Koesten, Hirschmann & Crabtree, Inc. Portfolio Holdings

Koesten, Hirschmann & Crabtree, Inc.

  • $156 Billion
  • Q1 2024

Koesten, Hirschmann & Crabtree, Inc. has filed its 13F form on May 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 226806 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 $39.2B, Vanguard Large Cap ETF with a value of $20.6B, Schwab Strategic Tr Intl Eqty with a value of $20.5B, Schwab Strategic Tr Us Large C with a value of $18.3B, and Vanguard Small Cap ETF with a value of $12.4B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $144B to 156B.

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 $156 Billion
ETFs: $147 Billion
Technology: $3.84 Billion
Consumer Defensive: $1.49 Billion
Communication Services: $1.06 Billion
Financial Services: $566 Million
Healthcare: $290 Million
Energy: $285 Million
Consumer Cyclical: $277 Million
Other: $202 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.2 Billion 25.17% of portfolio
581,748
Q1 2024 Reduced 2.33%
$0
$20.6 Billion 13.24% of portfolio
85,977
Q1 2024 Reduced 2.78%
$0
$20.5 Billion 13.13% of portfolio
524,192
Q1 2024 Added 2.88%
$0
$18.3 Billion 11.72% of portfolio
294,118
Q1 2024 Reduced 4.2%
$0
$12.4 Billion 7.94% of portfolio
54,101
Q1 2024 Reduced 0.4%
$0
$9.84 Billion 6.32% of portfolio
132,535
Q1 2024 Added 3.7%
$0
$3.51 Billion 2.25% of portfolio
67,965
Q1 2024 Added 5.12%
$0
$3.39 Billion 2.18% of portfolio
68,939
Q1 2024 Added 2.48%
$0
$3.31 Billion 2.12% of portfolio
6,289
Q1 2024 Reduced 3.82%
$0
$2.72 Billion 1.75% of portfolio
24,624
Q1 2024 Added 3.85%
$0
$2.67 Billion 1.72% of portfolio
105,779
Q1 2024 Added 7.07%
$3.36T
$1.88 Billion 1.21% of portfolio
10,974
Q1 2024 Added 1.91%
$0
$1.6 Billion 1.03% of portfolio
19,648
Q2 2023 Reduced 1.09%
$0
$1.24 Billion 0.79% of portfolio
16,293
Q1 2024 Reduced 2.14%
$0
$1.23 Billion 0.79% of portfolio
20,260
Q1 2024 Added 404.99%
$3.36T
$939 Million 0.6% of portfolio
2,232
Q1 2024 Added 1.36%
$299B
$511 Million 0.33% of portfolio
842
Q2 2023 Reduced 0.24%
$82.3B
$480 Million 0.31% of portfolio
5,329
Q4 2023 Reduced 15.8%
$0
$467 Million 0.3% of portfolio
5,164
Q1 2024 Reduced 27.53%
$0
$440 Million 0.28% of portfolio
2,355
Q1 2024 New
$0
$385 Million 0.25% of portfolio
4,558
Q1 2024 New
$395B
$345 Million 0.22% of portfolio
2,124
Q1 2024 Added 9.03%
$0
$326 Million 0.21% of portfolio
6,496
Q1 2024 Reduced 2.15%
$381M
$294 Million 0.19% of portfolio
54,099
Q1 2024 Added 13.86%
$3.91B
$295 Million 0.19% of portfolio
3,387
Q4 2022 New
$0
$258 Million 0.17% of portfolio
994
Q1 2024 Added 144.83%
$0
$248 Million 0.16% of portfolio
474
Q1 2024 Added 14.49%
$12.1B
$226 Million 0.15% of portfolio
1,303
Q1 2023 Reduced 33.52%
$379B
$219 Million 0.14% of portfolio
299
Q1 2024 Added 23.05%
$0
$218 Million 0.14% of portfolio
2,145
Q4 2022 New
$1.1T
$219 Million 0.14% of portfolio
1,450
Q1 2024 Added 36.79%
$231B
$215 Million 0.14% of portfolio
1,230
Q3 2023 Added 0.99%
$0
$208 Million 0.13% of portfolio
4,860
Q1 2023 Added 200.0%
$0
$165 Million 0.11% of portfolio
1,442
Q1 2024 New
$0
$166 Million 0.11% of portfolio
2,510
Q4 2022 New
$0
$160 Million 0.1% of portfolio
7,425
Q1 2024 New
$0
$139 Million 0.09% of portfolio
1,108
Q1 2024 New
$0
$143 Million 0.09% of portfolio
323
Q1 2024 Added 14.13%
$0
$121 Million 0.08% of portfolio
4,890
Q4 2023 New
$0
$128 Million 0.08% of portfolio
864
Q1 2024 Added 182.35%
$0
$124 Million 0.08% of portfolio
764
Q1 2024 Added 236.56%
$0
$128 Million 0.08% of portfolio
373
Q2 2023 Reduced 3.87%
$30.7B
$118 Million 0.08% of portfolio
792
Q4 2022 New
$1.13T
$128 Million 0.08% of portfolio
840
Q4 2022 New
$0
$127 Million 0.08% of portfolio
5,060
Q1 2024 Added 6.53%
$0
$122 Million 0.08% of portfolio
5,110
Q4 2023 New
$0
$125 Million 0.08% of portfolio
5,456
Q4 2023 New
Ishares Tr
-
$127 Million 0.08% of portfolio
-
Q4 2023 New
$0
$127 Million 0.08% of portfolio
5,100
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 226,806
  • Current Value $156 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 49 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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