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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 6 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PM PHILIP MORRIS INTL INC Consumer Defensive 4,759.0 $846K 0.11% $177.68 +5.9%
102 SCHX SCHWAB STRATEGIC TR 28,454.0 $836K 0.11% -4K -13.2% $29.39 +2.8%
103 META META PLATFORMS INC Communication Services 1,335.0 $819K 0.11% -52.0 -3.8% $613.12 -10.3%
104 INTC INTEL CORP Technology 6,344.0 $806K 0.11% +665.0 +11.7% $127.02 -29.1%
105 OKE ONEOK INC NEW Energy 9,258.0 $794K 0.10% $85.73 +8.9%
106 ICVT ISHARES TR 6,615.0 $790K 0.10% -5K -41.4% $119.43 -3.0%
107 NOW SERVICENOW INC Technology 7,331.0 $776K 0.10% $105.80 +21.4%
108 IEV ISHARES TR 10,679.0 $771K 0.10% -275.0 -2.5% $72.17 +5.1%
109 CCI CROWN CASTLE INC Real Estate 9,995.0 $765K 0.10% $76.53 -1.3%
110 XOM EXXON MOBIL CORP Energy 5,582.0 $761K 0.10% +480.0 +9.4% $136.27 +21.2%
111 KO COCA COLA CO Consumer Defensive 9,339.0 $759K 0.10% $81.29 +12.1%
112 LLY ELI LILLY & CO Healthcare 612.0 $729K 0.10% +93.0 +17.9% $1191.15 +5.4%
113 BLACKROCK ETF TRUST 12,635.0 $723K 0.10% -1K -7.8% $57.26
114 IWF ISHARES TR 5,648.0 $695K 0.09% +4K +329.8% $123.01 -0.5%
115 SBUX STARBUCKS CORP Consumer Cyclical 6,505.0 $673K 0.09% $103.39 +3.6%
116 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 16,597.0 $660K 0.09% $39.79 +14.4%
117 PSA PUBLIC STORAGE Real Estate 2,040.0 $659K 0.09% $323.07 -0.2%
118 EEM ISHARES TR 9,904.0 $658K 0.09% $66.48 +1.0%
119 SDY SPDR SERIES TRUST 4,024.0 $616K 0.08% $153.02 +3.5%
120 ESGD ISHARES TR 5,988.0 $611K 0.08% -3K -36.8% $102.06 +5.1%
Page 6 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 35.6%
Financial Services 15.7%
Consumer Cyclical 13.6%
Real Estate 10.0%
Consumer Defensive 6.9%
Industrials 6.5%
Energy 4.8%
Healthcare 3.5%
Communication Services 2.1%
Utilities 0.7%