Latest ANDERSON FISHER LLC Stock Portfolio
ANDERSON FISHER LLC Performance:
2025 Q3: 1.49%YTD: 1.89%2024: -1.44%
Performance for 2025 Q3 is 1.49%, and YTD is 1.89%, and 2024 is -1.44%.
About ANDERSON FISHER LLC and 13F Hedge Fund Stock Holdings
Human Investing LLC is a hedge fund based in LAKE OSWEGO, OR. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.4 Billions. In it's latest 13F Holdings report, Human Investing LLC reported an equity portfolio of $676.8 Millions as of 30 Sep, 2025.
The top stock holdings of Human Investing LLC are VB, VEA, IJR. The fund has invested 27.8% of it's portfolio in VANGUARD INDEX FDS and 10.7% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), TRANE TECHNOLOGIES PLC (TT) and THERMO FISHER SCIENTIFIC INC (TMO) stocks. They significantly reduced their stock positions in AMGEN INC (AMGN), ABBVIE INC (ABBV) and MERCK & CO INC (MRK). Human Investing LLC opened new stock positions in TESLA INC (TSLA) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), CISCO SYS INC (CSCO) and ISHARES TR (DMXF).
The top stock holdings of Human Investing LLC are VB, VEA, IJR. The fund has invested 27.8% of it's portfolio in VANGUARD INDEX FDS and 10.7% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), TRANE TECHNOLOGIES PLC (TT) and THERMO FISHER SCIENTIFIC INC (TMO) stocks. They significantly reduced their stock positions in AMGEN INC (AMGN), ABBVIE INC (ABBV) and MERCK & CO INC (MRK). Human Investing LLC opened new stock positions in TESLA INC (TSLA) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), CISCO SYS INC (CSCO) and ISHARES TR (DMXF).
ANDERSON FISHER LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Human Investing LLC made a return of 1.49% in the last quarter. In trailing 12 months, it's portfolio return was 2.01%.
New Buys
| Ticker | $ Bought |
|---|---|
| tesla inc | 246,086 |
| schwab strategic tr | 213,096 |
New stocks bought by ANDERSON FISHER LLC
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc | 57.57 |
| cisco sys inc | 26.39 |
| ishares tr | 21.51 |
| ishares tr | 15.31 |
| alphabet inc | 12.00 |
| meta platforms inc | 11.8 |
| vanguard charlotte fds | 10.96 |
| vanguard scottsdale fds | 10.72 |
Additions to existing portfolio by ANDERSON FISHER LLC
Reductions
| Ticker | % Reduced |
|---|---|
| amgen inc | -25.43 |
| abbvie inc | -17.27 |
| merck & co inc | -15.28 |
| amdocs ltd | -12.61 |
| accenture plc ireland | -12.6 |
| infosys ltd | -11.41 |
| vanguard index fds | -8.91 |
| novo-nordisk a s | -8.34 |
ANDERSON FISHER LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr series trust | -526,051 |
| employers hldgs inc | -232,079 |
| ishares tr | -242,544 |
| starbucks corp | -216,792 |
| trane technologies plc | -298,314 |
| thermo fisher scientific inc | -264,360 |
| netflix inc | -235,687 |
ANDERSON FISHER LLC got rid off the above stocks
Sector Distribution
Human Investing LLC has about 93.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.8 |
| Technology | 3.1 |
Market Cap. Distribution
Human Investing LLC has about 5.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.8 |
| MEGA-CAP | 4.3 |
| LARGE-CAP | 1.4 |
Stocks belong to which Index?
About 5.7% of the stocks held by Human Investing LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.1 |
| S&P 500 | 5.7 |
ANDERSON FISHER LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of ANDERSON FISHER LLC
Human Investing LLC has 91 stocks in it's portfolio. About 73.4% of the portfolio is in top 10 stocks. HRB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Human Investing LLC last quarter.
Last Reported on: 03 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.63 | 16,849 | 4,290,290 | added | 3.71 | ||
| AAXJ | ishares tr | 0.19 | 12,226 | 1,305,540 | reduced | -5.76 | ||
| ABBV | abbvie inc | 0.37 | 10,780 | 2,495,990 | reduced | -17.27 | ||
| ABT | abbott labs | 0.07 | 3,461 | 463,553 | reduced | -0.8 | ||
| ACN | accenture plc ireland | 0.05 | 1,429 | 352,293 | reduced | -12.6 | ||
| ACWF | ishares tr | 0.15 | 14,807 | 1,008,080 | unchanged | 0.00 | ||
| AGNG | global x fds | 0.11 | 9,558 | 774,771 | reduced | -3.84 | ||
| AGT | ishares tr | 0.15 | 12,543 | 1,005,620 | added | 1.6 | ||
| AGT | ishares tr | 0.08 | 6,703 | 534,042 | added | 5.33 | ||
| AMGN | amgen inc | 0.14 | 3,316 | 935,653 | reduced | -25.43 | ||
| AMPS | ishares tr | 0.10 | 5,439 | 665,976 | added | 0.91 | ||
| AMZN | amazon com inc | 0.13 | 4,043 | 887,726 | added | 6.7 | ||
| AVGO | broadcom inc | 1.30 | 26,669 | 8,798,340 | reduced | -2.69 | ||
| BIL | spdr series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIV | vanguard bd index fds | 5.20 | 446,060 | 35,198,600 | added | 10.12 | ||
| BIV | vanguard bd index fds | 2.89 | 250,173 | 19,536,000 | added | 8.56 | ||
| BIV | vanguard bd index fds | 0.74 | 67,644 | 5,030,690 | added | 6.33 | ||
| BIV | vanguard bd index fds | 0.15 | 13,932 | 987,098 | added | 2.79 | ||
| BNDW | vanguard scottsdale fds | 2.65 | 304,871 | 17,941,700 | added | 10.72 | ||
| BNDW | vanguard scottsdale fds | 0.47 | 52,570 | 3,155,770 | added | 5.89 | ||