Fund Holdings

Hoese & Co LLP

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY
S&P500 QUALITY
162,420164,782+2,36212,212,25714,846,7709.64%+2,634,513
ISHARES US EQTY FAC ROTATION
ISHARES US EQUIT
152,448160,002+7,5548,869,36110,881,6697.07%+2,012,308
ISHARES TR CORE S&P500 ETF24,35923,906-45315,911,44517,902,85411.63%+1,991,409
ISHARES U S ETF TR U.S. TECH INDEPD
U.S. TECH INDEPD
73,62576,759+3,1346,506,9238,240,0225.35%+1,733,099
BLACKROCK ETF TRUST ISHA LA CORE ETF
ISHA LA CORE ETF
029,826+29,82601,502,0180.98%+1,502,018
BLACKROCK ETF TRUST ISHARES DEFENSE
ISHARES DEFENSE
043,651+43,65101,386,7780.90%+1,386,778
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
120,865123,301+2,4368,482,2229,344,8846.07%+862,662
VANGUARD SPECIALIZED FUNDS DIV APP ETF34,34434,329-157,385,9308,122,8335.28%+736,903
APPLE INC COM(AAPL)2,6024,556+1,954660,3611,318,2770.86%+657,916
VANGUARD INDEX FDS S&P 500 ETF SHS7,3087,264-444,366,7994,988,9093.24%+622,110
VANGUARD TOTAL STOCK MARKET ETF11,72911,72903,762,6594,340,0752.82%+577,416
WALMART INC COM(WMT)4054,624+4,21950,333523,7130.34%+473,380
CATERPILLAR INC COM(CAT)0325+3250346,0920.22%+346,092
MICROSOFT CORP COM(MSFT)1,3312,176+845492,680811,6650.53%+318,985
DEERE & CO COM(DE)0500+5000317,1650.21%+317,165
SPDR TR S&P 500 ETF UNIT SER 1(SPY)3,4663,441-252,254,0322,569,6241.67%+315,592
ABBVIE INC COM(ABBV)9001,784+884195,741448,9250.29%+253,184
WELLS FARGO & CO NEW COM(WFC)7242,624+1,90057,636216,8200.14%+159,184
PHILIP MORRIS INTL INC COM(PM)0800+8000144,7280.09%+144,728
ORACLE CORP COM(ORCL)0973+9730142,5930.09%+142,593
TARGET CORP COM(TGT)6501,575+92578,780205,7100.13%+126,930
HOME DEPOT INC COM(HD)327642+315107,541226,4140.15%+118,873
CANADIAN NAT RES LTD COM(CNQ)03,000+3,0000118,5000.08%+118,500
CISCO SYS INC COM(CSCO)01,000+1,0000117,4600.08%+117,460
VANGUARD INDEX FDS VALUE ETF0534+5340116,3740.08%+116,374
MERCK & CO INC COM(MRK)3,2023,894+692385,167500,3790.33%+115,212
JPMORGAN CHASE & CO COM(JPM)9101,163+253267,675380,6720.25%+112,997
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW
VNG RUS1000GRW
0822+8220105,0590.07%+105,059
BERKSHIRE HATHAWAY INC DEL CL A3302,154,4202,246,5501.46%+92,130
DOVER CORP COM(DOV)0400+400089,7120.06%+89,712
CONOCOPHILLIPS COM(COP)0825+825085,7670.06%+85,767
F5 NETWORKS INC COM(FFIV)0200+200083,1900.05%+83,190
ALTRIA GROUP INC COM(MO)1,5002,500+1,00098,985179,8750.12%+80,890
YUM BRANDS INC COM(YUM)0500+500079,9300.05%+79,930
INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT
S&P500 PUR GWT
4,3104,3100201,449275,1930.18%+73,744
SYSCO CORP COM(SYY)1,8242,436+612130,104203,5990.13%+73,495
AMERICAN ELECTRIC POWER CO5001,000+50065,540136,8100.09%+71,270
CHEVRON CORP NEW COM(CVX)18443+4253,72473,4300.05%+69,706
VANGUARD MALVERN FDS STRM INFPROIDX96,57897,390+8124,824,0154,890,8433.18%+66,828
VANGUARD INDEX FDS MID CAP ETF1,8907,560+5,670542,750609,0330.40%+66,283
COCA COLA CO COM(KO)0800+800065,0160.04%+65,016
PEPSICO INC COM(PEP)1,0001,600+600155,289216,6400.14%+61,351
BRISTOL-MYERS SQUIBB CO COM(BMY)01,000+1,000057,6100.04%+57,610
JOHNSON & JOHNSON COM(JNJ)1,4451,611+166353,213409,1420.27%+55,929
CITIGROUP INC COM NEW(C)2,0002,0000226,820279,9200.18%+53,100
INVESCO QQQ TR UNIT SER 13243240187,002238,5930.15%+51,591
FREEPORT MCMORAN INC CL B(FCX)0798+798050,1780.03%+50,178
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
0493+493047,6130.03%+47,613
