$1.57 Billion is the total value of PITTENGER & ANDERSON INC's 369 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 16.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FISV | Buy | FISERV INC | $324,746,000 | +5.8% | 3,151,343 | +0.2% | 20.74% | -4.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $54,417,000 | +15.1% | 195,858 | +2.6% | 3.48% | +4.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $30,399,000 | +35.7% | 194,318 | +24.1% | 1.94% | +23.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $28,691,000 | +8.8% | 162,776 | +1.1% | 1.83% | -1.3% |
| AAPL | Buy | APPLE INC | $28,647,000 | +25.2% | 247,359 | +294.4% | 1.83% | +13.7% |
| MSFT | Buy | MICROSOFT CORP | $26,387,000 | +3.7% | 125,454 | +0.3% | 1.68% | -5.9% |
| CRM | Buy | SALESFORCE COM INC | $23,434,000 | +36.1% | 93,243 | +1.5% | 1.50% | +23.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $19,610,000 | +6.1% | 86,772 | +0.8% | 1.25% | -3.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $18,562,000 | +4.9% | 123,917 | +0.2% | 1.18% | -4.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $18,507,000 | +7.9% | 120,328 | +2.2% | 1.18% | -2.1% |
| V | Buy | VISA INC | $17,863,000 | +4.6% | 89,329 | +1.0% | 1.14% | -5.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $17,547,000 | +15.3% | 51,887 | +0.8% | 1.12% | +4.7% |
| NKE | Buy | NIKE INCcl b | $17,458,000 | +30.0% | 139,060 | +1.5% | 1.12% | +18.0% |
| VOO | Buy | VANGUARD INDEX FDS | $17,414,000 | +26.5% | 56,603 | +16.5% | 1.11% | +14.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $16,808,000 | -3.9% | 69,534 | +2.8% | 1.07% | -12.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $16,416,000 | +18.6% | 46,241 | +1.3% | 1.05% | +7.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $15,927,000 | +5.0% | 10,867 | +1.6% | 1.02% | -4.7% |
| HON | Buy | HONEYWELL INTL INC | $15,739,000 | +18.3% | 95,611 | +3.9% | 1.00% | +7.4% |
| ZTS | Buy | ZOETIS INCcl a | $15,654,000 | +22.5% | 94,662 | +1.5% | 1.00% | +11.2% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $14,610,000 | +40.5% | 49,697 | +3.1% | 0.93% | +27.5% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $13,811,000 | +43.7% | 170,356 | +0.6% | 0.88% | +30.5% |
| UNP | Buy | UNION PAC CORP | $13,514,000 | +18.7% | 68,645 | +1.9% | 0.86% | +7.7% |
| NOW | Buy | SERVICENOW INC | $13,480,000 | +24.4% | 27,793 | +3.9% | 0.86% | +13.0% |
| SPGI | Buy | S&P GLOBAL INC | $13,408,000 | +12.2% | 37,183 | +2.5% | 0.86% | +1.8% |
| BLK | Buy | BLACKROCK INC | $12,911,000 | +5.1% | 22,910 | +1.4% | 0.82% | -4.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $12,265,000 | +6.2% | 390,617 | +0.6% | 0.78% | -3.6% |
| IDXX | Buy | IDEXX LABS INC | $11,785,000 | +19.5% | 29,979 | +0.3% | 0.75% | +8.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $11,606,000 | +27.9% | 16,357 | +2.7% | 0.74% | +16.0% |
| BDX | Buy | BECTON DICKINSON & CO | $11,316,000 | -1.6% | 48,635 | +1.2% | 0.72% | -10.6% |
| WM | Buy | WASTE MGMT INC DEL | $11,217,000 | +13.3% | 99,119 | +6.0% | 0.72% | +2.7% |
| LOW | Buy | LOWES COS INC | $11,007,000 | +27.5% | 66,363 | +3.9% | 0.70% | +15.8% |
