +13.6%
2 SCHO SCHWAB STRATEGIC TR 959,862.0 $23.4M 14.69% -109K -10.2% $24.37 -1.0%
3 OVLH LISTED FDS TR 326,654.0 $12.9M 8.08% -40K -10.8% $39.39 +6.4%
4 AVDE AMERICAN CENTY ETF TR 76,643.0 $6.3M 3.96% -7K -8.9% $82.32 +10.3%
5 AVUS AMERICAN CENTY ETF TR 37,154.0 $4.2M 2.61% -7K -15.4% $111.78 +12.5%
6 AVUV AMERICAN CENTY ETF TR 22,949.0 $2.3M 1.47% -5K -16.4% $101.98 +17.7%
7 AVDV AMERICAN CENTY ETF TR 19,364.0 $1.8M 1.14% -3K -13.4% $93.97 +15.2%
8 HD HOME DEPOT INC Consumer Cyclical 1,981.0 $682K 0.43% -139.0 -6.6% $344.16 -9.0%
9 XHLF BONDBLOXX ETF TRUST 11,081.0 $557K 0.35% -3K -20.6% $50.25 +0.1%
10 EWZ ISHARES INC 15,229.0 $484K 0.30% -3K -15.4% $31.77 +14.5%
11 JNJ JOHNSON & JOHNSON Healthcare 2,176.0 $450K 0.28% -16.0 -0.7% $206.97 +13.2%
12 XONE BONDBLOXX ETF TRUST 6,967.0 $345K 0.22% -2K -26.2% $49.53 -0.3%
13 AXP AMERICAN EXPRESS CO Financial Services 655.0 $242K 0.15% -57.0 -8.0% $369.85 -15.7%

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%