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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ITW ILLINOIS TOOL WKS INC Industrials 958.0 $236K 0.04% NEW $246.43 +7.2%
162 HD HOME DEPOT INC Consumer Cyclical 685.0 $236K 0.04% NEW $344.29 -2.9%
163 AMGN AMGEN INC Healthcare 713.0 $233K 0.04% NEW $327.13 +3.2%
164 FTEC FIDELITY COVINGTON TRUST 1,037.0 $233K 0.04% NEW $224.62 +27.6%
165 USMV ISHARES TR 2,432.0 $229K 0.04% NEW $94.16 +0.1%
166 ALL ALLSTATE CORP Financial Services 1,087.0 $226K 0.03% NEW $208.22 +6.2%
167 UI UBIQUITI INC Technology 405.0 $224K 0.03% NEW $552.77 +6.6%
168 SCI SERVICE CORP INTL Consumer Cyclical 2,839.0 $221K 0.03% NEW $77.98 -6.9%
169 PANW PALO ALTO NETWORKS INC Technology 1,195.0 $220K 0.03% NEW $184.20 +56.2%
170 EMR EMERSON ELEC CO Industrials 1,623.0 $215K 0.03% NEW $132.72 +13.5%
171 VTV VANGUARD INDEX FDS 1,127.0 $215K 0.03% NEW $191.01 +13.3%
172 VZ VERIZON COMMUNICATIONS INC Communication Services 5,278.0 $215K 0.03% NEW $40.73 +11.4%
173 GEV GE VERNOVA INC Utilities 323.0 $211K 0.03% NEW $653.57 +69.8%
174 HEFA ISHARES TR 5,065.0 $209K 0.03% NEW $41.36 +13.5%
175 XVV ISHARES TR 3,936.0 $207K 0.03% NEW $52.70 +8.2%
176 FDL FIRST TR EXCHANGE-TRADED FD 4,662.0 $207K 0.03% NEW $44.34 +10.6%
177 VBR VANGUARD INDEX FDS 962.0 $204K 0.03% NEW $211.83 +12.5%
178 KEYS KEYSIGHT TECHNOLOGIES INC Technology 994.0 $202K 0.03% NEW $203.19 +79.0%
179 NSC NORFOLK SOUTHN CORP Industrials 694.0 $200K 0.03% NEW $288.64 +4.0%
Page 9 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%