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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$2.31 Billion 1.34% of portfolio
9,909
Q3 2024 Reduced 9.7%
$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%
$405B
$356 Million 0.21% of portfolio
2,054
Q3 2024 Reduced 3.3%
$411B
$239 Million 0.14% of portfolio
270
Q3 2024 Reduced 9.7%
$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%
$1.08T
$141 Million 0.08% of portfolio
846
Q3 2024 Added 0.71%
$237B
$108 Million 0.06% of portfolio
1,332
Q3 2024 Reduced 8.07%
$2.07T
$61 Million 0.04% of portfolio
327
Q3 2024 Reduced 14.62%
$293B
$42.9 Million 0.03% of portfolio
208
Q4 2022 New
$514B
$51.8 Million 0.03% of portfolio
304
Q1 2024 New
$208B
$53 Million 0.03% of portfolio
551
Q1 2024 Added 3.77%
$1.26T
$28.6 Million 0.02% of portfolio
50
Q3 2023 Reduced 90.88%
$316B
$29.5 Million 0.02% of portfolio
200
Q2 2023 Reduced 41.18%
$364B
$12.1 Million 0.01% of portfolio
100
Q3 2024 Added 233.33%
$501B
$23.4 Million 0.01% of portfolio
200
Q3 2024 Reduced 29.58%
$272B
$1.22 Million 0.0% of portfolio
17
Q2 2023 Reduced 39.29%
$297B
$5.83 Million 0.0% of portfolio
30
Q2 2023 Reduced 16.67%
$326B
$275,000 0.0% of portfolio
1
Q4 2022 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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