Koesten, Hirschmann & Crabtree

Latest statistics and disclosures from Koesten, Hirschmann & Crabtree's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FNDX, VV, SCHF, VB, SCHX, and represent 73.69% of Koesten, Hirschmann & Crabtree's stock portfolio.
  • Added to shares of these 10 stocks: VV, VB, AVEM, IEFA, ADTN, MSFT, NFLX, IBDZ, PG, IBDW.
  • Reduced shares in these 10 stocks: FNDX, VTI, IEMG, AAPL, SCHF, COST, SCHX, IVW, IUSV, SCHA.
  • Sold out of its position in VTI.
  • Koesten, Hirschmann & Crabtree was a net buyer of stock by $2.2M.
  • Koesten, Hirschmann & Crabtree has $205M in assets under management (AUM), dropping by 0.96%.
  • Central Index Key (CIK): 0001963421

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Portfolio Holdings for Koesten, Hirschmann & Crabtree

Koesten, Hirschmann & Crabtree holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Us L (FNDX) 23.1 $48M 1.7M 27.85
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Vanguard Index Fds Large Cap Etf (VV) 17.7 $36M +2% 122k 298.85
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.6 $24M 963k 24.75
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Vanguard Index Fds Small Cp Etf (VB) 11.2 $23M +3% 88k 261.92
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.1 $21M 806k 25.64
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Ishares Tr Core Msci Eafe (IEFA) 8.0 $16M +3% 181k 90.53
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Ishares Tr Core S&p500 Etf (IVV) 2.0 $4.1M 6.4k 653.24
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Ishares Tr Core S&p Scp Etf (IJR) 1.9 $4.0M 32k 124.31
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Ishares Core Msci Emkt (IEMG) 1.9 $3.9M -3% 56k 69.75
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $3.4M 118k 29.08
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $3.2M 97k 32.95
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.4 $2.9M +30% 36k 80.58
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Apple (AAPL) 1.1 $2.2M -4% 8.7k 253.78
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $1.8M 58k 30.96
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Adtran Holdings (ADTN) 0.5 $1.1M +20% 85k 12.58
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.1M 16k 67.53
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $983k 32k 30.50
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $849k 13k 64.08
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Netflix (NFLX) 0.3 $702k +2% 7.3k 96.15
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $691k 33k 20.93
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $476k 2.3k 211.15
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $439k -6% 4.3k 102.25
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Procter & Gamble Company (PG) 0.2 $422k +2% 2.9k 144.44
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Costco Wholesale Corporation (COST) 0.2 $400k -15% 402.00 995.62
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $399k -11% 3.5k 113.11
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Microsoft Corporation (MSFT) 0.2 $389k +19% 1.1k 370.07
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UMB Financial Corporation (UMBF) 0.2 $382k 3.4k 112.79
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $355k 2.1k 165.70
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Tesla Motors (TSLA) 0.2 $349k 939.00 371.57
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $348k 7.0k 49.89
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Ishares Tr Ibonds Dec 2034 (IBDZ) 0.1 $301k +4% 12k 26.06
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Pepsi (PEP) 0.1 $291k 1.9k 155.29
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $287k 4.9k 59.19
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Jack Henry & Associates (JKHY) 0.1 $283k 1.8k 158.05
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $266k 408.00 650.87
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Wal-Mart Stores (WMT) 0.1 $243k 2.0k 124.28
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Colgate-Palmolive Company (CL) 0.1 $227k 2.7k 85.23
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Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $215k 8.5k 25.27
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Broadcom (AVGO) 0.1 $211k 680.00 309.51
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Ishares Tr Ibonds Dec 2033 (IBDY) 0.1 $210k 8.1k 25.85
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Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $205k 7.5k 27.20
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Past Filings by Koesten, Hirschmann & Crabtree

SEC 13F filings are viewable for Koesten, Hirschmann & Crabtree going back to 2022