BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Hoese & Co LLP

· CIK 0001840268
13F Portfolio $154M AUM 203 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 183 New
Page 9 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WEN WENDYS CO COM Consumer Cyclical 1,000.0 $8K 0.01% NEW $8.29 -0.2%
162 VMBS VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 162.0 $8K 0.01% NEW $46.81 -1.3%
163 EEM ISHARES EM ETF 102.0 $7K 0.01% NEW $68.39 -1.8%
164 MPT MEDICAL PROPERTIES TRUST INCCOM Financial Services 1,500.0 $7K 0.01% NEW $4.62 -11.5%
165 INTC INTEL CORP COM Technology 36.0 $5K 0.00% NEW $139.61 -35.9%
166 BLK BLACKROCK INC COM Financial Services 5.0 $5K 0.00% NEW $961.40 +21.1%
167 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 25.0 $4K 0.00% NEW $178.24 +15.4%
168 QCOM QUALCOMM INC COM Technology 24.0 $4K 0.00% NEW $184.75 -11.1%
169 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 120.0 $4K 0.00% NEW $36.00 +13.9%
170 SCHO SCHWAB STRATEGIC TR SHT TM US TRES 168.0 $4K 0.00% NEW $24.12 -0.2%
171 EFV ISHARES TR EAFE VALUE ETF 48.0 $4K 0.00% NEW $76.52 +6.8%
172 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 120.0 $3K 0.00% NEW $26.65 +8.0%
173 ZBH ZIMMER BIOMET HLDGS INC COM Healthcare 30.0 $3K 0.00% NEW $86.07 +17.2%
174 GEHC GE HEALTHCARE Healthcare 36.0 $2K 0.00% NEW $64.00 +12.1%
175 CMB.TECH NV SHS 152.0 $2K 0.00% NEW $13.99
176 TIP ISHARES TR BARCLYS TIPS BD 18.0 $2K 0.00% NEW $109.39 -2.2%
177 PFF ISHARES TR S&P US PFD STK 39.0 $1K 0.00% NEW $30.46 +0.3%
178 SPSB SPDR SERIES TRUST ST SHOR CORP ETF 33.0 $990.0 0.00% NEW $30.00 -0.3%
179 CDE COEUR MNG INC COM NEW Basic Materials 50.0 $815.0 0.00% NEW $16.30 +29.6%
180 PGX INVESCO EXCH TRADED FD TR IIPFD ETF 69.0 $747.0 NEW $10.83 -2.1%
Page 9 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.6%
Technology 19.4%
Healthcare 13.9%
Industrials 11.8%
Consumer Defensive 11.7%
Consumer Cyclical 4.6%
Utilities 3.5%
Energy 3.0%
Basic Materials 2.5%
Real Estate 1.2%