Koesten, Hirschmann & Crabtree, INC.
•CIK: 1963421•Filing: Q4 2025
**Koesten, Hirschmann & Crabtree, INC.** manages $203M across a diversified portfolio of 42 positions. The strategy shows significant allocation toward broad market and sector ETFs, notably FNDX ($46.7M) and VV ($37.2M). Further concentration is evident in core index funds such as SCHF ($23.2M), VB ($21.8M), and SCHX ($21.8M). This structure suggests a systematic, core-and-satellite approach emphasizing broad market exposure.
Total AUM
$203.3M
QoQ Performance
-3.0%
Positions
22
Top 10 Concentration
89.4%
Latest Filing
Q4 2025
Top Holdings Allocation
FNDX
VV
SCHF
VB
SCHX
IEFA
FNDX23.0%
VV18.3%
SCHF11.4%
VB10.7%
SCHX10.7%
IEFA7.7%
IVV2.1%
IEMG1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.2%
ETF2.3%
Technology1.5%
Consumer0.5%
Communication0.3%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+208 more exited positions
Changes from Q3 2025
NEW1 new position
↑11 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022