Position in ANDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,532,279
+$5,158,089 QoQ
Shares Held
146,667
+966.1% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 87 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $11,193,033 across 8 Personal Services names. ANDG ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANDG |
Andersen Group Inc.
This page
|
146,667 | $5,532,279 | |
| 2 | SCI |
Service Corp International
|
41,611 | $3,160,771 | |
| 3 | ROL |
Rollins Inc
|
17,761 | $741,344 | |
| 4 | FTDR |
Frontdoor, Inc.
|
8,718 | $676,429 | |
| 5 | HRB |
H&R Block Inc
|
16,036 | $610,650 | |
| 6 | BFAM |
Bright Horizons Family Solutions Inc.
|
6,339 | $449,308 | |
| 7 | CSV |
Carriage Services Inc
|
421 | $16,141 | |
| 8 | MED |
Medifast Inc
|
576 | $6,111 |
All Filings in ANDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,532,279 | 146,667 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||