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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Koesten, Hirschmann & Crabtree, INC.

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001963421-23-000001

Total Value
$121.6M
Positions
163
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (163)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524771611,593$32.7M26.89%
2SCHWAB STRATEGIC TR808524805498,560$16.1M13.21%
3VANGUARD INDEX FDS92290863783,075$14.5M11.90%
4SCHWAB STRATEGIC TR808524201305,672$13.8M11.35%
5VANGUARD INDEX FDS92290875146,934$8.6M7.09%
6ISHARES TR46432F842111,610$6.9M5.66%
7ISHARES INC46434G103101,792$4.8M3.91%
8ISHARES TR46428780428,937$2.7M2.25%
9ISHARES TR4642872006,425$2.5M2.03%
10SCHWAB STRATEGIC TR808524706102,966$2.4M2.00%
11SCHWAB STRATEGIC TR80852460756,012$2.3M1.87%
12APPLE INCAAPL13,335$1.7M1.43%
13SCHWAB STRATEGIC TR80852450819,865$1.3M1.07%
14SCHWAB STRATEGIC TR80852440918,955$1.3M1.03%
15ISHARES TR4642875074,412$1.1M0.88%
16ADTRAN HOLDINGS INCADTN43,500$817,3650.67%
17MICROSOFT CORPMSFT2,616$627,3690.52%
18ISHARES TR4642876637,740$546,6760.45%
19COLGATE PALMOLIVE COCL6,329$498,6620.41%
20INVESCO CURRENCYSHARES BRIT46138M1093,020$350,7430.29%
21HENRY JACK & ASSOC INC4262811011,960$344,1420.28%
22PROCTER AND GAMBLE CO7427181091,933$292,9650.24%
23UMB FINL CORP9027881083,387$282,8820.23%
24NETFLIX INCNFLX843$248,5840.20%
25PEPSICO INCPEP1,218$220,0330.18%
26SPDR S&P 500 ETF TRSPY467$178,5850.15%
27INVESCO EXCHANGE TRADED FD TIVZ2,145$168,1680.14%
28VANGUARD TAX-MANAGED FDS9219438583,823$160,4510.13%
29NVIDIA CORPORATIONNVDA1,048$153,1550.13%
30SPDR SER TR78468R7961,620$151,2270.12%
31SCHWAB STRATEGIC TR8085247892,510$132,0760.11%
32COSTCO WHSL CORP NEW22160K105272$123,9430.10%
33INVESCO QQQ TRIVZ423$112,6360.09%
34MANAGED PORTFOLIO SERIES56167N7204,435$109,5000.09%
35PRINCIPAL FINANCIAL GROUP INPFG1,296$108,7600.09%
36CYBERARK SOFTWARE LTDM2682V108784$101,6460.08%
37BRISTOL-MYERS SQUIBB COCELG-RI1,380$99,2910.08%
38ISHARES TR46435G5161,480$97,2950.08%
39VANGUARD WORLD FDS92204A4051,150$95,1400.08%
40ALPHABET INCGOOG1,060$93,5240.08%
41VANGUARD WORLD FDS92204A603510$93,1460.08%
42ISHARES TR464287655500$87,1800.07%
43SCHWAB CHARLES CORPSCHW-PJ977$81,3450.07%
44WALMART INCWMT561$79,5440.07%
45VANGUARD INDEX FDS922908736373$79,4280.07%
46ISHARES TR464287614363$77,7180.06%
47TESLA INCTSLA615$75,7560.06%
48ALPHABET INCGOOG840$74,5330.06%
49GARMIN LTDGRMN792$73,0940.06%
50TRACTOR SUPPLY COTSCO317$71,3150.06%
51ISHARES TR4642874991,050$70,8220.06%
52ISHARES TR46435U6632,080$68,3900.06%
53AMGEN INCAMGN251$66,0010.05%
54ARES MANAGEMENT CORPORATIONARES-PB955$65,3600.05%
55PFIZER INCPFE1,257$64,4330.05%
56ISHARES TR464287168531$64,0390.05%
57CHEVRON CORP NEWCVX340$61,0270.05%
58PHILLIPS 66PSX574$59,7420.05%
59DNP SELECT INCOME FD INC23325P1045,300$59,6250.05%
60VMWARE INC928563402443$54,3830.04%
61CIGNA CORP NEW125523100162$53,6770.04%
62MONDELEZ INTL INC609207105761$50,7210.04%
63DISNEY WALT CO254687106532$46,2200.04%
64ISHARES TR46436E6681,660$46,0610.04%
65TEXTRON INCTXT598$42,3210.03%
66SELECT SECTOR SPDR TR81369Y209306$41,5700.03%
67DELL TECHNOLOGIES INCDELL1,006$40,4610.03%
68ISHARES TR46434V621800$40,0000.03%
693M COMMM330$39,5740.03%
70HOME DEPOT INCHD125$39,4820.03%
71CATERPILLAR INCCAT160$38,3300.03%
72BP PLCBPPFF1,095$38,2480.03%
73SCHWAB STRATEGIC TR808524797500$37,7700.03%
74ISHARES TR464287622177$37,2620.03%
75CAPITOL FED FINL INC14057J1014,300$37,1950.03%
