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CIK: 0000791191
Total reported value
$1.3B
$1.3B
139 檔
19.9%
The Q3 2025 SEC filing reveals that Anderson Hoagland & Co held a total portfolio value of $1.3B, covering 139 public equity positions.
Anderson Hoagland & Co executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including IAU, MSFT, NVDA) accounted for 19.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 5.30% | -1.56% | +9.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.04% | -0.28% | -0.54% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.65% | +0.16% | -4.31% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.93% | +0.41% | +1.62% | |
| 5 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 3.86% | +0.09% | +1.41% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.74% | +0.82% | +10.59% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | +0.13% | -0.80% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.23% | +0.02% | +0.28% | |
| 9 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 2.86% | -0.04% | -5.23% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.48% | +0.01% | -1.28% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.10% | -0.04% | +0.83% | |
| 12 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 2.08% | -0.15% | -0.89% | |
| 13 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.05% | +0.21% | +0.55% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.68% | -0.05% | +10.84% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.59% | -0.20% | +3.74% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.55% | +0.42% | -0.39% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.49% | -0.07% | +28.80% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.46% | -0.65% | -7.54% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.04% | -1.86% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | -0.02% | -0.41% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.20% | -0.04% | -0.46% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.13% | +0.09% | +2.63% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.12% | -0.14% | +0.71% | |
| 24 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 1.10% | +0.10% | -7.07% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.07% | +0.05% | -2.00% | |
| 26 | GE | General Electric | Stock-Industrials | 1.04% | +0.18% | -0.62% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.04% | -0.02% | -2.02% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | — | +3.64% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.95% | +0.06% | -0.15% | |
| 30 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.95% | +0.04% | -0.99% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.95% | -0.15% | -18.26% | |
| 32 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 0.93% | -0.08% | -2.84% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 0.89% | +0.46% | -0.42% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.87% | +0.06% | +28.80% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.84% | +0.31% | +0.81% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.03% | -0.33% | |
| 37 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.80% | -0.04% | +0.29% | |
| 38 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.80% | +0.06% | -24.94% | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.79% | -0.22% | +0.02% | |
| 40 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.71% | -0.14% | +54.24% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.70% | -0.08% | -1.00% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.68% | +0.10% | -0.55% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.28% | -1.43% | |
| 44 | GM | General Motors Co | Stock-Consumer Disc | 0.67% | -0.03% | -0.31% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | — | +1.46% | |
| 46 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.61% | -0.05% | -2.05% | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.61% | +0.08% | -20.09% | |
| 48 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.57% | -0.07% | -0.28% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | -0.04% | -24.71% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.55% | +0.01% | -19.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -4.31% | Trim |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +1% | +10.59% | Add |
| 3 | IAU | Ishares Gold Trust | +0.9% | +9.33% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | -0.54% | Trim |
| 5 | VGSH | Vanguard Short-term Treasury | +0.4% | +3.74% | Add |
| 6 | CCJ | Cameco CORP | +0.4% | +173.32% | Add |
| 7 | SOFI | Sofi Technologies Inc | +0.3% | -24.94% | Trim |
| 8 | INDA | Ishares Msci India ETF | +0.3% | -0.43% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.3% | +0.28% | Trim |
| 10 | TFLO | Ishares Treasury Floating Ra | +0.3% | +54.24% | Add |
| 11 | FIX | Comfort Systems USA Inc | +0.3% | -2.05% | Trim |
| 12 | GE | General Electric | +0.3% | -0.62% | Trim |
| 13 | GEV | GE Vernova Inc | +0.3% | -0.55% | Trim |
| 14 | IWM | Ishares Russell 2000 ETF | +0.2% | +1.62% | Add |
| 15 | CAT | Caterpillar Inc | +0.2% | -0.33% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -1.28% | Trim |
| 17 | VFMO | Vanguard US Momentum Factor | +0.2% | +0.55% | Add |
| 18 | IDXX | Idexx Laboratories Inc | +0.2% | -0.28% | Trim |
| 19 | CMI | Cummins Inc | +0.1% | -0.42% | Trim |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.46% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | -1.98% | Trim |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | +41.73% | Add |
| 23 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +28.80% | Add |
| 24 | VGK | Vanguard Ftse Europe ETF | +0.1% | +10.84% | Add |
| 25 | ASML | ASML Holding N.V. | +0.1% | -0.32% | Trim |
| 26 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +0.81% | Add |
| 27 | BAC | Bank Of America CORP | +0.1% | -2.00% | Trim |
| 28 | AVUS | Avantis U.s. Equity ETF | +0.1% | +2.63% | Add |
| 29 | GM | General Motors Co | +0.1% | -0.31% | Trim |
| 30 | AVES | Avantis Emerging Markets Val | 0% | +0.29% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | +0.83% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | -1.86% | Trim |
| 33 | VFMF | Vanguard US Multifactor ETF | 0% | +1.41% | Add |
| 34 | IBM | Intl Business Machines CORP | 0% | -0.15% | Add |
| 35 | VO | Vanguard Mid-cap ETF | -0.1% | -2.02% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | -0.80% | Trim |
| 37 | VFVA | Vanguard U.s. Value Factor | -0.2% | -5.23% | Trim |
| 38 | VFMV | Vanguard US Minimum Volatili | -0.3% | -0.89% | Trim |
| 39 | PZA | Invesco National Amt-free Mu | -0.5% | -5.71% | Trim |
| 40 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | -19.75% | Trim |
| 41 | USFR | Wisdomtree Floating Rate Tre | -0.7% | -18.26% | Trim |
| 42 | AAPL | Apple Inc | -2.2% | -0.72% | Trim |
| 43 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 44 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 45 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 46 | SFM | Sprouts Farmers Market Inc | — | EXIT | Sold out |
| 47 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 48 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 49 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 50 | TLH | Ishares 10-20 Year Treasury | — | NEW | New buy |
According to official SEC Form 13F filings, Anderson Hoagland & Co reported a total U.S. public equity portfolio value of $1.3B across 139 disclosed positions in Q3 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.
Top New Position Initiated
MUB
市值: $5.9M
Top Position Liquidated / Trimmed
SFM
前期市值: $2.9M
During Q3 2025, Anderson Hoagland & Co's top holdings by market value included IAU (5.3%)、MSFT (5.0%)、NVDA (4.7%). The largest single position, IAU, represented 5.3% of total portfolio value.
In Q3 2025, Anderson Hoagland & Co made 50 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 24 holdings, and fully liquidating 4 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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