Koesten-Hirschmann--Crabtree

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "PINS",
  "ARES",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ALHC",
  "PCG",
  "ARM",
  "MU",
  "MMM",
  "ABBV",
  null,
  "GOOGL",
  "VDE",
  "UNIT",
  "SCHH",
  "T",
  null,
  "AVGO",
  "ARCC",
  "SAN",
  "HRB",
  "DBEF",
  null,
  "ROKU",
  "SONO",
  null,
  "ADTN",
  "APLD",
  null,
  null,
  "FFC",
  "UNP",
  "QCOM",
  "FUBO",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "KMI",
  "IWS",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EPR",
  "EVRG",
  "GE",
  "HIG",
  "OXY",
  "SMR",
  "IJR",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  null,
  null,
  "VHT",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "DNP",
  "IEMG",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PRU",
  "PFE",
  "PG",
  "AMGN",
  "KVUE",
  null,
  "FNDX",
  null,
  "IEFA",
  "SCHX",
  null,
  "SLB",
  "BP",
  null,
  "CI",
  "UPS",
  "VV",
  "SCHW",
  "UMBF",
  null,
  "VWO",
  null,
  "VIG",
  "TXT",
  "TSM",
  null,
  "CHPT",
  null,
  null,
  "VYM",
  "VRTX",
  null,
  "AEE",
  "AMD",
  "VFC",
  "F",
  "IWP",
  "IWR",
  "GSLC",
  "CGEN",
  "IDXX",
  null,
  "AMZN",
  "SCHB",
  "NIO",
  "IVE",
  "ESGD",
  null,
  "DKS",
  "KD",
  null,
  "DKNG",
  "VGT",
  "USB",
  "VEA",
  "BNDX",
  "VTEB",
  "VBR",
  null,
  "VB",
  "VTV",
  "VTRS",
  null,
  "WBD",
  "WMT",
  "XEL",
  "YUM",
  "SOLV",
  null,
  "GRMN",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JKHY",
  "LUMN",
  null,
  "PSX",
  "CRM",
  "SNAP",
  "RBLX",
  null,
  null,
  null,
  null,
  "IXUS",
  null,
  "IUSV",
  "GEV",
  null,
  "PSA",
  "BMY",
  "CCJ",
  "CFFN",
  "CVX",
  "CHD",
  "CLX",
  "CLNE",
  "KO",
  "CL",
  "COST",
  "CROX",
  "CRWD",
  "DELL",
  "DAL",
  "DXCM",
  "DDS",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "ITOT",
  "VTI",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 211
Total Value: 19049562
Accession Number: 0001963421-25-000002
Form Type: 13F-HR
CIK: koesten-hirschmann--crabtree
Manager Name: Koesten-Hirschmann--Crabtree

Data Enrichment

76% identified

161 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

211 positions • $19,049.562K total value

211 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 10 of 11

Sort by:

92189F676

Shares:5

Value:$1.1K

US BANCORP \DE\

USB|902973304

Shares:23

Value:$972

88636J600

Shares:27

Value:$941

Alphabet Inc.

GOOG|02079K107

Shares:6

Value:$938

46434V456

Shares:20

Value:$794

78464A847

Shares:14

Value:$717

Lumen Technologies, Inc.

LUMN|550241103

Shares:170

Value:$667

02072L607

Shares:19

Value:$666

35473P108

Shares:20

Value:$652

808524722

Shares:20

Value:$539

Snap Inc

SNAP|83304A106

Shares:50

Value:$436

NIO Inc.

NIO|62914V106

Shares:100

Value:$381

YUM BRANDS INC

YUM|988498101

Shares:2

Value:$315

674599162

Shares:11

Value:$305

fuboTV Inc. /FL

FUBO|35953D104

Shares:100

Value:$292

Alignment Healthcare, Inc.

ALHC|01625V104

Shares:15

Value:$280

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2

Value:$273

Salesforce, Inc.

CRM|79466L302

Shares:1

Value:$270

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:21

Value:$226

315948109

Shares:3

Value:$216

Instrument	Shares		Other Manager	Value
(cusip92189F676)✕	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$1.1K	QoQ -12.63% (-$153) YoY NEW(+$1.1K)
US BANCORP \DE\(USBcusip902973304)	23	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$972	QoQ -11.71% (-$129) YoY -5.53% (-$57)
(cusip88636J600)✕	27	QoQ 0.00% (-0) YoY NEW(+27)	All Managers (Combined)	$941	QoQ -13.90% (-$152) YoY NEW(+$941)
Alphabet Inc.(GOOGcusip02079K107)	6	QoQ 0.00% (-0) YoY -99.28% (-834)	All Managers (Combined)	$938	QoQ -17.93% (-$205) YoY -99.26% (-$127.0K)
(cusip46434V456)✕	20	QoQ 0.00% (+0) YoY NEW(+20)	All Managers (Combined)	$794	QoQ +6.86% (+$51) YoY NEW(+$794)
(cusip78464A847)✕	14	QoQ 0.00% (-0) YoY -80.55% (-58)	All Managers (Combined)	$717	QoQ -6.39% (-$49) YoY -81.33% (-$3.1K)
Lumen Technologies, Inc.(LUMNcusip550241103)	170	QoQ 0.00% (-0) YoY -44.62% (-137)	All Managers (Combined)	$667	QoQ -26.13% (-$236) YoY +39.24% (-$188)
(cusip02072L607)✕	19	QoQ 0.00% (+0) YoY NEW(+19)	All Managers (Combined)	$666	QoQ +7.24% (+$45) YoY NEW(+$666)
(cusip35473P108)✕	20	QoQ 0.00% (+0) YoY NEW(+20)	All Managers (Combined)	$652	QoQ +8.48% (+$51) YoY NEW(+$652)
(cusip808524722)✕	20	QoQ 0.00% (-0) YoY NEW(+20)	All Managers (Combined)	$539	QoQ -4.93% (-$28) YoY NEW(+$539)
Snap Inc(SNAPcusip83304A106)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$436	QoQ -19.10% (-$103) YoY -24.04% (-$138)
NIO Inc.(NIOcusip62914V106)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$381	QoQ -12.61% (-$55) YoY -15.33% (-$69)
YUM BRANDS INC(YUMcusip988498101)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$315	QoQ +17.10% (+$46) YoY +13.30% (+$37)
(cusip674599162)✕	11	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$305	QoQ +0.32% (+$1) YoY -35.78% (-$170)
fuboTV Inc. /FL(FUBOcusip35953D104)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$292	QoQ +131.74% (+$166) YoY +84.81% (+$134)
Alignment Healthcare, Inc.(ALHCcusip01625V104)	15	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$280	QoQ +65.68% (+$111) YoY +273.33% (+$205)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$273	QoQ -11.36% (-$35) YoY -22.00% (-$77)
Salesforce, Inc.(CRMcusip79466L302)	1	QoQ -97.56% (-40) YoY 0.00% (-0)	All Managers (Combined)	$270	QoQ -98.03% (-$13.4K) YoY -10.59% (-$32)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	21	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$226	QoQ +1.80% (+$4) YoY +22.82% (+$42)
(cusip315948109)✕	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$216	QoQ -11.83% (-$29) YoY NEW(+$216)