# Hoese & Co LLP 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 183 long-equity positions.
> CIK 1840268. Latest filing Q2 2026, as of quarter end 2026-06-30. Long-equity book $153.9M.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Ishares TR 3 7 Yr Treas BD | $26.6M | 17.3% | Added |
| 2 | n/a | Ishares TR Core S&P500 ETF | $17.9M | 11.6% | Reduced |
| 3 | n/a | Invesco Exchange Traded FD TS&P500 Quality | $14.8M | 9.6% | Added |
| 4 | n/a | Ishares US Eqty Fac Rotation | $10.9M | 7.1% | Added |
| 5 | n/a | Ishares TR Core Div GRWTH | $9.3M | 6.1% | Added |
| 6 | n/a | Ishares U S ETF TR U.S. Tech Indepd | $8.2M | 5.4% | Added |
| 7 | n/a | Vanguard Specialized Funds Div App ETF | $8.1M | 5.3% | Reduced |
| 8 | n/a | Ishares TR Msci USA QLT FCT | $5.1M | 3.3% | Reduced |
| 9 | n/a | Vanguard Index FDS S&P 500 ETF SHS | $5.0M | 3.2% | Reduced |
| 10 | n/a | Ishares TR Invt Grad Sy ETF | $4.9M | 3.2% | Added |

## Latest moves

Bought: BlackRock ETF Trust Isha La Core ETF, BlackRock ETF Trust Ishares Defense, Caterpillar Inc Com
Sold: Ishares TR Core S&P500 ETF, Vanguard Specialized Funds Div App ETF, Ishares TR Msci USA QLT FCT

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1840268/000184026826000009/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/hoese-amp-co-llp-1840268
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._