Koesten, Hirschmann & Crabtree, INC.

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$239,358
Net value change ($000)
-828 (-0.3%)
New positions
5
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,112 2.6%
IEFA 1,060 5.9%
AVEM 640 14.0%
SCHX 493 2.1%
AAPL 472 18.9%
LLY 392 75.2%
NVDA 346 NEW
GARMIN LTD 227 NEW
AMD 215 NEW
DE 203 NEW
Top Reduces (Value $000, Stocks/ETFs)
VB -1,304 -4.6%
SCHV -1,082 -53.0%
SCHM -752 -27.6%
ADTN -599 -50.8%
SCHA -435 -10.3%
IJR -401 -8.5%
SCHWAB STRATEGIC TRUST -377 -1.4%
FNDX -354 -0.7%
VTEB -300 -100.0%
WMT -241 -100.0%
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