Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hoese & Co LLP (CIK 1840268) reported $153.9M across 183 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEI ($26.6M, 17.29%), IVV ($17.9M, 11.63%), SPHQ ($14.8M, 9.64%), DYNF ($10.9M, 7.07%), DGRO ($9.3M, 6.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEI | ISHARES TR 3 7 YR TREAS BD | $26.6M | 17.29% | 226,598 | Added |
| 2 | IVV | ISHARES TR CORE S&P500 ETF | $17.9M | 11.63% | 23,906 | Trimmed |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | $14.8M | 9.64% | 164,782 | Added |
| 4 | DYNF | ISHARES US EQTY FAC ROTATION | $10.9M | 7.07% | 160,002 | Added |
| 5 | DGRO | ISHARES TR CORE DIV GRWTH | $9.3M | 6.07% | 123,301 | Added |
| 6 | IETC | ISHARES U S ETF TR U.S. TECH INDEPD | $8.2M | 5.35% | 76,759 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $8.1M | 5.28% | 34,329 | Trimmed |
| 8 | QUAL | ISHARES TR MSCI USA QLT FCT | $5.1M | 3.29% | 23,053 | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $5.0M | 3.24% | 7,264 | Trimmed |
| 10 | IGEB | ISHARES TR INVT GRAD SY ETF | $4.9M | 3.21% | 109,648 | Added |
| 11 | VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $4.9M | 3.18% | 97,390 | Added |
| 12 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.3M | 2.82% | 11,729 | Hold |
| 13 | SPY | SPDR TR S&P 500 ETF UNIT SER 1 | $2.6M | 1.67% | 3,441 | Trimmed |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $2.2M | 1.46% | 3 | Hold |
| 15 | IWF | ISHARES TR RUSSELL1000GRW | $1.9M | 1.26% | 15,632 | Added |
| 16 | IUSB | ISHARES TR CORE TOTAL USD | $1.9M | 1.26% | 41,966 | Trimmed |
| 17 | USMV | ISHARES TR MSCI USA MIN ETF | $1.6M | 1.03% | 16,393 | Trimmed |
| 18 | BLCR | BLACKROCK ETF TRUST ISHA LA CORE ETF | $1.5M | 0.98% | 29,826 | New |
| 19 | IDEF | BLACKROCK ETF TRUST ISHARES DEFENSE | $1.4M | 0.90% | 43,651 | New |
| 20 | AAPL | APPLE INC COM | $1.3M | 0.86% | 4,556 | Added |
| 21 | SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $1.1M | 0.72% | 32,615 | Trimmed |
| 22 | MSFT | MICROSOFT CORP COM | $811,665 | 0.53% | 2,176 | Added |
| 23 | IWD | ISHARES TR RUS 1000 VAL ETF | $699,893 | 0.45% | 2,887 | Trimmed |
| 24 | VO | VANGUARD INDEX FDS MID CAP ETF | $609,033 | 0.40% | 7,560 | Added |
| 25 | DVY | ISHARES TR DJ SEL DIV INX | $577,528 | 0.38% | 3,695 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30