Top 50 Koesten Hirschmann & Crabtree INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 21.87% | 1.66M | $52.3M | -1.84%(-31.16K) | $17.39(+86.55%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 18.22% | 124.0K | $43.6M | +0.30%(+371) | $203.90(+73.29%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 11.2% | 94.3K | $26.8M | +1.61%(+1.49K) | $206.63(+37.65%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 10.81% | 942.0K | $25.9M | -0.61%(-5.79K) | $15.27(+76.21%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 9.97% | 795.8K | $23.9M | +0.17%(+1.31K) | $14.93(+101.85%) | 2026-09-30 | |
| IEFA | ISHARES TR | 8% | 197.6K | $19.1M | +5.53%(+10.36K) | $68.49(+40.11%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.17% | 55.3K | $5.2M | +17.04%(+8.05K) | $81.57(+9.65%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.98% | 6.2K | $4.7M | -0.91%(-57) | $415.96(+85.12%) | 2026-09-30 | |
| IEMG | ISHARES INC | 1.84% | 54.2K | $4.4M | -0.26%(-139) | $46.07(+67.88%) | 2026-09-30 | |
| IJR | ISHARES TR | 1.8% | 31.7K | $4.3M | -0.26%(-82) | $95.43(+42.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.29% | +65.54% | โ | โ | +76.09% |
| Top 20 Holdings Unweighted | +17.02% | +60.26% | โ | โ | +63.23% |
Koesten Hirschmann & Crabtree INC reports $239.36M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are FNDX (21.9%), VV (18.2%) and VB (11.2%). The top 20 holdings account for 95.13% of reported assets. Its disclosed equity book has returned +65.54% on a three-year cumulative basis. Figures reflect the Q3 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 INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963421). View Koesten Hirschmann & Crabtree INCโs 13F filings on SEC