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 $134.7M across 133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEI ($26.8M, 19.89%), IVV ($15.9M, 11.81%), SPHQ ($12.2M, 9.06%), DYNF ($8.9M, 6.58%), DGRO ($8.5M, 6.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEI | ISHARES TR 3 7 YR TREAS BD | $26.8M | 19.89% | 225,998 | Added |
| 2 | IVV | ISHARES TR CORE S&P500 ETF | $15.9M | 11.81% | 24,359 | Trimmed |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | $12.2M | 9.06% | 162,420 | Trimmed |
| 4 | DYNF | ISHARES US EQTY FAC ROTATION | $8.9M | 6.58% | 152,448 | Added |
| 5 | DGRO | ISHARES TR CORE DIV GRWTH | $8.5M | 6.30% | 120,865 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $7.4M | 5.48% | 34,344 | Trimmed |
| 7 | IETC | ISHARES U S ETF TR U.S. TECH INDEPD | $6.5M | 4.83% | 73,625 | Added |
| 8 | QUAL | ISHARES TR MSCI USA QLT FCT | $5.3M | 3.91% | 27,499 | Trimmed |
| 9 | IGEB | ISHARES TR INVESTMENT GRADE | $4.9M | 3.64% | 108,824 | Trimmed |
| 10 | VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $4.8M | 3.58% | 96,578 | Added |
| 11 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $4.4M | 3.24% | 7,308 | Trimmed |
| 12 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.8M | 2.79% | 11,729 | Trimmed |
| 13 | SPY | SPDR TR S&P 500 ETF UNIT SER 1 | $2.3M | 1.67% | 3,466 | Trimmed |
| 14 | IWF | ISHARES TR RUSSELL1000GRW | $2.2M | 1.65% | 5,201 | Hold |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $2.2M | 1.60% | 3 | Hold |
| 16 | IUSB | ISHARES TR CORE TOTAL USD | $2.0M | 1.48% | 43,259 | Trimmed |
| 17 | USMV | ISHARES TR MSCI USA MIN VOL | $1.6M | 1.22% | 17,681 | Trimmed |
| 18 | IWD | ISHARES TR RUS 1000 VAL ETF | $1.1M | 0.79% | 4,963 | Hold |
| 19 | SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $1.1M | 0.78% | 36,276 | Hold |
| 20 | AAPL | APPLE INC COM | $660,361 | 0.49% | 2,602 | Hold |
| 21 | DVY | ISHARES TR DJ SEL DIV INX | $559,458 | 0.42% | 3,695 | Hold |
| 22 | VO | VANGUARD INDEX FDS MID CAP ETF | $542,750 | 0.40% | 1,890 | Hold |
| 23 | MSFT | MICROSOFT CORP COM | $492,680 | 0.37% | 1,331 | Added |
| 24 | USB | US BANCORP DEL COM NEW | $425,360 | 0.32% | 8,180 | Hold |
| 25 | TJX | TJX COS INC NEW COM | $399,250 | 0.30% | 2,500 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31