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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 5 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 4,297.0 $968K 0.13% +49.0 +1.1% $225.36 +1.3%
82 ESGD ISHARES TR 9,476.0 $950K 0.13% +235.0 +2.5% $100.21 +2.9%
83 META META PLATFORMS INC Communication Services 1,387.0 $941K 0.13% +483.0 +53.4% $678.57 -14.9%
84 SHOP SHOPIFY INC Technology 7,570.0 $940K 0.13% +2K +42.8% $124.23 -12.4%
85 MO ALTRIA GROUP INC Consumer Defensive 14,062.0 $928K 0.13% +201.0 +1.4% $66.00 +4.7%
86 SCHX SCHWAB STRATEGIC TR 32,790.0 $924K 0.13% -1K -3.1% $28.17 +4.7%
87 EUSB ISHARES TR 20,696.0 $904K 0.12% -154.0 -0.7% $43.66 -0.6%
88 CWB SPDR SERIES TRUST 8,875.0 $894K 0.12% -743.0 -7.7% $100.71 +9.8%
89 GOOGL ALPHABET INC Communication Services 2,505.0 $878K 0.12% +329.0 +15.1% $350.31 +5.1%
90 TRNO TERRENO RLTY CORP Real Estate 13,165.0 $868K 0.12% $65.95 -2.4%
91 MAA MID-AMER APT CMNTYS INC Real Estate 6,806.0 $853K 0.12% $125.40 +5.7%
92 CCI CROWN CASTLE INC Real Estate 9,990.0 $834K 0.11% $83.44 -1.7%
93 ESS ESSEX PPTY TR INC Real Estate 3,220.0 $827K 0.11% $256.82 +6.6%
94 VO VANGUARD INDEX FDS 10,720.0 $821K 0.11% +8K +313.3% $76.58 +4.6%
95 GOOG ALPHABET INC Communication Services 2,348.0 $818K 0.11% $348.55 +5.4%
96 OKE ONEOK INC NEW Energy 9,252.0 $812K 0.11% $87.75 -3.1%
97 BLACKROCK ETF TRUST 13,708.0 $792K 0.11% -153.0 -1.1% $57.77
98 IEV ISHARES TR 10,954.0 $780K 0.11% +81.0 +0.7% $71.21 +1.7%
99 PM PHILIP MORRIS INTL INC Consumer Defensive 4,749.0 $764K 0.10% +137.0 +3.0% $160.89 +10.9%
100 IGM ISHARES TR 5,349.0 $764K 0.10% -295.0 -5.2% $142.79 +15.3%
Page 5 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%