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Home > Institutional Investor > Holcombe Financial, Inc. > Profile

Instuitional Investor - Holcombe Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Holcombe Financial, Inc.
Portfolio Value $159,269,526
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 87,602 $23,815,555 14.95%
2.
Schwab Strategic Trust
 FNDF 959,862 $23,391,844 14.69%
3.
Listed Fds Tr
 326,654 $12,866,889 8.08%
4.
Schwab Strategic Trust
 FNDF 479,198 $12,018,289 7.55%
5.
Ishares Tr - 0-5 YR TIPS ETF
 108,838 $11,143,947 7%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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