Fund Holdings

Hoese & Co LLP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES US EQTY FAC ROTATION
ISHARES US EQUIT
83,030152,448+69,4185,049,0068,869,3616.58%+3,820,355
ISHARES U S ETF TR U.S. TECH INDEPD
U.S. TECH INDEPD
31,21873,625+42,4073,171,3886,506,9234.83%+3,335,535
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
114,112120,865+6,7537,921,5748,482,2226.30%+560,648
ISHARES TR 3 7 YR TREAS BD221,484225,998+4,51426,434,01026,803,27719.89%+369,267
VANGUARD MALVERN FDS STRM INFPROIDX91,77296,578+4,8064,538,0744,824,0153.58%+285,941
EXXON MOBIL CORP COM1,2771,2770153,674216,6550.16%+62,981
JOHNSON & JOHNSON COM(JNJ)1,4451,4450299,040353,2130.26%+54,173
MERCK & CO INC COM(MRK)3,2023,2020337,040385,1670.29%+48,127
ISHARES TR DJ SEL DIV INX3,6953,6950521,511559,4580.42%+37,947
LITTELFUSE INC COM(LFUS)282282071,32295,6930.07%+24,371
XCEL ENERGY INC COM(XEL)3,5003,5000258,510278,0400.21%+19,530
ENTEGRIS INC COM(ENTG)550550046,33764,4820.05%+18,145
ISHARES TR RUS 1000 VAL ETF4,9634,96301,043,9151,060,4410.79%+16,526
PFIZER INC COM(PFE)5,0005,0000124,450140,3500.10%+15,900
HONEYWELL INTERNATIONAL(HON)500500097,545113,0150.08%+15,470
TJX COS INC NEW COM(TJX)2,5002,5000384,025399,2500.30%+15,225
ALTRIA GROUP INC COM(MO)1,5001,500086,47598,9850.07%+12,510
NVENT ELEC PLC SHS(NVT)724724073,82585,6340.06%+11,809
PEPSICO INC COM(PEP)1,0001,0000143,520155,2890.12%+11,769
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR(TSM)3333330101,192112,5370.08%+11,345
ALLIANT ENERGY CORP COM(LNT)1,6751,6750108,891120,1980.09%+11,307
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY
NO AMER ENERGY
1,6851,685063,79473,5500.05%+9,756
REALTY INCOME CORP COM(O)2,0002,0000112,720122,3600.09%+9,640
AMERICAN ELECTRIC POWER CO500500057,65565,5400.05%+7,885
GRACO INC COM(GGG)2,7002,7000221,319228,5550.17%+7,236
LINDE PLC SHS(LIN)100100042,63949,5760.04%+6,937
TEXAS INSTRS INC(TXN)310310053,78160,1830.04%+6,402
HAWKINS INC COM(HWKN)510510072,45078,3360.06%+5,886
WALMART INC COM(WMT)405405045,12150,3330.04%+5,212
AT&T INC COM(T)1,0901,090027,07531,5880.02%+4,513
VERSANT MEDIA GROUP INC COM CL A(VSNT)0120+12004,4420.00%+4,442
SPDR INDEX SHS FDS STATE STREET SPD
ST STR PO EX ETF
3,2113,2110142,568146,5820.11%+4,014
AMGEN INC COM(AMGN)160160052,36856,2940.04%+3,926
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP(MDY)2902900174,948178,8600.13%+3,912
MONDELEZ INTL INC CL A(MDLZ)1,0001,000053,83057,6300.04%+3,800
SELECT SECTOR SPDR TR SBI INT-UTILS
ST STR UTIL ETF
1,1201,120047,80151,3850.04%+3,584
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)12512506,0729,5180.01%+3,446
ISHARES TR CORE S&P MCP ETF1,6751,6750110,550113,0960.08%+2,546
MOTOROLA SOLUTIONS INC COM NEW(MSI)4444016,86619,0940.01%+2,228
LAM RESEARCH CORP COM NEW(LRCX)505008,55910,6830.01%+2,124
ECOLAB INC COM(ECL)6006000157,506159,6060.12%+2,100
WEC ENERGY GROUP INC(WEC)180180018,98220,8380.02%+1,856
COLGATE PALMOLIVE CO COM(CL)285285022,52024,2870.02%+1,767
XTRACKERS MSCI EAFE1,2401,240059,65661,2560.05%+1,600
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF
RAFI US 1000 ETF
2,5702,5700120,558122,1260.09%+1,568
RTX CORPORATION COM(RTX)142142026,04227,3910.02%+1,349
M & T BK CORP COM(MTB)250250050,37051,6800.04%+1,310
