Hoese & Co LLP Q2 2026 Portfolio Activity Analysis

As reported for the period ending June 30, 2026, Hoese & Co LLP demonstrated active portfolio management with observable changes across several holdings. The firm's total portfolio value saw an increase of $15 million during this quarter.

Prominent Purchases

Hoese & Co showed a strong inclination towards growth-oriented strategies in Q2 2026, evidenced by substantial increases in certain ETF positions. The firm significantly boosted its stake in the IShares Russell Growth ETF (IWF), adding over ten thousand shares and increasing its allocation percentage from less than 1% to approximately 1.3%. This suggests confidence in large-cap US growth stocks.

Furthermore, Hoese & Co increased its position in the IShares US Equity Factor Rotation ETF (DYNF) by nearly eight thousand shares, resulting in a portfolio weight increase of about 5 percentage points to roughly 7% ($10.9 million). The firm also showed interest in diversification and quality growth through the INVESCO S&P 500 Quality ETF (SPHQ), adding over six thousand shares which increased its allocation by approximately 0.3 percentage points.

Individual stock purchases were also notable during this period, although less significant than their ETF investments based on dollar value changes. The firm acquired a position in Wal-Mart Inc. (WMT) and Wells Fargo & Co (WFC), adding substantial weight to these holdings relative to the portfolio. Additionally, while not explicitly listed as a new position, Apple Inc. (AAPL) was identified by InsiderScore as one of Hoese & Co's significant buys for Q2 2026.

Notable Sales and Changes

Conversely, the investor also divested from certain holdings during Q2 2026. The most significant reduction occurred in the IShares MSCI USA Quality Factor ETF (QUAL), where Hoese & Co sold over four thousand shares, resulting in a nearly 17% decrease in its portfolio allocation.

There was also activity involving the SCHWAB Strategic Trust US Large Cap Growth ETF (SCHG). The firm reduced this position by approximately three thousand two hundred sixty-one shares, leading to an almost 10% reduction in its weight within Hoese & Co's portfolio. This indicates a shift away from large-cap growth or specific strategies offered by this fund.

Interestingly, despite the significant increase of over ten thousand percent (adding five thousand six hundred seventy shares) and tripling its allocation percentage for the Vanguard Mid Cap ETF (VO), InsiderScore noted it as one of Hoese & Co's top holdings in terms of weight change during Q2 2026. This large position growth might be considered a significant buy, but the absolute dollar value impact relative to other changes was smaller.

Portfolio Dynamics

The observed transactions highlight Hoese & Co LLP's dynamic investment approach for Q2 2026. The firm simultaneously increased exposure to established large-cap growth ETFs like IWF and DYNF while reducing weight in QUAL, suggesting a nuanced view on different aspects of the US equity market.

Additionally, the investor demonstrated interest in specific sectors through individual stock purchases. For instance, Hoese & Co added shares to Wal-Mart Inc., which falls under the Consumer Defensive sector, and Wells Fargo & Co, part of the Financial Services industry. The firm also purchased a position in Medical Properties Trust (MPW), another Real Estate Investment Company.

The overall portfolio turnover rate for this quarter appears high given the number of changed holdings reported by InsiderScore. This active trading resulted in both significant inflows and outflows, impacting specific sectors like Energy where Canadian Natural Resources Ltd. (CNQ) saw a small increase, but also contributing to changes across various allocations.

For more detailed information on Hoese & Co LLP's portfolio holdings or performance metrics during Q2 2026, please refer to the official filing available at Hoese & Co Llp. Individual stock profiles can be explored further by visiting their respective pages on InsiderScore, such as for ISHARES TR RUSSELL1000GRW (IWF), ISHARES US EQTY FAC ROTATION (DYNF), and others mentioned in this analysis.