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CIK: 0001963421
Total reported value
$240.2M
$240.2M
41 檔
63.0%
In Q1 2026, Koesten, Hirschmann & Crabtree, INC.'s U.S. equity holdings reached a combined market value of $240.2M, distributed across 41 disclosed stock positions.
During Q1 2026, Koesten, Hirschmann & Crabtree, INC. performed routine portfolio adjustments (0 new buys, 12 additions, 12 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 23.13% | -1.19% | -0.65% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 17.69% | +0.01% | +2.80% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.61% | -0.68% | -0.33% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.19% | +0.52% | +3.55% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.07% | -0.33% | -0.32% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.97% | -0.44% | +3.65% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | -0.07% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.95% | +0.01% | -0.07% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.90% | -0.03% | -3.83% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.67% | +0.10% | -0.68% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.56% | -0.12% | +0.05% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.40% | +0.50% | +30.54% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.08% | -0.04% | -4.21% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.88% | +0.25% | — | |
| 15 | ADTN | Adtran Holdings Inc | Stock-Other | 0.52% | -0.03% | +20.45% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | -0.02% | -0.76% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.48% | +0.37% | -1.27% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.02% | — | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.12% | +2.96% | |
| 20 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.34% | -0.04% | +0.69% | |
| 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 | 0.21% | -0.01% | -6.53% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.03% | +2.02% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.04% | -15.72% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | -11.98% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.02% | +19.98% | |
| 27 | UMBF | Umb Financial CORP | Stock-Financials | 0.19% | +0.01% | — | |
| 28 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.17% | -0.01% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | -0.01% | — | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | -0.04% | — | |
| 31 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.15% | +0.04% | +4.76% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 33 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.14% | -0.01% | — | |
| 34 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.14% | -0.04% | +0.11% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | -0.02% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.02% | — | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.11% | -0.01% | — | |
| 38 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.10% | +0.06% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.01% | — | |
| 40 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.10% | +0.02% | — | |
| 41 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +0.4% | +3.55% | Add |
| 2 | AVEM | Avantis Emerging Markets Eq | +0.4% | +30.54% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +3.65% | Add |
| 4 | ADTN | Adtran Holdings Inc | +0.2% | +20.45% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.2% | -0.33% | Trim |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | -0.65% | Trim |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.07% | Trim |
| 8 | SCHM | Schwab US Mid Cap ETF | 0% | — | Unchanged |
| 9 | SCHA | Schwab US Small-cap ETF | 0% | -0.68% | Trim |
| 10 | NFLX | Netflix Inc | 0% | +2.96% | Add |
| 11 | WMT | Walmart Inc | 0% | — | Unchanged |
| 12 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 13 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 14 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.76% | Trim |
| 15 | PG | Procter & Gamble Co/the | 0% | +2.02% | Add |
| 16 | IBDZ | Isharesibondsdec2034tmcorp | 0% | +4.76% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 18 | PPA | Invesco Aerospace & Defense | — | — | Unchanged |
| 19 | SCHV | Schwab US Large-cap Value | — | -1.27% | Trim |
| 20 | USRT | Ishares Core US Reit ETF | — | — | Unchanged |
| 21 | COST | Costco Wholesale CORP | — | -15.72% | Trim |
| 22 | UMBF | Umb Financial CORP | — | — | Unchanged |
| 23 | FNDB | Schwab Fndmntl US Brd Mr ETF | — | — | Unchanged |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | — | — | Unchanged |
| 25 | IBDW | Ishares Ibonds Dec 2031 CORP | — | +0.69% | Add |
| 26 | IBDY | Ishares Ibonds Dec 2033 CORP | — | — | Unchanged |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +0.05% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 29 | IBDX | Ishares Ibonds Dec 2032 Tc | 0% | — | Unchanged |
| 30 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 31 | JKHY | Jack Henry & Associates Inc | 0% | +0.11% | Add |
| 32 | MSFT | Microsoft CORP | 0% | +19.98% | Add |
| 33 | IUSV | Ishares Core S&p U.s. Value | 0% | -6.53% | Trim |
| 34 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 35 | IEMG | Ishares Core Msci Emerging | 0% | -3.83% | Trim |
| 36 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 37 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -11.98% | Trim |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.1% | — | Unchanged |
| 39 | AAPL | Apple Inc | -0.1% | -4.21% | Trim |
| 40 | VV | Vanguard Large-cap ETF | -0.6% | +2.80% | Add |
| 41 | SCHX | Schwab US Large-cap ETF | -0.6% | -0.32% | Trim |
| 42 | VTI | Vanguard Total Stock Mkt ETF | — | 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 41 disclosed positions in Q1 2026.
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 63.0% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
VTI
前期市值: $203.5K
During Q1 2026, Koesten, Hirschmann & Crabtree, INC.'s top holdings by market value included FNDX (23.1%)、VV (17.7%)、SCHF (11.6%). The largest single position, FNDX, represented 23.1% of total portfolio value.
In Q1 2026, Koesten, Hirschmann & Crabtree, INC. made 25 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 1 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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