FULLER H B CO COM(FUL)584584034,71836,0200.03%+1,302
PROTO LABS INC COM(PRLB)200200010,11811,4040.01%+1,286
PROCTER & GAMBLE CO COM(PG)1,0501,0500150,473151,6610.11%+1,188
EATON CORP PLC SHS(ETN)262608,2819,2990.01%+1,018
CHEVRON CORP NEW COM(CVX)181802,7423,7240.00%+982
VANGUARD INDEX FDS SMALL CP ETF188188048,49249,2390.04%+747
WISDOMTREE US MIDCAP(WT)709709036,57737,2500.03%+673
TARGET CORP COM(TGT)800650-15078,20078,7800.06%+580
ISHARES TR RUSSELL 2000275275067,69468,2000.05%+506
ISHARES TR MSCI EAFE ETF450450043,21343,7080.03%+495
INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT
S&P500 PUR GWT
4,3104,3100201,147201,4490.15%+302
INTEL CORP COM(INTC)363601,3281,5880.00%+260
ASSOCIATED BANC-CORP2,0002,000051,50051,7200.04%+220
ISHARES TR EAFE VALUE ETF484803,4273,5680.00%+141
ISHARES TR SHORT TREAS BD480480052,87252,9870.04%+115
MCDONALDS CORP COM(MCD)131303,9734,0400.00%+67
ZIMMER BIOMET HLDGS INC COM(ZBH)303002,6962,7120.00%+16
INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500
RAFI US 1500
860860039,45639,4390.03%-17
SPDR SERIES TRUST STATE STREET SPD
ST SHOR CORP ETF
408408012,32112,2640.01%-57
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
INTER TERM TREAS
204204012,22512,1460.01%-79
SHERWIN WILLIAMS CO COM(SHW)262608,4248,3340.01%-90
VANGUARD SCOTTSDALE FDS INT-TERM CORP
INT-TERM CORP
158158013,23213,0740.01%-158
POLARIS INC COM(PII)242401,5181,3080.00%-210
VANGUARD BD INDEX FDS TOTAL BND MRKT540540039,99239,7600.03%-232
STAG INDUSTRIAL INC(STAG)500500018,37518,0300.01%-345
ISHARES CORE S&P US VALUE1,5001,5000153,810153,3750.11%-435
BLACKROCK INC COM(BLK)5505,3514,8080.00%-543
BERKSHIRE HATHAWAY INC DEL CL B3939019,60218,6880.01%-914
QUALCOMM INC COM(QCOM)242404,1043,0900.00%-1,014
BOOKING HOLDINGS INC COM(BKNG)1105,3554,2100.00%-1,145
CINTAS CORP COM(CTAS)107107020,12318,0970.01%-2,026
EMERSON ELEC CO COM(EMR)1,2151,2150161,254159,1880.12%-2,066
THE CHARLES SCHWAB CORPORATICOM(SCHW)352352035,16833,0800.02%-2,088
DONALDSON INC COM(DCI)660660058,50856,0130.04%-2,495
HORMEL FOODS CORP COM(HRL)3,0003,000071,10067,9200.05%-3,180
KEURIG DR PEPPER INC(KDP)2,0002,000056,00052,6400.04%-3,360
COMCAST CORP NEW CL A(CCZ)3,0003,000089,64086,1000.06%-3,540
FIRST INTERSTATE BANCSYSTEM(FIBK)3,0003,0000103,770100,1700.07%-3,600
FISERV INC COM(FISV)368368024,71720,5290.02%-4,188
ISHARES CORE S&P GROWTH ETF333333055,92451,6510.04%-4,273
SYSCO CORP COM(SYY)1,8241,8240134,408130,1040.10%-4,304
FIDELITY HIGH DIVIDEND3,0003,0000170,040165,7200.12%-4,320
HOME DEPOT INC COM(HD)3273270112,516107,5410.08%-4,975
AMERICAN EXPRESS CO COM(AXP)8080029,59624,1960.02%-5,400
VANGUARD INDEX FDS MID CAP ETF1,8901,8900548,496542,7500.40%-5,746
BIO TECH CORP(TECH)1,0001,000058,81052,2500.04%-6,560
CITIGROUP INC COM NEW(C)2,0002,0000233,380226,8200.17%-6,560
ROCKWELL AUTOMATION INC COM(ROK)225225087,54080,7480.06%-6,792
ALPHABET INC CAP STK CL C(GOOG)260260081,58574,5810.06%-7,004
SPDR SERIES TRUST PORTFOLIO TL STK ETF
ST STR PR SP1500
2,7212,7210224,482215,1220.16%-9,360
AUTOMATIC DATA PROCESSING INCOM175175045,01335,5560.03%-9,457
WELLS FARGO & CO NEW COM(WFC)724724067,47657,6360.04%-9,840
ABBVIE INC COM(ABBV)9009000205,641195,7410.15%-9,900
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