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CIK: 0001963421
Total reported value
$240.2M
$240.2M
262 檔
63.8%
As reported in its official Q3 2025 Form 13F filing, Koesten, Hirschmann & Crabtree, INC.'s tracked investment portfolio stood at $240.2M with 262 total positions.
Koesten, Hirschmann & Crabtree, INC. executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 8 holdings and trimming 12 positions.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 23.12% | -1.19% | -0.50% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 17.85% | +0.01% | +4.55% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 10.92% | -0.68% | -0.11% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.91% | -0.33% | -1.54% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 10.39% | +0.52% | +0.92% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.13% | -0.44% | +12.37% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | -0.07% | -0.15% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | -0.03% | +1.89% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.84% | +0.01% | -0.42% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.69% | +0.10% | -0.26% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.55% | -0.12% | +0.23% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.13% | -0.04% | -1.11% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.83% | +0.25% | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | -0.02% | — | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.60% | +0.37% | -4.79% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.12% | -11.49% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.02% | +0.07% | |
| 18 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.33% | -0.04% | +0.67% | |
| 19 | ADTN | Adtran Holdings Inc | Stock-Other | 0.32% | -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 | 0.22% | -0.02% | — | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.22% | -0.01% | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | -0.01% | +8.05% | |
| 24 | UMBF | Umb Financial CORP | Stock-Financials | 0.19% | +0.01% | — | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | -0.04% | +40.48% | |
| 26 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.16% | -0.01% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.03% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.04% | — | |
| 29 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.14% | -0.01% | +1955.51% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | -0.02% | — | |
| 31 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.13% | -0.04% | -7.46% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.02% | +0.21% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | +0.01% | — | |
| 34 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.10% | +0.06% | +16.13% | |
| 35 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.10% | — | — | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.10% | -0.01% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | +0.09% | NEW | |
| 38 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.09% | +0.19% | NEW | |
| 39 | GRMN | Garmin Ltd. | Stock-Tech | 0.09% | — | — | |
| 40 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.09% | — | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.02% | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | — | -22.02% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | -0.02% | — | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.07% | — | — | |
| 45 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.07% | +0.09% | NEW | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | — | — | |
| 47 | DELL | Dell Technologies -c | Stock-Tech | 0.07% | +0.18% | NEW | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | — | -9.39% | |
| 49 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.06% | +0.08% | NEW | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | — | -10.65% |
According to official SEC Form 13F filings, Koesten, Hirschmann & Crabtree, INC. reported a total U.S. public equity portfolio value of $240.2M across 262 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including FNDX, VV, SCHF) accounted for 63.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBTO
市值: $213.5K
Top Position Liquidated / Trimmed
SPYX
前期市值: $210.9K
During Q3 2025, Koesten, Hirschmann & Crabtree, INC.'s top holdings by market value included FNDX (23.1%)、VV (17.9%)、SCHF (10.9%). The largest single position, FNDX, represented 23.1% of total portfolio value.
In Q3 2025, Koesten, Hirschmann & Crabtree, INC. made 43 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 8 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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