Hoese & Co LLP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1840268
Institutional-grade research for retail investors
13F Reported Value
ⓘ$153.9M
Holdings
183
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Hoese & Co LLP disclosed 183 positions worth $153.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 52 new positions and exited 4 and a full exit from $HON. The portfolio is most concentrated in Other (79.4% of disclosed assets). All figures are sourced directly from Hoese & Co LLP’s Form 13F-HR filing with the SEC under CIK 1840268.
AI Fund Analysis
DiversifyingISHARES TR
17.3% weight
Held 8 quarters
ISHARES TR
11.6% weight
Held 10 quarters
$IVZ9.6% weight
Held 10 quarters
ISHARES US EQTY FAC ROTATI
7.1% weight
Held 5 quarters
ISHARES TR
6.1% weight
Held 10 quarters
ISHARES TR
7 quarters accumulating
ISHARES TR
5 quarters accumulating
VANGUARD MALVERN FDS
5 quarters accumulating
ISHARES US EQTY FAC ROTATI
4 quarters accumulating
ISHARES U S ETF TR
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR 3 7 YR TREAS BD - BOND ETFS
—Quality
$26.6M226,598 shISHARES TR CORE S&P500 ETF - STOCK ETFS
—Quality
$17.9M23,906 sh- —
Quality
$14.8M164,782 sh ISHARES US EQTY FAC ROTATION - STOCK ETFS
—Quality
$10.9M160,002 shISHARES TR CORE DIV GRWTH - STOCK ETFS
—Quality
$9.3M123,301 shISHARES U S ETF TR U.S. TECH INDEPD - STOCK ETFS
—Quality
$8.2M76,759 shVANGUARD SPECIALIZED FUNDS DIV APP ETF - STOCK ETFS
—Quality
$8.1M34,329 shISHARES TR MSCI USA QLT FCT - STOCK ETFS
—Quality
$5.1M23,053 shVANGUARD INDEX FDS S&P 500 ETF SHS - STOCK ETFS
—Quality
$5.0M7,264 shISHARES TR INVT GRAD SY ETF - BOND ETFS
—Quality
$4.9M109,648 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR 3 7 YR TREAS BD - BOND ETFS | — | $26.6M | 226,598 |
| ISHARES TR CORE S&P500 ETF - STOCK ETFS | — | $17.9M | 23,906 |
| Invesco Ltd.$IVZ | — | $14.8M | 164,782 |
| ISHARES US EQTY FAC ROTATION - STOCK ETFS | — | $10.9M | 160,002 |
| ISHARES TR CORE DIV GRWTH - STOCK ETFS | — | $9.3M | 123,301 |
| ISHARES U S ETF TR U.S. TECH INDEPD - STOCK ETFS | — | $8.2M | 76,759 |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF - STOCK ETFS | — | $8.1M | 34,329 |
| ISHARES TR MSCI USA QLT FCT - STOCK ETFS | — | $5.1M | 23,053 |
| VANGUARD INDEX FDS S&P 500 ETF SHS - STOCK ETFS | — | $5.0M | 7,264 |
| ISHARES TR INVT GRAD SY ETF - BOND ETFS | — | $4.9M | 109,648 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hoese & Co LLP's 183 positions.
Showing top 10 of 183 holdings.
