PITTENGER & ANDERSON INC

Est. AUM

$2.48B

13F long equity, this entity only

Positions

520

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FISERV INC	COM	$160.5M	2876734	6.46%	SOLE
2	VANGUARD INDEX FDS	LARGE CAP ETF	$97.5M	326369	3.93%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$86.6M	150052	3.49%	SOLE
4	VANGUARD INDEX FDS	MID CAP ETF	$75.0M	261130	3.02%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$68.2M	260494	2.75%	SOLE
6	ALPHABET INC	CAP STK CL A	$64.8M	225431	2.61%	SOLE
7	APPLE INC	COM	$56.2M	221609	2.26%	SOLE
8	COSTCO WHOLESALE CORPORATION	COM	$51.9M	52116	2.09%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$46.6M	1880859	1.87%	SOLE
10	MICROSOFT CORP	COM	$45.8M	123856	1.85%	SOLE
11	AMAZON COM INC	COM	$40.7M	195251	1.64%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$37.8M	63218	1.52%	SOLE
13	TJX COS INC NEW	COM	$37.1M	232182	1.49%	SOLE
14	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$36.3M	58782	1.46%	SOLE
15	ISHARES TR	RUSSELL 2000 ETF	$34.5M	139221	1.39%	SOLE
16	WASTE MGMT INC DEL	COM	$33.0M	143824	1.33%	SOLE
17	VISA INC	COM CL A	$31.3M	103665	1.26%	SOLE
18	META PLATFORMS INC	CL A	$31.2M	54573	1.26%	SOLE
19	CINTAS CORP	COM	$29.5M	174641	1.19%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$29.3M	301296	1.18%	SOLE
21	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$29.2M	455631	1.18%	SOLE
22	RTX CORPORATION	COM	$28.4M	147202	1.14%	SOLE
23	BLACKROCK INC	COM	$27.8M	28898	1.12%	SOLE
24	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$27.4M	80985	1.10%	SOLE
25	MORGAN STANLEY	COM NEW	$26.5M	160825	1.07%	SOLE
26	ISHARES TR	CORE 1 5 YR USD	$26.2M	541672	1.06%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$25.8M	207943	1.04%	SOLE
28	MASTERCARD INCORPORATED	CL A	$24.8M	49717	1.00%	SOLE
29	NVIDIA CORPORATION	COM	$24.8M	142285	1.00%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL A	$24.4M	34	0.98%	SOLE
31	RESMED INC	COM	$23.9M	106337	0.96%	SOLE
32	CATERPILLAR INC	COM	$23.7M	33519	0.96%	SOLE
33	JOHNSON & JOHNSON	COM	$23.7M	96991	0.95%	SOLE
34	S&P GLOBAL INC	COM	$23.4M	54973	0.94%	SOLE
35	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$22.4M	116733	0.90%	SOLE
36	CSX CORP	COM	$22.4M	545451	0.90%	SOLE
37	BROADCOM INC	COM	$22.3M	71970	0.90%	SOLE
38	TRAVELERS COMPANIES INC	COM	$22.3M	76345	0.90%	SOLE
39	JPMORGAN CHASE & CO	COM	$21.7M	73911	0.88%	SOLE
40	CME GROUP INC	COM	$21.1M	71310	0.85%	SOLE
41	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$21.0M	264608	0.84%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET ENE	$20.7M	337974	0.83%	SOLE
43	ASML HLDG NV	N Y REGISTRY SHS	$20.4M	15475	0.82%	SOLE
44	CHUBB LTD SWITZ	COM	$19.9M	61174	0.80%	SOLE
45	EATON CORP PLC	SHS	$19.8M	55485	0.80%	SOLE
46	CISCO SYS INC	COM	$19.6M	252098	0.79%	SOLE
47	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$19.4M	425942	0.78%	SOLE
48	WALMART INC	COM	$19.4M	155767	0.78%	SOLE
49	ISHARES TR	CORE S&P MCP ETF	$18.3M	270958	0.74%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET TEC	$18.0M	135799	0.73%	SOLE

1–50 of 520

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.