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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 8 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MUB ISHARES TR 3,512.0 $377K 0.05% +218.0 +6.6% $107.33 -1.8%
142 SPTM SPDR SERIES TRUST 4,154.0 $377K 0.05% -293.0 -6.6% $90.64 +2.6%
143 IFRA ISHARES TR 6,007.0 $372K 0.05% -73.0 -1.2% $61.89 -3.4%
144 MRK MERCK & CO INC Healthcare 2,962.0 $371K 0.05% +398.0 +15.5% $125.36 +21.8%
145 PCAR PACCAR INC Industrials 2,978.0 $361K 0.05% $121.25 +9.1%
146 IJR ISHARES TR 2,390.0 $352K 0.05% +75.0 +3.2% $147.47 -0.1%
147 AMD ADVANCED MICRO DEVICES INC Technology 649.0 $351K 0.05% -44.0 -6.3% $540.88 -12.8%
148 SUB ISHARES TR 3,239.0 $344K 0.04% $106.25 +0.0%
149 ABBV ABBVIE INC Healthcare 1,370.0 $344K 0.04% -11.0 -0.8% $251.00 +5.9%
150 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,003.0 $337K 0.04% $335.60 -5.7%
151 V VISA INC Financial Services 957.0 $336K 0.04% +60.0 +6.7% $351.10 +5.6%
152 MP MP MATERIALS CORP Basic Materials 6,183.0 $336K 0.04% $54.28 +10.9%
153 REXR REXFORD INDL RLTY INC Real Estate 9,939.0 $335K 0.04% -57.0 -0.6% $33.72 +10.3%
154 ED CONSOLIDATED EDISON INC Utilities 3,015.0 $335K 0.04% $110.95 -4.2%
155 IWD ISHARES TR 1,362.0 $332K 0.04% $243.90 +5.5%
156 GLW CORNING INC Technology 1,499.0 $331K 0.04% +111.0 +8.0% $220.57 -31.8%
157 URTH ISHARES INC 1,614.0 $326K 0.04% $202.09 +3.4%
158 DFAC DIMENSIONAL ETF TRUST 7,310.0 $324K 0.04% $44.29 +3.0%
159 PFE PFIZER INC Healthcare 13,421.0 $320K 0.04% $23.88 +17.0%
160 T AT&T INC Communication Services 15,219.0 $312K 0.04% -551.0 -3.5% $20.48 +23.4%
Page 8 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%