Hoese & Co LLP: 13F holdings
CIK 18402682026Q2
| Positions | 183 |
|---|
| Reported value | $153.9m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 183 (+48 vs prior quarter) |
|---|
| Reported value | $153.9m (+14.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IEI ISHARES TR 3 7 YR TREAS BD | 226,598 | $26.6m | 17.3% |
| IVV ISHARES TR CORE S&P500 ETF | 23,906 | $17.9m | 11.6% |
| SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 164,782 | $14.8m | 9.6% |
| DYNF ISHARES US EQTY FAC ROTATION | 160,002 | $10.9m | 7.1% |
| DGRO ISHARES TR CORE DIV GRWTH | 123,301 | $9.3m | 6.1% |
| IETC ISHARES U S ETF TR U.S. TECH INDEPD | 76,759 | $8.2m | 5.4% |
| VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF | 34,329 | $8.1m | 5.3% |
| QUAL ISHARES TR MSCI USA QLT FCT | 23,053 | $5.1m | 3.3% |
| VOO VANGUARD INDEX FDS S&P 500 ETF SHS | 7,264 | $5.0m | 3.2% |
| IGEB ISHARES TR INVT GRAD SY ETF | 109,648 | $4.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840268")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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