| CME | Buy | CME GROUP INC | $10,977,000 | +8.1% | 65,606 | +5.0% | 0.70% | -1.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $10,881,000 | +31.0% | 36,530 | +6.2% | 0.70% | +19.0% |
| HD | Buy | HOME DEPOT INC | $10,613,000 | +19.4% | 38,216 | +7.7% | 0.68% | +8.5% |
| CLX | Buy | CLOROX CO DEL | $10,018,000 | -3.6% | 47,667 | +0.7% | 0.64% | -12.4% |
| TJX | Buy | TJX COS INC NEW | $10,010,000 | +14.1% | 179,880 | +3.7% | 0.64% | +3.6% |
| MSCI | Buy | MSCI INC | $9,923,000 | +12.8% | 27,813 | +5.5% | 0.63% | +2.4% |
| CTAS | Buy | CINTAS CORP | $9,862,000 | +32.1% | 29,631 | +5.7% | 0.63% | +20.0% |
| NSC | Buy | NORFOLK SOUTHN CORP | $9,726,000 | +28.7% | 45,449 | +5.6% | 0.62% | +16.7% |
| PEP | Buy | PEPSICO INC | $9,523,000 | +15.7% | 68,709 | +10.4% | 0.61% | +5.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,429,000 | +8.0% | 63,335 | +2.0% | 0.60% | -2.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $9,390,000 | +6.3% | 30,118 | +0.6% | 0.60% | -3.4% |
| CB | Buy | CHUBB LIMITED | $9,096,000 | -2.7% | 78,334 | +6.1% | 0.58% | -11.7% |
| AMGN | Buy | AMGEN INC | $9,030,000 | +9.4% | 35,527 | +1.6% | 0.58% | -0.5% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $8,985,000 | +329.5% | 164,403 | +323.8% | 0.57% | +290.5% |
| RMD | Buy | RESMED INC | $8,412,000 | -6.5% | 49,068 | +4.7% | 0.54% | -15.2% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $8,300,000 | +45.7% | 161,013 | +45.5% | 0.53% | +32.2% |
| VEEV | Buy | VEEVA SYS INC | $8,184,000 | +79.6% | 29,105 | +49.7% | 0.52% | +62.9% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $8,169,000 | +15.8% | 20,676 | +13.8% | 0.52% | +5.2% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $8,123,000 | +3.8% | 48,788 | +4.4% | 0.52% | -5.6% |
| NEE | Buy | NEXTERA ENERGY INC | $8,055,000 | +15.6% | 29,022 | +0.0% | 0.51% | +4.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,986,000 | +8.6% | 134,249 | +0.7% | 0.51% | -1.4% |
| MCD | Buy | MCDONALDS CORP | $7,736,000 | +22.6% | 35,244 | +3.0% | 0.49% | +11.3% |
| NDAQ | Buy | NASDAQ INC | $7,696,000 | +9.0% | 62,719 | +6.2% | 0.49% | -1.2% |
| NFLX | Buy | NETFLIX INC | $7,493,000 | +798.4% | 14,986 | +717.6% | 0.48% | +710.2% |
| ABT | Buy | ABBOTT LABS | $7,460,000 | +19.1% | 68,550 | +0.1% | 0.48% | +7.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,259,000 | +11.9% | 271,248 | +1.8% | 0.46% | +1.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $7,226,000 | +9.9% | 26,040 | +2.1% | 0.46% | -0.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $7,094,000 | +23.1% | 35,298 | +21.0% | 0.45% | +11.9% |
| TRV | Buy | TRAVELERS COMPANIES INC | $7,098,000 | +2.1% | 65,608 | +7.6% | 0.45% | -7.4% |
| CHD | Buy | CHURCH & DWIGHT INC | $6,903,000 | +23.8% | 73,663 | +2.1% | 0.44% | +12.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,548,000 | +20.6% | 47,112 | +3.7% | 0.42% | +9.4% |
| WDAY | Buy | WORKDAY INCcl a | $6,199,000 | +16.4% | 28,817 | +1.4% | 0.40% | +5.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $6,019,000 | +7.2% | 99,840 | +4.5% | 0.38% | -2.8% |
| ECL | Buy | ECOLAB INC | $5,648,000 | +12.1% | 28,264 | +11.6% | 0.36% | +2.0% |
| SPLK | Buy | SPLUNK INC | $5,487,000 | +3.5% | 29,165 | +9.3% | 0.35% | -6.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,254,000 | +10.3% | 121,508 | +1.1% | 0.34% | 0.0% |