76VANGUARD WORLD FD921910725750$36,8920.03%
77EXXON MOBIL CORPXOM329$36,2890.03%
78ISHARES TR464288513480$35,3420.03%
79NUSHARES ETF TRNU1,030$35,2050.03%
80CLOROX CO DELCLX250$35,0860.03%
81ENTERPRISE PRODS PARTNERS L2937921071,400$33,7680.03%
82ETF SER SOLUTIONS26922A8421,900$32,4520.03%
83NUSHARES ETF TRNU1,270$32,3090.03%
84AT&T INCT-PC1,754$32,2970.03%
85ISHARES INC46434G8631,025$30,8220.03%
86CGI INCGIB350$30,1460.02%
87T-MOBILE US INCTMUSZ208$29,1200.02%
88VANGUARD INDEX FDS922908744206$28,9160.02%
89UNITED AIRLS HLDGS INCUNTCW682$25,7110.02%
90UNION PAC CORPUNP123$25,4700.02%
91AMEREN CORPAEE275$24,4530.02%
92EPR PPTYS26884U109603$22,7500.02%
93META PLATFORMS INCMETA188$22,6240.02%
94CROWDSTRIKE HLDGS INCCRWD200$21,0580.02%
95SCHWAB STRATEGIC TR808524102464$20,7920.02%
96ISHARES TR464287226179$17,3610.01%
97PG&E CORPPCG-PX856$13,9190.01%
98XCEL ENERGY INCXELLL192$13,4610.01%
99HARTFORD FINL SVCS GROUP INCHIG-PG159$12,0570.01%
100JOHNSON & JOHNSONJNJ67$11,8360.01%
101HANESBRANDS INC4103451021,804$11,4730.01%
102SCHLUMBERGER LTDSLB190$10,1570.01%
103KINDER MORGAN INC DELEP-PC537$9,7090.01%
104EVERGY INCEVRG151$9,5020.01%
105ISHARES TR46428755672$9,4530.01%
106VANGUARD WORLD FDS92204A30668$8,2470.01%
107ISHARES SILVER TRSLV365$8,0370.01%
108PRUDENTIAL FINL INCPUKPF80$7,9570.01%
109FS CREDIT OPPORTUNITIES CORPFSCO1,655$7,7950.01%
110ACTIVISION BLIZZARD INC00507V109100$7,6550.01%
111ALTRIA GROUP INCMO160$7,3140.01%
112ZIONS BANCORPORATION N A989701107130$6,3820.01%
113ROBLOX CORPRBLX200$5,6920.00%
114OCCIDENTAL PETE CORP67459910588$5,5430.00%
115FIDELITY COVINGTON TRUST316092857222$5,5080.00%
116ISHARES TR46436E767170$5,2070.00%
117VANGUARD INDEX FDS92290855362$5,1140.00%
118MICRON TECHNOLOGY INCMU100$4,9980.00%
119VERIZON COMMUNICATIONS INCVZ125$4,9250.00%
120ABBVIE INCABBV30$4,7710.00%
12123ANDME HOLDING CO90138Q1082,000$4,3200.00%
122ISHARES TR46428715048$4,0700.00%
123ROKU INCROKU100$4,0700.00%
124WARNER BROS DISCOVERY INCWBD423$4,0100.00%
125COINBASE GLOBAL INCCOIN100$3,5390.00%
126ZILLOW GROUP INCZ101$3,2530.00%
127LUMEN TECHNOLOGIES INCLUMN581$3,0330.00%
128CHARGEPOINT HOLDINGS INCCHPT311$2,9640.00%
129FLAHERTY & CRUMRINE PFD SECS338478100186$2,7940.00%
130FIDELITY MERRIMACK STR TR31618830957$2,5660.00%
131PINTEREST INCPINS100$2,4280.00%
132FORD MTR CO DEL345370860200$2,3260.00%
133INVESCO ACTIVELY MANAGED ETFIVZ50$2,3240.00%
134ISHARES TR46428759813$2,0400.00%
135AFFIRM HLDGS INCAFRM200$1,9340.00%
136ISHARES TR46432F83433$1,9100.00%
137VIATRIS INCVTRS153$1,7080.00%
138SONOS INCSONO100$1,6900.00%
139VANGUARD CHARLOTTE FDS92203J40735$1,6600.00%
140COCA COLA COKO17$1,0810.00%
141US BANCORP DELUSB-PS23$1,0030.00%
142NIO INCNIOIF100$9750.00%
143STARBUCKS CORPSBUX8$7940.00%
144BLOCK H & R INCBSQKZ20$7300.00%
145FISKER INC33813J106100$7270.00%
146MOLSON COORS BEVERAGE COTAP-A11$5670.00%
147OCCIDENTAL PETE CORP67459916211$4540.00%
148SNAP INCSNAP50$4480.00%
149UNITED PARCEL SERVICE INCUPS2$3890.00%
150YUM BRANDS INCYUM2$2560.00%
151OPENDOOR TECHNOLOGIES INCOPENZ200$2320.00%
152CLEAN ENERGY FUELS CORPCLNE40$2080.00%
153ALIGNMENT HEALTHCARE INCALHC15$1760.00%
154FUBOTV INCFUBO100$1740.00%
155DEXCOM INCDXCM1$1670.00%
156SALESFORCE INCCRM1$1330.00%
157MEDTRONIC PLCMDT1$1090.00%
158UNITI GROUP INCUNIT7$390.00%
159AMAZON COM INCAMZN0$330.00%
160DELTA AIR LINES INC DELDAL1$320.00%
161DRAFTKINGS INC NEWDKNG1$110.00%
162BLACKBERRY LTDBB1$30.00%
163AGENUS INCAGEN1$20.00%