Hoese & CO LLP has filed its 13F form on April 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $111 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19M, Ishares U.S. Treasury Bond ETF with a value of $18M, Invesco Exchange Traded Fd Tr with a value of $8.67M, Spdr S&P 500 ETF Trust with a value of $8.55M, and Vanguard Index Fds S&P 500 ETF with a value of $7.68M.

Examining the 13F form we can see an increase of $6.11M in the current position value, from $105M to 111M.

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

Portfolio value $111 Million
ETFs: $102 Million
Financial Services: $3.5 Million
Consumer Defensive: $1.32 Million
Healthcare: $1.29 Million
Technology: $1.28 Million
Consumer Cyclical: $654,000
Industrials: $496,000
Energy: $413,000
Other: $414,000

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 157
  • Current Value $111 Million
  • Prior Value $105 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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