Sector Allocation
Other
$122.2M
Financials
$19.2M
Technology
$3.7M
Healthcare
$2.6M
Consumer Discretionary
$1.7M
Industrials
$1.5M
Consumer Staples
$1.1M
Utilities
$566,663
Full Holdings — Hoese & Co LLP (Q2 2026)
All 183 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR 3 7 YR TREAS BD - BOND ETFS | $26.6M | 17.3% | +0% | — |
| 2 | — | ISHARES TR CORE S&P500 ETF - STOCK ETFS | $17.9M | 11.6% | -2% | — |
| 3 | $IVZ | Invesco Ltd. | $14.8M | 9.6% | +1% | — |
| 4 | — | ISHARES US EQTY FAC ROTATION - STOCK ETFS | $10.9M | 7.1% | +5% | — |
| 5 | — | ISHARES TR CORE DIV GRWTH - STOCK ETFS | $9.3M | 6.1% | +2% | — |
| 6 | — | ISHARES U S ETF TR U.S. TECH INDEPD - STOCK ETFS | $8.2M | 5.3% | +4% | — |
| 7 | — | VANGUARD SPECIALIZED FUNDS DIV APP ETF - STOCK ETFS | $8.1M | 5.3% | -0% | — |
| 8 | — | ISHARES TR MSCI USA QLT FCT - STOCK ETFS | $5.1M | 3.3% | -16% | — |
| 9 | — | VANGUARD INDEX FDS S&P 500 ETF SHS - STOCK ETFS | $5.0M | 3.2% | -1% | — |
| 10 | — | ISHARES TR INVT GRAD SY ETF - BOND ETFS | $4.9M | 3.2% | +1% | — |
| 11 | — | VANGUARD MALVERN FDS STRM INFPROIDX - BOND ETFS | $4.9M | 3.2% | +1% | — |
| 12 | — | VANGUARD TOTAL STOCK MARKET ETF - STOCK ETFS | $4.3M | 2.8% | +0% | — |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $2.6M | 1.7% | -1% | — |
| 14 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 1.5% | +0% | 64.5 |
| 15 | — | ISHARES TR RUSSELL1000GRW - STOCK ETFS | $1.9M | 1.3% | +201% | — |
| 16 | — | ISHARES TR CORE TOTAL USD - BOND ETFS | $1.9M | 1.3% | -3% | — |
| 17 | — | ISHARES TR MSCI USA MIN ETF - STOCK ETFS | $1.6M | 1.0% | -7% | — |
| 18 | — | BLACKROCK ETF TRUST ISHA LA CORE ETF - STOCK ETFS | $1.5M | 1.0% | NEW | — |
| 19 | — | BLACKROCK ETF TRUST ISHARES DEFENSE - STOCK ETFS | $1.4M | 0.9% | NEW | — |
| 20 |  $AAPL | Apple Inc. | $1.3M | 0.9% | +75% | 76.1 |
| 21 | — | SCHWAB STRATEGIC TR US LCAP GR ETF - STOCK ETFS | $1.1M | 0.7% | -10% | — |
| 22 |  $MSFT | MICROSOFT CORP | $811,665 | 0.5% | +63% | 83.7 |
| 23 | — | ISHARES TR RUS 1000 VAL ETF - STOCK ETFS | $699,893 | 0.5% | -42% | — |
| 24 | — | VANGUARD INDEX FDS MID CAP ETF - STOCK ETFS | $609,033 | 0.4% | +300% | — |
| 25 | — | ISHARES TR DJ SEL DIV INX - STOCK ETFS | $577,528 | 0.4% | +0% | — |
| 26 |  $WMT | Walmart Inc. | $523,713 | 0.3% | +1042% | 63.2 |
| 27 |  $MRK | Merck & Co., Inc. | $500,379 | 0.3% | +22% | 70.9 |
| 28 |  $USB | US BANCORP DE | $463,872 | 0.3% | -6% | 71.4 |
| 29 |  $ABBV | AbbVie Inc. | $448,925 | 0.3% | +98% | 59.3 |
| 30 |  $JNJ | JOHNSON & JOHNSON | $409,142 | 0.3% | +11% | 72.8 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $380,672 | 0.3% | +28% | 35.6 |
| 32 |  $TJX | TJX COMPANIES INC /DE/ | $378,750 | 0.3% | +0% | 70.7 |
| 33 | — | ISHARES TR MSCI INTL QUALTY - STOCK ETFS | $358,170 | 0.2% | +0% | — |
| 34 |  $CAT | CATERPILLAR INC | $346,092 | 0.2% | NEW | 67.8 |
| 35 |  $DE | DEERE & CO | $317,165 | 0.2% | NEW | 57.4 |
