Fund HoldingsHoese & Co LLP

Total Portfolio Value
$140.28M
Total Bought
$16.92M
Total Sold
$7.66M
Net Transaction
+$9.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES US EQTY FAC ROTATION
ISHARES US EQUIT
22,29383,030+60,7371,3205,0493.60%+3,729
ISHARES TR 3 7 YR TREAS BD191,858221,484+29,62622,92926,43418.84%+3,505
ISHARES U S ETF TR U.S. TECH INDEPD
U.S. TECH INDEPD
8,23331,218+22,9858393,1712.26%+2,332
VANGUARD MALVERN FDS STRM INFPROIDX53,40991,772+38,3632,7044,5383.24%+1,834
ISHARES TR INVESTMENT GRADE
INVT GRAD SY ETF
75,609110,996+35,3873,4815,0673.61%+1,586
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
104,577114,112+9,5357,1207,9225.65%+802
VANGUARD SPECIALIZED FUNDS DIV APP ETF33,07935,822+2,7437,1387,8735.61%+735
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY
S&P500 QUALITY
192,603192,752+14914,11614,46410.31%+348
CITIGROUP INC COM NEW(C)02,000+2,00002330.17%+233
FIDELITY HIGH DIVIDEND03,000+3,00001700.12%+170
INVESCO QQQ TR UNIT SER 174324+250441990.14%+155
ISHARES CORE S&P US VALUE01,500+1,50001540.11%+154
VANECK VECTORS ETF TR MORNINGSTAR WIDE
MRNGSTR WDE MOAT
01,448+1,44801500.11%+150
NVIDIA CORP COM(NVDA)4701,220+750882280.16%+140
MICROSOFT CORP COM(MSFT)9311,231+3004825950.42%+113
REALTY INCOME CORP COM(O)02,000+2,00001130.08%+113
FIRST INTERSTATE BANCSYSTEM(FIBK)03,000+3,00001040.07%+104
VANGUARD INDEX FDS MID CAP ETF1,5601,890+3304585480.39%+90
COMCAST CORP NEW CL A(CCZ)03,000+3,0000900.06%+90
US BANCORP DEL COM NEW(USB)08,180+8,18004360.31%+436
MERCK & CO INC COM(MRK)3,2023,20202693370.24%+68
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY
NO AMER ENERGY
01,685+1,6850640.05%+64
KEURIG DR PEPPER INC(KDP)02,000+2,0000560.04%+56
ASSOCIATED BANC-CORP02,000+2,0000520.04%+52
M & T BK CORP COM(MTB)0250+2500500.04%+50
VANGUARD INDEX FDS SMALL CP ETF0188+1880480.03%+48
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF
SMID RISNG ETF
01,244+1,2440480.03%+48
APPLE INC COM(AAPL)2,6022,60206637070.50%+45
WISDOMTREE US MIDCAP(WT)0709+7090370.03%+37
ISHARES TR RUS 1000 VAL ETF4,9634,96301,0101,0440.74%+34
TARGET CORP COM(TGT)500800+30045780.06%+33
JOHNSON & JOHNSON COM(JNJ)01,445+1,44502990.21%+299
SCHWAB STRATEGIC TR US LCAP GR ETF36,27636,27601,1571,1830.84%+26
ISHARES TR RUSSELL1000GRW5,2015,20102,4362,4621.75%+25
TJX COS INC NEW COM(TJX)2,5002,50003613840.27%+23
ELI LILLY & CO COM(LLY)6565050700.05%+20
VISA INC COM CL A(V)175225+5060790.06%+19
STAG INDUSTRIAL INC(STAG)0500+5000180.01%+18
ALPHABET INC CAP STK CL C(GOOG)260260063820.06%+18
BROADCOM INC COM(AVGO)170196+2656680.05%+12
EXXON MOBIL CORP COM1,2771,27701441540.11%+10
ROCKWELL AUTOMATION INC COM(ROK)225225079880.06%+9
JPMORGAN CHASE & CO COM(JPM)1,3101,31004134220.30%+9
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR(TSM)3333330931010.07%+8
AMGEN INC COM(AMGN)160160045520.04%+7
