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CIK: 0001034886
Total reported value
$2.8B
$2.8B
456 檔
25.4%
The Q3 2025 SEC filing reveals that Pittenger & Anderson Inc held a total portfolio value of $2.8B, covering 456 public equity positions.
In Q3 2025, Pittenger & Anderson Inc displayed an active expansion posture, initiating 18 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 456 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 13.60% | -1.40% | -0.16% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 3.79% | +0.25% | +1.37% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.34% | +0.49% | +0.15% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.94% | +0.03% | +1.62% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 2.38% | +0.09% | +1.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.18% | +0.57% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.11% | +0.12% | -1.37% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.04% | +0.19% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | -0.32% | +0.01% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.05% | +0.07% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.58% | +0.02% | +1.34% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.53% | +0.04% | +0.29% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.09% | -1.25% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.23% | +4.13% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | +0.03% | +0.07% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.26% | +0.10% | +0.99% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | -0.21% | +0.06% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.20% | -0.11% | +0.04% | |
| 19 | CTAS | Cintas CORP | Stock-Industrials | 1.20% | -0.12% | +0.75% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.14% | -0.17% | +0.42% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.08% | +0.03% | +1.66% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | -0.08% | -0.02% | |
| 23 | RMD | Resmed Inc | Stock-Healthcare | 0.98% | -0.63% | +4.39% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.98% | -0.27% | -0.90% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.95% | -0.09% | +9.23% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.94% | -0.06% | +30.77% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.93% | +0.20% | -0.03% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | +0.01% | +1.58% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 0.92% | -0.16% | +0.09% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.92% | -0.01% | +7.89% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | +0.10% | +0.57% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.61% | -8.20% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.82% | +0.23% | +4.43% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.79% | -0.06% | +9.89% | |
| 35 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.79% | +0.01% | -0.13% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.78% | +0.17% | -0.79% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.21% | -0.08% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.02% | +7.69% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.11% | -5.56% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.13% | +137.08% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | -0.05% | +3.50% | |
| 42 | CME | Cme Group Inc | Stock-Financials | 0.68% | -0.31% | +1.52% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.03% | +19.22% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | -0.17% | -1.64% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.30% | -0.06% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.32% | +2.49% | |
| 47 | MSCI | Msci Inc | Stock-Financials | 0.64% | -0.04% | +0.65% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | +0.01% | +0.01% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.62% | +0.25% | -0.01% | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.61% | -0.04% | -1.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.37% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +0.15% | Trim |
| 3 | VV | Vanguard Large-cap ETF | +0.7% | +1.37% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +0.57% | Trim |
| 5 | ANET | Arista Networks Inc | +0.5% | +33.18% | Add |
| 6 | RTX | Rtx CORP | +0.5% | +137.08% | Add |
| 7 | RMD | Resmed Inc | +0.4% | +4.39% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.4% | +1.62% | Add |
| 9 | ORCL | Oracle CORP | +0.4% | +2.49% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +4.13% | Add |
| 11 | AXP | American Express Co | +0.4% | +43.86% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +4.43% | Add |
| 13 | VB | Vanguard Small-cap ETF | +0.3% | +1.71% | Add |
| 14 | AVGO | Broadcom Inc | +0.3% | -5.56% | Trim |
| 15 | SCHF | Schwab Intl Equity ETF | +0.3% | +1.34% | Add |
| 16 | MS | Morgan Stanley | +0.3% | -0.03% | Trim |
| 17 | TJX | Tjx Companies Inc | +0.2% | +0.06% | Add |
| 18 | BLK | Blackrock Inc | +0.2% | +0.04% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +7.69% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | +0.2% | -1.25% | Trim |
| 21 | CAT | Caterpillar Inc | +0.2% | -0.06% | Add |
| 22 | NFLX | Netflix Inc | +0.2% | +3.50% | Add |
| 23 | LRCX | Lam Research CORP | +0.2% | +4.79% | Add |
| 24 | ETN | Eaton Corporation plc | +0.2% | -0.79% | Trim |
| 25 | ASML | ASML Holding N.V. | +0.2% | -0.01% | Trim |
| 26 | EFA | Ishares Msci Eafe ETF | +0.2% | +7.89% | Add |
| 27 | AMZN | Amazon.com Inc | +0.2% | +0.07% | Trim |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +30.77% | Add |
| 29 | XLK | Ss Technology Select Sector | +0.2% | -0.08% | Trim |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.58% | Add |
| 31 | AAPL | Apple Inc | +0.2% | +0.19% | Trim |
| 32 | SYK | Stryker CORP | +0.2% | +387.77% | Add |
| 33 | MDY | State Street Spdr S&p Midcap | +0.2% | +0.29% | Trim |
| 34 | INTU | Intuit Inc | +0.2% | +301.17% | Add |
| 35 | NOW | Servicenow Inc | +0.2% | +1.66% | Add |
| 36 | CSX | Csx CORP | +0.2% | +532.58% | Add |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | -8.20% | Add |
| 38 | UBER | Uber Technologies Inc | +0.1% | +667.57% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +9.41% | Add |
| 40 | JNJ | Johnson & Johnson | +0.1% | +0.01% | Add |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +9.23% | Add |
| 42 | VZ | Verizon Communications Inc | +0.1% | +0.54% | Add |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +9.89% | Add |
| 44 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.57% | Trim |
| 45 | CSCO | Cisco Systems Inc | +0.1% | +0.27% | Add |
| 46 | NUE | Nucor CORP | +0.1% | +930.69% | Add |
| 47 | WMT | Walmart Inc | +0.1% | +0.27% | Add |
| 48 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.30% | Add |
| 49 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 50 | IDXX | Idexx Laboratories Inc | +0.1% | -0.37% | Add |
According to official SEC Form 13F filings, Pittenger & Anderson Inc reported a total U.S. public equity portfolio value of $2.8B across 456 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.
In terms of portfolio concentration, the top 5 core holdings (including FISV, VV, QQQ) accounted for 25.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
BR
市值: $3.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $21.6M
During Q3 2025, Pittenger & Anderson Inc's top holdings by market value included FISV (13.6%)、VV (3.8%)、QQQ (3.3%). The largest single position, FISV, represented 13.6% of total portfolio value.
In Q3 2025, Pittenger & Anderson Inc made 186 total portfolio adjustments, initiating 18 new buys, adding to 100 positions, trimming 63 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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