EdgeMarket › What Pittenger & Anderson Inc reported owning
What Pittenger & Anderson Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.5BPositions
522Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| FISV FISERV INC | 160.5M | 6.4% | 2.9M | 52.58 | -62.4% |
| VV Vanguard Morningstar Large-Cap ETF | 97.5M | 3.9% | 326.4K | 352.60 | +19.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 86.6M | 3.4% | 150.1K | 713.44 | +26.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 75.0M | 3.0% | 261.1K | 82.97 | +15.9% |
| VB Vanguard Morningstar Small-Cap ETF | 68.2M | 2.7% | 260.5K | 304.76 | +24.4% |
| GOOGL Alphabet Inc. | 64.8M | 2.6% | 225.4K | 344.82 | +73.0% |
| AAPL Apple Inc. | 56.2M | 2.2% | 221.6K | 309.35 | +36.9% |
| COST COSTCO WHOLESALE CORP /NEW | 51.9M | 2.1% | 52.1K | 947.74 | -4.7% |
| SCHF Schwab International Equity ETF | 46.6M | 1.9% | 1.9M | 28.46 | +24.7% |
| MSFT MICROSOFT CORP | 45.8M | 1.8% | 123.9K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 40.7M | 1.6% | 195.3K | 258.63 | +15.6% |
| VOO Vanguard S&P 500 ETF | 37.8M | 1.5% | 63.2K | 703.71 | +20.0% |
| TJX TJX COMPANIES INC /DE/ | 37.1M | 1.5% | 232.2K | 140.53 | +1.6% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 36.3M | 1.4% | 58.8K | 699.60 | +20.6% |
| IWM iShares Russell 2000 ETF | 34.5M | 1.4% | 139.2K | 299.96 | +33.1% |
| WM WASTE MANAGEMENT INC | 33.0M | 1.3% | 143.8K | 224.06 | -2.6% |
| V VISA INC. | 31.3M | 1.2% | 103.7K | 371.04 | +7.9% |
| META Meta Platforms, Inc. | 31.2M | 1.2% | 54.6K | 549.90 | -26.5% |
| CTAS CINTAS CORP | 29.5M | 1.2% | 174.6K | 203.79 | -6.0% |
| EFA iShares MSCI EAFE ETF | 29.3M | 1.2% | 301.3K | 108.24 | +17.1% |
| VEA Vanguard FTSE Developed Markets ETF | 29.2M | 1.2% | 455.6K | 73.42 | +24.7% |
| RTX RTX Corp | 28.4M | 1.1% | 147.2K | 209.91 | +34.1% |
| ISRG INTUITIVE SURGICAL INC | 28.3M | 1.1% | 61.4K | 378.81 | -21.2% |
| BLK BlackRock, Inc. | 27.8M | 1.1% | 28.9K | 1,156.55 | +2.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 27.4M | 1.1% | 81.0K | 418.95 | +83.3% |
| MS MORGAN STANLEY | 26.5M | 1.1% | 160.8K | 214.20 | +48.6% |
| ISTB iShares Core 1-5 Year USD Bond ETF | 26.2M | 1.0% | 541.7K | 48.02 | -1.3% |
| IJR iShares Core S&P Small-Cap ETF | 25.8M | 1.0% | 207.9K | 147.31 | +29.0% |
| MA Mastercard Inc | 24.8M | 1.0% | 49.7K | 580.63 | -2.0% |
| NVDA NVIDIA CORP | 24.8M | 1.0% | 142.3K | 214.72 | +22.4% |
| unmapped CUSIP 084670108 | 24.4M | 1.0% | 34 | — | — |
| RMD RESMED INC | 23.9M | 0.9% | 106.3K | 231.52 | -19.9% |
| CAT CATERPILLAR INC | 23.7M | 0.9% | 33.5K | 827.90 | +96.8% |
| JNJ JOHNSON & JOHNSON | 23.7M | 0.9% | 97.0K | 270.24 | +51.1% |
| SPGI S&P Global Inc. | 23.4M | 0.9% | 55.0K | 431.29 | -22.6% |
| RSP Invesco S&P 500 Equal Weight ETF | 22.4M | 0.9% | 116.7K | 221.67 | +18.8% |
| CSX CSX CORP | 22.4M | 0.9% | 545.5K | 51.59 | +43.3% |
| AVGO Broadcom Inc. | 22.3M | 0.9% | 72.0K | 368.45 | +26.5% |
| TRV TRAVELERS COMPANIES, INC. | 22.3M | 0.9% | 76.3K | 363.58 | +32.5% |
| JPM JPMORGAN CHASE & CO | 21.7M | 0.9% | 73.9K | 351.58 | +20.3% |
| CME CME GROUP INC. | 21.1M | 0.8% | 71.3K | 274.98 | +0.1% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 21.0M | 0.8% | 264.6K | 78.59 | -1.3% |
| XLE State Street Energy Select Sector SPDR ETF | 20.7M | 0.8% | 338.0K | 63.64 | +48.3% |
| ASML ASML HOLDING NV | 20.4M | 0.8% | 15.5K | 1,763.76 | +135.3% |
| CB Chubb Ltd | 19.9M | 0.8% | 61.2K | 340.99 | +21.9% |
| ETN Eaton Corp plc | 19.8M | 0.8% | 55.5K | 419.20 | +21.1% |
| CSCO CISCO SYSTEMS, INC. | 19.6M | 0.8% | 252.1K | 111.04 | +65.5% |
| FBND Fidelity Total Bond ETF | 19.4M | 0.8% | 425.9K | 44.90 | -2.1% |
| WMT Walmart Inc. | 19.4M | 0.8% | 155.8K | 103.70 | +1.1% |
| IJH iShares Core S&P Mid-Cap ETF | 18.3M | 0.7% | 271.0K | 76.77 | +20.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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