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The Analysis of Koesten, Hirschmann & Crabtree, INC.'s Holdings & P&L

Currently, Koesten, Hirschmann & Crabtree, INC. holds 52 types of securities in its portfolio with a total value $240.2M. In the most recent quarter, they have increased their positions in VB (+5.1K shares, valued at $1.5M), AVEM (+11.5K shares, valued at $1.1M), SCHV (+26.4K shares, valued at $919.2K); decreased their positions in SCHF (-14.8K shares, valued at $408.9K), SCHX (-11.2K shares, valued at $329.6K), FNDX (-10.1K shares, valued at $314.8K); initiated new positions in LLY (+434 shares, valued at $520.7K), IBCA (+20.2K shares, valued at $517.8K), IBDU (+19.2K shares, valued at $445.3K).

1M P&L

+2.0M+0.92%

3M P&L

+10.1M+4.79%

HY P&L

+26.1M+13.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A207.8M

96.5%

2Consumer Electronics2.5M

1.2%

3Communication Equipment1.2M

0.5%

Top Industries by Stock Count

1N/A31 stocks

70.5%

2Household & Personal Products2 stocks

4.5%

3Communication Equipment1 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR1.7M shares-0.59%2026-06-302026-07-20

VV VANGUARD INDEX FDS123.6K shares1.73%2026-06-302026-07-20

VB VANGUARD INDEX FDS92.8K shares5.77%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR947.8K shares-1.53%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR794.5K shares-1.39%2026-06-302026-07-20

ISHARES TR ISHARES TR187.2K shares3.55%2026-06-302026-07-20

IJR ISHARES TR31.8K shares-1.10%2026-06-302026-07-20

ISHARES TR ISHARES TR6.3K shares-1.57%2026-06-302026-07-20

Sponsored

AVEM AMERICAN CENTY ETF TR47.3K shares32.26%2026-06-302026-07-20

IEMG ISHARES INC54.3K shares-2.81%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR117.4K shares-0.50%2026-06-302026-07-20

SCHE SCHWAB STRATEGIC TR95.2K shares-2.26%2026-06-302026-07-20

SCHM SCHWAB STRATEGIC TR73.8K shares26.26%2026-06-302026-07-20

AAPL APPLE INC8.6K shares-1.09%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR58.6K shares81.93%2026-06-302026-07-20

IJH ISHARES TR15.5K shares-1.34%2026-06-302026-07-20

Sponsored

ADTN ADTRAN HOLDINGS INC84.9K shares0.00%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS13.2K shares-0.35%2026-06-302026-07-20

IBDW ISHARES TR34.1K shares3.32%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.7.3K shares0.41%2026-06-302026-07-20

LLY ELI LILLY & CO434 sharesnew addition2026-06-302026-07-20

IBCA ISHARES TR20.2K sharesnew addition2026-06-302026-07-20

IVE ISHARES TR2.3K shares0.00%2026-06-302026-07-20

IVW ISHARES TR3.5K shares0.00%2026-06-302026-07-20

Sponsored

UMBF UMB FINL CORP3.4K shares0.00%2026-06-302026-07-20

IUSV ISHARES TR4.3K shares0.00%2026-06-302026-07-20

IBDZ ISHARES TR17.5K shares51.69%2026-06-302026-07-20

IBDU ISHARES TR19.2K sharesnew addition2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC1.0K sharesnew addition2026-06-302026-07-20

PG PROCTER & GAMBLE CO2.9K shares0.00%2026-06-302026-07-20

MSFT MICROSOFT CORP1.1K shares6.66%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION422 shares4.98%2026-06-302026-07-20

Sponsored

TSLA TESLA INC925 shares-1.49%2026-06-302026-07-20

IBDX ISHARES TR15.4K shares81.11%2026-06-302026-07-20

PPA INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-06-302026-07-20

IBDT ISHARES TR13.1K sharesnew addition2026-06-302026-07-20

USRT ISHARES TR4.9K shares0.00%2026-06-302026-07-20

ISHARES TR ISHARES TR12.6K sharesnew addition2026-06-302026-07-20

VTEB VANGUARD MUN BD FDS5.9K shares-14.72%2026-06-302026-07-20

IBDY ISHARES TR11.2K shares37.71%2026-06-302026-07-20

Sponsored

PEP PEPSICO INC2.1K shares11.95%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T368 shares-9.80%2026-06-302026-07-20

