Hoese & Co LLP has filed its 13F-HR report for the quarter ending September 30, 2026, revealing a total investment portfolio valued at $152 million. This filing is significant as it provides insights into the firm's investment strategies and positions within the asset management industry.
Hoese & Co LLP, based in Glencoe, Minnesota, is an investment management firm that focuses on managing assets for its clients. The firm operates under the SEC Act of 1934 and has been consistent in filing its 13F reports, which detail the firm's equity holdings. The latest filing, accession number 0001840268-26-000010, was submitted on October 21, 2026.
The report indicates that Hoese & Co manages a total of 192 positions, reflecting a diverse investment strategy. The filing also highlights the firm’s commitment to transparency and regulatory compliance in the asset management sector. Shannon Streich, a partner at Hoese & Co, signed the document, affirming the accuracy of the reported holdings.
Among the notable investments listed in the filing are shares in well-known companies such as Apple Inc., Abbott Laboratories, and AT&T Inc. The firm has also invested in foreign equities, including Linde PLC and Eaton Corp PLC, showcasing a well-rounded approach to portfolio management.
The impact of this filing extends beyond Hoese & Co LLP itself. It provides valuable insights for other investment firms and analysts in the industry, as they can gauge market trends and strategic investment choices made by competitors. Asset managers may analyze Hoese & Co's holdings to inform their own investment decisions and strategies.
Looking ahead, it remains to be seen how Hoese & Co will adjust its portfolio in response to market conditions and investment opportunities. The firm’s next filing will likely continue to reflect its commitment to strategic asset management and client service.