WELLS FARGO & CO NEW COM(WFC)0724+7240670.05%+67
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)0125+125060.00%+6
3M COMPANY COM(MMM)01,100+1,10001760.13%+176
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
ST STR PO EX ETF
3,2113,21101371430.10%+5
SPDR SERIES TRUST PORTFOLIO TL STK ETF
ST STR PR SP1500
2,7212,72102192240.16%+5
DONALDSON INC COM(DCI)660660054590.04%+4
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF
RAFI US 1000 ETF
2,5702,57001161210.09%+4
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
180180044480.03%+4
WALMART INC COM(WMT)405405042450.03%+3
BIO TECH CORP(TECH)1,0001,000056590.04%+3
PEPSICO INC COM(PEP)01,000+1,00001440.10%+144
AMERICAN EXPRESS CO COM(AXP)080+800300.02%+30
ISHARES TR S&P500 GRW1,0321,03201251270.09%+3
NVENT ELECTRIC PLC SHS(NVT)724724071740.05%+2
RTX CORPORATION COM(RTX)142142024260.02%+2
XTRACKERS MSCI EAFE1,2401,240058600.04%+2
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP(MDY)0290+29001750.12%+175
MEDTRONIC PLC ORD(MDT)2,3842,38402272290.16%+2
EMERSON ELEC CO COM(EMR)01,215+1,21501610.11%+161
LAM RESEARCH CORP COM NEW(LRCX)50500790.01%+2
BERKSHIRE HATHAWAY INC DEL CL A3302,2632,2641.61%+2
THE CHARLES SCHWAB CORPORATICOM(SCHW)352352034350.03%+2
AMERICAN ELECTRIC POWER CO500500056580.04%+1
ISHARES TR CORE S&P MCP ETF1,6751,67501091110.08%+1
ISHARES TR MSCI EAFE ETF450450042430.03%+1
ISHARES TR RUSSELL 2000275275067680.05%+1
ISHARES CORE S&P GROWTH ETF333333055560.04%+1
INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500
RAFI US 1500
860860039390.03%0
NUVEEN S&P 500 BUY-WRITE INCCOM875875013130.01%0
ISHARES TR EAFE VALUE ETF48480330.00%0
POLARIS INC COM(PII)24240120.00%0
INTEL CORP COM(INTC)36360110.00%0
PROTO LABS INC COM(PRLB)200200010100.01%0
QUALCOMM INC COM(QCOM)24240440.00%0
FULLER H B CO COM(FUL)584584035350.02%0
MCDONALDS CORP COM(MCD)13130440.00%0
BERKSHIRE HATHAWAY INC DEL CL B039+390200.01%+20
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
INTER TERM TREAS
204204012120.01%-0
SPDR SERIES TRUST STATE STREET SPD
ST SHOR CORP ETF
408408012120.01%-0
BOOKING HOLDINGS INC COM(BKNG)110550.00%-0
CHEVRON CORP NEW COM(CVX)018+18030.00%+3
VANGUARD SCOTTSDALE FDS INT-TERM CORP
INT-TERM CORP
158158013130.01%-0
ISHARES TR SHORT TREAS BD480480053530.04%-0
VANGUARD BD INDEX FDS TOTAL BND MRKT540540040400.03%-0
ZIMMER BIOMET HLDGS INC COM(ZBH)30300330.00%-0
COLGATE PALMOLIVE CO COM(CL)285285023230.02%-0
BLACKROCK INC COM(BLK)550650.00%-0
SHERWIN WILLIAMS CO COM(SHW)26260980.01%-1
SELECT SECTOR SPDR TR SBI INT-UTILS
ST STR UTIL ETF
5601,120+56049480.03%-1
EATON CORP PLC SHS(ETN)026+26080.01%+8
WEC ENERGY GROUP INC(WEC)180180021190.01%-2
LITTELFUSE INC COM(LFUS)282282073710.05%-2
CINTAS CORP COM(CTAS)107107022200.01%-2
PFIZER INC COM(PFE)5,0005,00001271240.09%-3
HORMEL FOODS CORP COM(HRL)03,000+3,0000710.05%+71
Page 1 of 1