| 36 |  $XEL | XCEL ENERGY INC | $281,050 | 0.2% | +0% | — |
| 37 |  $C | CITIGROUP INC | $279,920 | 0.2% | +0% | 54.8 |
| 38 | $IVZ | Invesco Ltd. | $275,193 | 0.2% | +0% | — |
| 39 |  $ABT | ABBOTT LABORATORIES | $254,072 | 0.2% | +30% | 67 |
| 40 | — | SPDR SERIES TRUST PORTFOLIO TL STK ETF - STOCK ETFS | $247,039 | 0.2% | +0% | — |
| 41 |  $NVDA | NVIDIA CORP | $244,107 | 0.2% | +0% | 90.2 |
| 42 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $238,593 | 0.1% | +0% | — |
| 43 |  $HD | HOME DEPOT, INC. | $226,414 | 0.1% | +96% | 69.2 |
| 44 |  $WFC | WELLS FARGO & COMPANY/MN | $216,820 | 0.1% | +262% | — |
| 45 |  $PEP | PEPSICO INC | $216,640 | 0.1% | +60% | 62.7 |
| 46 |  $TGT | TARGET CORP | $205,710 | 0.1% | +142% | 53.1 |
| 47 |  $GGG | GRACO INC | $204,147 | 0.1% | +0% | 67.2 |
| 48 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $203,964 | 0.1% | +0% | — |
| 49 |  $SYY | SYSCO CORP | $203,599 | 0.1% | +34% | 58.4 |
| 50 |  $BAC | BANK OF AMERICA CORP /DE/ | $202,756 | 0.1% | -11% | 68.4 |
| 51 |  $EMR | EMERSON ELECTRIC CO | $189,387 | 0.1% | +9% | 65.9 |
| 52 |  $UNH | UNITEDHEALTH GROUP INC | $184,955 | 0.1% | -40% | 66.8 |
| 53 | — | FIDELITY HIGH DIVIDEND - COMMON STOCK | $180,870 | 0.1% | +0% | — |
| 54 |  $MO | ALTRIA GROUP, INC. | $179,875 | 0.1% | +67% | 72.1 |
| 55 |  $MMM | 3M CO | $178,101 | 0.1% | +0% | 60.7 |
| 56 |  $ECL | ECOLAB INC. | $167,160 | 0.1% | +0% | 64.3 |
| 57 | — | ISHARES CORE S&P US VALUE - COMMON STOCK | $165,225 | 0.1% | +0% | — |
| 58 | — | SPDR INDEX SHS FDS ST STR PO EX ETF - STOCK ETFS | $161,770 | 0.1% | +0% | — |
| 59 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $159,030 | 0.1% | +0% | — |
| 60 |  $XOM | EXXON MOBIL CORP | $155,450 | 0.1% | -11% | 61.8 |
| 61 |  $PM | Philip Morris International Inc. | $144,728 | 0.1% | NEW | 80.5 |
| 62 |  $ORCL | ORACLE CORP | $142,593 | 0.1% | NEW | 67.2 |
| 63 | — | ISHARES TR S&P500 GRW - STOCK ETFS | $141,930 | 0.1% | +0% | — |
| 64 | $IVZ | Invesco Ltd. | $138,831 | 0.1% | +0% | — |
| 65 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $136,810 | 0.1% | +100% | 75.4 |
| 66 |  $MDT | Medtronic plc | $133,912 | 0.1% | -9% | — |
| 67 |  $PG | PROCTER & GAMBLE Co | $129,189 | 0.1% | -16% | 72.9 |
| 68 |  $LFUS | LITTELFUSE INC /DE | $128,402 | 0.1% | +0% | 58.7 |
| 69 |  $LNT | ALLIANT ENERGY CORP | $127,785 | 0.1% | +0% | 56.7 |
| 70 |  $O | REALTY INCOME CORP | $123,900 | 0.1% | +0% | 74.6 |
| 71 |  $NVT | nVent Electric plc | $122,797 | 0.1% | +0% | — |
| 72 |  $PFE | PFIZER INC | $120,350 | 0.1% | +0% | 69 |
| 73 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $118,500 | 0.1% | NEW | — |
| 74 |  $CSCO | CISCO SYSTEMS, INC. | $117,460 | 0.1% | NEW | 72.3 |
| 75 | — | VANGUARD INDEX FDS VALUE ETF - STOCK ETFS | $116,374 | 0.1% | NEW | — |
| 76 |  $ROK | ROCKWELL AUTOMATION, INC | $111,393 | 0.1% | +0% | 68.2 |
