$2.16 Billion is the total value of PITTENGER & ANDERSON INC's 456 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LKQ | New | LKQ CORP | $422,000 | – | 7,030 | +100.0% | 0.02% | – |
| CP | New | CANADIAN PAC RY LTD | $207,000 | – | 2,883 | +100.0% | 0.01% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $126,000 | – | 200 | +100.0% | 0.01% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $37,000 | – | 103 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $12,000 | – | 39 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $12,000 | – | 57 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $27,000 | – | 303 | +100.0% | 0.00% | – |
| CATH | New | GLOBAL X FDSs&p 500 catholic | $20,000 | – | 340 | +100.0% | 0.00% | – |
| New | PLANET LABS PBC | $12,000 | – | 1,900 | +100.0% | 0.00% | – | |
| PLD | New | PROLOGIS INC. | $14,000 | – | 81 | +100.0% | 0.00% | – |
| PUBM | New | PUBMATIC INC | $14,000 | – | 400 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $19,000 | – | 180 | +100.0% | 0.00% | – | |
| EQR | New | EQUITY RESIDENTIALsh ben int | $11,000 | – | 122 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $11,000 | – | 186 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $12,000 | – | 36 | +100.0% | 0.00% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $17,000 | – | 117 | +100.0% | 0.00% | – |
| New | CREATIVE MED TECHNOLOGY HLDG | $0 | – | 1 | +100.0% | 0.00% | – | |
| BTU | New | PEABODY ENGR CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| DAVA | New | ENDAVA PLCads | $1,000 | – | 8 | +100.0% | 0.00% | – |
| New | PROSHARES TRbitcoin strate | $3,000 | – | 100 | +100.0% | 0.00% | – | |
| New | PORTILLOS INC | $5,000 | – | 125 | +100.0% | 0.00% | – | |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $6,000 | – | 66 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $1,000 | – | 27 | +100.0% | 0.00% | – | |
| COF | New | CAPITAL ONE FINL CORP | $9,000 | – | 60 | +100.0% | 0.00% | – |
| UPST | New | UPSTART HLDGS INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| MTN | New | VAIL RESORTS INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $6,000 | – | 40 | +100.0% | 0.00% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $3,000 | – | 34 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $5,000 | – | 49 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO | $4,000 | – | 77 | +100.0% | 0.00% | – |
| LOB | New | LIVE OAK BANCSHARES INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| LNN | New | LINDSAY CORP | $5,000 | – | 30 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $2,000 | – | 153 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $0 | – | 10 | +100.0% | 0.00% | – | |
| KKR | New | KKR & CO INC | $9,000 | – | 125 | +100.0% | 0.00% | – |
| APO | New | APOLLO GLOBAL MGMT INC | $9,000 | – | 125 | +100.0% | 0.00% | – |
| ANTM | New | ANTHEM INC | $6,000 | – | 13 | +100.0% | 0.00% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $2,000 | – | 6 | +100.0% | 0.00% | – |
| EFV | New | ISHARES TReafe value etf | $6,000 | – | 110 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD | $5,000 | – | 37 | +100.0% | 0.00% | – |
| INMD | New | INMODE LTD | $1,000 | – | 18 | +100.0% | 0.00% | – |
| EFG | New | ISHARES TReafe grwth etf | $3,000 | – | 26 | +100.0% | 0.00% | – |
| RACE | New | FERRARI N V | $6,000 | – | 25 | +100.0% | 0.00% | – |
| EXPE | New | EXPEDIA GROUP INC | $6,000 | – | 34 | +100.0% | 0.00% | – |
| EVH | New | EVOLENT HEALTH INCcl a | $8,000 | – | 300 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
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.