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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 Q4 2025 · Filed February 9, 2026 · Accession 0002072075-26-000002

Total Value
$203.3M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247711,715,952$46.7M22.97%
2VANGUARD INDEX FDS922908637118,180$37.2M18.30%
3SCHWAB STRATEGIC TR808524805965,779$23.2M11.42%
4VANGUARD INDEX FDS92290875184,697$21.8M10.75%
5SCHWAB STRATEGIC TR808524201808,258$21.8M10.70%
6ISHARES TR46432F842174,440$15.6M7.68%
7ISHARES TR4642872006,352$4.4M2.14%
8ISHARES INC46434G10358,133$3.9M1.92%
9ISHARES TR46428780432,149$3.9M1.90%
10SCHWAB STRATEGIC TR808524607118,805$3.4M1.66%
11SCHWAB STRATEGIC TR80852470697,383$3.2M1.57%
12APPLE INCAAPL9,117$2.5M1.22%
13AMERICAN CENTY ETF TR02507260427,370$2.1M1.04%
14SCHWAB STRATEGIC TR80852450858,449$1.8M0.86%
15ISHARES TR46428750715,830$1.0M0.51%
16SCHWAB STRATEGIC TR80852440932,644$966,5850.48%
17VANGUARD TAX-MANAGED FDS92194385813,251$827,7900.41%
18ISHARES TR46436E48632,777$693,2320.34%
19NETFLIX INCNFLX7,092$664,9480.33%
20ADTRAN HOLDINGS INCADTN70,448$612,1940.30%
21ISHARES TR4642873094,008$494,0270.24%
22ISHARES TR4642874082,255$478,2180.24%
23ISHARES TR4642876634,594$471,0690.23%
24MICROSOFT CORPMSFT876$423,5070.21%
25TESLA INCTSLA939$422,0800.21%
26COSTCO WHSL CORP NEW22160K105477$411,0550.20%
27PROCTER AND GAMBLE CO7427181092,865$410,5840.20%
28UMB FINL CORP9027881083,387$389,6410.19%
29VANGUARD MUN BD FDS9229077466,965$350,2700.17%
30INVESCO EXCHANGE TRADED FD TIVZ2,145$335,9720.17%
31HENRY JACK & ASSOC INC4262811011,788$326,2040.16%
32ISHARES TR46438G65311,025$290,7300.14%
33SPDR S&P 500 ETF TRSPY408$278,4510.14%
34ISHARES TR4642885214,851$276,3130.14%
35PEPSICO INCPEP1,875$269,1000.13%
36BROADCOM INCAVGO680$235,3480.12%
37WALMART INCWMT1,952$217,4730.11%
38ISHARES TR46436E3128,495$216,8780.11%
39ISHARES TR46436E1308,140$212,7800.10%
40COLGATE PALMOLIVE COCL2,659$210,1150.10%
41VANGUARD INDEX FDS922908769607$203,5090.10%
42SCHWAB STRATEGIC TR8085247897,530$200,0730.10%