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CIK: 0001034886
Total reported value
$2.8B
$2.8B
443 檔
25.7%
The Q2 2024 SEC filing reveals that Pittenger & Anderson Inc held a total portfolio value of $2.8B, covering 443 public equity positions.
During Q2 2024, Pittenger & Anderson Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FISV, VV, QQQ) accounted for 25.7% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 443 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 18.34% | -1.40% | -0.56% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 3.24% | +0.25% | +2.72% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.16% | +0.49% | -0.06% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.46% | +0.03% | +1.21% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.18% | -3.83% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.24% | +0.09% | -4.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.10% | +0.04% | +0.07% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.96% | -0.32% | +0.66% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.12% | -1.04% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.05% | +0.10% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.52% | +0.04% | +0.55% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.51% | +0.10% | -7.70% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.34% | +0.02% | +1.89% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.09% | -1.13% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.22% | -0.17% | +0.03% | |
| 16 | CTAS | Cintas CORP | Stock-Industrials | 1.20% | -0.12% | +1.82% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.14% | -0.05% | +0.74% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | +0.03% | +0.41% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.08% | -0.27% | +0.29% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.01% | +0.03% | +0.78% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.08% | +0.05% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 0.92% | -0.16% | +0.12% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.91% | -0.01% | +0.66% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.90% | +0.10% | +0.40% | |
| 25 | BLKCHF | Blackrock Inc | Stock-Other | 0.90% | — | -0.44% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 0.88% | -0.36% | +1.82% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.63% | NEW | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.21% | +1.05% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.83% | — | -0.80% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.23% | +5.51% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.73% | -0.01% | -0.10% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | +0.01% | +0.13% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.17% | +0.51% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 0.70% | — | +3.07% | |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.70% | -0.09% | +7.48% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.69% | -0.06% | -13.33% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.69% | +0.17% | -10.56% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.68% | +0.25% | -4.47% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | +0.21% | -0.03% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.67% | -0.01% | EXIT | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | +0.01% | +0.45% | |
| 42 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.64% | +0.01% | -0.53% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.03% | -4.09% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.60% | EXIT | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.62% | +0.20% | -0.06% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.06% | -1.68% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.61% | -0.04% | +2.21% | |
| 48 | MSCI | Msci Inc | Stock-Financials | 0.59% | -0.04% | +0.01% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | -0.13% | +0.31% | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.56% | -0.15% | — |
According to official SEC Form 13F filings, Pittenger & Anderson Inc reported a total U.S. public equity portfolio value of $2.8B across 443 disclosed positions in Q2 2024.
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.
During Q2 2024, Pittenger & Anderson Inc's top holdings by market value included FISV (18.3%)、VV (3.2%)、QQQ (3.2%). The largest single position, FISV, represented 18.3% of total portfolio value.
In Q2 2024, Pittenger & Anderson Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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