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CIK: 0001034886
Total reported value
$2.8B
$2.8B
522 檔
17.5%
At the close of Q1 2026, Pittenger & Anderson Inc disclosed equity holdings valued at approximately $2.8B, spread across 522 reported holdings.
Pittenger & Anderson Inc executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 8 holdings and trimming 70 positions.
In terms of portfolio concentration, the top 5 core holdings (including FISV, VV, QQQ) accounted for 17.5% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 522 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 6.39% | -1.40% | -0.06% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 3.88% | +0.25% | -3.58% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.45% | +0.49% | -0.45% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.98% | +0.03% | -6.62% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 2.72% | +0.09% | -0.46% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.12% | -0.42% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.04% | +0.34% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.07% | -0.32% | +0.87% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.85% | +0.02% | -0.21% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.18% | +1.34% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.05% | -0.72% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.09% | -3.51% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.48% | -0.21% | +1.77% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.44% | +0.04% | -9.33% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.37% | +0.10% | -1.64% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.32% | -0.17% | +0.96% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | +0.03% | +0.52% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.23% | +4.59% | |
| 19 | CTAS | Cintas CORP | Stock-Industrials | 1.18% | -0.12% | +4.92% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.16% | -0.01% | +6.94% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | +0.01% | +3.29% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.13% | -0.13% | +27.44% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.13% | -0.27% | +1.77% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.11% | -0.11% | +0.64% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.09% | +0.23% | +1.24% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.05% | +0.20% | +1.31% | |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.04% | -0.09% | -4.60% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | +0.10% | +4.36% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.08% | -0.51% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.04% | +8.69% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.97% | -0.06% | — | |
| 32 | RMD | Resmed Inc | Stock-Healthcare | 0.95% | -0.63% | +2.87% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.95% | +0.30% | -9.57% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | +0.01% | +1.36% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.93% | -0.16% | +5.18% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.89% | +0.25% | +472.84% | |
| 37 | CSX | Csx CORP | Stock-Industrials | 0.89% | +0.05% | +25.23% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.11% | +28.77% | |
| 39 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.89% | +0.01% | -0.10% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.02% | +4.79% | |
| 41 | CME | Cme Group Inc | Stock-Financials | 0.84% | -0.31% | +0.86% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.83% | -0.06% | -9.05% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | -0.15% | +6.41% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.81% | +0.25% | -5.06% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.79% | -0.04% | +2.67% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.79% | +0.17% | -0.70% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.28% | +7.04% | |
| 48 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.77% | -0.04% | +216.21% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.02% | -0.29% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | +0.34% | +8.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +0.7% | +472.84% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.5% | +216.21% | Add |
| 3 | COST | Costco Wholesale CORP | +0.4% | +0.87% | Add |
| 4 | RTX | Rtx CORP | +0.3% | +27.44% | Add |
| 5 | CSX | Csx CORP | +0.3% | +25.23% | Add |
| 6 | XLE | Ss Energy Select Sector | +0.3% | +6.41% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +19.76% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | +1.36% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.24% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +28.77% | Add |
| 11 | ASML | ASML Holding N.V. | +0.1% | -5.06% | Trim |
| 12 | TJX | Tjx Companies Inc | +0.1% | +1.77% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +545.17% | Add |
| 14 | PM | Philip Morris International | +0.1% | +45.40% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -9.57% | Trim |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +6.94% | Add |
| 17 | WM | Waste Management Inc | +0.1% | +0.96% | Add |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | -0.46% | Trim |
| 19 | ECL | Ecolab Inc | +0.1% | +54.14% | Add |
| 20 | LYV | Live Nation Entertainment In | +0.1% | +30.22% | Add |
| 21 | ETN | Eaton Corporation plc | +0.1% | -0.70% | Trim |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4.36% | Add |
| 23 | SCHF | Schwab Intl Equity ETF | +0.1% | -0.21% | Trim |
| 24 | LIN | Linde plc | +0.1% | +4.38% | Add |
| 25 | HON | Honeywell International Inc | +0.1% | +0.12% | Add |
| 26 | WMT | Walmart Inc | +0.1% | -0.29% | Trim |
| 27 | CME | Cme Group Inc | +0.1% | +0.86% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.29% | Add |
| 29 | CVX | Chevron CORP | +0.1% | -0.95% | Trim |
| 30 | LRCX | Lam Research CORP | +0.1% | -8.13% | Trim |
| 31 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +8.29% | Add |
| 32 | BX | Blackstone Inc | +0.1% | +177.17% | Add |
| 33 | CSCO | Cisco Systems Inc | +0.1% | +7.04% | Add |
| 34 | CASY | Casey's General Stores Inc | +0.1% | +12.35% | Add |
| 35 | ZTS | Zoetis Inc | +0.1% | +28.16% | Add |
| 36 | CB | Chubb Limited | +0.1% | +2.67% | Add |
| 37 | ODFL | Old Dominion Freight Line | +0.1% | +3700.00% | Add |
| 38 | BCE | Bce Inc | +0.1% | +90.93% | Add |
| 39 | SHEL | Shell Plc-adr | +0.1% | — | Unchanged |
| 40 | TPL | Texas Pacific Land CORP | +0.1% | +3.58% | Add |
| 41 | VIK | Viking Holdings Ltd | +0.1% | +163.21% | Add |
| 42 | AXON | Axon Enterprise Inc | +0.1% | +226.04% | Add |
| 43 | NVDA | Nvidia CORP | +0.1% | +8.69% | Add |
| 44 | HCA | Hca Healthcare Inc | 0% | +75666.67% | Add |
| 45 | GEV | GE Vernova Inc | 0% | +568.29% | Add |
| 46 | RACE | Ferrari N.V. | 0% | +1811.63% | Add |
| 47 | ROST | Ross Stores Inc | 0% | +151.07% | Add |
| 48 | MCD | Mcdonald's CORP | 0% | +10.39% | Add |
| 49 | MRK | Merck & Co. Inc. | 0% | +0.05% | Add |
| 50 | GRMN | Garmin Ltd. | 0% | — | Unchanged |
According to official SEC Form 13F filings, Pittenger & Anderson Inc reported a total U.S. public equity portfolio value of $2.8B across 522 disclosed positions in Q1 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
AZN
市值: $6.4M
Top Position Liquidated / Trimmed
AZNN
前期市值: $6.0M
During Q1 2026, Pittenger & Anderson Inc's top holdings by market value included FISV (6.4%)、VV (3.9%)、QQQ (3.5%). The largest single position, FISV, represented 6.4% of total portfolio value.
In Q1 2026, Pittenger & Anderson Inc made 177 total portfolio adjustments, initiating 12 new buys, adding to 87 positions, trimming 70 holdings, and fully liquidating 8 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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