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CIK: 0000791191
Total reported value
$1.3B
$1.3B
137 檔
22.0%
At the close of Q2 2026, Anderson Hoagland & Co disclosed equity holdings valued at approximately $1.3B, spread across 137 reported holdings.
In Q2 2026, Anderson Hoagland & Co adopted a defensive or profit-taking posture, trimming 77 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including EMXC, IAU, IWM) accounted for 22.0% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 5.22% | -0.95% | +0.27% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 4.55% | -0.10% | -4.70% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.45% | -0.77% | -0.13% | |
| 4 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 4.20% | +0.27% | -1.78% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | +0.37% | -0.29% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.42% | +0.18% | -0.16% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | +1.20% | +0.07% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.01% | +0.30% | +460.53% | |
| 9 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 2.84% | +0.26% | -1.84% | |
| 10 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 2.23% | +0.64% | +234.81% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | -0.19% | -0.58% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.18% | -0.06% | -3.02% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.16% | +0.22% | +4.30% | |
| 14 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.15% | -0.49% | -3.82% | |
| 15 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 1.95% | +0.08% | -2.51% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.85% | +0.36% | -0.42% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.76% | +0.04% | -0.41% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.61% | +0.39% | +1.37% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.59% | +0.30% | +1.32% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.01% | -1.54% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.34% | -0.59% | +26.00% | |
| 22 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 1.33% | -0.22% | -1.13% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.24% | -0.02% | +2.01% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | +0.22% | -5.62% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.17% | +0.01% | -0.20% | |
| 26 | GE | General Electric | Stock-Industrials | 1.12% | -0.26% | -0.08% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.07% | -0.46% | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.05% | -0.06% | -1.93% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.03% | -0.37% | -24.93% | |
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 1.03% | -0.32% | -9.65% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.02% | +0.11% | -0.01% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | -0.04% | -1.61% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | -0.43% | +282.80% | |
| 34 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 0.87% | +0.05% | -2.71% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.84% | -0.30% | +18.29% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | -0.03% | +1.02% | |
| 37 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.81% | -0.06% | -3.72% | |
| 38 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.75% | +0.07% | -3.04% | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.73% | -0.11% | — | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | — | -0.59% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.70% | -0.17% | -12.09% | |
| 42 | AVTM | Avantis Total Equity ETF | ETF-Other | 0.69% | -0.42% | — | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.69% | -0.03% | -44.44% | |
| 44 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.67% | -0.28% | -28.73% | |
| 45 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.65% | -0.06% | -6.93% | |
| 46 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.65% | -0.15% | -11.23% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.61% | +0.03% | — | |
| 48 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.59% | -0.02% | -6.02% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.58% | EXIT | |
| 50 | PWR | Quanta Services Inc | Stock-Industrials | 0.54% | -0.15% | -17.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +1.5% | +234.81% | Add |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.8% | +0.27% | Add |
| 3 | CMI | Cummins Inc | +0.5% | +26.00% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | +4.30% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.4% | -0.13% | Trim |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | -0.59% | Trim |
| 7 | LUV | Southwest Airlines Co | +0.3% | NEW | New buy |
| 8 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | +2.01% | Add |
| 9 | VFMO | Vanguard US Momentum Factor | +0.2% | -3.82% | Trim |
| 10 | GE | General Electric | +0.2% | -0.08% | Trim |
| 11 | NKE | Nike Inc -cl B | +0.2% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.2% | -0.29% | Trim |
| 13 | SNOW | Snowflake Inc | +0.2% | — | Unchanged |
| 14 | AMZN | Amazon.com Inc | +0.1% | -0.16% | Trim |
| 15 | ASML | ASML Holding N.V. | +0.1% | -12.09% | Trim |
| 16 | QBTS | D-wave Quantum Inc | +0.1% | NEW | New buy |
| 17 | SMFG | Sumitomo Mitsui-spons Adr | +0.1% | -1.13% | Trim |
| 18 | GEV | GE Vernova Inc | +0.1% | -9.65% | Trim |
| 19 | VLUE | Ishares Msci USA Value Facto | +0.1% | -6.93% | Trim |
| 20 | VFMF | Vanguard US Multifactor ETF | +0.1% | -1.78% | Trim |
| 21 | AVUS | Avantis U.s. Equity ETF | +0.1% | +1.32% | Add |
| 22 | C | Citigroup Inc | +0.1% | — | Unchanged |
| 23 | DAL | Delta Air Lines Inc | +0.1% | -5.99% | Trim |
| 24 | BROS | Dutch Bros Inc-class A | +0.1% | — | Unchanged |
| 25 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +18.29% | Add |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +1.02% | Add |
| 27 | SOFI | Sofi Technologies Inc | +0.1% | +10.36% | Add |
| 28 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +16.10% | Add |
| 29 | BAC | Bank Of America CORP | +0.1% | -1.61% | Trim |
| 30 | IBKR | Interactive Brokers Gro-cl A | +0.1% | — | Unchanged |
| 31 | ILMN | Illumina Inc | +0.1% | — | Unchanged |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | -1.54% | Trim |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | -1.93% | Trim |
| 34 | IBB | Ishares Biotechnology ETF | 0% | +16.29% | Add |
| 35 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 36 | CAT | Caterpillar Inc | 0% | -24.93% | Trim |
| 37 | AVTM | Avantis Total Equity ETF | 0% | — | Unchanged |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -3.43% | Trim |
| 39 | SCHO | Schwab Short-term US Treas | 0% | +28.46% | Add |
| 40 | VUG | Vanguard Growth ETF | 0% | +460.53% | Add |
| 41 | AVGO | Broadcom Inc | 0% | -6.73% | Trim |
| 42 | TTWO | Take-two Interactive Softwre | 0% | -6.73% | Trim |
| 43 | KLAC | Kla CORP | 0% | NEW | New buy |
| 44 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | NEW | New buy |
| 46 | JPM | Jpmorgan Chase & Co | 0% | -0.58% | Trim |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 48 | EUFN | Ishares Msci Europe Financia | 0% | +0.20% | Add |
| 49 | DHI | Dr Horton Inc | 0% | -2.57% | Trim |
| 50 | AON | Aon plc | 0% | +10.44% | Add |
According to official SEC Form 13F filings, Anderson Hoagland & Co reported a total U.S. public equity portfolio value of $1.3B across 137 disclosed positions in Q2 2026.
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
LUV
市值: $4.2M
Top Position Liquidated / Trimmed
KO
前期市值: $2.5M
During Q2 2026, Anderson Hoagland & Co's top holdings by market value included EMXC (5.2%)、IAU (4.5%)、IWM (4.5%). The largest single position, EMXC, represented 5.2% of total portfolio value.
In Q2 2026, Anderson Hoagland & Co made 116 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 77 holdings, and fully liquidating 6 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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