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Portfolio (Quarterly) Guide ↗

Horst & Graben Wealth Management LLC

· CIK 0001818207
13F Portfolio $729M AUM 195 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 95 Added 47 Reduced 5 Exited
Page 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PSA PUBLIC STORAGE OPER CO Real Estate 2,042.0 $624K 0.09% +11.0 +0.5% $305.51 +4.1%
62 AMAT APPLIED MATLS INC Technology 1,304.0 $528K 0.07% +27.0 +2.1% $404.71 +52.5%
63 LLY ELI LILLY & CO Healthcare 519.0 $450K 0.06% +14.0 +2.8% $867.49 +26.6%
64 GEV GE VERNOVA INC Utilities 401.0 $449K 0.06% +78.0 +24.1% $1120.23 -0.9%
65 GLD SPDR GOLD TR Financial Services 1,021.0 $439K 0.06% +34.0 +3.4% $429.89 -9.9%
66 GE GE AEROSPACE Industrials 1,535.0 $437K 0.06% +305.0 +24.8% $284.55 +25.7%
67 WFC WELLS FARGO & CO Financial Services 5,376.0 $433K 0.06% +2K +68.0% $80.56 +2.1%
68 USB US BANCORP Financial Services 7,250.0 $406K 0.06% +107.0 +1.5% $55.97 +3.9%
69 T AT&T INC Communication Services 15,770.0 $402K 0.06% +575.0 +3.8% $25.52 -13.8%
70 LQD ISHARES TR 3,494.0 $382K 0.05% +83.0 +2.4% $109.29 -0.2%
71 TMO THERMO FISHER SCIENTIFIC INC Healthcare 813.0 $381K 0.05% +13.0 +1.6% $468.28 -0.8%
72 PCAR PACCAR INC Industrials 2,979.0 $379K 0.05% +317.0 +11.9% $127.21 -6.5%
73 EXR EXTRA SPACE STORAGE INC Real Estate 2,712.0 $378K 0.05% +15.0 +0.6% $139.53 +4.2%
74 PFE PFIZER INC Healthcare 13,488.0 $361K 0.05% +187.0 +1.4% $26.79 -5.9%
75 REXR REXFORD INDL RLTY INC Real Estate 9,996.0 $360K 0.05% +57.0 +0.6% $35.99 -8.0%
76 MUB ISHARES TR 3,294.0 $354K 0.05% +25.0 +0.8% $107.41 -0.1%
77 IEF ISHARES TR 3,702.0 $353K 0.05% +917.0 +32.9% $95.34 -1.0%
78 SUB ISHARES TR 3,225.0 $344K 0.05% +20.0 +0.6% $106.69 -0.1%
79 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,003.0 $342K 0.05% +9.0 +0.9% $340.64 +6.8%
80 PEP PEPSICO INC Consumer Defensive 2,141.0 $330K 0.04% +18.0 +0.8% $154.07 -7.8%
Page 4 of 5  ·  95 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 33.3%
Financial Services 16.7%
Consumer Cyclical 13.5%
Real Estate 10.2%
Consumer Defensive 7.3%
Industrials 6.0%
Energy 5.4%
Communication Services 3.3%
Healthcare 3.0%
Utilities 0.7%