Holcombe Financial, Inc. - Portfolio overview

Holcombe Financial, Inc. has 51 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHO - SCHWAB STRATEGIC TR, 14.64%
2. AAPL - APPLE INC, 12.98%
3. OVLH - LISTED FDS TR, 7.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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