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Hoese & Co LLP
Hoese & Co LLP is an institution, managing $130.7M across 124 long positions as of Q3 2025 with 86% ETF concentration, 78% concentrated in top 10 holdings, 18% allocation to IEI, and minimal technology exposure.
- Portfolio Value
- $130.7M
- Positions
- 124
- Top Holding
- IEI at 17.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hoese & Co LLP's portfolio (77.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.9M | 17.54% | +$77.7K Bought | — 191.9K shares | |
ETF ETF | $22.5M | 17.20% | -$143.2K Sold | — 33.6K shares | |
ETF ETF | $14.1M | 10.80% | -$14.5K Sold | — 192.6K shares | |
ETF ETF | $8.4M | 6.45% | -$435.1K Sold | — 43.4K shares | |
Unknown Unknown | $7.1M | 5.46% | +$208.7K Bought | — 33.1K shares | |
ETF ETF | $7.1M | 5.45% | +$47.7K Bought | — 104.6K shares | |
ETF ETF | $6.2M | 4.71% | -$360.5K Sold | — 131.9K shares | |
ETF ETF | $6.0M | 4.60% | -$353.3K Sold | — 9.8K shares | |
ETF ETF | $4.0M | 3.06% | — | — 12.2K shares | |
ETF ETF | $3.5M | 2.66% | +$740.8K Bought | — 75.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hoese & Co LLP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+3,321.46% | |
+606.7% | |
+507.44% | |
+75.0% | |
+27.03% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Hoese & Co LLP
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