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

Currently, Koesten, Hirschmann & Crabtree, INC. holds 41 types of securities in its portfolio with a total value $205.2M. In the most recent quarter, they have increased their positions in VV (+3.3K shares, valued at $990.1K), VB (+3.0K shares, valued at $788.4K), AVEM (+8.4K shares, valued at $673.6K); decreased their positions in FNDX (-11.2K shares, valued at $311.9K), IEMG (-2.2K shares, valued at $155.3K), AAPL (-384 shares, valued at $97.5K).

1M P&L

+9.0M+4.13%

3M P&L

+11.0M+5.09%

HY P&L

+27.7M+13.87%

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/A198.1M

97.1%

2Consumer Electronics2.2M

1.1%

3Entertainment702.1K

0.3%

Top Industries by Stock Count

1N/A28 stocks

71.8%

2Household & Personal Products2 stocks

5.1%

3Discount Stores2 stocks

5.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR1.7M shares-0.65%2026-03-312026-04-15

VV VANGUARD INDEX FDS121.5K shares2.80%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR962.6K shares-0.33%2026-03-312026-04-15

VB VANGUARD INDEX FDS87.7K shares3.55%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR805.7K shares-0.32%2026-03-312026-04-15

IEFA ISHARES TR180.8K shares3.65%2026-03-312026-04-15

IVV ISHARES TR6.4K shares0.00%2026-03-312026-04-15

IJR ISHARES TR32.1K shares-0.07%2026-03-312026-04-15

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IEMG ISHARES INC55.9K shares-3.83%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR118.0K shares-0.68%2026-03-312026-04-15

SCHE SCHWAB STRATEGIC TR97.4K shares0.05%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR35.7K shares30.54%2026-03-312026-04-15

AAPL APPLE INC8.7K shares-4.21%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR58.4K shares0.00%2026-03-312026-04-15

ADTRAN HOLDINGS INC ADTRAN HOLDINGS INC84.9K shares20.45%2026-03-312026-04-15

IJH ISHARES TR15.7K shares-0.76%2026-03-312026-04-15

Sponsored

SCHV SCHWAB STRATEGIC TR32.2K shares-1.27%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS13.3K shares0.00%2026-03-312026-04-15

NFLX NETFLIX INC.7.3K shares2.96%2026-03-312026-04-15

IBDW ISHARES TR33.0K shares0.69%2026-03-312026-04-15

IVE ISHARES TR2.3K shares0.00%2026-03-312026-04-15

IUSV ISHARES TR4.3K shares-6.53%2026-03-312026-04-15

PG PROCTER & GAMBLE CO2.9K shares2.02%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION402 shares-15.72%2026-03-312026-04-15

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IVW ISHARES TR3.5K shares-11.98%2026-03-312026-04-15

MSFT MICROSOFT CORP1.1K shares19.98%2026-03-312026-04-15

UMBF UMB FINL CORP3.4K shares0.00%2026-03-312026-04-15

PPA INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-03-312026-04-15

TSLA TESLA INC939 shares0.00%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS7.0K shares0.00%2026-03-312026-04-15

IBDZ ISHARES TR11.6K shares4.76%2026-03-312026-04-15

PEP PEPSICO INC1.9K shares0.00%2026-03-312026-04-15

Sponsored

USRT ISHARES TR4.9K shares0.00%2026-03-312026-04-15

JKHY HENRY JACK & ASSOC INC1.8K shares0.11%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T408 shares0.00%2026-03-312026-04-15

WMT WALMART INC2.0K shares0.00%2026-03-312026-04-15

CL COLGATE PALMOLIVE CO2.7K shares0.00%2026-03-312026-04-15

IBDX ISHARES TR8.5K shares0.00%2026-03-312026-04-15

BROADCOM INC BROADCOM INC680 shares0.00%2026-03-312026-04-15

IBDY ISHARES TR8.1K shares0.00%2026-03-312026-04-15

Sponsored

FNDB SCHWAB STRATEGIC TR7.5K shares0.00%2026-03-312026-04-15

FNDX

SCHWAB STRATEGIC TR

-0.65%

Shares1.7M

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

2.80%

Shares121.5K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

-0.33%

Shares962.6K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

3.55%

Shares87.7K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

-0.32%

Shares805.7K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

3.65%

Shares180.8K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

-0.07%

Shares32.1K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

-3.83%

Shares55.9K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

-0.68%

Shares118.0K

Event2026-03-31

Filed2026-04-15

SCHE

SCHWAB STRATEGIC TR

0.05%

Shares97.4K

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

30.54%

Shares35.7K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-4.21%

Shares8.7K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares58.4K

Event2026-03-31

Filed2026-04-15

ADTRAN HOLDINGS INC

20.45%

Shares84.9K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

-0.76%

Shares15.7K

Event2026-03-31

Filed2026-04-15

SCHV

SCHWAB STRATEGIC TR

-1.27%

Shares32.2K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-15

NFLX

NETFLIX INC.

2.96%

Shares7.3K

Event2026-03-31

Filed2026-04-15

IBDW

ISHARES TR

0.69%

Shares33.0K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-15

IUSV

ISHARES TR

-6.53%

Shares4.3K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

2.02%

Shares2.9K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

-15.72%

Shares402

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

-11.98%

Shares3.5K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

19.98%

Shares1.1K

Event2026-03-31

Filed2026-04-15

UMBF

UMB FINL CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-15

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

0.00%

Shares939

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-15

IBDZ

ISHARES TR

4.76%

Shares11.6K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-15

USRT

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-15

JKHY

HENRY JACK & ASSOC INC

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares408

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-15

COLGATE PALMOLIVE CO

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-15

IBDX

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

0.00%

Shares680

Event2026-03-31

Filed2026-04-15

IBDY

ISHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-15

FNDB

SCHWAB STRATEGIC TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available