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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 9 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NSC NORFOLK SOUTHN CORP Industrials 972.0 $310K 0.04% $319.07 +8.6%
162 COLB COLUMBIA BKG SYS INC Financial Services 9,471.0 $308K 0.04% +109.0 +1.2% $32.51 -5.1%
163 LUV SOUTHWEST AIRLS CO Industrials 6,091.0 $307K 0.04% $50.47 -21.0%
164 PEP PEPSICO INC Consumer Defensive 2,120.0 $299K 0.04% -21.0 -1.0% $141.17 +0.6%
165 VV VANGUARD INDEX FDS 870.0 $299K 0.04% $343.31 +2.3%
166 UNP UNION PAC CORP Industrials 1,072.0 $298K 0.04% -6.0 -0.6% $277.70 +9.5%
167 IUSG ISHARES TR 1,579.0 $296K 0.04% $187.32 +1.0%
168 SUSL ISHARES TR 2,203.0 $292K 0.04% $132.55 +3.1%
169 HYG ISHARES TR 3,658.0 $291K 0.04% -176.0 -4.6% $79.59 -0.0%
170 FTEC FIDELITY COVINGTON TRUST 1,037.0 $290K 0.04% $279.94 +0.9%
171 SBAC SBA COMMUNICATIONS CORP Real Estate 1,589.0 $287K 0.04% $180.75 -0.1%
172 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,290.0 $276K 0.04% NEW $43.95 +20.3%
173 AXP AMERICAN EXPRESS CO Financial Services 791.0 $275K 0.04% $347.95 -4.8%
174 HD HOME DEPOT INC Consumer Cyclical 777.0 $273K 0.04% +79.0 +11.3% $350.85 -4.7%
175 VNQ VANGUARD INDEX FDS 2,810.0 $272K 0.04% $96.81 +1.9%
176 ALL ALLSTATE CORP Financial Services 1,108.0 $269K 0.04% +12.0 +1.1% $243.20 +4.7%
177 AMGN AMGEN INC Healthcare 732.0 $264K 0.04% +6.0 +0.8% $361.23 +20.1%
178 MUST COLUMBIA ETF TR I 12,744.0 $263K 0.04% $20.67 -1.9%
179 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 124.0 $262K 0.04% $2115.64 +1.7%
180 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 4,802.0 $259K 0.03% $53.83 +12.0%
Page 9 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 35.3%
Financial Services 15.6%
Consumer Cyclical 13.5%
Real Estate 9.9%
Consumer Defensive 6.9%
Industrials 6.5%
Energy 4.8%
Healthcare 3.5%
Communication Services 2.8%
Utilities 0.7%