Hoese & Co LLP has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Partner Shannon Streich, lists a total of 192 holdings across various sectors including technology, healthcare, and finance.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Major positions include Apple Inc., with 2,166 shares; Microsoft Corp., holding 1,581 shares; and Berkshire Hathaway Inc., with 3 shares. The firm also holds significant positions in exchange-traded funds, such as the iShares Core S&P 500 ETF, with 23,496 shares, and the Vanguard Total Stock Market ETF, with 11,729 shares.
Other notable individual stock holdings include Medtronic plc (1,712 shares), JPMorgan Chase & Co. (448 shares), and Eli Lilly & Co. (50 shares). The filing indicates that all positions are held in a Sole voting capacity, with no shared voting or dispositive rights.
