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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 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVLU ISHARES TR 41,215.0 $1.7M 0.23% -594.0 -1.4% $40.82 +3.4%
62 BERKSHIRE HATHAWAY INC DEL 3,524.0 $1.7M 0.23% $472.81
63 EMGF ISHARES INC 24,117.0 $1.6M 0.22% +946.0 +4.1% $67.81 +11.8%
64 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 38,911.0 $1.6M 0.22% $41.77 -6.5%
65 CAT CATERPILLAR INC Industrials 1,950.0 $1.6M 0.22% +29.0 +1.5% $828.74 +19.0%
66 EGP EASTGROUP PPTYS INC Real Estate 7,526.0 $1.5M 0.21% +894.0 +13.5% $200.15 -0.1%
67 UPS UNITED PARCEL SVCS INC Industrials 13,309.0 $1.4M 0.20% $108.24 -3.1%
68 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.19% $708600.00
69 ITOT ISHARES TR 8,639.0 $1.4M 0.19% +461.0 +5.6% $156.55 +4.7%
70 EVUS ISHARES TR 38,629.0 $1.3M 0.18% -641.0 -1.6% $33.77 +3.1%
71 MKL MARKEL GROUP INC Financial Services 677.0 $1.3M 0.18% $1895.74 -2.6%
72 QQQ INVESCO QQQ TR Financial Services 1,931.0 $1.3M 0.18% +339.0 +21.3% $664.20 +11.5%
73 DMXF ISHARES TR 15,788.0 $1.3M 0.17% NEW $80.24 +6.1%
74 ORCL ORACLE CORP Technology 7,324.0 $1.3M 0.17% +298.0 +4.2% $172.95 +6.6%
75 ICVT ISHARES TR 11,278.0 $1.3M 0.17% -6K -33.2% $111.95 +11.0%
76 ILCV ISHARES TR 12,857.0 $1.3M 0.17% +903.0 +7.5% $97.62 +3.6%
77 GS GOLDMAN SACHS GROUP INC Financial Services 1,238.0 $1.2M 0.16% +15.0 +1.2% $937.72 +16.9%
78 GNMA ISHARES TR 25,639.0 $1.1M 0.16% -366.0 -1.4% $44.57 -0.9%
79 CMI CUMMINS INC Industrials 1,661.0 $1.1M 0.15% +54.0 +3.4% $660.78 +8.5%
80 JPM JPMORGAN CHASE & CO Financial Services 3,470.0 $1.1M 0.15% +796.0 +29.8% $311.66 +4.3%
Page 4 of 10  ·  195 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%