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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 1 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEI ISHARES TR 3 7 YR TREAS BD 226,598.0 $26.6M 17.29% NEW $117.45 -1.1%
2 IVV ISHARES TR CORE S&P500 ETF 23,906.0 $17.9M 11.63% NEW $748.89 +3.2%
3 SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 164,782.0 $14.8M 9.64% NEW $90.10 -4.9%
4 DYNF ISHARES US EQTY FAC ROTATION 160,002.0 $10.9M 7.07% NEW $68.01 +2.3%
5 DGRO ISHARES TR CORE DIV GRWTH 123,301.0 $9.3M 6.07% NEW $75.79 +4.7%
6 IETC ISHARES U S ETF TR U.S. TECH INDEPD 76,759.0 $8.2M 5.35% NEW $107.35 +1.4%
7 VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 34,329.0 $8.1M 5.28% NEW $236.62 +2.7%
8 QUAL ISHARES TR MSCI USA QLT FCT 23,053.0 $5.1M 3.29% NEW $219.43 +1.9%
9 VOO VANGUARD INDEX FDS S&P 500 ETF SHS 7,264.0 $5.0M 3.24% NEW $686.80 +3.0%
10 IGEB ISHARES TR INVT GRAD SY ETF 109,648.0 $4.9M 3.21% NEW $45.11 -1.9%
11 VTIP VANGUARD MALVERN FDS STRM INFPROIDX 97,390.0 $4.9M 3.18% NEW $50.22 -1.1%
12 VTI VANGUARD TOTAL STOCK MARKET ETF 11,729.0 $4.3M 2.82% NEW $370.03 +2.5%
13 SPY SPDR TR S&P 500 ETF UNIT SER 1 Financial Services 3,441.0 $2.6M 1.67% NEW $746.77 +3.0%
14 BERKSHIRE HATHAWAY INC DEL CL A 3.0 $2.2M 1.46% NEW $748850.00
15 IWF ISHARES TR RUSSELL1000GRW 15,632.0 $1.9M 1.26% NEW $124.17 -1.1%
16 IUSB ISHARES TR CORE TOTAL USD 41,966.0 $1.9M 1.26% NEW $46.15 -1.4%
17 USMV ISHARES TR MSCI USA MIN ETF 16,393.0 $1.6M 1.03% NEW $96.46 +5.5%
18 BLCR BLACKROCK ETF TRUST ISHA LA CORE ETF 29,826.0 $1.5M 0.98% NEW $50.36 -1.9%
19 BLACKROCK ETF TRUST ISHARES DEFENSE 43,651.0 $1.4M 0.90% NEW $31.77
20 AAPL APPLE INC COM Technology 4,556.0 $1.3M 0.86% NEW $289.35 +10.5%
Page 1 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%