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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 7 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LLY ELI LILLY & CO Healthcare 519.0 $450K 0.06% +14.0 +2.8% $867.49 +26.6%
122 GEV GE VERNOVA INC Utilities 401.0 $449K 0.06% +78.0 +24.1% $1120.23 -0.9%
123 GLD SPDR GOLD TR Financial Services 1,021.0 $439K 0.06% +34.0 +3.4% $429.89 -9.9%
124 GE GE AEROSPACE Industrials 1,535.0 $437K 0.06% +305.0 +24.8% $284.55 +25.7%
125 WFC WELLS FARGO & CO Financial Services 5,376.0 $433K 0.06% +2K +68.0% $80.56 +2.1%
126 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 16,187.0 $427K 0.06% $26.36 +2.3%
127 SPYX SPDR SERIES TRUST 7,275.0 $426K 0.06% -231.0 -3.1% $58.53 +4.8%
128 FCVT FIRST TR EXCHANGE-TRADED FD 8,366.0 $410K 0.06% -117.0 -1.4% $48.98 +11.1%
129 UI UBIQUITI INC Technology 405.0 $409K 0.06% $1009.45 -41.6%
130 USB US BANCORP Financial Services 7,250.0 $406K 0.06% +107.0 +1.5% $55.97 +3.9%
131 T AT&T INC Communication Services 15,770.0 $402K 0.06% +575.0 +3.8% $25.52 -13.8%
132 MP MP MATERIALS CORP Basic Materials 6,183.0 $401K 0.06% NEW $64.92 -6.2%
133 SPTM SPDR SERIES TRUST 4,447.0 $386K 0.05% -933.0 -17.3% $86.84 +4.7%
134 LQD ISHARES TR 3,494.0 $382K 0.05% +83.0 +2.4% $109.29 -0.2%
135 TMO THERMO FISHER SCIENTIFIC INC Healthcare 813.0 $381K 0.05% +13.0 +1.6% $468.28 -0.8%
136 PCAR PACCAR INC Industrials 2,979.0 $379K 0.05% +317.0 +11.9% $127.21 -6.5%
137 EXR EXTRA SPACE STORAGE INC Real Estate 2,712.0 $378K 0.05% +15.0 +0.6% $139.53 +4.2%
138 IFRA ISHARES TR 6,080.0 $373K 0.05% -190.0 -3.0% $61.29 +1.1%
139 PFE PFIZER INC Healthcare 13,488.0 $361K 0.05% +187.0 +1.4% $26.79 -5.9%
140 REXR REXFORD INDL RLTY INC Real Estate 9,996.0 $360K 0.05% +57.0 +0.6% $35.99 -8.0%
Page 7 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%