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CIK: 0001963421
Total reported value
$240.2M
$240.2M
42 檔
62.7%
The Q4 2025 SEC filing reveals that Koesten, Hirschmann & Crabtree, INC. held a total portfolio value of $240.2M, covering 42 public equity positions.
In Q4 2025, Koesten, Hirschmann & Crabtree, INC. adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 30 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 22.97% | -1.19% | -6.83% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 18.30% | +0.01% | -2.71% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.42% | -0.68% | -1.70% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 10.75% | +0.52% | -1.10% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.70% | -0.33% | -6.86% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.68% | -0.44% | +1.90% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | -0.07% | -7.16% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.92% | -0.03% | -4.30% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.90% | +0.01% | -0.94% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.66% | +0.10% | -6.29% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.57% | -0.12% | -0.26% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.22% | -0.04% | -1.63% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.04% | +0.50% | +19590.65% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.86% | +0.25% | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | -0.02% | -19.15% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.48% | +0.37% | -24.03% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.02% | -3.32% | |
| 18 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.34% | -0.04% | +0.85% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.12% | +900.28% | |
| 20 | ADTN | Adtran Holdings Inc | Stock-Other | 0.30% | -0.03% | — | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | -0.02% | — | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.23% | -0.01% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.02% | +86.38% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.01% | -1.47% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.04% | +45.87% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.03% | +39.48% | |
| 28 | UMBF | Umb Financial CORP | Stock-Financials | 0.19% | +0.01% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | -0.04% | -0.14% | |
| 30 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.17% | -0.01% | — | |
| 31 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.16% | -0.04% | +0.11% | |
| 32 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.14% | +0.04% | +234.09% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | -0.02% | -1.21% | |
| 34 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.14% | -0.01% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.13% | -0.02% | +59.30% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | +0.01% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.02% | +11.42% | |
| 38 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.11% | +0.06% | — | |
| 39 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.10% | +0.02% | — | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.10% | -0.01% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | +0.09% | NEW | |
| 42 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +1% | +19590.65% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +1.90% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.5% | -1.70% | Trim |
| 4 | VV | Vanguard Large-cap ETF | +0.5% | -2.71% | Trim |
| 5 | VB | Vanguard Small-cap ETF | +0.4% | -1.10% | Trim |
| 6 | IBDZ | Isharesibondsdec2034tmcorp | +0.1% | +234.09% | Add |
| 7 | MSFT | Microsoft CORP | +0.1% | +86.38% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -1.63% | Trim |
| 9 | COST | Costco Wholesale CORP | +0.1% | +45.87% | Add |
| 10 | PEP | Pepsico Inc | +0.1% | +59.30% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +39.48% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | 0% | -4.30% | Trim |
| 13 | SCHA | Schwab US Small-cap ETF | 0% | -6.29% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | -0.1% | -7.16% | Trim |
| 15 | NFLX | Netflix Inc | -0.1% | +900.28% | Add |
| 16 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -19.15% | Trim |
| 17 | SCHV | Schwab US Large-cap Value | -0.1% | -24.03% | Trim |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.2% | -6.83% | Trim |
| 19 | SCHX | Schwab US Large-cap ETF | -0.2% | -6.86% | Trim |
| 20 | IBTO | Ishares Ibonds Dec 2033 Tres | — | EXIT | Sold out |
| 21 | IBDY | Ishares Ibonds Dec 2033 CORP | — | NEW | New buy |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | — | EXIT | Sold out |
| 23 | GRMN | Garmin Ltd. | — | EXIT | Sold out |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 25 | IWS | Ishares Russell Mid-cap Valu | — | EXIT | Sold out |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | — | EXIT | Sold out |
| 27 | VGT | Vanguard Info Tech ETF | — | EXIT | Sold out |
| 28 | DELL | Dell Technologies -c | — | EXIT | Sold out |
| 29 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 30 | VTHR | Vanguard Russell 3000 | — | EXIT | Sold out |
| 31 | VTV | Vanguard Value ETF | — | EXIT | Sold out |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | — | EXIT | Sold out |
| 33 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 34 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | EXIT | Sold out |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | — | EXIT | Sold out |
| 36 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 37 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 38 | MDY | State Street Spdr S&p Midcap | — | EXIT | Sold out |
| 39 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
| 40 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | Sold out |
| 41 | IAU | Ishares Gold Trust | — | EXIT | Sold out |
| 42 | ANET | Arista Networks Inc | — | EXIT | Sold out |
| 43 | IWR | Ishares Russell Mid-cap ETF | — | EXIT | Sold out |
| 44 | IWP | Ishares Russell Mid-cap Grow | — | EXIT | Sold out |
| 45 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 46 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 47 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 48 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 49 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
| 50 | EAOA | Ishares Esg Aware 80/20 Aggr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Koesten, Hirschmann & Crabtree, INC. reported a total U.S. public equity portfolio value of $240.2M across 42 disclosed positions in Q4 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 62.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBDY
市值: $212.8K
Top Position Liquidated / Trimmed
IBTO
前期市值: $213.5K
During Q4 2025, Koesten, Hirschmann & Crabtree, INC.'s top holdings by market value included FNDX (23.0%)、VV (18.3%)、SCHF (11.4%). The largest single position, FNDX, represented 23.0% of total portfolio value.
In Q4 2025, Koesten, Hirschmann & Crabtree, INC. made 50 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 11 holdings, and fully liquidating 30 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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