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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 Q2 2023 · Filed May 12, 2023 · Accession 0001963421-23-000002

Total Value
$130.2M
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524771610,788$33.5M25.77%
2SCHWAB STRATEGIC TR808524805493,403$17.2M13.19%
3VANGUARD INDEX FDS92290863785,407$16.0M12.26%
4SCHWAB STRATEGIC TR808524201305,785$14.8M11.36%
5VANGUARD INDEX FDS92290875148,853$9.3M7.11%
6ISHARES TR46432F842117,677$7.9M6.04%
7ISHARES INC46434G103101,857$5.0M3.82%
8ISHARES TR46428780428,966$2.8M2.15%
9ISHARES TR4642872006,425$2.6M2.03%
10SCHWAB STRATEGIC TR808524706103,653$2.5M1.95%
11SCHWAB STRATEGIC TR80852460758,573$2.5M1.89%
12APPLE INCAAPL12,474$2.1M1.58%
13SCHWAB STRATEGIC TR80852450819,865$1.3M1.04%
14SCHWAB STRATEGIC TR80852440918,247$1.2M0.92%
15ISHARES TR4642875074,412$1.1M0.85%
16MICROSOFT CORPMSFT2,615$753,9050.58%
17ADTRAN HOLDINGS INCADTN47,512$753,5410.58%
18ISHARES TR4642876637,740$571,0580.44%
19COLGATE PALMOLIVE COCL6,329$475,6250.37%
20SCHWAB STRATEGIC TR8085242019,810$474,5100.36%
21INVESCO CURRENCYSHARES BRIT46138M1093,020$358,5610.28%
22NVIDIA CORPORATIONNVDA1,048$291,1030.22%
23NETFLIX INCNFLX842$290,8950.22%
24PROCTER AND GAMBLE CO7427181091,933$287,4180.22%
25PEPSICO INCPEP1,218$222,0310.17%
26ISHARES TR46432F8422,998$200,4170.15%
27HENRY JACK & ASSOC INC4262811011,303$196,3890.15%
28UMB FINL CORP9027881083,387$195,4980.15%
29SCHWAB STRATEGIC TR8085247713,512$192,8680.15%
30SPDR S&P 500 ETF TRSPY467$191,2940.15%
31INVESCO EXCHANGE TRADED FD TIVZ2,145$172,7800.13%
32VANGUARD TAX-MANAGED FDS9219438583,743$169,0720.13%
33SPDR SER TR78468R7964,860$161,5470.12%
34SCHWAB STRATEGIC TR8085247892,510$135,8420.10%
35INVESCO QQQ TRIVZ423$135,7540.10%
36TESLA INCTSLA615$127,5880.10%
37COSTCO WHSL CORP NEW22160K105243$120,4950.09%
38CYBERARK SOFTWARE LTDM2682V108784$116,0170.09%
39ALPHABET INCGOOG1,060$109,9540.08%
40MANAGED PORTFOLIO SERIES56167N7204,435$107,8600.08%
41ISHARES TR46435G5161,480$106,3240.08%
42SPDR SER TR78468R6631,082$99,3500.08%
43VANGUARD WORLD FDS92204A603510$97,1610.07%
44BRISTOL-MYERS SQUIBB COCELG-RI1,380$95,6480.07%
45VANGUARD INDEX FDS922908736373$92,9690.07%
46VANGUARD WORLD FDS92204A4051,150$89,5740.07%
47ISHARES TR464287655500$89,2000.07%
48ALPHABET INCGOOG840$87,3600.07%
49GARMIN LTDGRMN792$79,9290.06%
50ARES MANAGEMENT CORPORATIONARES-PB955$79,6860.06%
51WALMART INCWMT522$76,9690.06%
52ISHARES TR4642874991,050$73,4160.06%
53META PLATFORMS INCMETA344$72,9080.06%
54ISHARES TR46435U6632,080$70,7000.05%
55ISHARES TR464287168532$62,3770.05%
56AMGEN INCAMGN251$60,7520.05%
57ISHARES TR464287614242$59,1280.05%
58DNP SELECT INCOME FD INC23325P1045,300$58,4060.04%
59PHILLIPS 66PSX574$58,1930.04%
60CHEVRON CORP NEWCVX340$55,4750.04%
61VMWARE INC928563402443$55,3090.04%
62DISNEY WALT CO254687106531$53,1700.04%
