account_balance

Investment manager · 13F filer · SEC CIK 1963421

Koesten, Hirschmann & Crabtree, INC.

Reported value$239Mas of Sep 30, 2026
Positions54 5 new, 3 sold out
Top 10 weight87.9%FNDX alone is 22%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FNDX Schwab Strategic Tr 21.9% Held
VV Vanguard Index FDS 18.2% Held
VB Vanguard Index FDS 11.2% Held
SCHF Schwab Strategic Tr 10.8% Held
SCHX Schwab Strategic Tr 10.0% Held
IEFA iShares Tr 8.0% Added +6%
AVEM American Centy ETF Tr 2.2% Added +17%
IVV iShares Tr 2.0% Held
IEMG iShares Inc 1.8% Held
IJR iShares Tr 1.8% Held
SCHA Schwab Strategic Tr 1.6% Held
SCHE Schwab Strategic Tr 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 20, 2026 filing
add_circleNew
arrow_upwardAdded
  • LLY +82%
  • AVEM +17%
  • VEA +6%
  • IEFA +6%
arrow_downwardTrimmed
  • SCHV −51%
  • SCHM −22%
  • MSFT −8%
remove_circleSold out
  • VTEB $300K
  • WMT $241K
  • SPMD $201K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist