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Home > Institutional Investor > Koesten, Hirschmann & Crabtree, Inc. > Profile

Instuitional Investor - Koesten, Hirschmann & Crabtree, Inc.

Fund Profile
Filing Period:
Fund Name: Koesten, Hirschmann & Crabtree, Inc.
Portfolio Value $163,031,368
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,763,862 $41,768,246 23.95%
2.
Vanguard Index Fds
 107,843 $29,085,270 16.68%
3.
Schwab Strategic Trust
 FNDF 848,440 $19,666,846 11.27%
4.
Schwab Strategic Trust
 FNDF 1,014,627 $18,770,608 10.76%
5.
Vanguard Index Fds
 72,761 $17,483,200 10.02%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)