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CIK: 0000791191
Total reported value
$1.3B
$1.3B
146 檔
17.6%
As reported in its official Q2 2025 Form 13F filing, Anderson Hoagland & Co's tracked investment portfolio stood at $1.3B with 146 total positions.
In Q2 2025, Anderson Hoagland & Co displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.18% | -0.28% | -0.48% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 4.42% | -1.56% | +11.41% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | +0.16% | +0.14% | |
| 4 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 3.78% | +0.09% | -0.04% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.67% | +0.41% | +0.19% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.59% | +0.13% | -0.29% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.36% | +0.82% | +19.11% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.13% | +0.02% | -0.56% | |
| 9 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 2.97% | -0.04% | +1.25% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.46% | +0.01% | -1.66% | |
| 11 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 2.18% | -0.15% | +0.20% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.11% | -0.04% | +0.55% | |
| 13 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.95% | +0.21% | -0.45% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.69% | +0.42% | +0.19% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.64% | -0.65% | +9.13% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.63% | -0.20% | +65.61% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | -0.02% | -0.85% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.56% | -0.05% | +0.22% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.04% | -1.02% | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.24% | -0.15% | -4.83% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.23% | -0.04% | +16.25% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.21% | -0.07% | -0.03% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.18% | -0.14% | +1.02% | |
| 24 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 1.14% | +0.10% | -5.17% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.09% | +0.09% | +1.36% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.07% | -0.02% | -0.89% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 1.07% | +0.05% | -2.26% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.06% | +0.06% | +0.19% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.00% | +0.04% | +1.73% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.97% | -0.22% | -0.09% | |
| 31 | GE | General Electric | Stock-Industrials | 0.95% | +0.18% | +0.23% | |
| 32 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 0.90% | -0.08% | -12.46% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | — | -22.10% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.83% | +0.01% | -0.89% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.83% | +0.31% | +0.99% | |
| 36 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.80% | -0.04% | +0.17% | |
| 37 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.78% | +0.06% | +0.19% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.76% | -0.04% | +0.20% | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.74% | +0.46% | +0.21% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.71% | +0.06% | -16.53% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | +0.03% | +0.20% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.28% | -0.16% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.68% | +0.08% | -0.27% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.67% | -0.08% | -1.61% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | — | +0.58% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.63% | +0.10% | +0.17% | |
| 47 | GM | General Motors Co | Stock-Consumer Disc | 0.58% | -0.03% | +0.19% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.03% | +0.19% | |
| 49 | INDA | Ishares Msci India ETF | ETF-Other | 0.55% | -0.06% | +217.01% | |
| 50 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.55% | -0.34% | -31.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +0.14% | Add |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.6% | +19.11% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.48% | Trim |
| 4 | MUB | Ishares National Muni Bond E | +0.6% | NEW | New buy |
| 5 | VGSH | Vanguard Short-term Treasury | +0.4% | +65.61% | Add |
| 6 | INDA | Ishares Msci India ETF | +0.4% | +217.01% | Add |
| 7 | SOFI | Sofi Technologies Inc | +0.3% | +0.19% | Add |
| 8 | ROP | Roper Technologies Inc | +0.3% | NEW | New buy |
| 9 | TLH | Ishares 10-20 Year Treasury | +0.2% | NEW | New buy |
| 10 | GEV | GE Vernova Inc | +0.2% | +0.17% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.2% | -0.56% | Trim |
| 12 | GE | General Electric | +0.2% | +0.23% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +16.25% | Add |
| 14 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.66% | Trim |
| 16 | INTU | Intuit Inc | +0.1% | -0.09% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.1% | -0.29% | Trim |
| 18 | UBER | Uber Technologies Inc | +0.1% | +0.20% | Add |
| 19 | DIS | Walt Disney Co/the | +0.1% | +0.19% | Add |
| 20 | FIX | Comfort Systems USA Inc | +0.1% | -3.05% | Trim |
| 21 | SNOW | Snowflake Inc | +0.1% | +0.19% | Add |
| 22 | C | Citigroup Inc | +0.1% | -0.27% | Trim |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.20% | Add |
| 24 | IDXX | Idexx Laboratories Inc | +0.1% | +0.17% | Add |
| 25 | AVGO | Broadcom Inc | +0.1% | -13.97% | Trim |
| 26 | PWR | Quanta Services Inc | +0.1% | -1.21% | Trim |
| 27 | IBM | Intl Business Machines CORP | +0.1% | +0.19% | Add |
| 28 | TFLO | Ishares Treasury Floating Ra | +0.1% | +46.88% | Add |
| 29 | VFMO | Vanguard US Momentum Factor | +0.1% | -0.45% | Trim |
| 30 | BAC | Bank Of America CORP | +0.1% | -2.26% | Trim |
| 31 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +0.99% | Add |
| 32 | AVES | Avantis Emerging Markets Val | 0% | +0.17% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | +0.55% | Add |
| 34 | AVUS | Avantis U.s. Equity ETF | 0% | +1.36% | Add |
| 35 | VGK | Vanguard Ftse Europe ETF | 0% | +0.22% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | -1.02% | Trim |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | +0.19% | Add |
| 38 | IAU | Ishares Gold Trust | 0% | +11.41% | Add |
| 39 | VO | Vanguard Mid-cap ETF | 0% | -0.89% | Trim |
| 40 | VFVA | Vanguard U.s. Value Factor | 0% | +1.25% | Add |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.1% | +1.73% | Add |
| 42 | SMFG | Sumitomo Mitsui-spons Adr | -0.1% | -5.17% | Trim |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | +1.02% | Add |
| 44 | VFMF | Vanguard US Multifactor ETF | -0.1% | -0.04% | Trim |
| 45 | V | Visa Inc-class A Shares | -0.1% | -0.85% | Trim |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | +9.13% | Add |
| 47 | VFMV | Vanguard US Minimum Volatili | -0.2% | +0.20% | Add |
| 48 | FISV | Fiserv Inc | -0.3% | EXIT | Sold out |
| 49 | PZA | Invesco National Amt-free Mu | -0.4% | -31.37% | Trim |
| 50 | AAPL | Apple Inc | -2.2% | -94.93% | Trim |
According to official SEC Form 13F filings, Anderson Hoagland & Co reported a total U.S. public equity portfolio value of $1.3B across 146 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IAU, NVDA) accounted for 17.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
MUB
市值: $5.8M
Top Position Liquidated / Trimmed
FISV
前期市值: $2.4M
During Q2 2025, Anderson Hoagland & Co's top holdings by market value included MSFT (5.2%)、IAU (4.4%)、NVDA (4.4%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q2 2025, Anderson Hoagland & Co made 50 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 18 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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