| 77 |  $TTC | TORO CO | $107,940 | 0.1% | +37% | 69.5 |
| 78 | — | VANGUARD SCOTTSDALE FDS VNG RUS1000GRW - STOCK ETFS | $105,059 | 0.1% | NEW | — |
| 79 |  $ENTG | ENTEGRIS INC | $98,923 | 0.1% | +0% | 57.7 |
| 80 |  $TXN | TEXAS INSTRUMENTS INC | $92,401 | 0.1% | +0% | 70.4 |
| 81 |  $GOOGL | Alphabet Inc. | $91,862 | 0.1% | +0% | 80.2 |
| 82 |  $MDLZ | Mondelez International, Inc. | $89,825 | 0.1% | +55% | 53.9 |
| 83 |  $DOV | DOVER Corp | $89,712 | 0.1% | NEW | 63.1 |
| 84 |  $HRL | HORMEL FOODS CORP /DE/ | $86,835 | 0.1% | +17% | 58.4 |
| 85 | — | VANECK VECTORS ETF TR MORNINGSTAR WIDE - STOCK ETFS | $86,598 | 0.1% | -42% | — |
| 86 |  $COP | CONOCOPHILLIPS | $85,767 | 0.1% | NEW | 74.8 |
| 87 |  $BSX | BOSTON SCIENTIFIC CORP | $85,360 | 0.1% | +0% | 79.9 |
| 88 |  $FFIV | F5, INC. | $83,190 | 0.1% | NEW | 70 |
| 89 | — | ISHARES TR RUSSELL 2000 - COMMON STOCK | $82,621 | 0.1% | +0% | — |
| 90 |  $YUM | YUM BRANDS INC | $79,930 | 0.1% | NEW | 71.7 |
| 91 |  $LLY | ELI LILLY & Co | $77,961 | 0.1% | +0% | 89.3 |
| 92 |  $V | VISA INC. | $77,193 | 0.1% | +0% | 83.5 |
| 93 |  $PNR | PENTAIR plc | $76,650 | 0.1% | +0% | — |
| 94 | — | ISHARES TR CORE S&P MCP ETF - STOCK ETFS | $76,261 | 0.1% | -41% | — |
| 95 |  $CCZ | COMCAST CORP | $73,620 | 0.1% | +0% | 70.4 |
| 96 |  $CVX | CHEVRON CORP | $73,430 | 0.1% | +2361% | 54.7 |
| 97 | — | FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY - COMMON STOCK | $73,297 | 0.1% | +0% | — |
| 98 |  $HWKN | HAWKINS INC | $72,471 | 0.1% | +0% | 57.5 |
| 99 | — | XTRACKERS MSCI EAFE - COMMON STOCK | $67,741 | 0.0% | +0% | — |
| 100 |  $KDP | Keurig Dr Pepper Inc. | $65,440 | 0.0% | +0% | 63.1 |
| 101 |  $KO | COCA COLA CO | $65,016 | 0.0% | NEW | 74 |
| 102 |  $RTX | RTX Corp | $64,887 | 0.0% | +141% | 70 |
| 103 |  $AVGO | Broadcom Inc. | $64,217 | 0.0% | +0% | 86.4 |
| 104 | — | ISHARES CORE S&P GROWTH ETF - COMMON STOCK | $62,633 | 0.0% | +0% | — |
| 105 |  $DCI | DONALDSON Co INC | $59,247 | 0.0% | +0% | 64.7 |
| 106 |  $BMY | BRISTOL MYERS SQUIBB CO | $57,610 | 0.0% | NEW | 70.1 |
| 107 | — | VANGUARD INDEX FDS SMALL CP ETF - COMMON STOCK | $56,984 | 0.0% | +0% | — |
| 108 |  $TECH | BIO-TECHNE Corp | $56,520 | 0.0% | -20% | 59.6 |
| 109 | — | ISHARES TR SHORT TREAS BD - BOND ETFS | $52,968 | 0.0% | +0% | — |
| 110 |  $LIN | LINDE PLC | $51,894 | 0.0% | +0% | — |
| 111 | — | SELECT SECTOR SPDR TR SBI INT-UTILS - STOCK ETFS | $50,780 | 0.0% | +0% | — |
| 112 |  $FCX | FREEPORT-MCMORAN INC | $50,178 | 0.0% | NEW | 73.1 |
| 113 | — | INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 - STOCK ETFS | $47,961 | 0.0% | +0% | — |
| 114 | — | ISHARES TR CORE MSCI EAFE - STOCK ETFS | $47,613 | 0.0% | NEW | — |
| 115 | — | ISHARES TR MSCI EAFE ETF - STOCK ETFS | $46,746 | 0.0% | +0% | — |
| 116 |  $GIS | GENERAL MILLS INC | $45,227 | 0.0% | NEW | 64.1 |
