Position in ANDG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$374,190
+$373,957 QoQ
Shares Held
13,757
+152755.6% QoQ
Ownership
0.012%
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 100%
Shared 0%
None 0%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $7,235,972 across 8 Personal Services names. ANDG ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
44,232 | $3,649,582 | |
| 2 | ROL |
Rollins Inc
|
25,510 | $1,362,488 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
11,311 | $928,972 | |
| 4 | HRB |
H&R Block Inc
|
14,226 | $451,532 | |
| 5 | FTDR |
Frontdoor, Inc.
|
8,324 | $440,006 | |
| 6 | ANDG |
Andersen Group Inc.
This page
|
13,757 | $374,190 | |
| 7 | CSV |
Carriage Services Inc
|
503 | $22,966 | |
| 8 | MED |
Medifast Inc
|
612 | $6,236 |
All Filings in ANDG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $374,190 | 13,757 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $233 | 9 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||