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 5 of 11
46641Q761
Shares:552
Value:$31.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
112 | QoQ +7.69% (+8)YoY NEW(+112) | All Managers (Combined) | $39.5K | YoY NEW(+$39.5K) | |
ORACLE CORP(ORCLcusip68389X105) | 276 | QoQ 0.00% (-0)YoY -9.21% (-28) | All Managers (Combined) | $38.6K | |
1.1K | All Managers (Combined) | $37.0K | |||
CLOROX CO /DE/(CLXcusip189054109) | 250 | All Managers (Combined) | $36.8K | ||
PFIZER INC(PFEcusip717081103) | 1.4K | QoQ +1.64% (-23)YoY +4.17% (-57) | All Managers (Combined) | $36.1K | |
251 | QoQ +0.40% (+1) | All Managers (Combined) | $33.7K | ||
CHEVRON CORP(CVXcusip166764100) | 200 | All Managers (Combined) | $33.5K | ||
ELI LILLY & Co(LLYcusip532457108) | 40 | QoQ 0.00% (+0)YoY NEW(+40) | All Managers (Combined) | $33.0K | YoY NEW(+$33.0K) |
EPR PROPERTIES(EPRcusip26884U109) | 603 | All Managers (Combined) | $31.7K | ||
(cusip46641Q761)✕ | 552 | QoQ +0.18% (-1)YoY +2.22% (+12) | All Managers (Combined) | $31.2K | |
Cigna Group(CIcusip125523100) | 94 | All Managers (Combined) | $30.9K | ||
TEXTRON INC(TXTcusip883203101) | 421 | QoQ -11.92% (-57)YoY -11.92% (-57) | All Managers (Combined) | $30.4K | |
50 | All Managers (Combined) | $28.8K | |||
NVIDIA CORP(NVDAcusip67066G104) | 260 | QoQ 0.00% (-0) | All Managers (Combined) | $28.2K | |
AMEREN CORP(AEEcusip023608102) | 275 | All Managers (Combined) | $27.6K | ||
1.1K | All Managers (Combined) | $26.7K | |||
4.3K | QoQ 0.00% (-0)YoY +0.27% (-12) | All Managers (Combined) | $24.1K | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 200 | QoQ 0.00% (+0)YoY -29.57% (-84) | All Managers (Combined) | $23.8K | |
200 | All Managers (Combined) | $21.4K | |||
100 | QoQ 0.00% (+0)YoY NEW(+100) | All Managers (Combined) | $20.0K | YoY NEW(+$20.0K) |