Hoese & Co LLP - Portfolio overview

Hoese & Co LLP has 143 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. IEI - ISHARES TR 3 7 YR TREAS BD, 23.24%
2. SPHQ - INVESCO EXCHANGE TRADED FD TS&P500 QUALITY, 10.59%
3. DYNF - ISHARES US EQTY FAC ROTATION, 7.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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