PITTENGER & ANDERSON INC

CIK

1034886

Location

LINCOLN, NE

Portfolio Value

Micro $37,533,962

Diversification

Diversified

Filing Date

Global Rank

#1,287 / 8,588 ▼ 16

Top Industry

Internet Content & Information 6.5%

3Y Alpha vs SPY

-14.4%

Period ended 3 months ago

Filed May 1, 2026 · 47d

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

+20.7%

SPY

+76.8%

Annualised alpha

-14.4%

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

14 positions · $37,533,962 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRH	Crh Public Ltd Co Basic Materials	NEW	3	NEW	$315	NEW	0.00%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	20	0	$2,165	+8.4%	0.01%
DOW	Dow Inc. Basic Materials	Held	235	0	$9,787	+78.1%	0.03%
CTVA	Corteva, Inc. Basic Materials	Held	235	0	$19,671	+24.9%	0.05%
NB	Niocorp Developments Ltd Basic Materials	Held	7,665	0	$34,185	−15.9%	0.09%
NAK	Northern Dynasty Minerals Ltd Basic Materials	Held	40,750	0	$57,050	−28.9%	0.15%
STLD	Steel Dynamics Inc Basic Materials	Held	1,275	0	$229,500	+6.2%	0.61%
WDFC	Wd 40 Co Basic Materials	Held	2,950	0	$601,623	+3.6%	1.60%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	30,120	-297	$2,293,939	+55.2%	6.11%
NUE	Nucor Corp Basic Materials	Held	21,465	0	$3,629,731	+3.7%	9.67%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	12,961	+195	$3,765,040	+19.4%	10.03%
SHW	Sherwin Williams Co Basic Materials	Added	21,201	+301	$6,795,980	+0.4%	18.11%
ECL	Ecolab Inc. Basic Materials	Added	28,701	+10,081	$7,635,040	+56.2%	20.34%
LIN	Linde PLC Basic Materials	Added	25,133	+1,055	$12,459,936	+21.4%	33.20%