Koesten, Hirschmann & Crabtree, INC.

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$203,287
Net value change ($000)
-6,247 (-3.0%)
New positions
1
Sold out positions
220
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVEM 2,098 20980.0%
IEFA 658 4.4%
SCHWAB STRATEGIC TRUST 345 1.5%
IBDY 213 NEW
IBDZ 204 234.5%
MSFT 181 74.5%
AAPL 119 5.0%
COST 109 36.1%
PEP 104 63.0%
PG 95 30.1%
Top Reduces (Value $000, Stocks/ETFs)
FNDX -1,748 -3.6%
SCHX -1,108 -4.8%
SCHV -284 -22.7%
IJH -233 -18.2%
IVV -228 -5.0%
IBTO -214 -100.0%
IBDU -197 -100.0%
GARMIN LTD -195 -100.0%
VV -194 -0.5%
NFLX -185 -21.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type