HF

Holcombe Financial, Inc.

13F
Holcombe Financial, Inc.
Last update 2025-04-28 40 Stocks (5 new)
Value $120.00 Mil Turnover 4 %
Countries:
Top Holdings: SCHO(19.60%)AAPL(16.75%)CLTL(10.14%)STIP(8.97%)OVT(8.84%)
Summary Stock Picks Current Portfolio
Holcombe Financial, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHO 		Schwab Short-Term U.S. Treasury ETF
969,817
23,605.3
-5.45%
19.600
-1.11%
0.220
+1.82%
+2.54%
11,057.7
 
AAPL 		Apple Inc
90,800
20,169.5
-0.18%
16.750
-0.03%
0.000
-11.71%
-15.99%
3,156,738.4
Hardware
CLTL 		Invesco Treasury Collateral ETF
115,694
12,209.7
-3.58%
10.140
-0.37%
-
+1.06%
+1.32%
0
 
STIP 		iShares 0-5 Year TIPS Bond ETF
104,428
10,805.2
+1.40%
8.970
+0.12%
0.090
+2.89%
+3.70%
11,867.3
 
OVT 		Overlay Shares Short Term Bond ETF
482,368
10,644.4
-3.43%
8.840
-0.31%
17.110
-0.42%
+0.63%
61.3
 
AVUS 		Avantis U.S. Equity ETF
68,517
6,329.6
+5.74%
5.260
+0.29%
0.080
-9.92%
-6.48%
7,528.7
 
DCMB 		DCMB
115,961
6,014.9
-12.81%
4.990
-0.72%
-
+1.53%
+1.75%
0
 
AVDE 		Avantis International Equity ETF
87,840
5,821.2
-2.73%
4.830
-0.12%
0.100
+8.00%
+12.17%
6,353.9
 
KNG 		FT Vest S&P 500 Dividend Aristocrats Target Income ETF
56,390
2,848.8
+3.03%
2.370
+0.07%
0.080
-4.34%
-1.74%
3,563.1
 
AVUV 		Avantis U.S. Small Cap Value ETF
29,119
2,538.3
+5.81%
2.110
+0.12%
0.020
-15.55%
-13.59%
14,171.9
 

Holcombe Financial, Inc.'s Historical Top Holdings Breakdowns

Holcombe Financial, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+1.99%
●
663000 ($729331) 801950
$797,750.00
9.38%
New holding
3
3
SCHO 		Schwab Short-Term U.S. Treasury ETF2025-03-31Reduce
-1.11%
●
24.1 ($24.21) 24.34
$24.41
0.83%
Reduce -5.45%
969,817
-55,853
DCMB 		DCMB2025-03-31Reduce
-0.72%
●
51.3 ($51.64) 51.87
$51.38
-0.50%
Reduce -12.81%
115,961
-17,040
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF2025-03-31Add
+0.43%
●
50.18 ($50.26) 50.35
$50.34
0.16%
Add 165.87%
16,548
10,324
XONE 		BondBloxx Bloomberg One Year Target Duration US Treasury ETF2025-03-31New Buy
+0.43%
●
49.51 ($49.61) 49.73
$49.73
0.24%
New holding
10,472
10,472
CLTL 		Invesco Treasury Collateral ETF2025-03-31Reduce
-0.37%
●
105.37 ($105.62) 105.81
$105.41
-0.20%
Reduce -3.58%
115,694
-4,297
XTWO 		BondBloxx Bloomberg Two Year Target Duration US Treasury ETF2025-03-31New Buy
+0.31%
●
48.95 ($49.19) 49.47
$49.62
0.87%
New holding
7,599
7,599
OVT 		Overlay Shares Short Term Bond ETF2025-03-31Reduce
-0.31%
●
21.82 ($22.15) 22.41
$21.72
-1.94%
Reduce -3.43%
482,368
-17,126
AVUS 		Avantis U.S. Equity ETF2025-03-31Add
+0.29%
●
90.7 ($97.44) 101.57
$90.37
-7.26%
Add 5.74%
68,517
3,720
OVLH 		Overlay Shares Hedged Large Cap Equity ETF2025-03-31Reduce
-0.29%
●
32.96 ($34.14) 35.07
$34.02
-0.34%
Reduce -15.85%
55,027
-10,365

Holcombe Financial, Inc. Total Holding History ($B)

To

Holcombe Financial, Inc.'s Asset Allocation

To

Holcombe Financial, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Holcombe Financial, Inc.'s Hypothetical Growth since 2025-03-31

Holcombe Financial, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Holcombe Financial, Inc.'s Holdings Heat Map

Size field:

Holcombe Financial, Inc.'s Holdings Bubble Chart

Holcombe Financial, Inc. News

  • 1

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