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 • $19.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 11

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ChargePoint Holdings, Inc.

CHPT|15961R105

Shares:311

Value:$189

% of Portfolio:0.0% ($189/$19.0M)

COMPUGEN LTD

CGEN|M25722105

Shares:100

Value:$146

% of Portfolio:0.0% ($146/$19.0M)

Medtronic plc

MDT|G5960L103

Shares:1

Value:$127

% of Portfolio:0.0% ($127/$19.0M)

KROGER CO

KR|501044101

Shares:2

Value:$104

% of Portfolio:0.0% ($104/$19.0M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:0

Value:$101

% of Portfolio:0.0% ($101/$19.0M)

DEXCOM INC

DXCM|252131107

Shares:1

Value:$101

% of Portfolio:0.0% ($101/$19.0M)

Clean Energy Fuels Corp.

CLNE|184499101

Shares:40

Value:$62

% of Portfolio:0.0% ($62/$19.0M)

46090A804

Shares:1

Value:$47

% of Portfolio:0.0% ($47/$19.0M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:1

Value:$44

% of Portfolio:0.0% ($44/$19.0M)

Uniti Group Inc.

UNIT|91325V108

Shares:7

Value:$36

% of Portfolio:0.0% ($36/$19.0M)

DraftKings Inc.

DKNG|26142V105

Shares:1

Value:$34

% of Portfolio:0.0% ($34/$19.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ChargePoint Holdings, Inc.(CHPTcusip15961R105)	311	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$189	0.0% ($189/$19.0M)	QoQ -43.24% (-$144) YoY -68.02% (-$402)
COMPUGEN LTD(CGENcusipM25722105)	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$146	0.0% ($146/$19.0M)	QoQ -4.57% (-$7) YoY NEW(+$146)
Medtronic plc(MDTcusipG5960L103)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$127	0.0% ($127/$19.0M)	QoQ +12.38% (+$14) YoY +3.25% (+$4)
KROGER CO(KRcusip501044101)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$104	0.0% ($104/$19.0M)	QoQ +10.63% (+$10) YoY +18.18% (+$16)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	0	QoQ -(+0) YoY NEW(+0)	All Managers (Combined)	$101	0.0% ($101/$19.0M)	QoQ +20.23% (+$17) YoY NEW(+$101)
DEXCOM INC(DXCMcusip252131107)	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$101	0.0% ($101/$19.0M)	QoQ -12.17% (-$14) YoY -50.73% (-$104)
Clean Energy Fuels Corp.(CLNEcusip184499101)	40	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$62	0.0% ($62/$19.0M)	QoQ -38.61% (-$39) YoY -42.59% (-$46)
(cusip46090A804)✕	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$47	0.0% ($47/$19.0M)	QoQ 0.00% (+$0) YoY 0.00% (+$0)
DELTA AIR LINES, INC.(DALcusip247361702)	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$44	0.0% ($44/$19.0M)	QoQ -26.66% (-$16) YoY -6.38% (-$3)
Uniti Group Inc.(UNITcusip91325V108)	7	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$36	0.0% ($36/$19.0M)	QoQ -7.69% (-$3) YoY -14.28% (-$6)
DraftKings Inc.(DKNGcusip26142V105)	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$34	0.0% ($34/$19.0M)	QoQ -10.52% (-$4) YoY -26.08% (-$12)