Position in ANDG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$680,163
+$197,658 QoQ
Shares Held
25,006
+34.4% QoQ
Ownership
0.022%
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 0%
Shared 0%
None 100%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $148,286,453 across 6 Personal Services names. ANDG ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,251,103 | $66,821,410 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
433,349 | $35,590,952 | |
| 3 | FTDR |
Frontdoor, Inc.
|
397,602 | $21,017,239 | |
| 4 | SCI |
Service Corp International
|
253,277 | $20,897,884 | |
| 5 | HRB |
H&R Block Inc
|
103,302 | $3,278,805 | |
| 6 | ANDG |
Andersen Group Inc.
This page
|
25,006 | $680,163 |
All Filings in ANDG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $680,163 | 25,006 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $482,505 | 18,608 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||