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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 3 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 42,914.0 $3.5M 0.46% -15K -25.5% $80.63 +0.5%
42 MSFT MICROSOFT CORP Technology 8,185.0 $3.1M 0.41% +317.0 +4.0% $384.30 +25.2%
43 AMZN AMAZON COM INC Consumer Cyclical 12,812.0 $3.1M 0.41% -76.0 -0.6% $241.70 +7.6%
44 IAU ISHARES GOLD TR Financial Services 39,910.0 $3.0M 0.40% -953.0 -2.3% $75.95 +12.1%
45 USXF ISHARES TR 41,174.0 $2.8M 0.37% -1K -3.5% $68.37 -0.6%
46 DLR DIGITAL RLTY TR INC Real Estate 15,031.0 $2.7M 0.35% $176.32 +10.2%
47 IEF ISHARES TR 28,030.0 $2.6M 0.35% +24K +657.2% $94.03 -1.1%
48 BNDX VANGUARD CHARLOTTE FDS 53,908.0 $2.6M 0.34% -12K -18.1% $48.27 -1.3%
49 IWP ISHARES TR 16,622.0 $2.4M 0.32% $144.94 -1.9%
50 IWB ISHARES TR 5,797.0 $2.4M 0.31% $408.86 +2.2%
51 AVGO BROADCOM INC Technology 6,237.0 $2.3M 0.30% -49.0 -0.8% $369.32 -1.4%
52 CSCO CISCO SYS INC Technology 19,666.0 $2.3M 0.30% $117.01 -6.3%
53 SYSB ISHARES TR 25,993.0 $2.3M 0.30% +2K +8.7% $88.20 -1.0%
54 TLH ISHARES TR 22,947.0 $2.3M 0.30% -1K -5.5% $99.79 -2.8%
55 PG PROCTER & GAMBLE CO Consumer Defensive 15,388.0 $2.3M 0.30% +189.0 +1.2% $147.43 -3.0%
56 EMXC ISHARES INC 22,884.0 $2.3M 0.30% -171.0 -0.7% $98.53 -1.6%
57 IWS ISHARES TR 13,469.0 $2.2M 0.29% $164.85 +3.7%
58 NKE NIKE INC Consumer Cyclical 51,378.0 $2.2M 0.29% +280.0 +0.6% $43.06 -6.6%
59 ILCG ISHARES TR 18,219.0 $2.1M 0.28% $115.66 -1.0%
60 CAT CATERPILLAR INC Industrials 1,951.0 $1.9M 0.25% $991.52 -17.8%
Page 3 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%