Institutional Fund
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KSCIK 19634215 filings on record
Portfolio Value
$205.25M
Q1 2026
Holdings
41
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.0%
from $203.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr23.1%
- Vanguard Index Fds17.7%
- Schwab Strategic Tr11.6%
- Vanguard Index Fds11.2%
- Schwab Strategic Tr10.1%
- Ishares Tr8.0%
- Other18.3%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.70M | $47.48M | 23.1% | −11.2K | Reduced |
| 2 | Vanguard Index Fds | 121.5K | $36.31M | 17.7% | +3.3K | Added |
| 3 | Schwab Strategic Tr | 962.6K | $23.82M | 11.6% | −3.2K | Reduced |
| 4 | Vanguard Index Fds | 87.7K | $22.97M | 11.2% | +3.0K | Added |
| 5 | Schwab Strategic Tr | 805.7K | $20.66M | 10.1% | −2.5K | Reduced |
| 6 | Ishares Tr | 180.8K | $16.37M | 8.0% | +6.4K | Added |
| 7 | Ishares Tr | 6.4K | $4.15M | 2.0% | 0 | Held |
| 8 | Ishares Tr | 32.1K | $3.99M | 1.9% | −24 | Reduced |
| 9 | Ishares Inc | 55.9K | $3.90M | 1.9% | −2.2K | Reduced |
| 10 | Schwab Strategic Tr | 118.0K | $3.43M | 1.7% | −803 | Reduced |
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