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Latest Koesten, Hirschmann & Crabtree, INC. Stock Portfolio

$239Million | No. of Holdings #54

Koesten, Hirschmann & Crabtree, INC. Performance

2026 Q3-0.60%
YTD+11.82%
2025+16.29%

About Koesten, Hirschmann & Crabtree, INC. and 13F Hedge Fund Stock Holdings

Koesten, Hirschmann & Crabtree, INC. is a hedge fund based in Overland Park, KS. On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Koesten, Hirschmann & Crabtree, INC. reported an equity portfolio of $239.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Koesten, Hirschmann & Crabtree, INC. are FNDA, VB, VB. The fund has invested 21.9% of it's portfolio in SCHWAB STRATEGIC TR and 18.2% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off VANGUARD MUN BD FDS (VTEB), WALMART INC (WMT) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), MICROSOFT CORP (MSFT) and ISHARES TR (IJR). Koesten, Hirschmann & Crabtree, INC. opened new stock positions in NVIDIA CORPORATION (NVDA), GARMIN LTD (GRMN) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), PEPSICO INC (PEP) and AMERICAN CENTY ETF TR (AEMB).
Koesten, Hirschmann & Crabtree, INC. Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$239Million
  as of Oct 13, 2026

Koesten, Hirschmann & Crabtree, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that Koesten, Hirschmann & Crabtree, INC. made a return of -0.6% in the last quarter. In trailing 12 months, it's portfolio return was 14.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nvidia corporation346,370
garmin ltd227,178
advanced micro devices inc214,880
deere & co202,801
vanguard world fd202,078
New stocks bought by Koesten, Hirschmann & Crabtree, INC.

Additions

Ticker% Inc.
eli lilly & co81.8
pepsico inc18.58
american centy etf tr17.04
costco wholesale corporation15.4
ishares tr7.05
vanguard tax-managed fds6.32
micron technology inc5.56
ishares tr5.53
Additions to existing portfolio by Koesten, Hirschmann & Crabtree, INC.

Reductions

Ticker% Reduced
schwab strategic tr-50.92
schwab strategic tr-21.56
microsoft corp-7.58
ishares tr-7.57
state str spdr s&p 500 etf t-7.34
broadcom inc-2.56
schwab strategic tr-1.84
ishares tr-1.03
Koesten, Hirschmann & Crabtree, INC. reduced stake in above stock

Sold off

Ticker$ Sold
vanguard mun bd fds-300,446
spdr series trust-201,194
walmart inc-240,791
Koesten, Hirschmann & Crabtree, INC. got rid off the above stocks

Sector Distribution

Koesten, Hirschmann & Crabtree, INC. has about 95.8% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95.8
Technology2.6

Market Cap. Distribution

Koesten, Hirschmann & Crabtree, INC. has about 3.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED95.8
MEGA-CAP3.2

Stocks belong to which Index?

About 3.5% of the stocks held by Koesten, Hirschmann & Crabtree, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.1
S&P 5003.5
Top 5 Winners (%)%
MSFT
microsoft corp
36.0 %
DELL
dell technologies inc
24.7 %
AAPL
apple inc
14.8 %
JKHY
henry jack & assoc inc
4.0 %
IJR
ishares tr
3.4 %
Top 5 Winners ($)$
VB
vanguard index fds
1.0 M
FNDA
schwab strategic tr
0.6 M
FNDA
schwab strategic tr
0.5 M
AAPL
apple inc
0.4 M
MSFT
microsoft corp
0.2 M
Top 5 Losers (%)%
ADTN
adtran holdings inc
-50.8 %
TSLA
tesla inc
-15.6 %
CSD
invesco exchange traded fd t
-12.5 %
FNDA
schwab strategic tr
-9.7 %
UMBF
umb finl corp
-8.9 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.7 M
ADTN
adtran holdings inc
-0.6 M
FNDA
schwab strategic tr
-0.4 M
IJR
ishares tr
-0.4 M
FNDA
schwab strategic tr
-0.2 M

Koesten, Hirschmann & Crabtree, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Koesten, Hirschmann & Crabtree, INC.

Koesten, Hirschmann & Crabtree, INC. has 54 stocks in it's portfolio. About 87.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Koesten, Hirschmann & Crabtree, INC. last quarter.

$239.36MTotal Value
57.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Koesten, Hirschmann & Crabtree, INC., last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Koesten, Hirschmann & Crabtree, INC.'s holding in Ishares Tr over time
0.12%4,801
$295.6K
0.12%
decreased 1.03 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Koesten, Hirschmann & Crabtree, INC.'s holding in American Centy Etf Tr over time
2.17%55,307
$5.20M
2.17%
increased 17.04 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Koesten, Hirschmann & Crabtree, INC.'s holding in Ishares Tr over time
0.14%13,139
$327.9K
0.14%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Koesten, Hirschmann & Crabtree, INC.'s holding in Spdr Series Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Koesten, Hirschmann & Crabtree, INC.'s holding in Vanguard Scottsdale Fds over time
0.09%613
$205.7K
0.09%
increased 0.33 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Koesten, Hirschmann & Crabtree, INC.'s holding in Invesco Exchange Traded Fd T over time
0.14%2,145
$331.7K
0.14%
unchanged 0 percentunchanged
DMXF
Ishares Tr

Ishares Tr

DMXF
Koesten, Hirschmann & Crabtree, INC.'s holding in Ishares Tr over time
0.29%34,437
$690.8K
0.29%
increased 1 percentadded
DMXF
Ishares Tr

Ishares Tr

DMXF
Koesten, Hirschmann & Crabtree, INC.'s holding in Ishares Tr over time
0.18%19,229
$436.3K
0.18%
unchanged 0 percentunchanged
DMXF
Ishares Tr

Ishares Tr

DMXF
Koesten, Hirschmann & Crabtree, INC.'s holding in Ishares Tr over time
0.16%15,645
$376.6K
0.16%
increased 1.69 percentadded
DMXF
Ishares Tr

Ishares Tr

DMXF
Koesten, Hirschmann & Crabtree, INC.'s holding in Ishares Tr over time
0.12%11,210
$274.4K
0.12%
unchanged 0 percentunchanged
DMXF
Ishares Tr

Ishares Tr

DMXF
Koesten, Hirschmann & Crabtree, INC.'s holding in Ishares Tr over time
0.09%10,385
$219.5K
0.09%
unchanged 0 percentunchanged
EMGF
Ishares Inc

Ishares Inc

EMGF
Koesten, Hirschmann & Crabtree, INC.'s holding in Ishares Inc over time
1.84%54,197
$4.40M
1.84%
decreased 0.26 percentreduced