Hoese & CO LLP Reduced Holdings in Q3 2025

Hoese & CO LLP

  • $130 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.72K
- 5.53%
$45.6 - $46.92 $352K - $362K
132K $6.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-400
- 91.12%
$459.11 - $506.91 $184K - $203K
39 $19K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.08K
- 7.85%
$92.18 - $95.14 $191K - $198K
24.4K $2.32M
HWKN
Hawkins Inc

Basic Materials
-1.2K
- 70.18%
$144.17 - $184.75 $173K - $222K
510 $93K
ETN
Eaton Corp PLC

Industrials
-400
- 93.9%
$342.99 - $392.76 $137K - $157K
26 $9K
MO
Altria Group, Inc.

Consumer Defensive
-2.1K
- 58.33%
$57.75 - $67.68 $121K - $142K
1.5K $99K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.35K
- 19.72%
$41.43 - $44.2 $97.2K - $104K
9.55K $421K
DVY
Ishares Tr

ETFs
-800
- 17.8%
$133.88 - $142.57 $107K - $114K
3.7K $525K
AXP
American Express CO

Financial Services
-200
- 71.43%
$294.27 - $342.31 $58.9K - $68.5K
80 $26K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-110
- 27.5%
$567.09 - $607.37 $62.4K - $66.8K
290 $172K
JNJ
Johnson & Johnson

Healthcare
-604
- 29.48%
$155.17 - $185.42 $93.7K - $112K
1.45K $267K
MSI
Motorola Solutions, Inc.

Technology
-100
- 69.44%
$408.73 - $490.3 $40.9K - $49K
44 $20K
WFC
Wells Fargo & Company

Financial Services
-450
- 38.33%
$77.05 - $85.16 $34.7K - $38.3K
724 $60K
PEP
Pepsico Inc

Consumer Defensive
-300
- 23.08%
$133.81 - $152.16 $40.1K - $45.6K
1K $140K
MMM
3 M CO

Industrials
-219
- 16.6%
$144.41 - $160.2 $31.6K - $35.1K
1.1K $170K
PG
Procter & Gamble CO

Consumer Defensive
-125
- 10.64%
$150.47 - $161.22 $18.8K - $20.2K
1.05K $161K
SPY
Spdr S&P 500 ETF Trust

ETFs
-368
- 8.07%
$617.65 - $666.84 $227K - $245K
4.19K $2.79M
CVX
Chevron Corp

Energy
-150
- 89.29%
$145.57 - $161.83 $21.8K - $24.3K
18 $2K
EMR
Emerson Electric CO

Industrials
-150
- 10.99%
$128.6 - $149.63 $19.3K - $22.4K
1.22K $159K
UNH
Unitedhealth Group Inc

Healthcare
-150
- 15.0%
$237.77 - $353.61 $35.7K - $53K
850 $293K
ABBV
Abb Vie Inc.

Healthcare
-321
- 25.8%
$184.85 - $231.54 $59.3K - $74.3K
923 $213K
SYY
Sysco Corp

Consumer Defensive
-400
- 15.69%
$76.33 - $82.51 $30.5K - $33K
2.15K $176K
USB
Us Bancorp \De\

Financial Services
-800
- 10.03%
$43.94 - $50.41 $35.2K - $40.3K
7.18K $347K
IWD
Ishares Russell 1000 Val ETF

ETFs
-100
- 1.98%
$192.76 - $203.86 $19.3K - $20.4K
4.96K $1.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.24K
- 4.91%
$182.33 - $194.5 $408K - $435K
43.4K $8.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-285
- 5.2%
$420.11 - $472.68 $120K - $135K
5.2K $2.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-577
- 5.55%
$567.77 - $614.76 $328K - $355K
9.81K $6.01M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-198
- 0.1%
$70.77 - $73.59 $14K - $14.6K
193K $14.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-214
- 0.63%
$620.67 - $670.08 $133K - $143K
33.6K $22.5M
Activity Summary
Buys All Purchases 9 New Holdings 0 Increased Positions 9 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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