| 117 |  $AMGN | AMGEN INC | $42,366 | 0.0% | -27% | 79.5 |
| 118 |  $PSX | Phillips 66 | $42,262 | 0.0% | NEW | 47.6 |
| 119 |  $GE | GENERAL ELECTRIC CO | $40,735 | 0.0% | NEW | 74.8 |
| 120 |  $WT | WisdomTree, Inc. | $40,072 | 0.0% | +0% | 62.9 |
| 121 | — | VANGUARD BD INDEX FDS TOTAL BND MRKT - BOND ETFS | $39,636 | 0.0% | +0% | — |
| 122 |  $ADP | AUTOMATIC DATA PROCESSING INC | $39,191 | 0.0% | +0% | 77.9 |
| 123 |  $STAG | STAG Industrial, Inc. | $39,011 | 0.0% | +105% | 67.8 |
| 124 |  $SHEL | Shell plc | $38,770 | 0.0% | NEW | — |
| 125 |  $WY | WEYERHAEUSER CO | $38,288 | 0.0% | NEW | 52.9 |
| 126 |  $RIO | RIO TINTO PLC | $37,972 | 0.0% | NEW | — |
| 127 |  $BBY | BEST BUY CO INC | $37,940 | 0.0% | NEW | 51.5 |
| 128 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $36,750 | 0.0% | NEW | 66.4 |
| 129 | — | ISHARES INC CORE MSCI EMKT - STOCK ETFS | $36,366 | 0.0% | NEW | — |
| 130 |  $FUL | FULLER H B CO | $34,040 | 0.0% | +0% | 57.2 |
| 131 |  $GEV | GE Vernova Inc. | $31,720 | 0.0% | NEW | 70.1 |
| 132 |  $ASB | ASSOCIATED BANC-CORP | $30,770 | 0.0% | -50% | — |
| 133 |  $VZ | VERIZON COMMUNICATIONS INC | $30,061 | 0.0% | +0% | 71.6 |
| 134 |  $PII | Polaris Inc. | $29,018 | 0.0% | +1667% | 34.3 |
| 135 |  $AXP | AMERICAN EXPRESS CO | $27,060 | 0.0% | +0% | 73.2 |
| 136 |  $T | AT&T INC. | $26,910 | 0.0% | +19% | 71.9 |
| 137 |  $CL | COLGATE PALMOLIVE CO | $26,128 | 0.0% | +0% | 72.4 |
| 138 | — | FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF - COMMON STOCK | $25,748 | 0.0% | +0% | — |
| 139 |  $LRCX | LAM RESEARCH CORP | $21,666 | 0.0% | +0% | 82.4 |
| 140 | — | PIMCO ETF TR INV GRD CRP BD - BOND ETFS | $21,608 | 0.0% | NEW | — |
| 141 |  $WEC | WEC ENERGY GROUP, INC. | $21,018 | 0.0% | +0% | 67 |
| 142 |  $YUMC | Yum China Holdings, Inc. | $20,430 | 0.0% | NEW | 65.2 |
| 143 |  $ADM | Archer-Daniels-Midland Co | $19,100 | 0.0% | NEW | 49.4 |
| 144 |  $MSI | Motorola Solutions, Inc. | $18,272 | 0.0% | +0% | 73.8 |
| 145 |  $CTAS | CINTAS CORP | $18,198 | 0.0% | +0% | 76.3 |
| 146 |  $FISV | FISERV INC | $18,045 | 0.0% | +0% | 67.4 |
| 147 | — | VANGUARD SCOTTSDALE FDS INT-TERM CORP - BOND ETFS | $18,017 | 0.0% | +38% | — |
| 148 |  $PRLB | Proto Labs Inc | $16,302 | 0.0% | +0% | 51.2 |
| 149 | — | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD - BOND ETFS | $15,331 | 0.0% | NEW | — |
| 150 |  $CARR | CARRIER GLOBAL Corp | $14,670 | 0.0% | NEW | 61.5 |
| 151 | — | ISHARES TR RUS 2000 GRW ETF - COMMON STOCK | $14,576 | 0.0% | NEW | — |
| 152 |  $SCHW | SCHWAB CHARLES CORP | $14,024 | 0.0% | -57% | 77.2 |
| 153 | — | VANGUARD INDEX FDS GROWTH ETF - STOCK ETFS | $13,954 | 0.0% | NEW | — |
| 154 | — | VANGUARD INDEX FDS SM CP VAL ETF - STOCK ETFS | $13,607 | 0.0% | NEW | — |
| 155 | — | VANGUARD SCOTTSDALE FDS INTER TERM TREAS - BOND ETFS | $12,500 | 0.0% | +4% | — |
| 156 |  $ETN | Eaton Corp plc | $11,078 | 0.0% | +0% | — |
