Ownership history in Whitcomb & Hess, Inc. Β· 8 quarters on record
This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. reported a position in GLOBAL X FDS (LIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Whitcomb & Hess, Inc. outperformed the S&P 500 by +25.0% annually on this LIT position. Timing score: 67% (4/6 decisions correct). Average cost basis: $46.31. Maximum drawdown during holding period: β11.3%.
π₯ Exceptional β beat the S&P 500 by 25.0% per year on this position.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $38.30 (2025 Q2) Β· Worst: $56.70 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Whitcomb & Hess, Inc. has been actively increasing its LIT allocation β a bullish signal from insiders.
Currently 3.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.