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Koesten, Hirschmann & Crabtree, INC.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001963421

$240.2M

disclosed book value

52

positions

21.9%

largest position share

Positions, as of 2026-06-30

top 52 of 52 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1FNDXSCHWAB STRATEGIC TR1.7M$52.7M21.9%
2VVVANGUARD INDEX FDS123,599$42.5M17.7%
3VBVANGUARD INDEX FDS92,772$28.1M11.7%
4SCHFSCHWAB STRATEGIC TR947,807$26.3M10.9%
5SCHXSCHWAB STRATEGIC TR794,508$23.4M9.7%
6IEFAISHARES TR187,226$18.1M7.5%
7IJRISHARES TR31,771$4.7M2%
8IVVISHARES TR6,252$4.7M1.9%
9AVEMAMERICAN CENTY ETF TR47,256$4.6M1.9%
10IEMGISHARES INC54,336$4.5M1.9%
11SCHASCHWAB STRATEGIC TR117,411$4.2M1.8%
12SCHESCHWAB STRATEGIC TR95,236$3.5M1.4%
13SCHMSCHWAB STRATEGIC TR73,799$2.7M1.1%
14AAPLAPPLE INC8,638$2.5M1%
15SCHVSCHWAB STRATEGIC TR58,638$2.0M0.8%
16IJHISHARES TR15,500$1.2M0.5%
17ADTNADTRAN HOLDINGS INC84,854$1.2M0.5%
18VEAVANGUARD TAX-MANAGED FDS13,205$940,8570.4%
19IBDWISHARES TR34,097$710,5800.3%
20NFLXNETFLIX INC.7,332$523,5060.2%
21LLYELI LILLY & CO434$520,7020.2%
22IBCAISHARES TR20,218$517,7830.2%
23IVEISHARES TR2,255$512,0210.2%
24IVWISHARES TR3,528$485,2060.2%
25UMBFUMB FINL CORP3,387$483,5290.2%
26IUSVISHARES TR4,294$472,9850.2%
27IBDZISHARES TR17,520$456,3960.2%
28IBDUISHARES TR19,229$445,3440.2%
29DELLDELL TECHNOLOGIES INC1,006$434,0490.2%
30PGPROCTER & GAMBLE CO2,923$428,6290.2%
31MSFTMICROSOFT CORP1,121$418,3370.2%
32COSTCOSTCO WHOLESALE CORPORATION422$394,4630.2%
33TSLATESLA INC925$388,8620.2%
34IBDXISHARES TR15,385$387,5490.2%
35PPAINVESCO EXCHANGE TRADED FD T2,145$378,9150.2%
36IBDTISHARES TR13,139$331,7600.1%
37USRTISHARES TR4,851$322,3490.1%
38IBCBISHARES TR12,555$315,8840.1%
39VTEBVANGUARD MUN BD FDS5,940$300,4460.1%
40IBDYISHARES TR11,210$288,6020.1%
41PEPPEPSICO INC2,099$284,1700.1%
42SPYSTATE STR SPDR S&P 500 ETF T368$275,0610.1%
43AVGOBROADCOM INC703$265,5590.1%
44MUMICRON TECHNOLOGY INC216$249,8210.1%
45JKHYHENRY JACK & ASSOC INC1,793$246,9960.1%
46CLCOLGATE PALMOLIVE CO2,659$243,7780.1%
47WMTWALMART INC2,126$240,7910.1%
48FNDBSCHWAB STRATEGIC TR7,530$229,3640.1%
49IBDVISHARES TR10,385$226,3930.1%
50VTIVANGUARD INDEX FDS607$224,6150.1%
51VTHRVANGUARD SCOTTSDALE FDS611$202,6390.1%
52SPMDSPDR SERIES TRUST2,978$201,1940.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.