P&

Pittenger & Anderson INC

Diversified strategyMomentum followerLong-term holder

Total reported value

$2.5B

Reporting period: 2026-03-31 · Number of holdings: 522

PITTENGER & ANDERSON INC disclosed 522 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.5B and a quarterly turnover rate of 17.0%.

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Personality snowflake

Concentration
6.45
Portfolio Stability
16.95
Momentum/Contrarian
100
Sector conviction
45.31
Diversification
100
Sizing Uniformity
72.75

Recent moves

  • Trim FISV

    -0.1%　-$32.8M

  • Trim NOW

    -99.5%　-$23.4M

  • Add RSP

    +472.8%　$18.5M

  • Trim CRM

    -89.3%　-$15.0M

  • Add FBND

    +216.2%　$13.2M

  • Trim NFLX

    -86.7%　-$12.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1FISVFiserv INCStock-Other6.39%-1.05%-0.06%
2VVVanguard Large-cap ETFETF-Other3.88%-0.22%-3.58%
3QQQInvesco Qqq Trust Series 1ETF-Tech3.45%-0.11%-0.45%
4VOVanguard Mid-cap ETFETF-Other2.98%-0.14%-6.62%
5VBVanguard Small-cap ETFETF-Other2.72%—-0.46%
6GOOGLAlphabet Inc-cl AStock-Comm Services2.58%-0.15%-0.42%
7AAPLApple INCStock-Tech2.24%-0.07%+0.34%
8COSTCostco Wholesale CORPStock-Consumer Staples2.07%+0.36%+0.87%
9SCHFSchwab Intl Equity ETFETF-Other1.85%—-0.21%
10MSFTMicrosoft CORPStock-Tech1.82%-0.45%+1.34%
11AMZNAmazon.com INCStock-Consumer Disc1.62%-0.13%-0.72%
12VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.50%-0.08%-3.51%
13TJXTjx Companies INCStock-Consumer Disc1.48%—+1.77%
14MDYState Street Spdr S&p MidcapETF-Other1.44%-0.06%-9.33%
15IWMIshares Russell 2000 ETFETF-Small Cap1.37%—-1.64%
16WMWaste Management INCStock-Industrials1.32%—+0.96%
17VVisa Inc-class A SharesStock-Financials1.25%-0.14%+0.52%
18METAMeta Platforms Inc-class AStock-Comm Services1.24%-0.09%+4.59%
19CTASCintas CORPStock-Industrials1.18%—+4.92%
20EFAIshares Msci Eafe ETFETF-Other1.16%+0.12%+6.94%
21VEAVanguard Ftse Developed ETFETF-Other1.16%—+3.29%
22RTXRtx CORPStock-Industrials1.13%+0.31%+27.44%
23ISRGIntuitive Surgical INCStock-Healthcare1.13%-0.19%+1.77%
24BLKBlackrock INCStock-Financials1.11%-0.07%+0.64%
25TSMTaiwan Semiconductor-sp AdrStock-Tech1.09%+0.15%+1.24%
26MSMorgan StanleyStock-Financials1.05%—+1.31%
27ISTBIshares Core 1-5 Year Usd BoETF-Other1.04%—-4.60%
28IJRIshares Core S&p Small-cap EETF-Small Cap1.03%—+4.36%
29MAMastercard INC - AStock-Financials0.99%-0.11%-0.51%
30NVDANvidia CORPStock-Tech0.99%—+8.69%
31BRK-ABerkshire Hathaway Inc-cl AStock-Other0.97%——
32RMDResmed INCStock-Healthcare0.95%—+2.87%
33CATCaterpillar INCStock-Industrials0.95%+0.12%-9.57%
34JNJJohnson & JohnsonStock-Healthcare0.94%+0.18%+1.36%
35SPGIS&p Global INCStock-Financials0.93%-0.12%+5.18%
36RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.89%+0.74%+472.84%
37CSXCsx CORPStock-Industrials0.89%+0.28%+25.23%
38AVGOBroadcom INCStock-Tech0.89%+0.15%+28.77%
39TRVTravelers Cos Inc/theStock-Financials0.89%—-0.10%
40JPMJpmorgan Chase & CoStock-Financials0.87%—+4.79%
41CMECme Group INCStock-Financials0.84%—+0.86%
42VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds0.83%-0.06%-9.05%
43XLESs Energy Select SectorETF-Other0.82%+0.27%+6.41%
44ASMLASML Holding N.V.Stock-Tech0.81%+0.14%-5.06%
45CBChubb LimitedStock-Financials0.79%—+2.67%
46ETNEaton Corporation plcStock-Industrials0.79%—-0.70%
47CSCOCisco Systems INCStock-Tech0.78%—+7.04%
48FBNDFidelity Total Bond ETFETF-Other0.77%+0.53%+216.21%
49WMTWalmart INCStock-Consumer Staples0.77%—-0.29%
50IJHIshares Core S&p Midcap ETFETF-Other0.73%—+8.29%
1–50 of 522

Holding changes this quarter

Pittenger & Anderson INC's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Jm Smucker Co/the (SJM); Trim: Fiserv INC (FISV) — shares -0.06%; Trim: Servicenow INC (NOW) — shares -99.49%.

