StockDriftsStockDriftsTop 50 Koesten, Hirschmann & Crabtree, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 21.94% | 1.69M | $52.7M | -0.59%(-10.12K) | $17.39(+87.16%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 17.7% | 123.6K | $42.5M | +1.73%(+2.11K) | $203.47(+75.22%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 11.71% | 92.8K | $28.1M | +5.77%(+5.07K) | $205.23(+50.30%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 10.93% | 947.8K | $26.3M | -1.53%(-14.76K) | $15.27(+87.64%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 9.74% | 794.5K | $23.4M | -1.39%(-11.20K) | $14.91(+104.66%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7.53% | 187.2K | $18.1M | +3.55%(+6.43K) | $66.93(+51.39%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.96% | 31.8K | $4.7M | -1.10%(-354) | $95.43(+57.13%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.95% | 6.3K | $4.7M | -1.57%(-100) | $415.96(+87.26%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 1.9% | 47.3K | $4.6M | +32.26%(+11.53K) | $79.24(+18.20%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.87% | 54.3K | $4.5M | -2.81%(-1.57K) | $46.07(+79.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.68% | +62.97% | — | — | +77.15% |
| Top 20 Holdings Unweighted | +16.81% | +59.37% | — | — | +70.26% |
Koesten, Hirschmann & Crabtree, INC. reports $240.19M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are FNDX (21.9%), VV (17.7%) and VB (11.7%). The top 20 holdings account for 95.36% of reported assets. Its disclosed equity book has returned +62.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Koesten, Hirschmann & Crabtree, INC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963421). View Koesten, Hirschmann & Crabtree, INC.’s 13F filings on SEC