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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 6 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO COM Consumer Defensive 800.0 $65K 0.04% NEW $81.27 +10.3%
102 RTX RTX CORPORATION COM Industrials 342.0 $65K 0.04% NEW $189.73 +11.6%
103 AVGO BROADCOM INC COM Technology 170.0 $64K 0.04% NEW $377.75 -2.4%
104 IUSG ISHARES CORE S&P GROWTH ETF 333.0 $63K 0.04% NEW $188.09 +1.7%
105 DCI DONALDSON INC COM Industrials 660.0 $59K 0.04% NEW $89.77 +2.4%
106 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,000.0 $58K 0.04% NEW $57.61 +15.6%
107 VB VANGUARD INDEX FDS SMALL CP ETF 188.0 $57K 0.04% NEW $303.11 -0.8%
108 TECH BIO TECH CORP Healthcare 800.0 $57K 0.04% NEW $70.65 +2.4%
109 SHV ISHARES TR SHORT TREAS BD 480.0 $53K 0.03% NEW $110.35 +0.0%
110 LIN LINDE PLC SHS Basic Materials 100.0 $52K 0.03% NEW $518.94 -5.7%
111 XLU SELECT SECTOR SPDR TR SBI INT-UTILS 1,120.0 $51K 0.03% NEW $45.34 -5.8%
112 FCX FREEPORT MCMORAN INC CL B Basic Materials 798.0 $50K 0.03% NEW $62.88 +21.6%
113 PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 860.0 $48K 0.03% NEW $55.77 -1.0%
114 IEFA ISHARES TR CORE MSCI EAFE 493.0 $48K 0.03% NEW $96.58 +4.1%
115 EFA ISHARES TR MSCI EAFE ETF 450.0 $47K 0.03% NEW $103.88 +3.7%
116 GIS GENERAL MILLS INC COM Consumer Defensive 1,300.0 $45K 0.03% NEW $34.79 +19.4%
117 AMGN AMGEN INC COM Healthcare 117.0 $42K 0.03% NEW $362.10 +19.4%
118 PSX PHILLIPS 66 COM Energy 250.0 $42K 0.03% NEW $169.05 +44.3%
119 GE GE AEROSPACE COM NEW Industrials 109.0 $41K 0.03% NEW $373.72 -8.3%
120 DON WISDOMTREE US MIDCAP 709.0 $40K 0.03% NEW $56.52 +2.2%
Page 6 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%