Koesten, Hirschmann & Crabtree, Inc. Portfolio Holdings

Koesten, Hirschmann & Crabtree, Inc.

  • $174 Million
  • Q4 2024

Koesten, Hirschmann & Crabtree, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $174 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $41.8M, Vanguard Large Cap ETF with a value of $29.1M, Schwab Strategic Tr Us Large C with a value of $19.7M, Schwab Strategic Tr Intl Eqty with a value of $18.8M, and Vanguard Small Cap ETF with a value of $17.5M.

Examining the 13F form we can see an decrease of $171B in the current position value, from $172B to 174M.

Koesten, Hirschmann & Crabtree, Inc. is based out at Overland Park, KS

Below you can find more details about Koesten, Hirschmann & Crabtree, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $174 Million
ETFs: $164 Million
Technology: $4.76 Million
Consumer Defensive: $1.5 Million
Communication Services: $1.34 Million
Financial Services: $623,000
Healthcare: $250,000
Energy: $241,000
Industrials: $110,000
Other: $192,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.8 Million 24.0% of portfolio
1,763,862
Q4 2024 Added 208.92%
$0
$29.1 Million 16.71% of portfolio
107,843
Q4 2024 Added 4.7%
$0
$19.7 Million 11.3% of portfolio
848,440
Q4 2024 Added 199.98%
$0
$18.8 Million 10.79% of portfolio
1,014,627
Q4 2024 Added 94.91%
$0
$17.5 Million 10.05% of portfolio
72,761
Q4 2024 Added 14.47%
$0
$11.8 Million 6.76% of portfolio
167,512
Q4 2024 Added 6.22%
$0
$3.4 Million 1.95% of portfolio
63,349
Q4 2024 Reduced 1.9%
$0
$3.28 Million 1.89% of portfolio
126,901
Q4 2024 Added 99.53%
$0
$3.28 Million 1.88% of portfolio
5,570
Q4 2024 Reduced 1.76%
$0
$2.8 Million 1.61% of portfolio
24,321
Q4 2024 Added 0.02%
$0
$2.72 Million 1.56% of portfolio
102,251
Q4 2024 Reduced 1.7%
$0
$1.62 Million 0.93% of portfolio
58,449
Q4 2024 Added 200.0%
$0
$1.22 Million 0.7% of portfolio
19,610
Q4 2024 Reduced 0.25%
$0
$1.19 Million 0.68% of portfolio
45,699
Q4 2024 Added 189.67%
$0
$647,000 0.37% of portfolio
31,835
Q4 2024 Added 10.51%
$0
$462,000 0.27% of portfolio
4,558
Q1 2024 New
$0
$462,000 0.27% of portfolio
9,220
Q4 2024 Added 1,318.46%
$0
$449,000 0.26% of portfolio
2,355
Q1 2024 New
$0
$300,000 0.17% of portfolio
6,281
Q4 2024 Added 63.06%
$0
$246,000 0.14% of portfolio
2,145
Q4 2022 New
$0
$221,000 0.13% of portfolio
4,610
Q4 2024 Reduced 5.14%
$0
$189,000 0.11% of portfolio
323
Q4 2024 Reduced 21.98%
$0
$175,000 0.1% of portfolio
7,530
Q4 2024 Added 200.0%
$0
$171,000 0.1% of portfolio
7,526
Q4 2024 Added 37.94%
$0
$175,000 0.1% of portfolio
607
Q3 2024 Reduced 38.93%
$0
$141,000 0.08% of portfolio
228
Q3 2024 Added 22.58%
$0
$142,000 0.08% of portfolio
5,800
Q4 2024 Added 13.73%
$0
$146,000 0.08% of portfolio
6,850
Q4 2024 Added 17.09%
$0
$132,000 0.08% of portfolio
785
Q4 2024 Added 0.9%
$0
$145,000 0.08% of portfolio
284
Q4 2024 Added 0.35%
$0
$143,000 0.08% of portfolio
1,108
Q1 2024 New
$0
$119,000 0.07% of portfolio
1,575
Q4 2024 Added 6.42%
$0
$127,000 0.07% of portfolio
5,080
Q3 2024 Added 3.89%
$0
$123,000 0.07% of portfolio
4,960
Q4 2023 New
$0
$121,000 0.07% of portfolio
5,110
Q4 2023 New
$0
$123,000 0.07% of portfolio
5,160
Q4 2023 New
$0
$97,000 0.06% of portfolio
772
Q3 2024 Reduced 46.46%
$0
$110,000 0.06% of portfolio
500
Q2 2023 Reduced 7.75%
$0
$97,000 0.06% of portfolio
242
Q2 2023 Reduced 23.66%
$0
$87,000 0.05% of portfolio
2,080
Q4 2022 New
$0
$95,000 0.05% of portfolio
750
Q3 2024 New
$0
$95,000 0.05% of portfolio
694
Q4 2024 Reduced 19.68%
$0
$88,000 0.05% of portfolio
1,000
Q4 2024 Reduced 4.76%
$0
$61,000 0.04% of portfolio
284
Q3 2024 Reduced 26.04%
$0
$61,000 0.04% of portfolio
1,712
Q3 2024 Added 3.13%
$0
$71,000 0.04% of portfolio
277
Q4 2024 Added 0.36%
$0
$73,000 0.04% of portfolio
695
Q4 2024 New
$0
$50,000 0.03% of portfolio
954
Q1 2024 New
$0
$57,000 0.03% of portfolio
177
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $174 Million
  • Prior Value $172 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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