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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Koesten-Hirschmann--Crabtree
Data Enrichment
76% identified161 identified50 unidentified
Holdings
211 positions
Manager:
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Page 3 of 11
46435U663
Shares:3.0K
Value:$113.5K
92206C599
Shares:451
Value:$111.3K
464288158
Shares:852
Value:$90.0K
81369Y209
Shares:594
Value:$86.7K
46438G653
Shares:3.3K
Value:$85.1K
464285204
Shares:1.4K
Value:$80.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walmart Inc.(WMTcusip931142103) | 1.3K | QoQ 0.00% (-0)YoY -8.07% (-117) | All Managers (Combined) | $116.9K | |
(cusip46435U663)✕ | 3.0K | All Managers (Combined) | $113.5K | ||
(cusip92206C599)✕ | 451 | YoY -1.95% (-9) | All Managers (Combined) | $111.3K | |
Broadcom Inc.(AVGOcusip11135F101) | 640 | QoQ 0.00% (-0) | All Managers (Combined) | $107.2K | |
500 | All Managers (Combined) | $99.7K | |||
750 | QoQ 0.00% (+0)YoY NEW(+750) | All Managers (Combined) | $96.7K | YoY NEW(+$96.7K) | |
1.0K | All Managers (Combined) | $91.7K | |||
(cusip464288158)✕ | 852 | YoY NEW(+852) | All Managers (Combined) | $90.0K | YoY NEW(+$90.0K) |
242 | All Managers (Combined) | $87.4K | |||
(cusip81369Y209)✕ | 594 | All Managers (Combined) | $86.7K | ||
(cusip46438G653)✕ | 3.3K | QoQ 0.00% (+0)YoY NEW(+3.3K) | All Managers (Combined) | $85.1K | YoY NEW(+$85.1K) |
1.0K | QoQ 0.00% (-0)YoY -4.76% (-50) | All Managers (Combined) | $85.1K | ||
1.4K | QoQ 0.00% (+0)YoY -2.67% (-38) | All Managers (Combined) | $84.2K | ||
(cusip464285204)✕ | 1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $80.8K | QoQ NEW(+$80.8K) YoY NEW(+$80.8K) |
672 | All Managers (Combined) | $79.0K | |||
251 | All Managers (Combined) | $78.3K | |||
2.1K | QoQ -7.18% (-165)YoY -7.18% (-165) | All Managers (Combined) | $72.8K | ||
Phillips 66(PSXcusip718546104) | 574 | All Managers (Combined) | $70.9K | ||
6.3K | All Managers (Combined) | $62.3K | |||
AMAZON COM INC(AMZNcusip023135106) | 327 | QoQ 0.00% (-0)YoY -14.62% (-56) | All Managers (Combined) | $62.3K |