63MONDELEZ INTL INC609207105761$53,0570.04%
64PFIZER INCPFE1,270$51,8170.04%
65ISHARES TR46436E6681,660$49,0210.04%
66SCHWAB CHARLES CORPSCHW-PJ871$45,6230.04%
67TEXTRON INCTXT598$42,2270.03%
68BP PLCBPPFF1,095$41,5450.03%
69DELL TECHNOLOGIES INCDELL1,006$40,4520.03%
70ISHARES TR46434V621800$39,9920.03%
71ISHARES TR464287622177$39,8660.03%
72SELECT SECTOR SPDR TR81369Y209306$39,6150.03%
73CLOROX CO DELCLX250$39,5640.03%
74VANGUARD WORLD FD921910725750$39,2700.03%
75SPDR SER TR78464A854815$39,2430.03%
76TRACTOR SUPPLY COTSCO157$36,9020.03%
77HOME DEPOT INCHD125$36,8900.03%
78CATERPILLAR INCCAT160$36,6150.03%
79VANGUARD SCOTTSDALE FDS92206C599200$36,6100.03%
80SCHWAB STRATEGIC TR808524797500$36,5800.03%
81NUSHARES ETF TRNU1,030$36,4730.03%
82ENTERPRISE PRODS PARTNERS L2937921071,400$36,2600.03%
83ETF SER SOLUTIONS26922A8421,900$35,3970.03%
843M COMMM330$34,6870.03%
85NUSHARES ETF TRNU1,270$34,1250.03%
86AT&T INCT-PC1,755$33,7870.03%
87ISHARES INC46434G8631,025$32,2670.02%
88EXXON MOBIL CORPXOM284$31,1440.02%
89UNITED AIRLS HLDGS INCUNTCW682$30,1790.02%
90T-MOBILE US INCTMUSZ208$30,1270.02%
91CAPITOL FED FINL INC14057J1014,300$28,9390.02%
92VANGUARD INDEX FDS922908744206$28,4510.02%
93ISHARES TR464287226282$28,0990.02%
94CROWDSTRIKE HLDGS INCCRWD200$27,4520.02%
95ISHARES TR46428720063$25,8990.02%
96UNION PAC CORPUNP123$24,7550.02%
97THE CIGNA GROUP12552310094$24,0200.02%
98AMEREN CORPAEE275$23,7580.02%
99EPR PPTYS26884U109603$22,9800.02%
100VANGUARD INDEX FDS92290836358$21,8130.02%
101SCHWAB STRATEGIC TR808524607499$20,9260.02%
102ISHARES TR46432F339152$18,8580.01%
103ISHARES TR46428761475$18,3250.01%
104SCHWAB STRATEGIC TR808524300275$17,9480.01%
105SPDR SER TR78468R804128$17,5110.01%
106INVESCO EXCHANGE TRADED FD TIVZ230$17,4740.01%
107GLOBAL X FDS37950E408860$17,3640.01%
108CGI INCGIB179$17,2330.01%
109VANGUARD WORLD FD921910873119$17,0340.01%
110PG&E CORPPCG-PX856$13,8420.01%
111XCEL ENERGY INCXELLL192$12,9490.01%
112APPLE INCAAPL77$12,6980.01%
113MICROSOFT CORPMSFT43$12,3970.01%
114HARTFORD FINL SVCS GROUP INCHIG-PG159$11,0810.01%
115JOHNSON & JOHNSONJNJ67$10,3850.01%
116FIDELITY COVINGTON TRUST316092857414$10,3130.01%
117DILLARDS INC25406710132$9,8460.01%
118ZIONS BANCORPORATION N A989701107320$9,5720.01%
119KINDER MORGAN INC DELEP-PC537$9,4030.01%
120ISHARES TR46428755672$9,3000.01%
121EVERGY INCEVRG151$9,2300.01%
122ROBLOX CORPRBLX200$8,9960.01%
123ACTIVISION BLIZZARD INC00507V109100$8,5590.01%
124HANESBRANDS INC4103451021,608$8,4590.01%
125AIM ETF PRODUCTS TRUST00888H406288$8,1010.01%
126ISHARES SILVER TRSLV365$8,0740.01%
127ISHARES INC46434G103165$8,0510.01%
128VANGUARD WORLD FDS92204A30668$7,7680.01%
129PRINCIPAL FINANCIAL GROUP INPFG103$7,6550.01%
130ISHARES TR46428765542$7,4930.01%
131FS CREDIT OPPORTUNITIES CORPFSCO1,655$7,3490.01%
132ALTRIA GROUP INCMO160$7,1400.01%
133COINBASE GLOBAL INCCOIN100$6,7570.01%