| LIN | Buy | LINDE PLC | $5,145,000 | +14.8% | 21,605 | +2.2% | 0.33% | +4.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,907,000 | -5.0% | 35,176 | +1.4% | 0.31% | -14.0% |
| RSG | Buy | REPUBLIC SVCS INC | $4,881,000 | +18.6% | 52,290 | +4.3% | 0.31% | +8.0% |
| MS | Buy | MORGAN STANLEY | $4,730,000 | +18.7% | 97,832 | +18.6% | 0.30% | +7.9% |
| WMT | Buy | WALMART INC | $4,512,000 | +20.2% | 32,246 | +2.9% | 0.29% | +9.1% |
| NVDA | Buy | NVIDIA CORPORATION | $4,451,000 | +927.9% | 8,224 | +622.0% | 0.28% | +846.7% |
| DHR | New | DANAHER CORPORATION | $4,396,000 | – | 20,417 | +100.0% | 0.28% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,124,000 | +21.7% | 12,313 | +12.1% | 0.26% | +10.5% |
| T | Buy | AT&T INC | $4,049,000 | -2.3% | 142,009 | +3.6% | 0.26% | -11.3% |
| TXN | Buy | TEXAS INSTRS INC | $3,984,000 | +15.2% | 27,899 | +2.5% | 0.25% | +4.5% |
| CSX | Buy | CSX CORP | $3,900,000 | +11.5% | 50,208 | +0.1% | 0.25% | +1.2% |
| TTD | Buy | THE TRADE DESK INC | $3,746,000 | +273.1% | 7,221 | +192.2% | 0.24% | +236.6% |
| MRK | Buy | MERCK & CO. INC | $3,458,000 | +12.5% | 41,690 | +4.9% | 0.22% | +2.3% |
| MDT | Buy | MEDTRONIC PLC | $3,313,000 | +18.5% | 31,880 | +4.6% | 0.21% | +7.6% |
| PFE | Buy | PFIZER INC | $3,310,000 | +17.2% | 90,200 | +4.4% | 0.21% | +6.0% |
| CNI | Buy | CANADIAN NATL RY CO | $3,221,000 | +30.7% | 30,260 | +8.8% | 0.21% | +19.1% |
| ETN | Buy | EATON CORP PLC | $3,163,000 | +23.7% | 31,000 | +6.1% | 0.20% | +12.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,129,000 | +27.6% | 7,087 | +4.7% | 0.20% | +15.6% |
| NVO | Buy | NOVO-NORDISK A Sadr | $3,116,000 | +6.3% | 44,885 | +0.3% | 0.20% | -3.4% |
| CVS | Buy | CVS HEALTH CORP | $3,108,000 | +2.9% | 53,227 | +14.5% | 0.20% | -7.0% |
| DOV | Buy | DOVER CORP | $3,073,000 | +16.2% | 28,365 | +3.6% | 0.20% | +5.4% |
| TROW | Buy | PRICE T ROWE GROUP INC | $3,025,000 | +23.7% | 23,595 | +19.2% | 0.19% | +12.2% |
| UN | Buy | UNILEVER N V | $3,002,000 | +22.5% | 49,700 | +8.0% | 0.19% | +11.6% |
| AVGO | Buy | BROADCOM INC | $2,991,000 | +19.8% | 8,210 | +3.8% | 0.19% | +8.5% |
| HRL | Buy | HORMEL FOODS CORP | $2,875,000 | +4.9% | 58,800 | +3.6% | 0.18% | -4.7% |
| KMB | Buy | KIMBERLY CLARK CORP | $2,848,000 | +8.2% | 19,285 | +3.6% | 0.18% | -1.6% |
| SHW | Buy | SHERWIN WILLIAMS CO | $2,832,000 | +31.4% | 4,065 | +9.0% | 0.18% | +19.1% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $2,705,000 | +6.6% | 33,095 | +3.9% | 0.17% | -2.8% |
| MKC | Buy | MCCORMICK & CO INC | $2,613,000 | +17.3% | 13,461 | +8.4% | 0.17% | +6.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,545,000 | +36.2% | 5,190 | +20.9% | 0.16% | +24.4% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $2,517,000 | +63.3% | 20,165 | +49.3% | 0.16% | +49.1% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $2,512,000 | +0.7% | 53,283 | +0.1% | 0.16% | -8.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $2,483,000 | +8.4% | 28,550 | +8.9% | 0.16% | -1.2% |
| AIZ | Buy | ASSURANT INC | $2,491,000 | +22.8% | 20,535 | +4.5% | 0.16% | +11.2% |
| ASML | Buy | ASML HOLDING N V | $2,476,000 | +0.4% | 6,704 | +0.0% | 0.16% | -9.2% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $2,431,000 | +14.5% | 13,373 | +13.5% | 0.16% | +4.0% |
