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CIK: 0001963421
Total reported value
$239.4M
$239.4M
52 檔
72.3%
During the Q2 2026 filing period, Koesten, Hirschmann & Crabtree, INC. (CIK: 0001963421) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $239.4M across 52 reported positions.
In Q2 2026, Koesten, Hirschmann & Crabtree, INC. displayed an active expansion posture, initiating 11 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 21.94% | -0.07% | -0.59% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 17.70% | +0.52% | +1.73% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 11.71% | -0.51% | +5.77% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 10.93% | -0.12% | -1.53% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.74% | +0.23% | -1.39% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.53% | +0.47% | +3.55% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | -0.16% | -1.10% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | +0.03% | -1.57% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.90% | +0.27% | +32.26% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.87% | -0.03% | -2.81% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.77% | -0.18% | -0.50% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.44% | — | -2.26% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.13% | -0.31% | +26.26% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.20% | -1.09% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.85% | -0.45% | +81.93% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | -0.04% | -1.34% | |
| 17 | ADTN | Adtran Holdings Inc | Stock-Other | 0.49% | -0.25% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | +0.02% | -0.35% | |
| 19 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.30% | -0.01% | +3.32% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.01% | +0.41% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.16% | — | |
| 22 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 0.22% | -0.01% | — | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 25 | UMBF | Umb Financial CORP | Stock-Financials | 0.20% | -0.02% | — | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.20% | -0.02% | — | |
| 27 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.19% | -0.01% | +51.69% | |
| 28 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.19% | -0.01% | — | |
| 29 | DELL | Dell Technologies -c | Stock-Tech | 0.18% | +0.05% | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | +0.05% | +6.66% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | +0.03% | +4.98% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | -0.02% | -1.49% | |
| 34 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.16% | — | +81.11% | |
| 35 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.16% | -0.02% | — | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.14% | — | — | |
| 37 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.13% | -0.01% | — | |
| 38 | IBCB | Ishares Ibon Dec 2036 Tc ETF | ETF-Other | 0.13% | — | — | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.13% | -0.13% | EXIT | |
| 40 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.12% | -0.01% | +37.72% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.12% | +0.01% | +11.95% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | — | -9.80% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | -0.01% | +3.38% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.10% | — | — | |
| 45 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.10% | +0.01% | +0.17% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.10% | -0.01% | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.10% | EXIT | |
| 48 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.10% | — | — | |
| 49 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.09% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Koesten, Hirschmann & Crabtree, INC. reported a total U.S. public equity portfolio value of $239.4M across 52 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including FNDX, VV, VB) accounted for 72.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
LLY
市值: $520.7K
Top Position Liquidated / Trimmed
FNDX
前期市值: $47.5M
During Q2 2026, Koesten, Hirschmann & Crabtree, INC.'s top holdings by market value included FNDX (21.9%)、VV (17.7%)、VB (11.7%). The largest single position, FNDX, represented 21.9% of total portfolio value.
In Q2 2026, Koesten, Hirschmann & Crabtree, INC. made 42 total portfolio adjustments, initiating 11 new buys, adding to 17 positions, trimming 14 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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