Koesten, Hirschmann & Crabtree, INC.
CIK 0001963421 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$240.2M
2026 Q2
Positions
52
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
FNDX
SCHWAB STRATEGIC TR
21.9%
VV
VANGUARD INDEX FDS
17.7%
VB
VANGUARD INDEX FDS
11.7%
SCHF
SCHWAB STRATEGIC TR
10.9%
SCHX
SCHWAB STRATEGIC TR
9.7%
IEFA
ISHARES TR
7.5%
IJR
ISHARES TR
2.0%
IVV
ISHARES TR
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.