134PRUDENTIAL FINL INCPUKPF80$6,6200.01%
135ROKU INCROKU100$6,5820.01%
136AIM ETF PRODUCTS TRUST00888H703240$6,4730.00%
137WARNER BROS DISCOVERY INCWBD423$6,3880.00%
138MICRON TECHNOLOGY INCMU100$6,0340.00%
139ALPHABET INCGOOG58$6,0170.00%
140ISHARES TR46436E767170$5,6350.00%
141OCCIDENTAL PETE CORP67459910588$5,4940.00%
142DICKS SPORTING GOODS INC25339310237$5,2500.00%
143AMAZON COM INCAMZN50$5,1650.00%
144ISHARES TR46428743248$5,1060.00%
145VERIZON COMMUNICATIONS INCVZ125$4,8620.00%
146ABBVIE INCABBV30$4,7060.00%
14723ANDME HOLDING CO90138Q1082,000$4,5600.00%
148ZILLOW GROUP INCZ101$4,4920.00%
149ISHARES TR46435G32673$4,4150.00%
150INNOVATOR ETFS TRINHD161$4,3550.00%
151ISHARES TR46428715048$4,3470.00%
152ISHARES TR46428943830$4,1680.00%
153INVESCO EXCHANGE TRADED FD TIVZ13$4,0370.00%
154VANGUARD INDEX FDS92290873615$3,7420.00%
155SPDR SER TR78464A40967$3,7100.00%
156NVIDIA CORPORATIONNVDA13$3,6120.00%
157INVESCO QQQ TRIVZ11$3,5310.00%
158TESLA INCTSLA17$3,5270.00%
159CHARGEPOINT HOLDINGS INCCHPT311$3,2570.00%
160ISHARES TR46432F39623$3,1980.00%
161AIM ETF PRODUCTS TRUST00888H794115$2,9370.00%
162SCHWAB STRATEGIC TR80852487054$2,8950.00%
163PINTEREST INCPINS100$2,7270.00%
164FLAHERTY & CRUMRINE PFD SECS338478100186$2,5750.00%
165FORD MTR CO DEL345370860200$2,5200.00%
166COSTCO WHSL CORP NEW22160K1055$2,4850.00%
167FIDELITY MERRIMACK STR TR31618830954$2,4840.00%
168INVESCO ACTIVELY MANAGED ETFIVZ50$2,3600.00%
169AFFIRM HLDGS INCAFRM200$2,2540.00%
170ISHARES TR46428759814$2,0590.00%
171ISHARES TR46432F83433$2,0450.00%
172SONOS INCSONO100$1,9620.00%
173BROADCOM INCAVGO3$1,9250.00%
174VANGUARD BD INDEX FDS92193783526$1,9200.00%
175CADENCE DESIGN SYSTEM INCCDNS9$1,8910.00%
176UNITEDHEALTH GROUP INCUNH4$1,8910.00%
177PEPSICO INCPEP10$1,8230.00%
178MASTERCARD INCORPORATEDMA5$1,8180.00%
179VISA INCV8$1,8040.00%
180CDW CORPCDW9$1,7550.00%
181APPLIED MATLS INC03822210514$1,7200.00%
182VANGUARD CHARLOTTE FDS92203J40734$1,6640.00%
183SOUTHWEST AIRLS CO84474110851$1,6450.00%
184WORLD GOLD TRGLDW40$1,5650.00%
185LUMEN TECHNOLOGIES INCLUMN581$1,5400.00%
186VIATRIS INCVTRS155$1,4950.00%
187AIM ETF PRODUCTS TRUST00888H83658$1,4740.00%
188ISHARES TR46436E88259$1,4640.00%
189ISHARES TR46434VAX858$1,4620.00%
190AIM ETF PRODUCTS TRUST00888H20854$1,4600.00%
191FIRST TR EXCHNG TRADED FD VI33740F61547$1,4520.00%
192VANGUARD SCOTTSDALE FDS92206C40919$1,4490.00%
193CAMBRIA ETF TR13206186298$1,4410.00%
194FIRST TR EXCHNG TRADED FD VI33740F63146$1,4330.00%
195FIRST TR EXCHNG TRADED FD VI33740F77142$1,4130.00%
196FAIR ISAAC CORPFICO2$1,4060.00%
197MONGODB INCMDB6$1,3990.00%
198FIRST TR EXCHNG TRADED FD VI33740U80247$1,3950.00%
199GRAINGER W W INC3848021042$1,3780.00%
200HOME DEPOT INCHD4$1,1810.00%
201TJX COS INC NEW87254010915$1,1760.00%
202KYNDRYL HLDGS INCKD76$1,1220.00%
203NIKE INCNKE9$1,1040.00%
204MCKESSON CORPMCK3$1,0690.00%
