Anderson Financial Strategies, LLC
Top Portfolio Positions
11 positions ·
$15,066,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EBC |
Eastern Bankshares, Inc.
Financial Services
|
80,880 | $1,582,012 | 10.50% | |
| BVS |
Bioventus Inc.
Healthcare
|
172,900 | $1,578,577 | 10.48% | |
| LYTS |
Lsi Industries Inc
Technology
|
84,696 | $1,575,345 | 10.46% | |
| RNR |
Renaissancere Holdings Ltd
Financial Services
|
5,295 | $1,573,832 | 10.45% | |
| GT |
Goodyear Tire & Rubber Co /Oh/
Consumer Cyclical
|
236,867 | $1,570,428 | 10.42% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
10,223 | $1,559,109 | 10.35% | |
| GTLS |
Chart Industries Inc
Industrials
|
7,534 | $1,557,654 | 10.34% | |
| DBD |
DIEBOLD NIXDORF, Inc
Technology
|
20,578 | $1,552,404 | 10.30% | |
| APP |
AppLovin Corp
Communication Services
|
3,783 | $1,505,634 | 9.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,862 | $547,725 | 3.64% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BVS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,578,577 | 172,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,586,267 | 213,208 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $901,276 | 134,720 | Shares | Sole | 2025-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||