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Portfolio (Quarterly) Guide ↗

Koesten, Hirschmann & Crabtree, INC.

· CIK 0001963421
13F Portfolio $205M AUM 41 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 Added 9 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 121,493.0 $36.3M 17.69% +3K +2.8% $298.85 +15.5%
2 VB VANGUARD INDEX FDS 87,707.0 $23.0M 11.19% +3K +3.5% $261.92 +11.7%
3 IEFA ISHARES TR 180,800.0 $16.4M 7.97% +6K +3.6% $90.53 +8.2%
4 AVEM AMERICAN CENTY ETF TR 35,729.0 $2.9M 1.40% +8K +30.5% $80.58 +19.8%
5 ADTRAN HOLDINGS INC 84,854.0 $1.1M 0.52% +14K +20.4% $12.58
6 NFLX NETFLIX INC. Communication Services 7,302.0 $702K 0.34% +210.0 +3.0% $96.15 -9.2%
7 IBDW ISHARES TR 33,002.0 $691K 0.34% +225.0 +0.7% $20.93 -0.4%
8 PG PROCTER & GAMBLE CO Consumer Defensive 2,923.0 $422K 0.21% +58.0 +2.0% $144.44 +2.1%
9 MSFT MICROSOFT CORP Technology 1,051.0 $389K 0.19% +175.0 +20.0% $370.07 +11.5%
10 IBDZ ISHARES TR 11,550.0 $301K 0.15% +525.0 +4.8% $26.06 -0.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.6%
Consumer Defensive 24.8%
Communication Services 11.0%
Financial Services 10.2%
Consumer Cyclical 5.5%