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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 Status
1 VTI VANGUARD INDEX FDS 607 $204K 0.10% SOLD
Sector Allocation
Technology 48.6%
Consumer Defensive 24.8%
Communication Services 11.0%
Financial Services 10.2%
Consumer Cyclical 5.5%