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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 10 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITW ILLINOIS TOOL WKS INC Industrials 956.0 $257K 0.03% -31.0 -3.1% $269.11 +5.1%
182 EQIX EQUINIX INC Real Estate 251.0 $255K 0.03% $1014.35 +6.7%
183 SCHM SCHWAB STRATEGIC TR 6,939.0 $252K 0.03% -964.0 -12.2% $36.36 -1.2%
184 BIV VANGUARD BD INDEX FDS 3,297.0 $252K 0.03% +24.0 +0.7% $76.31 -1.0%
185 VONG VANGUARD SCOTTSDALE FDS 1,939.0 $245K 0.03% $126.54 -0.8%
186 VTV VANGUARD INDEX FDS 1,127.0 $245K 0.03% $217.40 +3.6%
187 IBM INTERNATIONAL BUSINESS MACHS Technology 847.0 $242K 0.03% NEW $286.23 -18.4%
188 A AGILENT TECHNOLOGIES INC Healthcare 1,792.0 $239K 0.03% $133.35 +17.2%
189 VBR VANGUARD INDEX FDS 971.0 $236K 0.03% -75.0 -7.2% $242.86 +1.9%
190 LOW LOWES COS INC Consumer Cyclical 1,051.0 $233K 0.03% -71.0 -6.3% $221.92 -2.1%
191 FDL FIRST TR EXCHANGE-TRADED FD 4,760.0 $233K 0.03% +98.0 +2.1% $48.92 +8.5%
192 EMR EMERSON ELEC CO Industrials 1,644.0 $229K 0.03% +26.0 +1.6% $139.54 +10.9%
193 XVV ISHARES TR 3,936.0 $224K 0.03% $56.85 +2.5%
194 VZ VERIZON COMMUNICATIONS INC Communication Services 5,263.0 $221K 0.03% +78.0 +1.5% $41.99 +17.1%
195 COP CONOCOPHILLIPS Energy 2,140.0 $221K 0.03% +16.0 +0.8% $103.21 +30.7%
196 GVI ISHARES TR 2,068.0 $219K 0.03% NEW $105.69 -0.3%
197 SCI SERVICE CORP INTL Consumer Cyclical 2,839.0 $218K 0.03% $76.76 +8.6%
198 UI UBIQUITI INC Technology 406.0 $218K 0.03% $535.77 +7.1%
199 USMV ISHARES TR 2,187.0 $212K 0.03% -129.0 -5.6% $96.85 +3.9%
200 KIM KIMCO REALTY CORP Real Estate 8,243.0 $207K 0.03% NEW $25.08 -3.7%
Page 10 of 11  ·  205 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 35.3%
Financial Services 15.6%
Consumer Cyclical 13.5%
Real Estate 9.9%
Consumer Defensive 6.9%
Industrials 6.5%
Energy 4.8%
Healthcare 3.5%
Communication Services 2.8%
Utilities 0.7%