What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001034886
Total reported value
$2.8B
$2.8B
426 檔
32.8%
During the Q1 2025 filing period, Pittenger & Anderson Inc (CIK: 0001034886) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.8B across 426 reported positions.
In Q1 2025, Pittenger & Anderson Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 426 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 23.30% | -1.40% | -1.47% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 3.11% | +0.25% | +0.62% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.63% | +0.49% | -0.61% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.51% | +0.03% | +2.28% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 2.04% | +0.09% | +0.55% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.04% | -2.43% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.88% | -0.32% | -0.83% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.18% | -0.35% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | +0.05% | -1.35% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.37% | +0.04% | +1.32% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.12% | -0.00% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.03% | -1.03% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.30% | +0.02% | +1.62% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.30% | +0.10% | +0.38% | |
| 15 | CTAS | Cintas CORP | Stock-Industrials | 1.21% | -0.12% | -3.44% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.09% | -2.95% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.19% | -0.17% | +0.22% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.09% | -0.27% | +1.09% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | -0.08% | -0.29% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.05% | -0.05% | -0.26% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.23% | +9.82% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 0.97% | -0.11% | +0.23% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.97% | -0.21% | +4.84% | |
| 24 | SPGI | S&p Global Inc | Stock-Financials | 0.93% | -0.16% | +0.12% | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 0.93% | +0.03% | -0.19% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.85% | -0.01% | +0.32% | |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.84% | -0.09% | +11.24% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | — | +1.51% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.63% | NEW | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.76% | -0.06% | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | +0.01% | +9.82% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | +0.10% | -3.56% | |
| 33 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.75% | +0.01% | +0.07% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.73% | -0.01% | +4.21% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.72% | -0.36% | -0.61% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.69% | -0.06% | +10.79% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.61% | +8.23% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.68% | +0.20% | — | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | -0.17% | -2.71% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.65% | -0.04% | +1.61% | |
| 41 | CME | Cme Group Inc | Stock-Financials | 0.64% | -0.31% | -0.03% | |
| 42 | MSCI | Msci Inc | Stock-Financials | 0.62% | -0.04% | -0.33% | |
| 43 | RSG | Republic Services Inc | Stock-Industrials | 0.61% | -0.07% | -0.22% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.03% | +4.80% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.04% | +59.30% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | +0.01% | -4.18% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.17% | +9.45% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | +0.21% | -1.07% | |
| 49 | RMD | Resmed Inc | Stock-Healthcare | 0.54% | -0.63% | +4.37% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | -0.60% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | — | NEW | New buy |
| 2 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 3 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 4 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 5 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 14 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 15 | CTAS | Cintas CORP | — | NEW | New buy |
| 16 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 17 | WM | Waste Management Inc | — | NEW | New buy |
| 18 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 19 | MA | Mastercard Inc - A | — | NEW | New buy |
| 20 | ACN | Accenture plc | — | NEW | New buy |
| 21 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 22 | BLK | Blackrock Inc | — | NEW | New buy |
| 23 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 24 | SPGI | S&p Global Inc | — | NEW | New buy |
| 25 | NOW | Servicenow Inc | — | NEW | New buy |
| 26 | CRM | Salesforce Inc | — | NEW | New buy |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | — | NEW | New buy |
| 28 | UNP | Union Pacific CORP | — | NEW | New buy |
| 29 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 31 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 32 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 33 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 34 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 35 | ZTS | Zoetis Inc | — | NEW | New buy |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 37 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 38 | MS | Morgan Stanley | — | NEW | New buy |
| 39 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 40 | CB | Chubb Limited | — | NEW | New buy |
| 41 | CME | Cme Group Inc | — | NEW | New buy |
| 42 | MSCI | Msci Inc | — | NEW | New buy |
| 43 | RSG | Republic Services Inc | — | NEW | New buy |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 45 | NVDA | Nvidia CORP | — | NEW | New buy |
| 46 | HD | Home Depot Inc | — | NEW | New buy |
| 47 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 48 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 49 | RMD | Resmed Inc | — | NEW | New buy |
| 50 | HON | Honeywell International Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Pittenger & Anderson Inc reported a total U.S. public equity portfolio value of $2.8B across 426 disclosed positions in Q1 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 FISV, VV, QQQ) accounted for 32.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
FISV
市值: $635.9M
During Q1 2025, Pittenger & Anderson Inc's top holdings by market value included FISV (23.3%)、VV (3.1%)、QQQ (2.6%). The largest single position, FISV, represented 23.3% of total portfolio value.
In Q1 2025, Pittenger & Anderson Inc made 200 total portfolio adjustments, initiating 200 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.