13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001963421
Total reported value
$240.2M
$240.2M
345 檔
59.1%
At the close of Q2 2025, Koesten, Hirschmann & Crabtree, INC. disclosed equity holdings valued at approximately $240.2M, spread across 345 reported holdings.
Koesten, Hirschmann & Crabtree, INC. executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 9 holdings and trimming 13 positions.
Showing top 200 holdings (of 345 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 23.50% | -1.19% | +2.58% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 17.15% | +0.01% | +3.77% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.24% | -0.68% | -1.62% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 11.14% | -0.33% | +0.39% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 10.40% | +0.52% | +5.81% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.58% | -0.44% | -5.46% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.20% | -0.07% | +23.02% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.85% | -0.03% | -1.22% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.84% | +0.01% | +33.61% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.66% | +0.10% | +0.74% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.52% | -0.12% | -2.77% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.99% | -0.04% | +3.11% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.85% | +0.25% | — | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.65% | +0.37% | -1.10% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.02% | -0.15% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.12% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | -0.02% | +117.78% | |
| 18 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.35% | -0.04% | +0.76% | |
| 19 | ADTN | Adtran Holdings Inc | Stock-Other | 0.33% | -0.03% | — | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.01% | — | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | -0.02% | — | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.22% | -0.01% | -8.19% | |
| 23 | UMBF | Umb Financial CORP | Stock-Financials | 0.18% | +0.01% | — | |
| 24 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.18% | -0.04% | +0.10% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | -0.03% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.04% | +21.11% | |
| 27 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.16% | -0.01% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | -0.01% | +12500.00% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | -0.02% | +27.86% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | — | +512.69% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.13% | -0.04% | -27.31% | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.13% | -0.01% | -36.07% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.02% | -7.86% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | +48.43% | |
| 35 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.10% | +0.19% | NEW | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.01% | +6.25% | |
| 37 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.10% | +0.06% | +8.53% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | +0.09% | NEW | |
| 39 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.09% | — | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.02% | +31.53% | |
| 41 | GRMN | Garmin Ltd. | Stock-Tech | 0.09% | — | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | +326.00% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | -0.02% | — | |
| 44 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.08% | +0.02% | — | |
| 45 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.08% | +0.09% | NEW | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.08% | — | — | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | +0.89% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | — | — | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.07% | +0.14% | NEW | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +0.6% | +3.77% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +23.02% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.4% | +33.61% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | +117.78% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.2% | +5.81% | Add |
| 6 | TSLA | Tesla Inc | +0.1% | +12500.00% | Add |
| 7 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 8 | NVDA | Nvidia CORP | +0.1% | +512.69% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +326.00% | Add |
| 10 | MDY | State Street Spdr S&p Midcap | +0.1% | NEW | New buy |
| 11 | QQQ | Invesco Qqq Trust Series 1 | 0% | +48.43% | Add |
| 12 | AVGO | Broadcom Inc | 0% | +6.25% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +27.86% | Add |
| 14 | LOW | Lowe's Cos Inc | 0% | NEW | New buy |
| 15 | SCHX | Schwab US Large-cap ETF | 0% | +0.39% | Add |
| 16 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 17 | COST | Costco Wholesale CORP | 0% | +21.11% | Add |
| 18 | WMT | Walmart Inc | 0% | +31.53% | Add |
| 19 | PPA | Invesco Aerospace & Defense | 0% | — | Unchanged |
| 20 | HD | Home Depot Inc | 0% | NEW | New buy |
| 21 | AXON | Axon Enterprise Inc | 0% | NEW | New buy |
| 22 | WTFC | Wintrust Financial CORP | 0% | NEW | New buy |
| 23 | PGR | Progressive CORP | 0% | NEW | New buy |
| 24 | MSFT | Microsoft CORP | 0% | -7.86% | Trim |
| 25 | GEV | GE Vernova Inc | 0% | +80.00% | Add |
| 26 | IEMG | Ishares Core Msci Emerging | 0% | -1.22% | Trim |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | 0% | EXIT | Sold out |
| 28 | NUEM | Nuveen Esg Emerging Markets | 0% | EXIT | Sold out |
| 29 | LLY | Eli Lilly & Co | 0% | EXIT | Sold out |
| 30 | EPR | Epr Properties | 0% | EXIT | Sold out |
| 31 | SCHM | Schwab US Mid Cap ETF | 0% | — | Unchanged |
| 32 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.15% | Trim |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | 0% | EXIT | Sold out |
| 34 | NUSC | Nuveen Esg Small-cap ETF | 0% | EXIT | Sold out |
| 35 | SCHA | Schwab US Small-cap ETF | 0% | +0.74% | Add |
| 36 | PSX | Phillips 66 | 0% | EXIT | Sold out |
| 37 | SUB | Ishares Short-term National | 0% | -70.42% | Trim |
| 38 | SCHV | Schwab US Large-cap Value | -0.1% | -1.10% | Trim |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | -2.77% | Trim |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -99.08% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -27.31% | Trim |
| 42 | ESML | Ishares Esg Aware Msci USA S | -0.1% | EXIT | Sold out |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | -98.26% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.1% | -64.74% | Trim |
| 45 | CL | Colgate-palmolive Co | -0.1% | -36.07% | Trim |
| 46 | SCHF | Schwab Intl Equity ETF | -0.1% | -1.62% | Trim |
| 47 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | -0.1% | EXIT | Sold out |
| 48 | AAPL | Apple Inc | -0.2% | +3.11% | Add |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -5.46% | Trim |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.9% | +2.58% | 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 345 disclosed positions in Q2 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 59.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
MDY
市值: $113.1K
Top Position Liquidated / Trimmed
SPYX
前期市值: $210.9K
During Q2 2025, Koesten, Hirschmann & Crabtree, INC.'s top holdings by market value included FNDX (23.5%)、VV (17.1%)、SCHF (11.2%). The largest single position, FNDX, represented 23.5% of total portfolio value.
In Q2 2025, Koesten, Hirschmann & Crabtree, INC. made 46 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 13 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.