| ALLE | Buy | ALLEGION PLC | $2,406,000 | +15.5% | 24,325 | +19.4% | 0.15% | +4.8% |
| KO | Buy | COCA COLA CO | $2,163,000 | +16.2% | 43,810 | +5.1% | 0.14% | +5.3% |
| AFL | Buy | AFLAC INC | $2,155,000 | +5.9% | 59,295 | +5.0% | 0.14% | -3.5% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $2,065,000 | +18.7% | 14,250 | +5.4% | 0.13% | +8.2% |
| MMM | Buy | 3M CO | $2,054,000 | +8.1% | 12,821 | +5.3% | 0.13% | -2.2% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,794,000 | +10.3% | 26,257 | +5.4% | 0.12% | +0.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $918,000 | +84.7% | 9,175 | +69.1% | 0.06% | +68.6% |
| LRCX | Buy | LAM RESEARCH CORP | $900,000 | +18.4% | 2,714 | +15.4% | 0.06% | +7.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $877,000 | +22.0% | 2,287 | +16.1% | 0.06% | +9.8% |
| SHOP | Buy | SHOPIFY INCcl a | $773,000 | +798.8% | 756 | +730.8% | 0.05% | +716.7% |
| SBUX | Buy | STARBUCKS CORP | $592,000 | +28.7% | 6,892 | +10.3% | 0.04% | +18.8% |
| BA | Buy | BOEING CO | $557,000 | -8.5% | 3,370 | +1.5% | 0.04% | -16.3% |
| DG | Buy | DOLLAR GEN CORP NEW | $517,000 | +12.9% | 2,465 | +2.5% | 0.03% | +3.1% |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $504,000 | – | 7,404 | +100.0% | 0.03% | – |
| SQ | Buy | SQUARE INCcl a | $480,000 | +74.5% | 2,950 | +12.4% | 0.03% | +63.2% |
| IBB | Buy | ISHARES TRnasdaq biotech | $446,000 | +41.6% | 3,291 | +43.0% | 0.03% | +27.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $318,000 | +72.8% | 2,610 | +71.1% | 0.02% | +53.8% |
| ANET | Buy | ARISTA NETWORKS INC | $296,000 | +32.7% | 1,430 | +34.5% | 0.02% | +18.8% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $274,000 | +537.2% | 2,475 | +518.8% | 0.02% | +466.7% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $249,000 | +99.2% | 1,692 | +81.7% | 0.02% | +77.8% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $239,000 | +32.8% | 3,758 | +26.6% | 0.02% | +15.4% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $217,000 | +23.3% | 2,675 | +15.1% | 0.01% | +16.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $206,000 | +28.8% | 1,791 | +13.9% | 0.01% | +18.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $199,000 | +17.8% | 2,585 | +5.1% | 0.01% | +8.3% |
| QCOM | Buy | QUALCOMM INC | $194,000 | +240.4% | 1,645 | +163.2% | 0.01% | +200.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $189,000 | +18.1% | 563 | +8.7% | 0.01% | +9.1% |
| ZS | Buy | ZSCALER INC | $195,000 | +242.1% | 1,387 | +165.7% | 0.01% | +200.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $153,000 | +240.0% | 2,005 | +210.9% | 0.01% | +233.3% |
| DDOG | Buy | DATADOG INC | $163,000 | +279.1% | 1,600 | +220.0% | 0.01% | +233.3% |
| INTU | Buy | INTUIT | $155,000 | +39.6% | 475 | +26.7% | 0.01% | +25.0% |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $147,000 | – | 2,375 | +100.0% | 0.01% | – |
| XOM | Buy | EXXON MOBIL CORP | $148,000 | +60.9% | 4,297 | +109.9% | 0.01% | +50.0% |
| TSLA | Buy | TESLA INC | $129,000 | +118.6% | 300 | +445.5% | 0.01% | +100.0% |
