Latest PITTENGER & ANDERSON INC Stock Portfolio

PITTENGER & ANDERSON INC Performance:

2025 Q3: 2.2%YTD: 5.28%2024: 7.5%

Performance for 2025 Q3 is 2.2%, and YTD is 5.28%, and 2024 is 7.5%.

About PITTENGER & ANDERSON INC and 13F Hedge Fund Stock Holdings

PITTENGER & ANDERSON INC is a hedge fund based in LINCOLN, NE. On 21-Dec-2022, the fund reported that it had an AUM (Regulated Assets under Management) of $2.3 Billions. In it's latest 13F Holdings report, PITTENGER & ANDERSON INC reported an equity portfolio of $2.7 Billions as of 30 Sep, 2025.

The top stock holdings of PITTENGER & ANDERSON INC are , VB, QQQ. The fund has invested 13.6% of it's portfolio in FISERV INC and 3.8% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off CARRIER GLOBAL CORPORATION (CARR), GFL ENVIRONMENTAL INC and APA CORPORATION (APA) stocks. They significantly reduced their stock positions in NOVO-NORDISK A S, PFIZER INC (PFE) and COPART INC (CPRT). PITTENGER & ANDERSON INC opened new stock positions in BROADRIDGE FINL SOLUTIONS IN (BR), CLEAR SECURE INC (YOU) and ROBINHOOD MKTS INC (HOOD). The fund showed a lot of confidence in some stocks as they added substantially to NUCOR CORP (NUE), ADOBE INC (ADBE) and CARDINAL HEALTH INC (CAH).

PITTENGER & ANDERSON INC Annual Return Estimates Vs S&P 500

Our best estimate is that PITTENGER & ANDERSON INC made a return of 2.2% in the last quarter. In trailing 12 months, it's portfolio return was 5.18%.

New Buys

Ticker	$ Bought
broadridge finl solutions in	3,392,730
clear secure inc	929,333
robinhood mkts inc	924,943
guidewire software inc	899,902
advisors inner circle fd iii	732,250
karooooo ltd	704,861
warrior met coal inc	464,891
installed bldg prods inc	431,655

New stocks bought by PITTENGER & ANDERSON INC

Additions

Ticker	% Inc.
nucor corp	930
adobe inc	747
cardinal health inc	718
uber technologies inc	667
csx corp	532
wells fargo co new	436
ferrari n v	424
stryker corporation	387

Additions to existing portfolio by PITTENGER & ANDERSON INC

Reductions

Ticker	% Reduced
novo-nordisk a s	-99.87
pfizer inc	-99.86
copart inc	-98.7
danaher corporation	-96.81
marvell technology inc	-95.85
texas pacific land corporati	-95.63
fair isaac corp	-87.23
on hldg ag	-86.21

PITTENGER & ANDERSON INC reduced stake in above stock

Sold off

Ticker	$ Sold
apa corporation	-182,626
carrier global corporation	-380,954
gfl environmental inc	-201,840
haleon plc	-35,559
kenvue inc	-31,395
planet labs pbc	-5,795
tyson foods inc	-39,886
entrepreneurshares series tr	-9,927

PITTENGER & ANDERSON INC got rid off the above stocks

Sector Distribution

PITTENGER & ANDERSON INC has about 49.5% of it's holdings in Others sector.

Sector	%
Others	49.5
Technology	12.8
Financial Services	9.8
Industrials	8.4
Consumer Cyclical	5.3
Healthcare	4.6
Communication Services	4.6
Consumer Defensive	3

Market Cap. Distribution

PITTENGER & ANDERSON INC has about 50% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	49.5
LARGE-CAP	28.9
MEGA-CAP	21.1

Stocks belong to which Index?

About 49% of the stocks held by PITTENGER & ANDERSON INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	50.8
S&P 500	49

Top 5 Winners (%)		%
SATS	echostar corp	175.7 %
APP	applovin corp	105.3 %
BTU	peabody energy corp	97.6 %
KTOS	kratos defense & sec solutio	96.7 %
QBTS	d-wave quantum inc	68.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	16.0 M
AAPL	apple inc	10.9 M
QQQ	invesco qqq tr	7.4 M
TJX	tjx cos inc new	4.8 M
ORCL	oracle corp	3.8 M

Top 5 Losers (%)		%
SFM	sprouts fmrs mkt inc	-33.9 %
INSP	inspire med sys inc	-26.6 %
PLMR	palomar hldgs inc	-24.3 %
TW	tradeweb mkts inc	-24.2 %
QTWO	q2 hldgs inc	-22.6 %

Top 5 Losers ($)		$
ISRG	intuitive surgical inc	-5.8 M
ACN	accenture plc ireland	-4.6 M
NOW	servicenow inc	-3.4 M
COST	costco whsl corp new	-3.3 M
CRM	salesforce inc	-3.1 M

PITTENGER & ANDERSON INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PITTENGER & ANDERSON INC

PITTENGER & ANDERSON INC has 456 stocks in it's portfolio. About 35.9% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for PITTENGER & ANDERSON INC last quarter.

Last Reported on: 03 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.07	221,737	56,460,800	added	0.19

AAXJ	ishares tr	0.01	1,942	263,433	unchanged	0.00

AAXJ	ishares tr	0.00	985	124,061	unchanged	0.00

AAXJ	ishares tr	0.00	52.00	10,882	new

AAXJ	ishares tr	0.00	400	6,192	unchanged	0.00

ABBV	abbvie inc	0.24	28,722	6,650,290	added	3.01

ABC	cencora inc	0.00	199	62,194	unchanged	0.00

ABNB	airbnb inc	0.00	70.00	8,500	unchanged	0.00

ABT	abbott labs	0.47	94,686	12,682,200	added	0.24

ACA	arcosa inc	0.00	900	84,339	new

ACES	alps etf tr	0.00	120	6,810	new

ACHR	archer aviation inc	0.00	1,000	9,580	unchanged	0.00

ACN	accenture plc ireland	0.35	38,656	9,532,570	reduced	-56.44

ACSI	tidal trust i	0.00	13.00	583	unchanged	0.00

ACWF	ishares tr	0.00	2,100	106,743	unchanged	0.00

ADBE	adobe inc	0.01	1,110	391,553	added	747

ADI	analog devices inc	0.00	42.00	10,320	new

ADP	automatic data processing in	0.53	48,869	14,343,100	added	1.07

AEE	ameren corp	0.00	868	90,602	unchanged	0.00

AEO	american eagle outfitters in	0.00	323	5,527	added	12.15