Koesten, Hirschmann & Crabtree, INC.
CIK: 0001963421SEC EDGAR →
Portfolio Value
$203.3M
Holdings
42
As of
Q4 2025
New Positions
42
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,715,952 | $46.7M | 22.97% |
| 2 | VANGUARD INDEX FDS | 118,180 | $37.2M | 18.30% |
| 3 | SCHWAB STRATEGIC TR | 965,779 | $23.2M | 11.42% |
| 4 | VANGUARD INDEX FDS | 84,697 | $21.8M | 10.75% |
| 5 | SCHWAB STRATEGIC TR | 808,258 | $21.8M | 10.70% |
| 6 | ISHARES TR | 174,440 | $15.6M | 7.68% |
| 7 | ISHARES TR | 6,352 | $4.3M | 2.14% |
| 8 | ISHARES INC | 58,133 | $3.9M | 1.92% |
| 9 | ISHARES TR | 32,149 | $3.9M | 1.90% |
| 10 | SCHWAB STRATEGIC TR | 118,805 | $3.4M | 1.66% |
Quarterly Changes
New Positions (42)
$46.7M · 1.7M shares
$37.2M · 118K shares
$23.2M · 966K shares
$21.8M · 85K shares
$21.8M · 808K shares
$15.6M · 174K shares
$4.3M · 6K shares
$3.9M · 58K shares
$3.9M · 32K shares
$3.4M · 119K shares
$3.2M · 97K shares
$2.5M · 9K shares
$2.1M · 27K shares
$1.8M · 58K shares
$1.0M · 16K shares
$966K · 33K shares
$827K · 13K shares
$693K · 33K shares
$664K · 7K shares
$612K · 70K shares
$494K · 4K shares
$478K · 2K shares
$471K · 5K shares
$423K · 876 shares
$422K · 939 shares
$411K · 477 shares
$410K · 3K shares
$389K · 3K shares
$350K · 7K shares
$335K · 2K shares
$326K · 2K shares
$290K · 11K shares
$278K · 408 shares
$276K · 5K shares
$269K · 2K shares
$235K · 680 shares
$217K · 2K shares
$216K · 8K shares
$212K · 8K shares
$210K · 3K shares
$203K · 607 shares
$200K · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $181.0M | 89.0% |
| Unknown | 1 | $15.6M | 7.7% |
| Technology | 5 | $4.1M | 2.0% |
| Consumer Defensive | 5 | $1.5M | 0.7% |
| Communication Services | 1 | $664K | 0.3% |
| Consumer Cyclical | 1 | $422K | 0.2% |