Koesten, Hirschmann & Crabtree, INC.

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$205,247
Net value change ($000)
+1,960 (1.0%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VB 1,124 5.1%
FNDX 786 1.7%
AVEM 771 36.6%
IEFA 763 4.9%
SCHWAB STRATEGIC TRUST 607 2.6%
ADTN 455 74.3%
IJR 129 3.3%
SCHM 52 3.0%
SCHA 47 1.4%
NFLX 37 5.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -1,092 -5.0%
VV -895 -2.4%
AAPL -263 -10.6%
VTI -204 -100.0%
IVV -202 -4.6%
IVW -95 -19.2%
TSLA -73 -17.3%
JKHY -43 -13.2%
MSFT -35 -8.3%
IUSV -32 -6.8%
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