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Portfolio (Quarterly) Guide ↗

Koesten, Hirschmann & Crabtree, INC.

· CIK 0001963421
13F Portfolio $240M AUM 52 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 15 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 123,599.0 $42.5M 17.70% +2K +1.7% $343.91 +3.2%
2 VB VANGUARD INDEX FDS 92,772.0 $28.1M 11.71% +5K +5.8% $303.12 -1.0%
3 IEFA ISHARES TR 187,226.0 $18.1M 7.53% +6K +3.5% $96.58 +4.7%
4 AVEM AMERICAN CENTY ETF TR 47,256.0 $4.6M 1.90% +12K +32.3% $96.49 +0.3%
5 SCHM SCHWAB STRATEGIC TR 73,799.0 $2.7M 1.13% +15K +26.3% $36.87 -2.8%
6 SCHV SCHWAB STRATEGIC TR 58,638.0 $2.0M 0.85% +26K +81.9% $34.81 +0.0%
7 IBDW ISHARES TR 34,097.0 $711K 0.30% +1K +3.3% $20.84 -1.8%
8 IBDZ ISHARES TR 17,520.0 $456K 0.19% +6K +51.7% $26.05 -2.6%
9 MSFT MICROSOFT CORP Technology 1,121.0 $418K 0.17% +70.0 +6.7% $373.18 +33.9%
10 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 422.0 $394K 0.16% +20.0 +5.0% $934.75 -2.0%
11 IBDX ISHARES TR 15,385.0 $388K 0.16% +7K +81.1% $25.19 -2.2%
12 IBDY ISHARES TR 11,210.0 $289K 0.12% +3K +37.7% $25.75 -2.3%
13 PEP PEPSICO INC Consumer Defensive 2,099.0 $284K 0.12% +224.0 +11.9% $135.38 +1.7%
14 AVGO BROADCOM INC Technology 703.0 $266K 0.11% +23.0 +3.4% $377.75 -5.3%
15 WMT WALMART INC Consumer Defensive 2,126.0 $241K 0.10% +174.0 +8.9% $113.26 -5.4%

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 52.1%
Consumer Defensive 20.2%
Financial Services 9.6%
Healthcare 6.6%
Communication Services 6.6%
Consumer Cyclical 4.9%