Hoese & CO LLP Portfolio Holdings
Hoese & CO LLP
- $123 Million
- Q2 2025
Hoese & CO LLP has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $123 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 $22.8M, Ishares Core S&P 500 ETF with a value of $21M, Invesco Exchange Traded Fd Tr with a value of $13.7M, Ishares Msci Usa Quality Facto with a value of $8.33M, and Ishares Core Dividend Growth E with a value of $6.64M.
Examining the 13F form we can see an increase of $8.82M in the current position value, from $114M to 123M.
Below you can find more details about Hoese & CO LLP portfolio as well as his latest detailed transactions.
Portfolio value
$123 Million
ETFs: $110 Million
Financial Services: $3.79 Million
Healthcare: $2.27 Million
Technology: $2.14 Million
Industrials: $1.47 Million
Consumer Defensive: $1.12 Million
Consumer Cyclical: $475,000
Basic Materials: $446,000
Other: $960,000