$1.34 Billion is the total value of PITTENGER & ANDERSON INC's 365 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOW | New | SERVICENOW INC | $2,110,000 | – | 7,685 | +100.0% | 0.16% | – |
| ALC | New | ALCON INC | $801,000 | – | 12,905 | +100.0% | 0.06% | – |
| CDW | New | CDW CORP | $83,000 | – | 750 | +100.0% | 0.01% | – |
| TWLO | New | TWILIO INCcl a | $70,000 | – | 510 | +100.0% | 0.01% | – |
| NVDA | New | NVIDIA CORP | $70,000 | – | 424 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $58,000 | – | 350 | +100.0% | 0.00% | – |
| AYX | New | ALTERYX INC | $56,000 | – | 513 | +100.0% | 0.00% | – |
| TLND | New | TALEND S Aads | $19,000 | – | 500 | +100.0% | 0.00% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $20,000 | – | 210 | +100.0% | 0.00% | – |
| AGN | New | ALLERGAN PLC | $17,000 | – | 100 | +100.0% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $9,000 | – | 100 | +100.0% | 0.00% | – |
| ZS | New | ZSCALER INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| PTN | New | PALATIN TECHNOLOGIES INC | $2,000 | – | 1,450 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-09
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 | 2024-05-02 |
| 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 |
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.