Latest ANDERSON FISHER LLC Stock Portfolio

ANDERSON FISHER LLC Performance:

2025 Q4: 1.85%YTD: 13.8%2024: -1.36%

Performance for 2025 Q4 is 1.85%, and YTD is 13.8%, and 2024 is -1.36%.

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 $708.1 Millions as of 31 Dec, 2025.

The top stock holdings of Human Investing LLC are VB, VEA, IJR. The fund has invested 28.1% of it's portfolio in VANGUARD INDEX FDS and 11% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off UNITED RENTALS INC (URI), GILEAD SCIENCES INC (GILD) and PROCTER AND GAMBLE CO (PG) stocks. They significantly reduced their stock positions in RTX CORPORATION (RTX), CAPITAL ONE FINL CORP (COF) and MOODYS CORP (MCO). Human Investing LLC opened new stock positions in SPDR SERIES TRUST (BIL), INTEL CORP (INTC) and THERMO FISHER SCIENTIFIC INC (TMO). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES SILVER TR (SLV), ISHARES TR (DMXF) and VANGUARD INDEX FDS (VB).

ANDERSON FISHER LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Human Investing LLC made a return of 1.85% in the last quarter. In trailing 12 months, it's portfolio return was 13.8%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	580,381
intel corp	531,324
thermo fisher scientific inc	382,598
schwab strategic tr	287,375
trane technologies plc	265,568
zebra technologies corporati	230,203
starbucks corp	218,651
micron technology inc	206,414

New stocks bought by ANDERSON FISHER LLC

Additions

Ticker	% Inc.
ishares silver tr	72.57
ishares tr	48.56
vanguard index fds	18.67
ishares inc	18.16
vanguard bd index fds	17.02
vanguard index fds	15.53
ishares tr	14.17
vanguard bd index fds	13.16

Additions to existing portfolio by ANDERSON FISHER LLC

Reductions

Ticker	% Reduced
rtx corporation	-15.78
capital one finl corp	-15.51
moodys corp	-15.15
nvidia corporation	-14.88
block h & r inc	-13.84
mcdonalds corp	-11.00
oracle corp	-10.73
home depot inc	-10.55

ANDERSON FISHER LLC reduced stake in above stock

Sold off

Ticker	$ Sold
amdocs ltd	-234,253
gilead sciences inc	-269,190
procter and gamble co	-259,300
united rentals inc	-297,854

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.

Sector	%
Others	93.9
Technology	3.1
Healthcare	1.1

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	93.9
MEGA-CAP	4.2
LARGE-CAP	1.4

Stocks belong to which Index?

About 5.6% 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	5.6

Top 5 Winners (%)		%
LLY	eli lilly & co	40.7 %
SLV	ishares silver tr	37.0 %
GOOG	alphabet inc	28.3 %
GOOG	alphabet inc	27.8 %
MRK	merck & co inc	24.6 %

Top 5 Winners ($)		$
VB	vanguard index fds	4.6 M
VEA	vanguard tax-managed fds	3.1 M
VIGI	vanguard whitehall fds	0.9 M
LLY	eli lilly & co	0.7 M
VIG	vanguard specialized funds	0.6 M

Top 5 Losers (%)		%
ORCL	oracle corp	-29.1 %
HPQ	hp inc	-17.3 %
HD	home depot inc	-14.3 %
HRB	block h & r inc	-12.9 %
PAYX	paychex inc	-11.2 %

Top 5 Losers ($)		$
BNDX	vanguard charlotte fds	-0.7 M
MSFT	microsoft corp	-0.3 M
HRB	block h & r inc	-0.2 M
HD	home depot inc	-0.2 M
VB	vanguard index fds	-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 95 stocks in it's portfolio. About 73.5% of the portfolio is in top 10 stocks. BNDX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Human Investing LLC last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.65	16,948	4,607,500	added	0.59

AAXJ	ishares tr	0.17	11,342	1,210,150	reduced	-7.23

ABBV	abbvie inc	0.33	10,136	2,315,960	reduced	-5.97

ABT	abbott labs	0.06	3,375	422,842	reduced	-2.48

ACN	accenture plc ireland	0.05	1,300	348,683	reduced	-9.03

ACWF	ishares tr	0.17	16,905	1,173,560	added	14.17

AGNG	global x fds	0.11	9,555	785,690	reduced	-0.03

AGT	ishares tr	0.15	12,804	1,056,100	added	2.08

AGT	ishares tr	0.08	6,875	569,012	added	2.57

AMGN	amgen inc	0.17	3,597	1,177,390	added	8.47

AMPS	ishares tr	0.10	5,901	717,601	added	8.49

AMZN	amazon com inc	0.13	4,001	923,616	reduced	-1.04

AVGO	broadcom inc	1.23	25,100	8,687,230	reduced	-5.88

BIL	spdr series trust	0.08	10,329	580,381	new

BIV	vanguard bd index fds	5.22	469,069	36,967,400	added	5.16

BIV	vanguard bd index fds	2.88	262,127	20,414,400	added	4.78

BIV	vanguard bd index fds	0.80	76,549	5,669,960	added	13.16

BIV	vanguard bd index fds	0.16	16,303	1,133,420	added	17.02

BNDW	vanguard scottsdale fds	2.64	318,111	18,682,600	added	4.34

BNDW	vanguard scottsdale fds	0.46	54,464	3,264,050	added	3.6