PITTENGER & ANDERSON INC

CIK

1034886

Location

LINCOLN, NE

Portfolio Value

Mid $1,782,502,603

Diversification

Diversified

Filing Date

Global Rank

#1,062 / 8,232 ▲ 55

Top Industry

Internet Content & Information 6.5%

3Y Alpha vs SPY

-14.2%

Period ended 2 months ago

Filed May 1, 2026 · 44d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+21.3%

SPY

+76.3%

Annualised alpha

-14.2%

Max drawdown

−26.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

380 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.0%

−1.3 pts

Top 5

23.6%

−1.7 pts

Top 10

34.4%

−1.5 pts

HHI

221

Diversified−22

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	17.6%	$313,881,859	10
Financial Services	17.4%	$310,795,203	50
Technology	17.4%	$310,107,149	57
Industrials	14.1%	$250,875,324	64
Consumer Cyclical	8.5%	$151,701,212	47
Healthcare	8.1%	$144,597,467	48
Communication Services	6.4%	$114,890,087	19
Consumer Defensive	5.7%	$100,935,499	22
Basic Materials	2.1%	$37,533,962	14
Energy	1.7%	$30,678,987	22
Utilities	0.9%	$15,197,887	20
Real Estate	0.1%	$1,307,967	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	+109,898	545,451	$22,390,763
BCE	Bce Inc	+53,490	112,315	$2,834,830
RTX	RTX Corp	+31,691	147,202	$28,395,265
BX	Blackstone Inc.	+20,931	32,745	$3,765,347
ZTS	Zoetis Inc.	+16,975	77,265	$9,133,495
CSCO	Cisco Systems, Inc.	+16,585	252,098	$19,560,283
VIK	Viking Holdings Ltd	+16,394	26,439	$1,942,737
PM	Philip Morris International Inc.	+16,295	52,191	$8,629,259
AVGO	Broadcom Inc.	+16,078	71,970	$22,275,434
LYV	Live Nation Entertainment, Inc.	+14,716	63,407	$9,670,201
NVDA	Nvidia Corp	+11,378	142,285	$24,814,504
XOM	Exxon Mobil Corp	+10,409	63,092	$10,704,188
FAST	Fastenal Co	+10,245	39,925	$1,852,520
ECL	Ecolab Inc.	+10,081	28,701	$7,635,040
EW	Edwards Lifesciences Corp	+8,669	26,186	$2,096,974
CTAS	Cintas Corp	+8,182	174,641	$29,538,778
ODFL	Old Dominion Freight Line, Inc.	+8,140	8,360	$1,633,544
ANET	Arista Networks, Inc.	+6,647	46,539	$5,714,058
TMO	Thermo Fisher Scientific Inc.	+6,542	7,742	$3,805,425
MO	Altria Group, Inc.	+5,975	8,836	$583,087
TJX	Tjx Companies Inc /De/	+4,046	232,182	$37,079,465
ROST	Ross Stores, Inc.	+3,875	6,440	$1,395,097
JPM	Jpmorgan Chase & Co	+3,378	73,911	$21,741,659
AXON	Axon Enterprise, Inc.	+3,255	4,695	$1,993,919
RACE	Ferrari N.V.	+3,116	3,288	$1,112,823
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	−152,776	790	$82,594
NFLX	Netflix Inc	−131,508	20,192	$1,941,460
IBN	Icici Bank Ltd	−74,155	74,190	$1,921,521
UBER	Uber Technologies, Inc	−63,324	6,295	$452,799
CRM	Salesforce, Inc.	−54,546	6,540	$1,220,821
INTC	Intel Corp	−15,822	1,696	$74,844
AJG	Arthur J. Gallagher & Co.	−12,140	50	$10,829
PANW	Palo Alto Networks Inc	−11,276	95,154	$15,255,089
ROP	Roper Technologies Inc	−10,573	1,640	$580,330
