$1.76 Billion is the total value of PITTENGER & ANDERSON INC's 376 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BKH | Exit | BLACK HILLS CORP | $0 | – | -72 | -100.0% | 0.00% | – |
| QDEL | Exit | QUIDEL CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| TECB | Exit | ISHARES TRus tech brkthr | $0 | – | -222 | -100.0% | 0.00% | – |
| LOPE | Exit | GRAND CANYON ED INC | $0 | – | -10 | -100.0% | 0.00% | – |
| INFO | Exit | IHS MARKIT LTD | $0 | – | -103 | -100.0% | -0.00% | – |
| SSO | Exit | PROSHARES TR | $0 | – | -200 | -100.0% | -0.00% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -325 | -100.0% | -0.00% | – |
| FMC | Exit | F M C CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -350 | -100.0% | -0.00% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -525 | -100.0% | -0.00% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -805 | -100.0% | -0.01% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,610 | -100.0% | -0.02% | – |
| IYZ | Exit | ISHARES TR | $0 | – | -35,000 | -100.0% | -0.06% | – |
| UN | Exit | UNILEVER N V | $0 | – | -49,700 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FISERV INC | 42 | Q3 2023 | 34.7% |
| VANGUARD MID-CAP VIPERS | 42 | Q3 2023 | 2.5% |
| ISHARES TR | 42 | Q3 2023 | 1.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | 42 | Q3 2023 | 1.6% |
| Microsoft Corporation | 42 | Q3 2023 | 2.2% |
| VANGUARD SMALL CAP ETF | 42 | Q3 2023 | 2.4% |
| VISA INC | 42 | Q3 2023 | 1.2% |
| COSTCO WHSL CORP NEW | 42 | Q3 2023 | 1.6% |
| BLACKROCK INC | 42 | Q3 2023 | 1.2% |
| UNION PACIFIC CORP | 42 | Q3 2023 | 1.2% |
View PITTENGER & ANDERSON INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UNITED STATES EXPLORATION INC | February 12, 2004 | 1,282,818 | 6.8% |
View PITTENGER & ANDERSON INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View PITTENGER & ANDERSON INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.