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CIK: 0001963421
Total reported value
$240.2M
$240.2M
200 檔
52.8%
As reported in its official Q4 2024 Form 13F filing, Koesten, Hirschmann & Crabtree, INC.'s tracked investment portfolio stood at $240.2M with 200 total positions.
In Q4 2024, Koesten, Hirschmann & Crabtree, INC. displayed an active expansion posture, initiating 6 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 23.95% | -1.19% | +208.92% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 16.68% | +0.01% | +4.70% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 11.28% | -0.33% | +199.98% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 10.77% | -0.68% | +94.91% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 10.03% | +0.52% | +14.47% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.75% | -0.44% | +6.22% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.90% | -0.03% | -1.90% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.88% | +0.10% | +99.53% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.07% | -1.76% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.61% | +0.01% | +0.02% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.56% | -0.12% | -1.70% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.37% | -0.04% | -3.64% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.93% | +0.25% | +200.00% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | -0.02% | -0.25% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.68% | +0.37% | +189.67% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.02% | +6.87% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.12% | — | |
| 18 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.37% | -0.04% | +10.51% | |
| 19 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.27% | -0.01% | -3.19% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.27% | -0.01% | -0.60% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | — | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | -0.04% | +1318.46% | |
| 23 | ADTN | Adtran Holdings Inc | Stock-Other | 0.26% | -0.03% | — | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | — | |
| 25 | UMBF | Umb Financial CORP | Stock-Financials | 0.22% | +0.01% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.03% | — | |
| 27 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.19% | -0.04% | +0.10% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | -0.02% | +63.06% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | -2.00% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.04% | — | |
| 31 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.14% | -0.01% | — | |
| 32 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.13% | — | -5.14% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | -0.02% | -21.98% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.10% | -0.02% | -11.30% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | +0.09% | NEW | |
| 36 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.10% | — | +200.00% | |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.10% | +0.19% | NEW | |
| 38 | GRMN | Garmin Ltd. | Stock-Tech | 0.09% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.09% | +0.01% | +10.34% | |
| 41 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.08% | +0.02% | +18.11% | |
| 42 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.08% | +0.09% | NEW | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | — | +0.35% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.08% | — | — | |
| 45 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.08% | +0.06% | +13.73% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | — | — | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | +0.90% | |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.07% | — | — | |
| 49 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.07% | — | — | |
| 50 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.07% | +0.14% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +1.3% | +14.47% | Add |
| 2 | VV | Vanguard Large-cap ETF | +0.9% | +4.70% | Add |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +1318.46% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +0.1% | +199.98% | Add |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +208.92% | Add |
| 6 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 7 | ADTN | Adtran Holdings Inc | +0.1% | — | Unchanged |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +63.06% | Add |
| 9 | SUB | Ishares Short-term National | 0% | NEW | New buy |
| 10 | IBDZ | Isharesibondsdec2034tmcorp | 0% | +725.00% | Add |
| 11 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 12 | AAPL | Apple Inc | 0% | -3.64% | Trim |
| 13 | AVGO | Broadcom Inc | 0% | +10.34% | Add |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +37.94% | Add |
| 15 | MSFT | Microsoft CORP | 0% | +6.87% | Add |
| 16 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 17 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 18 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +10.51% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | -2.00% | Trim |
| 20 | UMBF | Umb Financial CORP | 0% | — | Unchanged |
| 21 | GRMN | Garmin Ltd. | 0% | — | Unchanged |
| 22 | NVDA | Nvidia CORP | 0% | +160.00% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 25 | GE | General Electric | 0% | NEW | New buy |
| 26 | CRM | Salesforce Inc | 0% | +4000.00% | Add |
| 27 | WMT | Walmart Inc | 0% | — | Unchanged |
| 28 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 29 | IBDV | Ishares Ibonds Dec 2030 CORP | — | +17.09% | Add |
| 30 | IBDY | Ishares Ibonds Dec 2033 CORP | — | +18.11% | Add |
| 31 | IBDX | Ishares Ibonds Dec 2032 Tc | — | +13.73% | Add |
| 32 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 33 | MDLZ | Mondelez International Inc-a | — | — | Unchanged |
| 34 | IUSV | Ishares Core S&p U.s. Value | 0% | -0.60% | Trim |
| 35 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | EXIT | Sold out |
| 36 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 37 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 38 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 39 | ANETEUR | Arista Networks Inc | 0% | EXIT | Sold out |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -21.98% | Trim |
| 41 | PEP | Pepsico Inc | 0% | -11.30% | Trim |
| 42 | XLV | Ss Health Care Select Sector | 0% | -19.68% | Trim |
| 43 | CL | Colgate-palmolive Co | -0.1% | -3.19% | Trim |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.02% | Add |
| 45 | SCHV | Schwab US Large-cap Value | -0.1% | +189.67% | Add |
| 46 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.2% | -1.70% | Trim |
| 48 | IEMG | Ishares Core Msci Emerging | -0.3% | -1.90% | Trim |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | +6.22% | Add |
| 50 | SCHF | Schwab Intl Equity ETF | -1.7% | +94.91% | Add |
According to official SEC Form 13F filings, Koesten, Hirschmann & Crabtree, INC. reported a total U.S. public equity portfolio value of $240.2M across 200 disclosed positions in Q4 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, SCHX) accounted for 52.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SUB
市值: $73.3K
Top Position Liquidated / Trimmed
IBDP
前期市值: $140.7K
During Q4 2024, Koesten, Hirschmann & Crabtree, INC.'s top holdings by market value included FNDX (23.9%)、VV (16.7%)、SCHX (11.3%). The largest single position, FNDX, represented 23.9% of total portfolio value.
In Q4 2024, Koesten, Hirschmann & Crabtree, INC. made 38 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 9 holdings, and fully liquidating 3 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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