INTU	Intuit Inc.	−8,054	375	$162,142
COF	Capital One Financial Corp	−6,826	1,280	$233,510
PJT	PJT Partners Inc.	−6,310	140	$19,560
MU	Micron Technology Inc	−6,112	2,737	$924,668
MDY	Spdr S&P Midcap 400 ETF Trust	−6,050	58,782	$36,254,386
LRCX	Lam Research Corp	−5,925	66,953	$14,305,177
CHD	Church & Dwight Co Inc /De/	−5,843	49,644	$4,632,778
ORCL	Oracle Corp	−4,802	55,577	$8,175,932
ACN	Accenture plc	−4,572	6,230	$1,235,346
DASH	DoorDash, Inc.	−4,520	525	$78,828
TSCO	Tractor Supply Co /De/	−4,091	186,130	$8,431,689
ADP	Automatic Data Processing Inc	−3,719	44,857	$9,114,045
CDNS	Cadence Design Systems Inc	−3,568	486	$135,044
CAT	Caterpillar Inc	−3,546	33,519	$23,746,870
IBP	Installed Building Products, Inc.	−2,475	5	$1,325
ENSG	Ensign Group, Inc	−2,135	3,895	$784,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	32,472	$6,404,127
SJM	J M SMUCKER Co	28,290	$2,728,287
ACGL	Arch Capital Group Ltd.	13,900	$1,334,261
SN	SharkNinja, Inc.	7,550	$799,545
EQT	EQT Corp	12,145	$772,907
MCK	Mckesson Corp	635	$549,503
WAB	Westinghouse Air Brake Technologies Corp	1,610	$402,355
CNX	CNX Resources Corp	9,775	$376,826
TXRH	Texas Roadhouse, Inc.	1,815	$299,729
ENB	Enbridge Inc	3,760	$203,566
CAVA	Cava Group, Inc.	2,340	$189,306
AME	Ametek Inc/	622	$133,331
STUB	StubHub Holdings, Inc.	5,452	$34,020
SPG	Simon Property Group Inc.	52	$9,699
NXDR	Nextdoor Holdings, Inc.	5,090	$7,126
BSX	Boston Scientific Corp	107	$6,714
CCL	Carnival Corp Ltd.	150	$3,882
LCID	Lucid Group, Inc.	275	$2,620
FTI	TechnipFMC plc	32	$2,212
AER	AerCap Holdings N.V.	15	$2,057
AEIS	Advanced Energy Industries Inc	6	$1,936
SAP	Sap SE	9	$1,540
BCS	Barclays PLC	58	$1,227
THC	Tenet Healthcare Corp	6	$1,132
VRSK	Verisk Analytics, Inc.	5	$948
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HCC	Warrior Met Coal, Inc.	16,515	$1,456,127
CHRW	C. H. Robinson Worldwide, Inc.	3,740	$601,242
CRDO	Credo Technology Group Holding Ltd	3,854	$554,552
RKLB	Rocket Lab Corp	6,940	$484,134
BR	Broadridge Financial Solutions, Inc.	2,100	$468,657
FICO	Fair Isaac Corp	110	$185,968
GWRE	Guidewire Software, Inc.	400	$80,404
GIL	Gildan Activewear Inc.	400	$24,984
WDAY	Workday, Inc.	100	$21,478
ZS	Zscaler, Inc.	95	$21,367
PAYX	Paychex Inc	189	$21,202
CL	Colgate Palmolive Co	232	$18,332
CLX	Clorox Co /De/	173	$17,443
EXPD	Expeditors International Of Washington Inc	90	$13,410
MET	Metlife Inc	165	$13,025
BFAM	Bright Horizons Family Solutions Inc.	100	$10,140
TTD	Trade Desk, Inc.	250	$9,490
MPC	Marathon Petroleum Corp	38	$6,179
BPRE	Bluerock Private Real Estate Fund	311	$4,665
NCIQ	Hashdex Nasdaq CME Crypto Index ETF	200	$4,546
RBLX	Roblox Corp	50	$4,051
SOFI	SoFi Technologies, Inc.	145	$3,796
PFE	Pfizer Inc	150	$3,735
CMS	Cms Energy Corp	51	$3,566
TRN	Trinity Industries Inc	125	$3,305
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

