Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Koesten, Hirschmann & Crabtree, INC. (CIK 1963421) reported $205.2M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDX ($47.5M, 23.13%), VV ($36.3M, 17.69%), SCHF ($23.8M, 11.61%), VB ($23.0M, 11.19%), SCHX ($20.7M, 10.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | $47.5M | 23.13% | 1.7M | Trimmed |
| 2 | VV | VANGUARD INDEX FDS | $36.3M | 17.69% | 121,493 | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $23.8M | 11.61% | 962,569 | Trimmed |
| 4 | VB | VANGUARD INDEX FDS | $23.0M | 11.19% | 87,707 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $20.7M | 10.07% | 805,708 | Trimmed |
| 6 | IEFA | ISHARES TR | $16.4M | 7.97% | 180,800 | Added |
| 7 | IVV | ISHARES TR | $4.1M | 2.02% | 6,352 | Hold |
| 8 | IJR | ISHARES TR | $4.0M | 1.95% | 32,125 | Trimmed |
| 9 | IEMG | ISHARES INC | $3.9M | 1.90% | 55,907 | Trimmed |
| 10 | SCHA | SCHWAB STRATEGIC TR | $3.4M | 1.67% | 118,002 | Trimmed |
| 11 | SCHE | SCHWAB STRATEGIC TR | $3.2M | 1.56% | 97,436 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $2.9M | 1.40% | 35,729 | Added |
| 13 | AAPL | APPLE INC | $2.2M | 1.08% | 8,733 | Trimmed |
| 14 | SCHM | SCHWAB STRATEGIC TR | $1.8M | 0.88% | 58,449 | Hold |
| 15 | ADTN | ADTRAN HOLDINGS INC | $1.1M | 0.52% | 84,854 | Added |
| 16 | IJH | ISHARES TR | $1.1M | 0.52% | 15,710 | Trimmed |
| 17 | SCHV | SCHWAB STRATEGIC TR | $983,060 | 0.48% | 32,231 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $849,125 | 0.41% | 13,251 | Hold |
| 19 | IBDW | ISHARES TR | $690,731 | 0.34% | 33,002 | Added |
| 20 | NFLX | NETFLIX INC. | $702,089 | 0.34% | 7,302 | Added |
| 21 | IVE | ISHARES TR | $476,144 | 0.23% | 2,255 | Hold |
| 22 | IUSV | ISHARES TR | $439,062 | 0.21% | 4,294 | Trimmed |
| 23 | PG | PROCTER & GAMBLE CO | $422,199 | 0.21% | 2,923 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $400,240 | 0.20% | 402 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $388,947 | 0.19% | 1,051 | Added |
Source: SEC Form 13F filings · as of 2026-03-31