SCHWAB STRATEGIC TR US LCAP GR ETF36,27632,615-3,6611,056,7191,103,6900.72%+46,971
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR(TSM)3333330112,537159,0300.10%+46,493
GENERAL MILLS INC COM(GIS)01,300+1,300045,2270.03%+45,227
ISHARES TR INVT GRAD SY ETF
INVT GRAD SY ETF
108,824109,648+8244,903,5214,946,1273.21%+42,606
PHILLIPS 66 COM(PSX)0250+250042,2620.03%+42,262
GE AEROSPACE COM NEW(GE)0109+109040,7350.03%+40,735
SHELL PLC SPON ADS(SHEL)0500+500038,7700.03%+38,770
US BANCORP DEL COM NEW(USB)8,1807,680-500425,360463,8720.30%+38,512
WEYERHAEUSER CO COM(WY)01,600+1,600038,2880.02%+38,288
RIO TINTO PLC SPONSORED ADR(RIO)0400+400037,9720.02%+37,972
BEST BUY INC(BBY)0500+500037,9400.02%+37,940
RTX CORPORATION COM(RTX)142342+20027,39164,8870.04%+37,496
NVENT ELEC PLC SHS(NVT)724724085,634122,7970.08%+37,163
ENTERPRISE PRODS PARTNERS L COM(EPD)01,000+1,000036,7500.02%+36,750
ISHARES INC CORE MSCI EMKT
CORE MSCI EMKT
0439+439036,3660.02%+36,366
ENTEGRIS INC COM(ENTG)550550064,48298,9230.06%+34,441
ABBOTT LABORATORIES COM2,1502,800+650220,739254,0720.17%+33,333
LITTELFUSE INC COM(LFUS)282282095,693128,4020.08%+32,709
TORO CO COM8081,108+30075,498107,9400.07%+32,442
TEXAS INSTRS INC(TXN)310310060,18392,4010.06%+32,218
MONDELEZ INTL INC CL A(MDLZ)1,0001,553+55357,63089,8250.06%+32,195
SPDR SERIES TRUST PORTFOLIO TL STK ETF
ST STR PR SP1500
2,7212,7210215,122247,0390.16%+31,917
GE VERNOVA(GEV)027+27031,7200.02%+31,720
NVIDIA CORP COM(NVDA)1,2201,2200212,768244,1070.16%+31,339
ROCKWELL AUTOMATION INC COM(ROK)225225080,748111,3930.07%+30,645
EMERSON ELEC CO COM(EMR)1,2151,323+108159,188189,3870.12%+30,199
POLARIS INC COM(PII)24424+4001,30829,0180.02%+27,710
ISHARES TR S&P500 GRW1,0321,0320116,729141,9300.09%+25,201
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP(MDY)2902900178,860203,9640.13%+25,104
ISHARES TR MSCI INTL QUALTY
MSCI INTL QUALTY
7,2307,2300334,167358,1700.23%+24,003
PIMCO ETF TR INV GRD CRP BD
INV GRD CRP BD
0223+223021,6080.01%+21,608
STAG INDUSTRIAL INC(STAG)5001,025+52518,03039,0110.03%+20,981
YUM CHINA HLDGS INC COM(YUMC)0500+500020,4300.01%+20,430
ARCHER DANIELS MIDLAND CO COM0250+250019,1000.01%+19,100
HORMEL FOODS CORP COM(HRL)3,0003,500+50067,92086,8350.06%+18,915
3M COMPANY COM(MMM)1,1001,1000159,753178,1010.12%+18,348
ELI LILLY & CO COM(LLY)6565059,78477,9610.05%+18,177
ISHARES TR DJ SEL DIV INX3,6953,6950559,458577,5280.38%+18,070
ALPHABET INC CAP STK CL C(GOOG)260260074,58191,8620.06%+17,281
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF
RAFI US 1000 ETF
2,5702,5700122,126138,8310.09%+16,705
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
SHRT TRM CORP BD
0194+194015,3310.01%+15,331
SPDR INDEX SHS FDS ST STR PO EX ETF
ST STR PO EX ETF
3,2113,2110146,582161,7700.11%+15,188
FIDELITY HIGH DIVIDEND3,0003,0000165,720180,8700.12%+15,150
CARRIER GLOBAL CORPORATION COM(CARR)0200+200014,6700.01%+14,670
ISHARES TR RUS 2000 GRW ETF037+37014,5760.01%+14,576
ISHARES TR RUSSELL 2000275275068,20082,6210.05%+14,421
VANGUARD INDEX FDS GROWTH ETF0162+162013,9540.01%+13,954
VANGUARD INDEX FDS SM CP VAL ETF056+56013,6070.01%+13,607
KEURIG DR PEPPER INC(KDP)2,0002,000052,64065,4400.04%+12,800
ISHARES CORE S&P US VALUE1,5001,5000153,375165,2250.11%+11,850
BROADCOM INC COM(AVGO)170170052,61664,2170.04%+11,601
LAM RESEARCH CORP COM NEW(LRCX)5050010,68321,6660.01%+10,983
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