Position changes disclosed by Pittenger & Anderson INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1RSPInvesco S&p 500 Equal Weight+0.7%+472.84%Add
2FBNDFidelity Total Bond ETF+0.5%+216.21%Add
3COSTCostco Wholesale CORP+0.4%+0.87%Add
4RTXRtx CORP+0.3%+27.44%Add
5CSXCsx CORP+0.3%+25.23%Add
6XLESs Energy Select Sector+0.3%+6.41%Add
7XOMExxon Mobil CORP+0.2%+19.76%Add
8JNJJohnson & Johnson+0.2%+1.36%Add
9TSMTaiwan Semiconductor-sp Adr+0.2%+1.24%Add
10AVGOBroadcom INC+0.2%+28.77%Add
11ASMLASML Holding N.V.+0.1%-5.06%Trim
12TMOThermo Fisher Scientific INC+0.1%+545.17%Add
13PMPhilip Morris International+0.1%+45.40%Add
14CATCaterpillar INC+0.1%-9.57%Trim
15EFAIshares Msci Eafe ETF+0.1%+6.94%Add
16ECLEcolab INC+0.1%+54.14%Add
17LYVLive Nation Entertainment In+0.1%+30.22%Add
18LINLinde plc+0.1%+4.38%Add
19MDYState Street Spdr S&p Midcap-0.1%-9.33%Trim
20VCSHVanguard S/t CORP Bond ETF-0.1%-9.05%Trim
21AAPLApple INC-0.1%+0.34%Add
22BLKBlackrock INC-0.1%+0.64%Add
23ABTAbbott Laboratories-0.1%+0.33%Add
24VOOVanguard S&p 500 ETF-0.1%-3.51%Trim
25METAMeta Platforms Inc-class A-0.1%+4.59%Add
26IBNIcici Bank Ltd-spon Adr-0.1%-49.99%Trim
27QQQInvesco Qqq Trust Series 1-0.1%-0.45%Trim
28MAMastercard INC - A-0.1%-0.51%Trim
29SPGIS&p Global INC-0.1%+5.18%Add
30ORCLOracle CORP-0.1%-7.95%Trim
31ADPAutomatic Data Processing-0.1%-7.66%Trim
32AJGArthur J Gallagher & Co-0.1%-99.59%Trim
33AMZNAmazon.com INC-0.1%-0.72%Trim
34VOVanguard Mid-cap ETF-0.1%-6.62%Trim
35VVisa Inc-class A Shares-0.1%+0.52%Add
36PANWPalo Alto Networks INC-0.1%-10.59%Trim
37GOOGLAlphabet Inc-cl A-0.2%-0.42%Trim
38ISRGIntuitive Surgical INC-0.2%+1.77%Add
39ROPRoper Technologies INC-0.2%-86.57%Trim
40INTUIntuit INC-0.2%-95.55%Trim
41UBERUber Technologies INC-0.2%-90.96%Trim
42VVVanguard Large-cap ETF-0.2%-3.58%Trim
43MSFTMicrosoft CORP-0.5%+1.34%Add
44NFLXNetflix INC-0.5%-86.69%Trim
45CRMSalesforce INC-0.6%-89.29%Trim
46NOWServicenow INC-0.9%-99.49%Trim
47FISVFiserv INC-1.1%-0.06%Trim
48AZNAstraZeneca PLC—NEWNew buy
49AZNNAstrazeneca Plc-spons Adr—EXITSold out
50SJMJm Smucker Co/the—NEWNew buy

FAQ

What is Pittenger & Anderson INC and what type of investor is it?
Pittenger & Anderson INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.5B, spread across 522 disclosed positions.
What are Pittenger & Anderson INC's largest equity positions?
Based on the latest 13F filing, Pittenger & Anderson INC's top holdings by market value are: 1. Fiserv INC (FISV) — $160.5M (6.4%) 2. Vanguard Large-cap ETF (VV) — $97.5M (3.9%) 3. Invesco Qqq Trust Series 1 (QQQ) — $86.6M (3.5%) 4. Vanguard Mid-cap ETF (VO) — $75.0M (3.0%) 5. Vanguard Small-cap ETF (VB) — $68.2M (2.7%)
What changes did Pittenger & Anderson INC make in its most recent portfolio filing?
In the latest reported quarter, Pittenger & Anderson INC made 50 notable position adjustments: 2 new positions were initiated, 24 existing holdings were added to, 23 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Jm Smucker Co/the (SJM); Trim: Fiserv INC (FISV) — shares -0.06%; Trim: Servicenow INC (NOW) — shares -99.49%
What sectors does Pittenger & Anderson INC focus on?
Pittenger & Anderson INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 21.2% • Information Technology: 21.1% • Industrials: 17.1% • Consumer Discretionary: 10.3% • Health Care: 9.8% • Communication Services: 7.8%

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