Koesten, Hirschmann & Crabtree, Inc. Portfolio Holdings

Koesten, Hirschmann & Crabtree, Inc.

  • $172 Billion
  • Q3 2024

Koesten, Hirschmann & Crabtree, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 223 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 $41B, Vanguard Large Cap ETF with a value of $27.1B, Schwab Strategic Tr Intl Eqty with a value of $21.4B, Schwab Strategic Tr Us Large C with a value of $19.2B, and Vanguard Small Cap ETF with a value of $15.1B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $156B to 172B.

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 $172 Billion
ETFs: $162 Billion
Technology: $4.43 Billion
Consumer Defensive: $1.63 Billion
Communication Services: $1.14 Billion
Financial Services: $604 Million
Energy: $246 Million
Healthcare: $246 Million
Industrials: $113 Million
Other: $194 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41 Billion 23.87% of portfolio
570,981
Q3 2024 Reduced 1.85%
$0
$27.1 Billion 15.8% of portfolio
103,000
Q3 2024 Added 19.8%
$0
$21.4 Billion 12.47% of portfolio
520,553
Q3 2024 Reduced 0.69%
$0
$19.2 Billion 11.18% of portfolio
282,829
Q3 2024 Reduced 3.84%
$0
$15.1 Billion 8.78% of portfolio
63,564
Q3 2024 Added 17.49%
$0
$12.3 Billion 7.17% of portfolio
157,710
Q3 2024 Added 18.99%
$0
$3.71 Billion 2.16% of portfolio
64,575
Q3 2024 Reduced 4.99%
$0
$3.28 Billion 1.91% of portfolio
63,601
Q3 2024 Reduced 7.74%
$0
$3.27 Billion 1.91% of portfolio
5,670
Q3 2024 Reduced 9.84%
$0
$3.04 Billion 1.77% of portfolio
104,023
Q3 2024 Reduced 1.66%
$0
$2.84 Billion 1.66% of portfolio
24,316
Q3 2024 Reduced 1.25%
$3.68T
$2.31 Billion 1.34% of portfolio
9,909
Q3 2024 Reduced 9.7%
$0
$1.62 Billion 0.94% of portfolio
19,483
Q3 2024 Reduced 0.84%
$0
$1.27 Billion 0.74% of portfolio
15,776
Q3 2024 Reduced 3.17%
$0
$1.23 Billion 0.71% of portfolio
19,660
Q3 2024 Reduced 2.96%
$3.1T
$877 Million 0.51% of portfolio
2,037
Q3 2024 Reduced 8.74%
$393B
$568 Million 0.33% of portfolio
801
Q3 2024 Reduced 4.87%
$78.3B
$553 Million 0.32% of portfolio
5,329
Q4 2023 Reduced 15.8%
$0
$481 Million 0.28% of portfolio
5,034
Q3 2024 Reduced 2.52%
$0
$464 Million 0.27% of portfolio
2,355
Q1 2024 New
$0
$436 Million 0.25% of portfolio
4,558
Q1 2024 New
$405B
$356 Million 0.21% of portfolio
2,054
Q3 2024 Reduced 3.3%
$5.81B
$356 Million 0.21% of portfolio
3,387
Q4 2022 New
$12.5B
$340 Million 0.2% of portfolio
1,924
Q3 2024 Added 47.66%
$598M
$321 Million 0.19% of portfolio
54,099
Q1 2024 Added 13.86%
$0
$238 Million 0.14% of portfolio
414
Q3 2024 Reduced 12.66%
$411B
$239 Million 0.14% of portfolio
270
Q3 2024 Reduced 9.7%
$0
$247 Million 0.14% of portfolio
2,145
Q4 2022 New
$1.06T
$240 Million 0.14% of portfolio
1,450
Q1 2024 Added 36.79%
$219B
$226 Million 0.13% of portfolio
1,327
Q3 2024 Added 7.89%
$0
$230 Million 0.13% of portfolio
4,860
Q1 2023 Added 200.0%
$0
$203 Million 0.12% of portfolio
3,852
Q3 2024 Reduced 40.7%
$0
$172 Million 0.1% of portfolio
607
Q3 2024 Reduced 38.93%
$0
$177 Million 0.1% of portfolio
2,510
Q4 2022 New
$0
$147 Million 0.09% of portfolio
1,108
Q1 2024 New
Ishares Tr
-
$131 Million 0.08% of portfolio
-
Q4 2023 New
$0
$131 Million 0.08% of portfolio
5,100
Q4 2023 New
$0
$141 Million 0.08% of portfolio
5,580
Q3 2024 Added 10.28%
$0
$130 Million 0.08% of portfolio
5,850
Q4 2023 New
$0
$138 Million 0.08% of portfolio
283
Q3 2024 Reduced 12.38%
$0
$134 Million 0.08% of portfolio
228
Q3 2024 Added 22.58%
$1.08T
$141 Million 0.08% of portfolio
846
Q3 2024 Added 0.71%
$0
$136 Million 0.08% of portfolio
778
Q3 2024 Added 1.83%
$39.4B
$139 Million 0.08% of portfolio
792
Q4 2022 New
$0
$133 Million 0.08% of portfolio
864
Q1 2024 Added 182.35%
$0
$128 Million 0.07% of portfolio
5,080
Q3 2024 Added 3.89%
$0
$124 Million 0.07% of portfolio
5,110
Q4 2023 New
$0
$125 Million 0.07% of portfolio
1,480
Q4 2022 New
$0
$127 Million 0.07% of portfolio
4,960
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $172 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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