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Latest ANDERSON FISHER LLC Stock Portfolio

$787Million | No. of Holdings #107

ANDERSON FISHER LLC Performance

2026 Q3-0.43%
YTD+7.55%
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 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Human Investing LLC reported an equity portfolio of $787.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Human Investing LLC are VB, VEA, IJR. The fund has invested 29.5% of it's portfolio in VANGUARD INDEX FDS and 11% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, KLA CORP (KLAC) and WESTERN DIGITAL CORP (WDC) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), NIKE INC (NKE) and INVESCO QQQ TR (QQQ). Human Investing LLC opened new stock positions in ISHARES TR (AGT), EXXONMOBIL HOLDINGS CORP and ACCENTURE PLC IRELAND (ACN). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, META PLATFORMS INC (META) and NVIDIA CORPORATION (NVDA).
ANDERSON FISHER LLC Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$787Million
  as of Oct 19, 2026

ANDERSON FISHER LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Human Investing LLC made a return of -0.43% in the last quarter. In trailing 12 months, it's portfolio return was 9.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,169,150
exxonmobil holdings corp271,305
accenture plc ireland229,239
costco wholesale corporation224,322
mastercard incorporated219,654
palo alto networks inc217,901
procter & gamble co215,974
emerson elec co212,581
New stocks bought by ANDERSON FISHER LLC

Additions

Ticker% Inc.
berkshire hathaway inc del160
meta platforms inc109
nvidia corporation95.11
tesla inc64.83
advanced micro devices inc59.33
visa inc46.28
fortinet inc43.89
jpmorgan chase & co36.88
Additions to existing portfolio by ANDERSON FISHER LLC

Reductions

Ticker% Reduced
micron technology inc-42.19
nike inc-12.68
invesco qqq tr-12.42
global x fds-8.04
cisco sys inc-6.37
vanguard whitehall fds-5.98
hp inc-3.62
ishares tr-3.62
ANDERSON FISHER LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-207,131
kla corp-306,770
corning inc-217,116
lam research corp-214,718
western digital corp-251,949
sandisk corp-286,490
berkshire hathaway inc del-1,497,700
ANDERSON FISHER LLC got rid off the above stocks

Sector Distribution

Human Investing LLC has about 93.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
Sector%
Others93.1
Technology3.6
Healthcare1.2

Market Cap. Distribution

Human Investing LLC has about 5.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED93.1
MEGA-CAP5.8

Stocks belong to which Index?

About 6.5% of the stocks held by Human Investing LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.3
S&P 5006.5
Top 5 Winners (%)%
HPQ
hp inc
41.8 %
MSFT
microsoft corp
33.9 %
TMO
thermo fisher scientific inc
32.4 %
META
meta platforms inc
19.7 %
AMGN
amgen inc
16.1 %
Top 5 Winners ($)$
VB
vanguard index fds
4.6 M
MSFT
microsoft corp
1.2 M
AAPL
apple inc
0.8 M
IJR
ishares tr
0.7 M
EDV
vanguard world fd
0.5 M
Top 5 Losers (%)%
AMAT
applied matls inc
-27.2 %
CAT
caterpillar inc
-22.9 %
IBM
international business machs
-21.1 %
NVO
novo-nordisk a s
-20.9 %
HD
home depot inc
-18.6 %
Top 5 Losers ($)$
IJR
ishares tr
-2.9 M
IJR
ishares tr
-1.9 M
BNDX
vanguard charlotte fds
-1.1 M
BIV
vanguard bd index fds
-1.1 M
VEA
vanguard tax-managed fds
-0.8 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 107 stocks in it's portfolio. About 73.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Human Investing LLC last quarter.

$787.12MTotal Value
114Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of ANDERSON FISHER LLC, last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ANDERSON FISHER LLC's holding in Ishares Tr over time
0.19%14,208
$1.49M
0.19%
increased 5.67 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
ANDERSON FISHER LLC's holding in Ishares Tr over time
0.16%17,057
$1.29M
0.16%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
ANDERSON FISHER LLC's holding in Global X Fds over time
0.1%8,643
$783.8K
0.1%
decreased 8.04 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
ANDERSON FISHER LLC's holding in Ishares Tr over time
0.15%13,066
$1.17M
0.15%
new position
AGT
Ishares Tr

Ishares Tr

AGT
ANDERSON FISHER LLC's holding in Ishares Tr over time
0.08%7,010
$622.2K
0.08%
decreased 1.21 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
ANDERSON FISHER LLC's holding in Ishares Tr over time
0.04%6,377
$288.6K
0.04%
increased 23.78 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
ANDERSON FISHER LLC's holding in Spdr Series Trust over time
0.08%9,947
$621.5K
0.08%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
ANDERSON FISHER LLC's holding in Vanguard Bd Index Fds over time
4.9%505,293
$38.60M
4.9%
increased 7.95 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
ANDERSON FISHER LLC's holding in Vanguard Bd Index Fds over time
2.71%292,329
$21.30M
2.71%
increased 10.7 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%77,481
$5.44M
0.69%
increased 6.8 percentadded