380 positions · $1,782,502,603 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 380 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FISV	Fiserv Inc	Reduced	2,876,734	-1,765	$160,521,757	−17.0%	9.01%
QQQ	Invesco Qqq Trust, Series 1	Reduced	150,052	-681	$86,607,013	−6.5%	4.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	225,431	-956	$64,824,938	−8.5%	3.64%
AAPL	Apple Inc. Technology	Added	221,609	+747	$56,242,148	−6.3%	3.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	52,116	+448	$51,929,945	+16.6%	2.91%
MSFT	Microsoft Corp Technology	Added	123,856	+1,635	$45,847,775	−22.4%	2.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	195,251	-1,413	$40,664,925	−10.4%	2.28%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	232,182	+4,046	$37,079,465	+5.8%	2.08%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	58,782	-6,050	$36,254,386	−7.3%	2.03%
WM	Waste Management Inc Industrials	Added	143,824	+1,374	$33,049,316	+5.6%	1.85%
V	Visa Inc. Financial Services	Added	103,665	+536	$31,331,709	−13.4%	1.76%
META	Meta Platforms, Inc. Communication Services	Added	54,573	+2,396	$31,222,850	−9.3%	1.75%
CTAS	Cintas Corp Industrials	Added	174,641	+8,182	$29,538,778	−5.6%	1.66%
RTX	RTX Corp Industrials	Added	147,202	+31,691	$28,395,265	+34.0%	1.59%
ISRG	Intuitive Surgical Inc Healthcare	Added	61,433	+1,068	$28,319,998	−17.2%	1.59%
BLK	BlackRock, Inc. Financial Services	Added	28,898	+184	$27,791,495	−9.6%	1.56%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	80,985	+990	$27,368,880	+12.6%	1.54%
MS	Morgan Stanley Financial Services	Added	160,825	+2,075	$26,466,970	−6.1%	1.48%
MA	Mastercard Inc Financial Services	Reduced	49,717	-255	$24,841,596	−12.9%	1.39%
NVDA	Nvidia Corp Technology	Added	142,285	+11,378	$24,814,504	+1.6%	1.39%
RMD	Resmed Inc Healthcare	Added	106,337	+2,964	$23,870,529	−4.1%	1.34%
CAT	Caterpillar Inc Industrials	Reduced	33,519	-3,546	$23,746,870	+11.8%	1.33%
JNJ	Johnson & Johnson Healthcare	Added	96,991	+1,303	$23,708,480	+19.7%	1.33%
SPGI	S&P Global Inc. Financial Services	Added	54,973	+2,708	$23,382,215	−14.4%	1.31%
CSX	Csx Corp Industrials	Added	545,451	+109,898	$22,390,763	+41.8%	1.26%
AVGO	Broadcom Inc. Technology	Added	71,970	+16,078	$22,275,434	+15.2%	1.25%
TRV	Travelers Companies, Inc. Financial Services	Reduced	76,345	-79	$22,268,309	+0.5%	1.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	73,911	+3,378	$21,741,659	−4.3%	1.22%
CME	Cme Group Inc. Financial Services	Added	71,310	+608	$21,061,408	+9.1%	1.18%
ASML	Asml Holding NV Technology	Reduced	15,475	-825	$20,439,844	+17.2%	1.15%
CB	Chubb Ltd Financial Services	Added	61,174	+1,589	$19,938,441	+7.2%	1.12%
ETN	Eaton Corp plc Industrials	Reduced	55,485	-391	$19,845,319	+11.5%	1.11%
CSCO	Cisco Systems, Inc. Technology	Added	252,098	+16,585	$19,560,283	+7.8%	1.10%
WMT	Walmart Inc. Consumer Defensive	Reduced	155,767	-452	$19,358,722	+11.2%	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	37,386	+865	$17,915,371	−2.4%	1.01%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	71,054	-339	$16,788,639	−2.5%	0.94%
MSCI	MSCI Inc. Financial Services	Reduced	30,701	-170	$16,548,146	−6.6%	0.93%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	35,558	+1,717	$16,470,110	+1.3%	0.92%
PANW	Palo Alto Networks Inc Technology	Reduced	95,154	-11,276	$15,255,089	−22.2%	0.86%
HON	Honeywell International Inc Industrials	Added	67,195	+78	$15,188,085	+16.0%	0.85%
RSG	Republic Services, Inc. Industrials	Added	68,970	+291	$15,105,809	+3.8%	0.85%
LRCX	Lam Research Corp Technology	Reduced	66,953	-5,925	$14,305,177	+14.7%	0.80%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	38,680	-105	$12,721,465	−4.7%	0.71%
TDG	TransDigm Group INC Industrials	Added	10,869	+134	$12,596,736	−11.8%	0.71%
LIN	Linde PLC Basic Materials	Added	25,133	+1,055	$12,459,936	+21.4%	0.70%
XOM	Exxon Mobil Corp Energy	Added	63,092	+10,409	$10,704,188	+68.8%	0.60%
SPY	Spdr S&P 500 ETF Trust	Added	16,178	+8	$10,521,200	−4.6%	0.59%
AXP	American Express Co Financial Services	Added	32,818	+1,625	$9,926,788	−14.0%	0.56%
ABT	Abbott Laboratories Healthcare	Added	96,375	+314	$9,894,821	−17.8%	0.56%
LYV	Live Nation Entertainment, Inc. Communication Services	Added	63,407	+14,716	$9,670,201	+39.4%	0.54%