Position in ANDG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,291,682
+$2,711,107 QoQ
Shares Held
1,412,823
-24.0% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $272,594,938 across 9 Personal Services names. ANDG ranks #3 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,260,921 | $94,370,836 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
803,127 | $56,925,638 | |
| 3 | ANDG |
Andersen Group Inc.
This page
|
1,412,823 | $53,291,682 | |
| 4 | SCI |
Service Corp International
|
333,954 | $25,367,143 | |
| 5 | HRB |
H&R Block Inc
|
556,757 | $21,201,303 | |
| 6 | FTDR |
Frontdoor, Inc.
|
212,253 | $16,468,708 | |
| 7 | CSV |
Carriage Services Inc
|
102,813 | $3,941,849 | |
| 8 | MED |
Medifast Inc
|
92,512 | $981,551 |
All Filings in ANDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,291,682 | 1,412,823 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||