Hoese & CO LLP Portfolio Holdings
Hoese & CO LLP
- $115 Million
- Q4 2024
Hoese & CO LLP has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $115 Million distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 3 7 Yr Treas with a value of $22M, Ishares Core S&P 500 ETF with a value of $20M, Invesco Exchange Traded Fd Tr with a value of $10.7M, Ishares Msci Usa Quality Facto with a value of $8.18M, and Ishares Core Total Usd Bond Ma with a value of $6.89M.
Examining the 13F form we can see an decrease of $3.15M in the current position value, from $118M to 115M.
Below you can find more details about Hoese & CO LLP portfolio as well as his latest detailed transactions.
Portfolio value
$115 Million
ETFs: $106 Million
Financial Services: $3.16 Million
Technology: $2.27 Million
Healthcare: $1.02 Million
Consumer Defensive: $884,000
Industrials: $707,000
Energy: $454,000
Basic Materials: $198,000
Other: $353,000