Latest PITTENGER & ANDERSON INC Stock Portfolio

PITTENGER & ANDERSON INC Performance:

2026 Q1: -3.27%YTD: -3.27%2025: -5.31%

Performance for 2026 Q1 is -3.27%, and YTD is -3.27%, and 2025 is -5.31%.

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

PITTENGER & ANDERSON INC is a hedge fund based in Lincoln, NE. On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, PITTENGER & ANDERSON INC reported an equity portfolio of $2.5 Billions as of 31 Mar, 2026.

The top stock holdings of PITTENGER & ANDERSON INC are , VB, QQQ. The fund has invested 6.4% of it's portfolio in FISERV INC and 3.9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), WARRIOR MET COAL INC (HCC) and C H ROBINSON WORLDWIDE INC (CHRW) stocks. They significantly reduced their stock positions in INSTALLED BLDG PRODS INC (IBP), GALLAGHER ARTHUR J & CO (AJG) and SERVICENOW INC (NOW). PITTENGER & ANDERSON INC opened new stock positions in ASTRAZENECA PLC, SMUCKER J M CO (SJM) and ARCH CAP GROUP LTD (ACGL). The fund showed a lot of confidence in some stocks as they added substantially to HCA HEALTHCARE INC (HCA), OLD DOMINION FREIGHT LINE IN (ODFL) and FERRARI N V (RACE).

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

Our best estimate is that PITTENGER & ANDERSON INC made a return of -3.27% in the last quarter. In trailing 12 months, it's portfolio return was -8.15%.

Performance
S&P 500

New Buys

Ticker	$ Bought
astrazeneca plc	6,404,130
smucker j m co	2,728,290
arch cap group ltd	1,334,260
sharkninja inc	799,545
eqt corp	772,908
mckesson corp	549,504
wabtec	402,356
cnx res corp	376,827

New stocks bought by PITTENGER & ANDERSON INC

Additions

Ticker	% Inc.
hca healthcare inc	75,666
old dominion freight line in	3,700
ferrari n v	1,811
vanguard star fds	1,517
howmet aerospace inc	1,100
seagate technology hldngs pl	666
l3harris technologies inc	583
ge vernova inc	568

Additions to existing portfolio by PITTENGER & ANDERSON INC

Reductions

Ticker	% Reduced
installed bldg prods inc	-99.8
gallagher arthur j & co	-99.59
servicenow inc	-99.49
pjt partners inc	-97.83
intuit	-95.55
constellation energy corp	-92.00
uber technologies inc	-90.96
intel corp	-90.32

PITTENGER & ANDERSON INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PITTENGER & ANDERSON INC

Sector Distribution

PITTENGER & ANDERSON INC has about 47.8% of it's holdings in Others sector.

Sector	%
Others	47.8
Financial Services	10.4
Industrials	10.2
Technology	9.8
Consumer Cyclical	5.6
Healthcare	5.2
Communication Services	4.5
Consumer Defensive	4
Basic Materials	1.4

Market Cap. Distribution

PITTENGER & ANDERSON INC has about 52% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	47.8
MEGA-CAP	27.9
LARGE-CAP	24.1

Stocks belong to which Index?

About 50.9% of the stocks held by PITTENGER & ANDERSON INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	50.9
Others	48.9

Top 5 Winners (%)		%
DOW	dow hldgs inc	78.1 %
TPL	texas pacific land corporati	63.4 %
OXY	occidental pete corp	58.1 %
	solstice advanced matls inc	56.5 %
VRT	vertiv holdings co	54.7 %

Top 5 Winners ($)		$
COST	costco wholesale corporation	7.0 M
XLB	select sector spdr tr	5.4 M
CAT	caterpillar inc	4.8 M
ASML	asml hldg nv	4.0 M
JNJ	johnson & johnson	3.6 M

Top 5 Losers (%)		%
INSP	inspire med sys inc	-44.1 %
MDB	mongodb inc	-41.7 %
CRMD	cormedix inc	-41.6 %
APP	applovin corp	-40.9 %
HOOD	robinhood mkts inc	-38.7 %

Top 5 Losers ($)		$
	fiserv inc	-32.7 M
MSFT	microsoft corp	-14.0 M
ISRG	intuitive surgical inc	-6.4 M
GOOG	alphabet inc	-5.7 M
QQQ	invesco qqq tr	-5.6 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 522 stocks in it's portfolio. About 30% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. COST was the most profitable stock for PITTENGER & ANDERSON INC last quarter.

Last Reported on: 01 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.24	221,609	56,242,300	added	0.34

AAXJ	ishares tr	0.01	2,315	305,812	added	0.87

AAXJ	ishares tr	0.00	645	78,168	unchanged	0.00

AAXJ	ishares tr	0.00	888	46,674	unchanged	0.00

AAXJ	ishares tr	0.00	52.00	11,375	unchanged	0.00

AAXJ	ishares tr	0.00	400	7,316	unchanged	0.00

AAXJ	ishares tr	0.00	29.00	1,486	new

ABBV	abbvie inc	0.26	29,639	6,446,190	reduced	-0.65

ABC	cencora inc	0.00	100	31,414	unchanged	0.00

ABNB	airbnb inc	0.00	70.00	8,840	unchanged	0.00

ABT	abbott laboratories	0.39	96,375	9,894,820	added	0.33

ACA	arcosa inc	0.00	900	95,526	unchanged	0.00

ACES	alps etf tr	0.00	200	13,008	unchanged	0.00

ACGL	arch cap group ltd	0.05	13,900	1,334,260	new

ACHR	archer aviation inc	0.00	1,000	5,170	unchanged	0.00

ACN	accenture plc ireland	0.05	6,230	1,235,350	reduced	-42.33

ACSG	dbx etf tr	0.00	396	19,563	new

ACSG	dbx etf tr	0.00	71.00	3,032	new

ACSG	dbx etf tr	0.00	12.00	1,213	new

ACWF	ishares tr	0.01	3,170	160,054	added	50.95