Hoese & CO LLP has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Million distributed in 177 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 $22.3M, Ishares Core S&P 500 ETF with a value of $19M, Invesco Exchange Traded Fd Tr with a value of $12.4M, Ishares Msci Usa Quality Facto with a value of $7.75M, and Ishares Core Total Usd Bond Ma with a value of $6.82M.

Examining the 13F form we can see an decrease of $337K in the current position value, from $115M to 114M.

Below you can find more details about Hoese & CO LLP portfolio as well as his latest detailed transactions.

Portfolio value $114 Million
ETFs: $106 Million
Financial Services: $3.52 Million
Technology: $1.74 Million
Healthcare: $1.02 Million
Consumer Defensive: $911,000
Industrials: $605,000
Energy: $434,000
Basic Materials: $173,000
Other: $282,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $114 Million
  • Prior Value $115 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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