Koesten, Hirschmann & Crabtree, INC. holds a concentrated book of 52 stocks worth $240.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Schwab FNDMNTL US LRG Co ETF. Their largest long position is Schwab FNDMNTL US LRG Co ETF at 22% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Koesten, Hirschmann & Crabtree, INC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning Koesten, Hirschmann & Crabtree, INC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Koesten, Hirschmann & Crabtree, INC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 52 | $1.2T |
| MORGAN STANLEY | 79 / 52 | $338.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 52 | $276.4B |
| WELLS FARGO & COMPANY/MN | 79 / 52 | $117.4B |
| ROYAL BANK OF CANADA | 79 / 52 | $93.4B |
| OSAIC HOLDINGS, INC. | 79 / 52 | $11.9B |
| JPMORGAN CHASE & CO | 78 / 52 | $311.4B |
| AMERIPRISE FINANCIAL INC | 78 / 52 | $69.7B |
Ranked by how many of Koesten, Hirschmann & Crabtree, INC.'s top 52 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR FUNDAMENTAL US L | $52.7M | 1.69M | 21.9% | ▼−0.6% Reduced · −10K sh | |
| 2 | Vanguard Index FDS LARGE CAP ETF | $42.5M | 123.6K | 17.7% | ▲+1.7% Added · +2K sh | |
| 3 | Vanguard Index FDS SMALL CP ETF | $28.1M | 92.8K | 11.7% | ▲+5.8% Added · +5K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $26.3M | 947.8K | 10.9% | ▼−1.5% Reduced · −15K sh | |
| 5 | Schwab Strategic TR US LRG CAP ETF | $23.4M | 794.5K | 9.7% | ▼−1.4% Reduced · −11K sh | |
| 6 | Ishares TR CORE MSCI EAFE | $18.1M | 187.2K | 7.5% | ▲+3.5% Added · +6K sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $4.7M | 31.8K | 2.0% | ▼−1.1% Reduced · −354 sh | |
| 8 | Ishares TR CORE S&P500 ETF | $4.7M | 6.3K | 1.9% | ▼−1.6% Reduced · −100 sh | |
| 9 | American Centy ETF TR AVANTIS EMGMKT | $4.6M | 47.3K | 1.9% | ▲+32% Added · +12K sh | |
| 10 | Ishares Inc CORE MSCI EMKT | $4.5M | 54.3K | 1.9% | ▼−2.8% Reduced · −2K sh | |
| 11 | Schwab Strategic TR US SML CAP ETF | $4.2M | 117.4K | 1.8% | ▼−0.5% Reduced · −591 sh | |
| 12 | Schwab Strategic TR EMRG MKTEQ ETF | $3.5M | 95.2K | 1.4% | ▼−2.3% Reduced · −2K sh | |
| 13 | Schwab Strategic TR US MID-CAP ETF | $2.7M | 73.8K | 1.1% | ▲+26% Added · +15K sh | |
| 14 | Apple Inc COM | $2.5M | 8.6K | 1.0% | ▼−1.1% Reduced · −95 sh | |
| 15 | Schwab Strategic TR US LCAP VA ETF | $2.0M | 58.6K | 0.8% | ▲+82% Added · +26K sh | |
| 16 | Ishares TR CORE S&P MCP ETF | $1.2M | 15.5K | 0.5% | ▼−1.3% Reduced · −210 sh | |
| 17 | Adtran Holdings Inc COM | $1.2M | 84.9K | 0.5% | —Held | |
| 18 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $941K | 13.2K | 0.4% | ▼−0.3% Reduced · −46 sh | |
| 19 | Ishares TR IBONDS DEC 2031 | $711K | 34.1K | 0.3% | ▲+3.3% Added · +1K sh | |
| 20 | Netflix Inc. COM | $524K | 7.3K | 0.2% | ▲+0.4% Added · +30 sh | |
| 21 | Eli Lilly & Co COM | $521K | 434 | 0.2% | ▲New New position | |
| 22 | Ishares TR IBONDS DEC 2035 | $518K | 20.2K | 0.2% | ▲New New position | |
| 23 | Ishares TR S&P 500 VAL ETF | $512K | 2.3K | 0.2% | —Held | |
| 24 | Ishares TR S&P 500 GRWT ETF | $485K | 3.5K | 0.2% | —Held | |
| 25 | Umb Finl Corp COM | $484K | 3.4K | 0.2% | —Held | |
| 26 | Ishares TR CORE S&P US VLU | $473K | 4.3K | 0.2% | —Held | |
| 27 | Ishares TR IBONDS DEC 2034 | $456K | 17.5K | 0.2% | ▲+52% Added · +6K sh | |
| 28 | Ishares TR IBONDS DEC 29 | $445K | 19.2K | 0.2% | ▲New New position | |
| 29 | Dell Technologies Inc CL C | $434K | 1.0K | 0.2% | ▲New New position | |
| 30 | Procter & Gamble Co COM | $429K | 2.9K | 0.2% | —Held | |
| 31 | Microsoft Corp COM | $418K | 1.1K | 0.2% | ▲+6.7% Added · +70 sh | |
| 32 | Costco Wholesale Corporation COM | $394K | 422 | 0.2% | ▲+5.0% Added · +20 sh | |
| 33 | Tesla Inc COM | $389K | 925 | 0.2% | ▼−1.5% Reduced · −14 sh | |
| 34 | Ishares TR IBONDS DEC 2032 | $388K | 15.4K | 0.2% | ▲+81% Added · +7K sh | |
| 35 | Invesco Exchange Traded FD T AEROSPACE DEFN | $379K | 2.1K | 0.2% | —Held | |
| 36 | Ishares TR IBDS DEC28 ETF | $332K | 13.1K | 0.1% | ▲New New position | |
| 37 | Ishares TR CRE U S REIT ETF | $322K | 4.9K | 0.1% | —Held | |
| 38 | Ishares TR IBONDS DEC 2036 | $316K | 12.6K | 0.1% | ▲New New position | |
| 39 | Vanguard Mun BD FDS TAX EXEMPT BD | $300K | 5.9K | 0.1% | ▼−15% Reduced · −1K sh | |
| 40 | Ishares TR IBONDS DEC 2033 | $289K | 11.2K | 0.1% | ▲+38% Added · +3K sh | |
| 41 | Pepsico Inc COM | $284K | 2.1K | 0.1% | ▲+12% Added · +224 sh | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $275K | 368 | 0.1% | ▼−9.8% Reduced · −40 sh | |
| 43 | Broadcom Inc COM | $266K | 703 | 0.1% | ▲+3.4% Added · +23 sh | |
| 44 | Micron Technology Inc COM | $250K | 216 | 0.1% | ▲New New position | |
| 45 | Henry Jack & Assoc Inc COM | $247K | 1.8K | 0.1% | ▲+0.2% Added · +3 sh | |
| 46 | Colgate Palmolive Co COM | $244K | 2.7K | 0.1% | —Held | |
| 47 | Walmart Inc COM | $241K | 2.1K | 0.1% | ▲+8.9% Added · +174 sh | |
| 48 | Schwab Strategic TR FUNDAMENTAL US B | $229K | 7.5K | 0.1% | —Held | |
| 49 | Ishares TR IBONDS DEC 2030 | $226K | 10.4K | 0.1% | ▲New New position | |
| 50 | Vanguard Index FDS TOTAL STK MKT | $225K | 607 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 52 | $240.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 41 | $205.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 42 | $203.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 286 | $209.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 368 | $193.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 235 | $174.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 222 | $174.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 223 | $171.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.