BROADCOM INC BROADCOM INC703 shares3.38%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC216 sharesnew addition2026-06-302026-07-20

JKHY HENRY JACK & ASSOC INC1.8K shares0.17%2026-06-302026-07-20

CL COLGATE PALMOLIVE CO2.7K shares0.00%2026-06-302026-07-20

WMT WALMART INC2.1K shares8.91%2026-06-302026-07-20

FNDB SCHWAB STRATEGIC TR7.5K shares0.00%2026-06-302026-07-20

Sponsored

IBDV ISHARES TR10.4K sharesnew addition2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS607 sharesnew addition2026-06-302026-07-20

VTHR VANGUARD SCOTTSDALE FDS611 sharesnew addition2026-06-302026-07-20

SPMD SPDR SERIES TRUST3.0K sharesnew addition2026-06-302026-07-20

FNDX

SCHWAB STRATEGIC TR

-0.59%

Shares1.7M

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

1.73%

Shares123.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

5.77%

Shares92.8K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

-1.53%

Shares947.8K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

-1.39%

Shares794.5K

Event2026-06-30

Filed2026-07-20

ISHARES TR

3.55%

Shares187.2K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-1.10%

Shares31.8K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-1.57%

Shares6.3K

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

32.26%

Shares47.3K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-2.81%

Shares54.3K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

-0.50%

Shares117.4K

Event2026-06-30

Filed2026-07-20

SCHE

SCHWAB STRATEGIC TR

-2.26%

Shares95.2K

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB STRATEGIC TR

26.26%

Shares73.8K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-1.09%

Shares8.6K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

81.93%

Shares58.6K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

-1.34%

Shares15.5K

Event2026-06-30

Filed2026-07-20

ADTN

ADTRAN HOLDINGS INC

0.00%

Shares84.9K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

-0.35%

Shares13.2K

Event2026-06-30

Filed2026-07-20

IBDW

ISHARES TR

3.32%

Shares34.1K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

0.41%

Shares7.3K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

New

Shares434

Event2026-06-30

Filed2026-07-20

IBCA

ISHARES TR

New

Shares20.2K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-20

UMBF

UMB FINL CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

IUSV

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-20

IBDZ

ISHARES TR

51.69%

Shares17.5K

Event2026-06-30

Filed2026-07-20

IBDU

ISHARES TR

New

Shares19.2K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

6.66%

Shares1.1K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

4.98%

Shares422

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

-1.49%

Shares925

Event2026-06-30

Filed2026-07-20

IBDX

ISHARES TR

81.11%

Shares15.4K

Event2026-06-30

Filed2026-07-20

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-20

IBDT

ISHARES TR

New

Shares13.1K

Event2026-06-30

Filed2026-07-20

USRT

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-20

ISHARES TR

New

Shares12.6K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

-14.72%

Shares5.9K

Event2026-06-30

Filed2026-07-20

IBDY

ISHARES TR

37.71%

Shares11.2K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

11.95%

Shares2.1K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

-9.80%

Shares368

Event2026-06-30

Filed2026-07-20

BROADCOM INC

3.38%

Shares703

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

New

Shares216

Event2026-06-30

Filed2026-07-20

JKHY

HENRY JACK & ASSOC INC

0.17%

Shares1.8K

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

8.91%

Shares2.1K

Event2026-06-30

Filed2026-07-20

FNDB

SCHWAB STRATEGIC TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-20

IBDV

ISHARES TR

New

Shares10.4K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

New

Shares607

Event2026-06-30

Filed2026-07-20

VTHR

VANGUARD SCOTTSDALE FDS

New

Shares611

Event2026-06-30

Filed2026-07-20

SPMD

SPDR SERIES TRUST

New

Shares3.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available