Hoese & CO LLP Portfolio Holdings
Hoese & CO LLP
- $130 Million
- Q3 2025
Hoese & CO LLP has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Million distributed in 146 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 $22.9M, Ishares Core S&P 500 ETF with a value of $22.5M, Invesco Exchange Traded Fd Tr with a value of $14.1M, Ishares Msci Usa Quality Facto with a value of $8.43M, and Ishares Core Dividend Growth E with a value of $7.12M.
Examining the 13F form we can see an increase of $6.53M in the current position value, from $123M to 130M.
Below you can find more details about Hoese & CO LLP portfolio as well as his latest detailed transactions.
Portfolio value
$130 Million
ETFs: $118 Million
Financial Services: $3.47 Million
Healthcare: $2.03 Million
Technology: $1.99 Million
Industrials: $1.3 Million
Consumer Defensive: $819,000
Consumer Cyclical: $564,000
Utilities: $470,000
Other: $594,000