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CIK: 0001963421
Total reported value
$240.2M
$240.2M
221 檔
46.2%
During the Q2 2024 filing period, Koesten, Hirschmann & Crabtree, INC. (CIK: 0001963421) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $240.2M across 221 reported positions.
During Q2 2024, Koesten, Hirschmann & Crabtree, INC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 25.17% | -1.19% | — | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 13.24% | +0.01% | — | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 13.13% | -0.68% | — | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 11.72% | -0.33% | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 7.94% | +0.52% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.32% | -0.44% | — | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.25% | -0.03% | — | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.18% | +0.10% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | -0.07% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.75% | +0.01% | — | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.72% | -0.12% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.21% | -0.04% | — | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.03% | +0.25% | — | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.79% | +0.37% | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.79% | -0.02% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.02% | — | |
| 17 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.37% | -0.04% | — | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.12% | — | |
| 19 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.31% | -0.01% | — | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.30% | -0.01% | — | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | — | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.03% | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | -0.02% | — | |
| 25 | UMBF | Umb Financial CORP | Stock-Financials | 0.19% | +0.01% | — | |
| 26 | ADTN | Adtran Holdings Inc | Stock-Other | 0.19% | -0.03% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | +0.09% | NEW | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | -0.02% | — | |
| 29 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.15% | -0.04% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.04% | — | |
| 32 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.14% | -0.01% | — | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 34 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 35 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.11% | — | — | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.11% | — | — | |
| 37 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.10% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | — | — | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.09% | — | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.08% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | — | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.08% | — | — | |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.08% | — | — | |
| 44 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.08% | +0.02% | — | |
| 45 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.08% | +0.06% | — | |
| 46 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.08% | +0.09% | NEW | |
| 47 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.08% | +0.19% | NEW | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | — | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.08% | +0.14% | NEW | |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Koesten, Hirschmann & Crabtree, INC. reported a total U.S. public equity portfolio value of $240.2M across 221 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, VV, SCHF) accounted for 46.2% of total reported equity market value during Q2 2024.
During Q2 2024, Koesten, Hirschmann & Crabtree, INC.'s top holdings by market value included FNDX (25.2%)、VV (13.2%)、SCHF (13.1%). The largest single position, FNDX, represented 25.2% of total portfolio value.
In Q2 2024, Koesten, Hirschmann & Crabtree, INC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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