| 157 |  $SOLS | Solstice Advanced Materials Inc. | $11,075 | 0.0% | +0% | — |
| 158 | — | SPDR SERIES TRUST ST LON TREAS ETF - BOND ETFS | $9,884 | 0.0% | NEW | — |
| 159 |  $SHW | SHERWIN WILLIAMS CO | $8,952 | 0.0% | +0% | 65.3 |
| 160 |  $INN | Summit Hotel Properties, Inc. | $8,412 | 0.0% | NEW | 38.9 |
| 161 |  $WEN | Wendy's Co | $8,290 | 0.0% | NEW | 54.6 |
| 162 | — | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF - BOND ETFS | $7,583 | 0.0% | NEW | — |
| 163 | — | ISHARES EM ETF - STOCK ETFS | $6,976 | 0.0% | NEW | — |
| 164 |  $MPT | MEDICAL PROPERTIES TRUST INC | $6,930 | 0.0% | NEW | 42 |
| 165 |  $INTC | INTEL CORP | $5,026 | 0.0% | +0% | 41.5 |
| 166 |  $BLK | BlackRock, Inc. | $4,807 | 0.0% | +0% | 70.3 |
| 167 |  $BKNG | Booking Holdings Inc. | $4,456 | 0.0% | +2400% | 55.3 |
| 168 |  $QCOM | QUALCOMM INC/DE | $4,434 | 0.0% | +0% | 81.9 |
| 169 |  $VSNT | Versant Media Group, Inc. | $4,320 | 0.0% | +0% | — |
| 170 | — | SCHWAB STRATEGIC TR SHT TM US TRES - BOND ETFS | $4,053 | 0.0% | NEW | — |
| 171 | — | ISHARES TR EAFE VALUE ETF - STOCK ETFS | $3,673 | 0.0% | +0% | — |
| 172 |  $WBD | Warner Bros. Discovery, Inc. | $3,198 | 0.0% | NEW | 42.1 |
| 173 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $2,582 | 0.0% | +0% | 64.9 |
| 174 |  $GEHC | GE HealthCare Technologies Inc. | $2,304 | 0.0% | NEW | 58.2 |
| 175 |  $CMBT | CMB.TECH NV | $2,126 | 0.0% | NEW | — |
| 176 | — | ISHARES TR BARCLYS TIPS BD - STOCK ETFS | $1,969 | 0.0% | NEW | — |
| 177 | — | ISHARES TR S&P US PFD STK - COMMON STOCK | $1,188 | 0.0% | NEW | — |
| 178 | — | SPDR SERIES TRUST ST SHOR CORP ETF - BOND ETFS | $990 | 0.0% | -92% | — |
| 179 |  $CDE | Coeur Mining, Inc. | $815 | 0.0% | NEW | 78.1 |
| 180 | $IVZ | Invesco Ltd. | $747 | 0.0% | NEW | — |
| 181 | — | ISHARES TR MBS ETF - BOND ETFS | $378 | 0.0% | NEW | — |
| 182 |  $RKT | Rocket Companies, Inc. | $173 | 0.0% | NEW | — |
| 183 | — | ISHARES TR 20 YR TR BD ETF - FIXED INC MTL FDS | $86 | 0.0% | NEW | — |
New Positions (52)
BLACKROCK ETF TRUST ISHA LA CORE ETF - STOCK ETFS$1.5M
BLACKROCK ETF TRUST ISHARES DEFENSE - STOCK ETFS$1.4M
$CAT CATERPILLAR INC$346,092$DE DEERE & CO$317,165$PM Philip Morris International Inc.$144,728$ORCL ORACLE CORP$142,593$CNQ CANADIAN NATURAL RESOURCES Ltd$118,500$CSCO CISCO SYSTEMS, INC.$117,460 VANGUARD INDEX FDS VALUE ETF - STOCK ETFS$116,374
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW - STOCK ETFS$105,059
$DOV DOVER Corp$89,712$COP CONOCOPHILLIPS$85,767$FFIV F5, INC.$83,190$YUM YUM BRANDS INC$79,930$KO COCA COLA CO$65,016
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AI-Powered Hedge Fund Analysis: Hoese & Co LLP
13F Pro is an AI hedge fund tracker and stock research platform. For Hoese & Co LLP (SEC CIK: 1840268), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Hoese & Co LLP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.