| SHE | Buy | SPDR SER TRssga gnder etf | $116,000 | +28.9% | 1,515 | +19.7% | 0.01% | +16.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $97,000 | +5.4% | 818 | +4.7% | 0.01% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $99,000 | +47.8% | 405 | +39.7% | 0.01% | +20.0% |
| DFS | Buy | DISCOVER FINL SVCS | $92,000 | +16.5% | 1,585 | +0.3% | 0.01% | 0.0% |
| DOCU | New | DOCUSIGN INC | $75,000 | – | 350 | +100.0% | 0.01% | – |
| HAL | New | HALLIBURTON CO | $84,000 | – | 7,000 | +100.0% | 0.01% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $72,000 | +4.3% | 263 | +11.4% | 0.01% | 0.0% |
| LITE | New | LUMENTUM HLDGS INC | $58,000 | – | 775 | +100.0% | 0.00% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $55,000 | +19.6% | 687 | +11.3% | 0.00% | +33.3% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $63,000 | – | 834 | +100.0% | 0.00% | – |
| ADI | New | ANALOG DEVICES INC | $61,000 | – | 525 | +100.0% | 0.00% | – |
| IWR | Buy | ISHARES TRrus mid cap etf | $47,000 | +14.6% | 825 | +6.9% | 0.00% | 0.0% |
| SNOW | New | SNOWFLAKE INCcl a | $48,000 | – | 190 | +100.0% | 0.00% | – |
| LULU | Buy | LULULEMON ATHLETICA INC | $24,000 | +140.0% | 73 | +121.2% | 0.00% | +100.0% |
| MDB | Buy | MONGODB INCcl a | $32,000 | +255.6% | 138 | +263.2% | 0.00% | +100.0% |
| SSO | Buy | PROSHARES TR | $15,000 | +15.4% | 200 | +100.0% | 0.00% | 0.0% |
| ADSK | New | AUTODESK INC | $16,000 | – | 70 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $9,000 | – | 50 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $18,000 | – | 80 | +100.0% | 0.00% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $11,000 | +37.5% | 64 | +28.0% | 0.00% | 0.0% |
| EAGG | New | ISHARES TResg awr us agrgt | $15,000 | – | 265 | +100.0% | 0.00% | – |
| WRB | Buy | BERKLEY W R CORP | $3,000 | +50.0% | 41 | +10.8% | 0.00% | – |
| AXON | Buy | AXON ENTERPRISE INC | $2,000 | 0.0% | 24 | +26.3% | 0.00% | – |
| NVCR | Buy | NOVOCURE LTD | $3,000 | +200.0% | 25 | +31.6% | 0.00% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $1,000 | – | 11 | +100.0% | 0.00% | – |
| QDEL | New | QUIDEL CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PRLB | Buy | PROTO LABS INC | $2,000 | +100.0% | 14 | +40.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| PACB | New | PACIFIC BIOSCIENCES CALIF IN | $3,000 | – | 295 | +100.0% | 0.00% | – |
| OKTA | Buy | OKTA INCcl a | $3,000 | 0.0% | 16 | +23.1% | 0.00% | – |
| STAA | New | STAAR SURGICAL CO | $1,000 | – | 25 | +100.0% | 0.00% | – |
| KNSL | Buy | KINSALE CAP GROUP INC | $6,000 | +50.0% | 30 | +7.1% | 0.00% | – |
| TECB | New | ISHARES TRus tech brkthr | $7,000 | – | 222 | +100.0% | 0.00% | – |
| TDG | New | TRANSDIGM GROUP INC | $0 | – | 1 | +100.0% | 0.00% | – |
| PODD | Buy | INSULET CORP | $3,000 | +50.0% | 13 | +18.2% | 0.00% | – |
| GMED | New | GLOBUS MED INCcl a | $1,000 | – | 30 | +100.0% | 0.00% | – |
| RGEN | New | REPLIGEN CORP | $1,000 | – | 8 | +100.0% | 0.00% | – |
| EDIT | Buy | EDITAS MEDICINE INC | $2,000 | 0.0% | 75 | +44.2% | 0.00% | – |
| DXCM | New | DEXCOM INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
| BEPC | New | BROOKFIELD RENEWABLE CORPcl a sub vtg | $1,000 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
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.