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Latest ANDERSON FISHER LLC Stock Portfolio

$771Million | No. of Holdings #105

ANDERSON FISHER LLC Performance

2026 Q2+10.07%
YTD+8.01%
2025+13.80%

About ANDERSON FISHER LLC and 13F Hedge Fund Stock Holdings

Human Investing LLC is a hedge fund based in Lake Oswego, OR. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Human Investing LLC reported an equity portfolio of $771.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Human Investing LLC are VB, VEA, IJR. The fund has invested 29% of it's portfolio in VANGUARD S&P 500 ETF and 11.3% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off ISHARES TR (AGT), ACCENTURE PLC IRELAND (ACN) and WASTE MGMT INC DEL (WM) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), ISHARES SILVER TR (SLV) and MICRON TECHNOLOGY INC (MU). Human Investing LLC opened new stock positions in MCKESSON CORP (MCK), APPLIED MATLS INC (AMAT) and KLA CORP (KLAC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), VANGUARD INDEX FDS (VB) and ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (BGRN).
ANDERSON FISHER LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$771Million
  as of Jul 21, 2026

ANDERSON FISHER LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Human Investing LLC made a return of 10.07% in the last quarter. In trailing 12 months, it's portfolio return was 16.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
mckesson corp457,216
applied matls inc424,531
kla corp306,770
advanced micro devices inc295,743
sandisk corp286,490
western digital corp251,949
united rentals inc244,705
visa inc221,499
New stocks bought by ANDERSON FISHER LLC

Additions

Ticker% Inc.
ishares tr400
vanguard index fds243
ishares esg aware u.s. aggregate bond etf20.91
nike inc20.02
vanguard tax-exempt bond index etf19.06
ishares tr17.05
tesla inc7.02
vanguard total international bond etf4.69
Additions to existing portfolio by ANDERSON FISHER LLC

Reductions

Ticker% Reduced
intel corp-68.16
ishares silver tr-39.83
micron technology inc-27.68
rtx corporation-18.4
meta platforms inc-12.39
invesco qqq tr-12.05
vanguard index fds-9.56
vanguard large-cap etf-8.88
ANDERSON FISHER LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-1,085,480
schwab strategic tr-52,175
gilead sciences inc-206,826
accenture plc ireland-244,413
waste mgmt inc del-219,910
ANDERSON FISHER LLC got rid off the above stocks

Sector Distribution

Human Investing LLC has about 93.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
Sector%
Others93.9
Technology3.2
Healthcare1.1

Market Cap. Distribution

Human Investing LLC has about 4.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED93.9
MEGA-CAP4.8

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.

  • Others
  • S&P 500
Index%
Others94
S&P 5005.7
Top 5 Winners (%)%
MU
micron technology inc
208.3 %
INTC
intel corp
142.7 %
TXN
texas instrs inc
53.0 %
CSCO
cisco sys inc
50.7 %
CAT
caterpillar inc
50.2 %
Top 5 Winners ($)$
VB
vanguard s&p 500 etf
28.7 M
VEA
vanguard tax-managed fds
8.7 M
IJR
ishares tr
5.3 M
IJR
ishares core s&p 500 etf
3.7 M
IJR
ishares tr
3.7 M
Top 5 Losers (%)%
AMPS
ishares tr
-70.3 %
VB
vanguard index fds
-62.3 %
INFY
infosys ltd
-21.8 %
NKE
nike inc
-20.8 %
XOM
exxon mobil corp
-18.6 %
Top 5 Losers ($)$
AMPS
ishares tr
-2.0 M
VB
vanguard index fds
-1.1 M
NKE
nike inc
-0.3 M
BIV
vanguard short-term bond etf
-0.2 M
SLV
ishares silver tr
-0.2 M

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 105 stocks in it's portfolio. About 74.2% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Human Investing LLC last quarter.

$771.11MTotal Value
110Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of ANDERSON FISHER LLC, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANDERSON FISHER LLC's holding in Ishares Tr over time
0.19%13,445
$1.43M
0.19%
increased 17.05 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
ANDERSON FISHER LLC's holding in Ishares Tr over time
0.17%17,057
$1.29M
0.17%
increased 0.16 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
ANDERSON FISHER LLC's holding in Global X Fds over time
0.11%9,399
$831.8K
0.11%
decreased 2.17 percentreduced
AGT
Ishares International Dividend Growth Etf

Ishares International Dividend Growth Etf

AGT
ANDERSON FISHER LLC's holding in Ishares International Dividend Growth Etf over time
0.08%7,096
$624.0K
0.08%
increased 0.71 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
ANDERSON FISHER LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Esg Aware U.S. Aggregate Bond Etf

Ishares Esg Aware U.S. Aggregate Bond Etf

BGRN
ANDERSON FISHER LLC's holding in Ishares Esg Aware U.S. Aggregate Bond Etf over time
0.03%5,152
$244.3K
0.03%
increased 20.91 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
ANDERSON FISHER LLC's holding in Spdr Series Trust over time
0.08%9,947
$607.8K
0.08%
decreased 3.7 percentreduced
BIV
Vanguard Short-Term Bond Etf

Vanguard Short-Term Bond Etf

BIV
ANDERSON FISHER LLC's holding in Vanguard Short-Term Bond Etf over time
4.73%468,074
$36.47M
4.73%
increased 4.15 percentadded
BIV
Vanguard Intermediate-Term Bond Etf

Vanguard Intermediate-Term Bond Etf

BIV
ANDERSON FISHER LLC's holding in Vanguard Intermediate-Term Bond Etf over time
2.63%264,084
$20.26M
2.63%
increased 4.21 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
ANDERSON FISHER LLC's holding in Vanguard Bd Index Fds over time
0.69%72,546
$5.33M
0.69%
decreased 1.11 percentreduced