§ 13F · FUND PROFILE
Koesten, Hirschmann & Crabtree, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210M (13F)Positions · 286Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 1.70M | $47M | 23.1% | −1% |
| 2 | VV | VANGUARD INDEX FDS | 121K | $36M | 17.7% | +3% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 963K | $24M | 11.6% | ±0% |
| 4 | VB | VANGUARD INDEX FDS | 88K | $23M | 11.2% | +4% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 806K | $21M | 10.1% | ±0% |
| 6 | IEFA | ISHARES TR | 181K | $16M | 8.0% | +4% |
| 7 | IVV | ISHARES TR | 6K | $4M | 2.0% | ±0% |
| 8 | IJR | ISHARES TR | 32K | $4M | 1.9% | ±0% |
| 9 | IEMG | ISHARES INC | 56K | $4M | 1.9% | −4% |
| 10 | SCHA | SCHWAB STRATEGIC TR | 118K | $3M | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KOESTEN, SIGNAL
AC read
Koesten, Hirschmann & Crabtree, INC. is a Other fund managing $210 million in assets. The fund runs a broad portfolio of 286 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed