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Holcombe Financial - Q1 2026 13F Filings

HO

Holcombe Financial, Inc.

CIK: 0002056177
Address: Georgia Atlanta 4151 Ashford Dunwoody Road Suite 165
$170.15 M
Portfolio Value
49
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SCHO Schwab Short-Term Us Treasury Etf
+$1.69 M
2. SLVR Sprott Silver Miners & Physical Silver Etf
+$1.18 M
3. AVUS Avantis Us Equity Etf
+$1.03 M
4. DBND Doubleline Opportunistic Core Bond Etf
+$946,892.72
5. OVLH Overlay Shares Hedged Large Cap Equity Etf
+$916,675.55

Top Sells

Q1 2026
1. GLD Spdr Gold Shares
−$837,007
2. HARD Simplify Commodities Strategy No K-1 Etf
−$783,191
3. AXP American Express Company
−$242,250
4. AAPL Apple
−$68,777.31
5. HD The Home Depot
−$58,224.07

Asset Allocation

Stocks/ETFs
+6.83%
$170.15 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Holcombe Financial Q1 2026 Filing Summary

Holcombe Financial, Inc. filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 170.15 M reflecting a +6.83% change from the prior quarter, spanning 49 assets. The top 10 holdings comprised 75.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Holcombe Financial’s Q1 2026 Filing

Holcombe Financial submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Holcombe Financial reported a managed portfolio value of 170.15 M, consisting of 49 individual positions.

This page displays the raw filing documents. To see which stocks Holcombe Financial bought or sold during Q1 2026, please visit Holcombe Financial's Portfolio Analysis page.