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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 LLY ELI LILLY & CO Healthcare 434.0 $521K 0.22% NEW $1199.77 -4.3%
2 IBCA ISHARES TR 20,218.0 $518K 0.22% NEW $25.61 -2.9%
3 IBDU ISHARES TR 19,229.0 $445K 0.18% NEW $23.16 -0.9%
4 DELL DELL TECHNOLOGIES INC Technology 1,006.0 $434K 0.18% NEW $431.46 +21.4%
5 IBDT ISHARES TR 13,139.0 $332K 0.14% NEW $25.25 -0.6%
6 IBCB ISHARES TR 12,555.0 $316K 0.13% NEW $25.16 -3.1%
7 MU MICRON TECHNOLOGY INC Technology 216.0 $250K 0.10% NEW $1156.58 -12.1%
8 IBDV ISHARES TR 10,385.0 $226K 0.09% NEW $21.80 -1.5%
9 VTI VANGUARD INDEX FDS 607.0 $225K 0.09% NEW $370.04 +2.6%
10 VTHR VANGUARD SCOTTSDALE FDS 611.0 $203K 0.08% NEW $331.65 +2.6%
11 SPMD SPDR SERIES TRUST 2,978.0 $201K 0.08% NEW $67.56 -1.6%

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%