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Portfolio (Quarterly) Guide ↗

Horst & Graben Wealth Management LLC

· CIK 0001818207
13F Portfolio $760M AUM 205 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 46 Added 65 Reduced 3 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GNMA ISHARES TR 29,544.0 $1.3M 0.17% +4K +15.2% $43.77 -0.4%
22 MRVL MARVELL TECHNOLOGY INC Technology 4,560.0 $1.2M 0.16% +433.0 +10.5% $272.06 -12.9%
23 JNJ JOHNSON & JOHNSON Healthcare 4,539.0 $1.2M 0.15% +242.0 +5.6% $253.99 +6.4%
24 MO ALTRIA GROUP INC Consumer Defensive 14,195.0 $1.0M 0.13% +133.0 +0.9% $71.54 -7.6%
25 EUSB ISHARES TR 21,324.0 $923K 0.12% +628.0 +3.0% $43.29 -1.1%
26 GOOG ALPHABET INC 2,389.0 $855K 0.11% +41.0 +1.8% $357.86
27 AMAT APPLIED MATLS INC Technology 1,312.0 $854K 0.11% +8.0 +0.6% $650.68 -24.3%
28 INTC INTEL CORP Technology 6,344.0 $806K 0.11% +665.0 +11.7% $127.02 -29.1%
29 XOM EXXON MOBIL CORP Energy 5,582.0 $761K 0.10% +480.0 +9.4% $136.27 +21.2%
30 LLY ELI LILLY & CO Healthcare 612.0 $729K 0.10% +93.0 +17.9% $1191.15 +5.3%
31 IWF ISHARES TR 5,648.0 $695K 0.09% +4K +329.8% $123.01 -0.5%
32 AMT AMERICAN TOWER CORP Real Estate 3,368.0 $559K 0.07% +45.0 +1.4% $166.08 +5.9%
33 MUB ISHARES TR 3,512.0 $377K 0.05% +218.0 +6.6% $107.33 -1.9%
34 MRK MERCK & CO INC Healthcare 2,962.0 $371K 0.05% +398.0 +15.5% $125.36 +21.7%
35 IJR ISHARES TR 2,390.0 $352K 0.05% +75.0 +3.2% $147.47 -0.1%
36 V VISA INC Financial Services 957.0 $336K 0.04% +60.0 +6.7% $351.10 +5.7%
37 GLW CORNING INC Technology 1,499.0 $331K 0.04% +111.0 +8.0% $220.57 -32.1%
38 COLB COLUMBIA BKG SYS INC Financial Services 9,471.0 $308K 0.04% +109.0 +1.2% $32.51 -5.2%
39 HD HOME DEPOT INC Consumer Cyclical 777.0 $273K 0.04% +79.0 +11.3% $350.85 -4.3%
40 ALL ALLSTATE CORP Financial Services 1,108.0 $269K 0.04% +12.0 +1.1% $243.20 +4.4%
Page 2 of 3  ·  46 positions

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 35.6%
Financial Services 15.7%
Consumer Cyclical 13.6%
Real Estate 10.0%
Consumer Defensive 6.9%
Industrials 6.5%
Energy 4.8%
Healthcare 3.5%
Communication Services 2.1%
Utilities 0.7%