Koesten, Hirschmann & Crabtree, INC.

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$240,186
Net value change ($000)
+34,939 (17.0%)
New positions
11
Sold out positions
0
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VV 6,199 17.1%
FNDX 5,226 11.0%
VB 5,149 22.4%
SCHX 2,724 13.2%
SCHWAB STRATEGIC TRUST 2,430 10.2%
IEFA 1,714 10.5%
AVEM 1,681 58.4%
SCHV 1,058 107.6%
SCHM 911 50.3%
SCHA 811 23.6%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -178 -25.4%
VTEB -47 -13.5%
JKHY -36 -12.7%
PEP -7 -2.4%
COST -6 -1.5%
WMT -2 -0.8%
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