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CIK: 0000791191
Total reported value
$1.3B
$1.3B
143 檔
20.3%
As reported in its official Q4 2025 Form 13F filing, Anderson Hoagland & Co's tracked investment portfolio stood at $1.3B with 143 total positions.
Anderson Hoagland & Co executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 5 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including IAU, MSFT, NVDA) accounted for 20.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 5.71% | -1.56% | +0.71% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.43% | -0.28% | -2.01% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.22% | +0.16% | -5.21% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.99% | +0.41% | +4.08% | |
| 5 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 3.90% | +0.09% | +0.77% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.86% | +0.82% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | +0.13% | +5.62% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.07% | +0.02% | -2.38% | |
| 9 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 2.83% | -0.04% | -0.87% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | +0.01% | -0.43% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.12% | -0.04% | +0.98% | |
| 12 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 1.97% | -0.15% | -0.47% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.90% | +0.42% | -8.94% | |
| 14 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.87% | +0.21% | -4.50% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.86% | -0.20% | +22.33% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.68% | -0.05% | — | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.47% | -0.07% | +4.16% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.04% | -0.79% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -0.02% | -0.42% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.38% | -0.65% | -1.98% | |
| 21 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 1.21% | +0.10% | -0.75% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | -0.04% | -0.40% | |
| 23 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.13% | +0.09% | +1.65% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.09% | -0.14% | -0.91% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.07% | +0.05% | -2.35% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.03% | +0.46% | — | |
| 27 | GE | General Electric | Stock-Industrials | 1.02% | +0.18% | -0.08% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | -0.02% | -0.54% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.95% | +0.06% | -0.72% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.95% | +0.03% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.93% | — | +2.17% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.89% | +0.04% | -2.29% | |
| 33 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 0.89% | -0.08% | -1.94% | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.83% | -0.15% | -9.37% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.81% | +0.31% | +2.86% | |
| 36 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.77% | -0.04% | -1.41% | |
| 37 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.76% | +0.06% | — | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.73% | -0.22% | -0.74% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.70% | +0.10% | -0.12% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.28% | — | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.69% | +0.06% | -16.58% | |
| 42 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.68% | -0.08% | -3.62% | |
| 43 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.67% | — | +1.95% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.67% | +0.08% | — | |
| 45 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.63% | -0.14% | -8.00% | |
| 46 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.62% | +1.50% | +769.04% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.61% | +0.01% | -0.21% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.01% | +53.19% | |
| 49 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.58% | -0.07% | — | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.57% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +0.6% | +769.04% | Add |
| 2 | IAU | Ishares Gold Trust | +0.4% | +0.71% | Add |
| 3 | LLY | Eli Lilly & Co | +0.4% | -8.94% | Trim |
| 4 | VGSH | Vanguard Short-term Treasury | +0.3% | +22.33% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +5.62% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +53.19% | Add |
| 7 | EQT | Eqt CORP | +0.2% | +224.66% | Add |
| 8 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 9 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | — | Unchanged |
| 11 | SMFG | Sumitomo Mitsui-spons Adr | +0.1% | -0.75% | Trim |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | — | Unchanged |
| 13 | ILMN | Illumina Inc | +0.1% | +73.85% | Add |
| 14 | VTIP | Vanguard Short-term Tips | +0.1% | +29.25% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -1.80% | Trim |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | +4.08% | Add |
| 17 | C | Citigroup Inc | +0.1% | — | Unchanged |
| 18 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -0.21% | Trim |
| 19 | VFMF | Vanguard US Multifactor ETF | 0% | +0.77% | Add |
| 20 | VLUE | Ishares Msci USA Value Facto | 0% | +1.97% | Add |
| 21 | DAL | Delta Air Lines Inc | 0% | -4.85% | Trim |
| 22 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 23 | MLI | Mueller Industries Inc | 0% | -2.68% | Trim |
| 24 | VEA | Vanguard Ftse Developed ETF | 0% | +0.98% | Add |
| 25 | VGK | Vanguard Ftse Europe ETF | — | — | Unchanged |
| 26 | AVUS | Avantis U.s. Equity ETF | — | +1.65% | Add |
| 27 | VFVA | Vanguard U.s. Value Factor | 0% | -0.87% | Trim |
| 28 | DHI | Dr Horton Inc | -0.1% | -2.78% | Trim |
| 29 | PNW | Pinnacle West Capital Corporation | -0.1% | -51.68% | Trim |
| 30 | TFLO | Ishares Treasury Floating Ra | -0.1% | -8.00% | Trim |
| 31 | FIX | Comfort Systems USA Inc | -0.1% | -21.31% | Trim |
| 32 | LNG | Cheniere Energy Inc | -0.1% | -26.03% | Trim |
| 33 | UBER | Uber Technologies Inc | -0.1% | — | Unchanged |
| 34 | USFR | Wisdomtree Floating Rate Tre | -0.1% | -9.37% | Trim |
| 35 | DIS | Walt Disney Co/the | -0.1% | -26.25% | Trim |
| 36 | GM | General Motors Co | -0.2% | -39.34% | Trim |
| 37 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -16.58% | Trim |
| 38 | VFMO | Vanguard US Momentum Factor | -0.2% | -4.50% | Trim |
| 39 | NVDA | Nvidia CORP | -0.4% | -5.21% | Trim |
| 40 | MSFT | Microsoft CORP | -0.6% | -2.01% | Trim |
| 41 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 42 | BROS | Dutch Bros Inc-class A | — | NEW | New buy |
| 43 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 44 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 45 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 46 | CCI | Crown Castle Inc | — | EXIT | Sold out |
| 47 | BRBR | Bellring Brands Inc | — | EXIT | Sold out |
| 48 | SFM | Sprouts Farmers Market Inc | — | NEW | New buy |
| 49 | KVUE | Kenvue Inc | — | EXIT | Sold out |
| 50 | TPB | Turning Point Brands Inc | — | 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 143 disclosed positions in Q4 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
GILD
市值: $3.6M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $3.2M
During Q4 2025, Anderson Hoagland & Co's top holdings by market value included IAU (5.7%)、MSFT (4.4%)、NVDA (4.2%). The largest single position, IAU, represented 5.7% of total portfolio value.
In Q4 2025, Anderson Hoagland & Co made 42 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 19 holdings, and fully liquidating 5 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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