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CIK: 0001963421
Total reported value
$240.2M
$240.2M
211 檔
53.4%
According to the latest 13F quarterly dataset, Koesten, Hirschmann & Crabtree, INC. managed an equity portfolio of $240.2M at the end of Q1 2025, spanning 211 distinct U.S. exchange-listed positions.
During Q1 2025, Koesten, Hirschmann & Crabtree, INC. performed routine portfolio adjustments (4 new buys, 17 additions, 18 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 24.44% | -1.19% | +2.29% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 16.51% | +0.01% | +3.82% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.35% | -0.68% | -1.46% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 11.12% | -0.33% | +3.47% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 10.20% | +0.52% | +10.22% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.99% | -0.44% | -3.80% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.87% | -0.03% | -4.73% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | -0.07% | — | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.70% | +0.10% | -0.57% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.58% | -0.12% | -2.02% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.46% | +0.01% | +0.30% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.16% | -0.04% | -4.81% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.88% | +0.25% | — | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.70% | +0.37% | -0.15% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | -0.02% | — | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.12% | — | |
| 17 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.38% | -0.04% | +0.66% | |
| 18 | ADTN | Adtran Holdings Inc | Stock-Other | 0.35% | -0.03% | +30.22% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.26% | -0.01% | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.25% | -0.02% | -4.25% | |
| 21 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.22% | -0.01% | -19.38% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | -12.07% | |
| 23 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.20% | -0.04% | +0.10% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.03% | — | |
| 25 | UMBF | Umb Financial CORP | Stock-Financials | 0.20% | +0.01% | — | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.19% | -0.04% | -25.92% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | -0.02% | +0.13% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | -0.04% | — | |
| 29 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.14% | -0.01% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | — | — | |
| 31 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 32 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.11% | +0.19% | NEW | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.02% | -76.62% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | -0.02% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.10% | -0.02% | — | |
| 36 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.10% | — | — | |
| 37 | GRMN | Garmin Ltd. | Stock-Tech | 0.10% | — | — | |
| 38 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.10% | +0.06% | +16.21% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | +0.09% | NEW | |
| 40 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.09% | +0.02% | — | |
| 41 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.09% | +0.09% | NEW | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.08% | — | +9.52% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.08% | — | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | +0.76% | |
| 45 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.07% | +0.14% | NEW | |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.07% | — | — | |
| 47 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.07% | — | — | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.07% | — | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | — | -10.56% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +0.6% | -1.46% | Trim |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.5% | +2.29% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | -3.80% | Trim |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | +10.22% | Add |
| 5 | ADTN | Adtran Holdings Inc | +0.1% | +30.22% | Add |
| 6 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 7 | VTHR | Vanguard Russell 3000 | 0% | +62.82% | Add |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -2.02% | Trim |
| 9 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 10 | ESML | Ishares Esg Aware Msci USA S | 0% | +42.07% | Add |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | 0% | +16.21% | Add |
| 12 | SCHV | Schwab US Large-cap Value | 0% | -0.15% | Trim |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +11.49% | Add |
| 14 | AGG | Ishares Core U.s. Aggregate | 0% | +50.74% | Add |
| 15 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +9.52% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | 0% | +0.13% | Add |
| 17 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +0.66% | Add |
| 18 | SUB | Ishares Short-term National | 0% | +22.59% | Add |
| 19 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 20 | JKHY | Jack Henry & Associates Inc | 0% | +0.10% | Add |
| 21 | ZTS | Zoetis Inc | 0% | NEW | New buy |
| 22 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 23 | AMGN | Amgen Inc | — | — | Unchanged |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | -10.56% | Trim |
| 25 | IVE | Ishares S&p 500 Value ETF | 0% | -4.25% | Trim |
| 26 | IWP | Ishares Russell Mid-cap Grow | 0% | -12.95% | Trim |
| 27 | CRM | Salesforce Inc | 0% | -97.56% | Trim |
| 28 | ARES | Ares Management CORP - A | 0% | — | Unchanged |
| 29 | ANET | Arista Networks Inc | 0% | +17.36% | Add |
| 30 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | — | Unchanged |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 32 | UMBF | Umb Financial CORP | 0% | — | Unchanged |
| 33 | VGT | Vanguard Info Tech ETF | 0% | -10.96% | Trim |
| 34 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 35 | SOXX | Ishares Semiconductor ETF | 0% | -24.65% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | 0% | -23.05% | Trim |
| 37 | IEMG | Ishares Core Msci Emerging | 0% | -4.73% | Trim |
| 38 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 39 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 40 | SCHM | Schwab US Mid Cap ETF | -0.1% | — | Unchanged |
| 41 | CL | Colgate-palmolive Co | -0.1% | -19.38% | Trim |
| 42 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -12.07% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | — | Unchanged |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -25.92% | Trim |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.2% | +0.30% | Add |
| 46 | SCHX | Schwab US Large-cap ETF | -0.2% | +3.47% | Add |
| 47 | VV | Vanguard Large-cap ETF | -0.2% | +3.82% | Add |
| 48 | SCHA | Schwab US Small-cap ETF | -0.2% | -0.57% | Trim |
| 49 | AAPL | Apple Inc | -0.2% | -4.81% | Trim |
| 50 | MSFT | Microsoft CORP | -0.4% | -76.62% | Trim |
According to official SEC Form 13F filings, Koesten, Hirschmann & Crabtree, INC. reported a total U.S. public equity portfolio value of $240.2M across 211 disclosed positions in Q1 2025.
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 53.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IAU
市值: $80.8K
Top Position Liquidated / Trimmed
SCHF
前期市值: $18.8M
During Q1 2025, Koesten, Hirschmann & Crabtree, INC.'s top holdings by market value included FNDX (24.4%)、VV (16.5%)、SCHF (11.3%). The largest single position, FNDX, represented 24.4% of total portfolio value.
In Q1 2025, Koesten, Hirschmann & Crabtree, INC. made 39 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 18 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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