Koesten, Hirschmann & Crabtree, Inc. Portfolio Holdings

Koesten, Hirschmann & Crabtree, Inc.

  • $174 Million
  • Q1 2025

Koesten, Hirschmann & Crabtree, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Million distributed in 235 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 $42.6M, Vanguard Large Cap ETF with a value of $28.8M, Schwab Strategic Tr Intl Eqty with a value of $19.8M, Schwab Strategic Tr Us Large C with a value of $19.4M, and Vanguard Small Cap ETF with a value of $17.8M.

Examining the 13F form we can see an decrease of $179K in the current position value, from $174M 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: $165 Million
Technology: $3.76 Million
Consumer Defensive: $1.43 Million
Communication Services: $1.27 Million
Financial Services: $582,000
Healthcare: $302,000
Energy: $260,000
Consumer Cyclical: $109,000
Other: $214,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62,000 0.04% of portfolio
6,300
Q4 2023 Added 18.87%
$0
$13,000 0.01% of portfolio
602
Q1 2025 Added 2.21%
$0
$2,000 0.0% of portfolio
186
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $174 Million
  • Prior Value $174 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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