Latest ANDERSON FISHER LLC Stock Portfolio

ANDERSON FISHER LLC Performance:

2025 Q2: 1.63%YTD: 0.41%2024: -1.33%

Performance for 2025 Q2 is 1.63%, and YTD is 0.41%, and 2024 is -1.33%.

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 $634.9 Millions as of 30 Jun, 2025.

The top stock holdings of Human Investing LLC are VB, VEA, VIGI. The fund has invested 27.7% of it's portfolio in VANGUARD INDEX FDS and 10.9% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off KIMBERLY-CLARK CORP (KMB) and GENERAL MLS INC (GIS) stocks. They significantly reduced their stock positions in CISCO SYS INC (CSCO), GILEAD SCIENCES INC (GILD) and ISHARES TR (IJR). Human Investing LLC opened new stock positions in VANGUARD INDEX FDS (VB), META PLATFORMS INC (META) and NETFLIX INC (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), VANGUARD INDEX FDS (VB) and ISHARES TR (AGT).

ANDERSON FISHER LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Human Investing LLC made a return of 1.63% in the last quarter. In trailing 12 months, it's portfolio return was 1.83%.

New Buys

Ticker	$ Bought
vanguard index fds	464,042
meta platforms inc	237,868
netflix inc	235,687
united rentals inc	234,308
ishares tr	224,287
invesco qqq tr	214,588
rtx corporation	213,774

New stocks bought by ANDERSON FISHER LLC

Additions

Ticker	% Inc.
ishares tr	77.54
vanguard index fds	70.77
vanguard index fds	52.36
ishares tr	48.07
ishares tr	42.65
ishares tr	42.53
nvidia corporation	22.57
ishares inc	15.93

Additions to existing portfolio by ANDERSON FISHER LLC

Reductions

Ticker	% Reduced
cisco sys inc	-29.12
gilead sciences inc	-27.64
ishares tr	-21.76
hp inc	-18.42
ishares tr	-18.28
philip morris intl inc	-15.05
vanguard mun bd fds	-11.08
paychex inc	-10.99

ANDERSON FISHER LLC reduced stake in above stock

Sold off

Ticker	$ Sold
general mls inc	-228,458
kimberly-clark corp	-257,846

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	2.9
Healthcare	1.2

Market Cap. Distribution

Human Investing LLC has about 5.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	93.8
MEGA-CAP	4
LARGE-CAP	1.6

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

Top 5 Winners (%)		%
AVGO	broadcom inc	64.6 %
ORCL	oracle corp	56.4 %
NVDA	nvidia corporation	40.3 %
MSFT	microsoft corp	32.3 %
TT	trane technologies plc	29.8 %

Top 5 Winners ($)		$
AVGO	broadcom inc	3.0 M
IJR	ishares tr	2.3 M
IJR	ishares tr	2.0 M
MSFT	microsoft corp	0.9 M
IJR	ishares tr	0.7 M

Top 5 Losers (%)		%
TMO	thermo fisher scientific inc	-18.5 %
MRK	merck & co inc	-11.8 %
ABBV	abbvie inc	-11.4 %
HPQ	hp inc	-11.4 %
AMGN	amgen inc	-10.2 %

Top 5 Losers ($)		$
ABBV	abbvie inc	-0.3 M
AAPL	apple inc	-0.3 M
AMGN	amgen inc	-0.1 M
LLY	eli lilly & co	-0.1 M
HPQ	hp inc	-0.1 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 96 stocks in it's portfolio. About 73.1% of the portfolio is in top 10 stocks. ABBV proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Human Investing LLC last quarter.

Last Reported on: 04 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	27.74	309,574	176,086,000	added	4.64
Historical Trend of VANGUARD INDEX FDS Position Held By ANDERSON FISHER LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	VEA	vanguard tax-managed fds	10.93	1,218,240	69,398,300	added	3.6

	VIG	vanguard specialized funds	5.26	163,236	33,417,000	added	0.38

	VIGI	vanguard whitehall fds	5.26	250,700	33,427,700	added	1.14

	IJR	ishares tr	5.21	533,142	33,095,000	added	6.57

	BIV	vanguard bd index fds	5.02	405,079	31,868,700	added	3.45

	BNDX	vanguard charlotte fds	4.25	545,326	26,991,500	added	4.12

	IJR	ishares tr	3.84	39,310	24,407,600	added	4.36

	BIV	vanguard bd index fds	2.81	230,456	17,814,300	added	3.9

	VEU	vanguard intl equity index f	2.79	357,736	17,700,200	added	3.91

	IJR	ishares tr	2.63	152,932	16,722,100	added	6.33

	EDV	vanguard world fd	2.60	150,010	16,495,500	added	2.28

	BNDW	vanguard scottsdale fds	2.55	275,354	16,180,000	added	3.49

	VIGI	vanguard whitehall fds	2.19	173,234	13,877,100	reduced	-0.5

	VIGI	vanguard whitehall fds	1.93	136,204	12,256,800	reduced	-1.06

	AVGO	broadcom inc	1.19	27,406	7,554,440	reduced	-0.06

	VB	vanguard index fds	1.04	21,652	6,580,650	added	2.25

	VB	vanguard index fds	0.88	19,560	5,585,890	added	70.77

	EDV	vanguard world fd	0.81	78,660	5,144,040	reduced	-0.51

	VB	vanguard index fds	0.74	53,050	4,724,600	reduced	-1.44