Latest ANDERSON FISHER LLC Stock Portfolio
$686Million– No. of Holdings #96
ANDERSON FISHER LLC Performance:
2026 Q1: -1.87%YTD: -1.87%2025: 13.8%
Performance for 2026 Q1 is -1.87%, and YTD is -1.87%, and 2025 is 13.8%.
About ANDERSON FISHER LLC and 13F Hedge Fund Stock Holdings
Human Investing LLC is a hedge fund based in Lake Oswego, OR. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Human Investing LLC reported an equity portfolio of $686.6 Millions as of 31 Mar, 2026.
The top stock holdings of Human Investing LLC are VB, VEA, IJR. The fund has invested 27.7% of it's portfolio in VANGUARD INDEX FDS and 11.3% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), EMERSON ELEC CO (EMR) and ZEBRA TECHNOLOGIES CORPORATI (ZBRA) stocks. They significantly reduced their stock positions in TEXAS INSTRS INC (TXN), MERCK & CO INC (MRK) and VANGUARD INDEX FDS (VB). Human Investing LLC opened new stock positions in TOAST INC (TOST), EXXON MOBIL CORP (XOM) and GILEAD SCIENCES INC (GILD). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), NVIDIA CORPORATION (NVDA) and AMAZON COM INC (AMZN).
The top stock holdings of Human Investing LLC are VB, VEA, IJR. The fund has invested 27.7% of it's portfolio in VANGUARD INDEX FDS and 11.3% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), EMERSON ELEC CO (EMR) and ZEBRA TECHNOLOGIES CORPORATI (ZBRA) stocks. They significantly reduced their stock positions in TEXAS INSTRS INC (TXN), MERCK & CO INC (MRK) and VANGUARD INDEX FDS (VB). Human Investing LLC opened new stock positions in TOAST INC (TOST), EXXON MOBIL CORP (XOM) and GILEAD SCIENCES INC (GILD). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), NVIDIA CORPORATION (NVDA) and AMAZON COM INC (AMZN).
ANDERSON FISHER LLC Equity Portfolio Value
Last Reported on: 07 May, 2026
ANDERSON FISHER LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Human Investing LLC made a return of -1.87% in the last quarter. In trailing 12 months, it's portfolio return was 13.38%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| toast inc | 355,128 |
| exxon mobil corp | 281,466 |
| gilead sciences inc | 206,826 |
| ishares tr | 202,629 |
| schwab strategic tr | 52,175 |
New stocks bought by ANDERSON FISHER LLC
Additions
| Ticker | % Inc. |
|---|---|
| micron technology inc | 71.37 |
| nvidia corporation | 62.53 |
| amazon com inc | 38.04 |
| invesco qqq tr | 35.11 |
| meta platforms inc | 30.97 |
| tesla inc | 23.18 |
| vanguard index fds | 20.58 |
| vanguard index fds | 13.15 |
Additions to existing portfolio by ANDERSON FISHER LLC
Reductions
| Ticker | % Reduced |
|---|---|
| texas instrs inc | -31.26 |
| merck & co inc | -22.34 |
| vanguard index fds | -16.62 |
| home depot inc | -13.46 |
| hp inc | -13.22 |
| block h & r inc | -12.96 |
| paychex inc | -10.69 |
| ishares tr | -10.64 |
ANDERSON FISHER LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard bd index fds | -1,133,420 |
| emerson elec co | -274,811 |
| zebra technologies corporati | -230,203 |
| moodys corp | -200,024 |
ANDERSON FISHER LLC got rid off the above stocks
Sector Distribution
Human Investing LLC has about 94.2% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
| Sector | % |
|---|---|
| Others | 94.2 |
| Technology | 2.9 |
| Healthcare | 1.1 |
Market Cap. Distribution
Human Investing LLC has about 4.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94.2 |
| MEGA-CAP | 4.5 |
Stocks belong to which Index?
About 5.4% of the stocks held by Human Investing LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 94.4 |
| S&P 500 | 5.4 |
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 73.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Human Investing LLC last quarter.
Last Reported on: 07 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.64 | 17,203 | 4,366,000 | added | 1.5 | ||
| AAXJ | ishares tr | 0.18 | 11,487 | 1,223,340 | added | 1.28 | ||
| ABBV | abbvie inc | 0.30 | 9,469 | 2,059,330 | reduced | -6.58 | ||
| ABT | abbott laboratories | 0.05 | 3,246 | 333,257 | reduced | -3.82 | ||
| ACN | accenture plc ireland | 0.04 | 1,233 | 244,413 | reduced | -5.15 | ||
| ACWF | ishares tr | 0.17 | 17,029 | 1,195,110 | added | 0.73 | ||
| AGNG | global x fds | 0.11 | 9,607 | 750,759 | added | 0.54 | ||
| AGT | ishares tr | 0.16 | 12,989 | 1,085,480 | added | 1.44 | ||
| AGT | ishares tr | 0.09 | 7,046 | 590,275 | added | 2.49 | ||
| AMGN | amgen inc | 0.18 | 3,582 | 1,260,240 | reduced | -0.42 | ||
| AMPS | ishares tr | 0.12 | 6,073 | 824,273 | added | 2.91 | ||
| AMZN | amazon com inc | 0.17 | 5,523 | 1,150,360 | added | 38.04 | ||
| AVGO | broadcom inc | 1.12 | 24,889 | 7,703,510 | reduced | -0.84 | ||
| BGRN | ishares tr | 0.03 | 4,261 | 202,629 | new | |||
| BIL | spdr series trust | 0.08 | 10,329 | 547,741 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 5.13 | 449,426 | 35,239,400 | reduced | -4.19 | ||
| BIV | vanguard bd index fds | 2.85 | 253,413 | 19,558,400 | reduced | -3.32 | ||
| BIV | vanguard bd index fds | 0.79 | 73,363 | 5,402,440 | reduced | -4.16 | ||
| BIV | vanguard bd index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 2.78 | 325,461 | 19,052,500 | added | 2.31 | ||