Position in ANDG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$50,580,575
+$4,593,333 QoQ
Shares Held
1,859,580
+4.9% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 96.82928403187817.ToString("F0")%
Shared 0.ToString("F0")%
None 3.1707159681218338.ToString("F0")%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026JPMORGAN CHASE & CO holds $561,123,177 across 9 Personal Services names. ANDG ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
4,881,644 | $260,728,600 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,161,661 | $177,537,214 | |
| 3 | ANDG |
Andersen Group Inc.
This page
|
1,859,580 | $50,580,575 | |
| 4 | SCI |
Service Corp International
|
371,924 | $30,687,447 | |
| 5 | HRB |
H&R Block Inc
|
566,410 | $17,977,851 | |
| 6 | FTDR |
Frontdoor, Inc.
|
321,591 | $16,999,295 | |
| 7 | CSV |
Carriage Services Inc
|
123,165 | $5,623,711 | |
| 8 | MED |
Medifast Inc
|
87,178 | $888,343 |
All Filings in ANDG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,580,575 | 1,859,580 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $45,987,242 | 1,773,515 | Shares | Defined | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||