205COCA COLA COKO17$1,0550.00%
206NIO INCNIOIF100$1,0510.00%
207IDEXX LABS INC45168D1042$1,0010.00%
208CROWDSTRIKE HLDGS INCCRWD7$9610.00%
209ABBVIE INCABBV6$9570.00%
210SERVICENOW INCNOW2$9300.00%
211DONALDSON INCDCI14$9150.00%
212CORE & MAIN INCCNM39$9010.00%
213DECKERS OUTDOOR CORPDECK2$9000.00%
214DOCUSIGN INCDOCU15$8750.00%
215ACCENTURE PLC IRELANDACN3$8580.00%
216STARBUCKS CORPSBUX8$8340.00%
217MARRIOTT INTL INC NEW5719032025$8310.00%
218US BANCORP DELUSB-PS23$8300.00%
219DEERE & CODE2$8260.00%
220LOWES COS INC5486611074$8000.00%
221GRAPHIC PACKAGING HLDG COGPK31$7910.00%
222ADVANCED MICRO DEVICES INCAMD8$7850.00%
223UNITED PARCEL SERVICE INCUPS4$7760.00%
224ADOBE SYSTEMS INCORPORATEDADBE2$7710.00%
225INTUITIVE SURGICAL INCISRG3$7670.00%
226QUALCOMM INCQCOM6$7660.00%
227ROSS STORES INCROST7$7430.00%
228INNOVATOR ETFS TRINHD23$7400.00%
229LAMB WESTON HLDGS INCLW7$7320.00%
230LULULEMON ATHLETICA INCLULU2$7290.00%
231INNOVATOR ETFS TRINHD27$7170.00%
232JABIL INCJBL8$7060.00%
233BLOCK H & R INCBSQKZ20$7050.00%
234NETFLIX INCNFLX2$6910.00%
235INNOVATOR ETFS TRINHD24$6900.00%
236COCA COLA COKO11$6830.00%
237SPDR SER TR78464A66422$6800.00%
238ETSY INCETSY6$6680.00%
239FORTINET INCFTNT10$6650.00%
240GARTNER INCIT2$6520.00%
241MANHATTAN ASSOCIATES INCMANH4$6200.00%
242FISKER INC33813J106100$6140.00%
243TETRA TECH INC NEWTTEK4$5880.00%
244MOLSON COORS BEVERAGE COTAP-A11$5690.00%
245SNAP INCSNAP50$5610.00%
246MCDONALDS CORPMCD2$5600.00%
247SOUTHERN COPPER CORPSCCO7$5340.00%
248SMARTSHEET INC83200N10311$5260.00%
249VANGUARD INDEX FDS9229087444$5080.00%
250ARISTA NETWORKS INCANET3$5040.00%
251AIRBNB INCABNB4$4980.00%
252ECOLAB INCECL3$4970.00%
253DARDEN RESTAURANTS INCDRI3$4660.00%
254CATERPILLAR INCCAT2$4580.00%
255OCCIDENTAL PETE CORP67459916211$4510.00%
256UNITED PARCEL SERVICE INCUPS2$4380.00%
257MONSTER BEVERAGE CORP NEWMNST8$4330.00%
258META PLATFORMS INCMETA2$4240.00%
259PERFORMANCE FOOD GROUP COPFGC7$4230.00%
260BJS WHSL CLUB HLDGS INC05550J1015$3810.00%
261TRANE TECHNOLOGIES PLCTT2$3680.00%
262OPENDOOR TECHNOLOGIES INCOPENZ200$3520.00%
263ALLEGRO MICROSYSTEMS INCALGM6$2880.00%
264UBER TECHNOLOGIES INCUBER9$2860.00%
265AGILENT TECHNOLOGIES INCA2$2770.00%
266YUM BRANDS INCYUM2$2650.00%
267ISHARES TR4642872262$2040.00%
268SALESFORCE INCCRM1$2000.00%
269VANGUARD INDEX FDS9229086111$1970.00%
270SCHWAB STRATEGIC TR8085248479$1790.00%
271CLEAN ENERGY FUELS CORPCLNE40$1750.00%
272DEXCOM INCDXCM1$1720.00%
273FUBOTV INCFUBO100$1210.00%
274MEDTRONIC PLCMDT1$1140.00%
275ALIGNMENT HEALTHCARE INCALHC15$960.00%
276VANGUARD TAX-MANAGED FDS9219438582$700.00%
277AMAZON COM INCAMZN0$410.00%
278DELTA AIR LINES INC DELDAL1$340.00%
279VANGUARD INTL EQUITY INDEX F9220428581$270.00%
280UNITI GROUP INCUNIT7$250.00%
281DRAFTKINGS INC NEWDKNG1$200.00%
282VANGUARD CHARLOTTE FDS92203J4070$170.00%
283AGENUS INCAGEN1$20.00%