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Portfolio (Quarterly) Guide ↗

Horst & Graben Wealth Management LLC

· CIK 0001818207
13F Portfolio $663M AUM 179 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 179 New
Page 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MKL MARKEL GROUP INC Financial Services 679.0 $1.5M 0.22% NEW $2149.65 -14.1%
62 SIVR ABRDN SILVER ETF TRUST Financial Services 21,363.0 $1.4M 0.22% NEW $67.64 -7.5%
63 ORCL ORACLE CORP Technology 7,026.0 $1.4M 0.21% NEW $194.90 -5.4%
64 BNDX VANGUARD CHARLOTTE FDS 28,156.0 $1.4M 0.21% NEW $48.47 -0.3%
65 EMGF ISHARES INC 23,171.0 $1.3M 0.20% NEW $57.85 +31.1%
66 UPS UNITED PARCEL SERVICE INC Industrials 13,293.0 $1.3M 0.20% NEW $99.19 +5.7%
67 EVUS ISHARES TR 39,270.0 $1.3M 0.19% NEW $32.04 +8.7%
68 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 38,884.0 $1.2M 0.18% NEW $31.43 +24.3%
69 AVGO BROADCOM INC Technology 3,514.0 $1.2M 0.18% NEW $346.13 +18.8%
70 ITOT ISHARES TR 8,178.0 $1.2M 0.18% NEW $148.69 +10.2%
71 EGP EASTGROUP PPTYS INC Real Estate 6,632.0 $1.2M 0.18% NEW $178.15 +12.2%
72 GNMA ISHARES TR 26,005.0 $1.2M 0.17% NEW $44.54 -0.9%
73 NOW SERVICENOW INC Technology 7,405.0 $1.1M 0.17% NEW $153.19 -38.0%
74 ILCV ISHARES TR 11,954.0 $1.1M 0.17% NEW $94.36 +7.1%
75 CAT CATERPILLAR INC Industrials 1,921.0 $1.1M 0.17% NEW $572.99 +72.0%
76 GS GOLDMAN SACHS GROUP INC Financial Services 1,223.0 $1.1M 0.16% NEW $879.04 +24.7%
77 QQQ INVESCO QQQ TR Financial Services 1,592.0 $978K 0.15% NEW $614.31 +20.6%
78 MAA MID-AMER APT CMNTYS INC Real Estate 6,821.0 $948K 0.14% NEW $138.92 -4.6%
79 TSLA TESLA INC Consumer Cyclical 2,102.0 $945K 0.14% NEW $449.76 -11.0%
80 EUSB ISHARES TR 20,850.0 $916K 0.14% NEW $43.91 -1.2%
Page 4 of 9  ·  179 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 30.9%
Financial Services 27.4%
Real Estate 9.8%
Consumer Defensive 7.5%
Consumer Cyclical 7.2%
Industrials 5.2%
Energy 4.8%
Healthcare 3.8%
Communication Services 2.8%
Utilities 0.6%