Pittenger & Anderson Inc holds a diversified book of 522 reported positions worth $2.5B as of Q1 2026 (disclosed May 1, 2026, a ~31-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Fiserv Inc. Their largest long position is Fiserv Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2013 would be +307% (+11.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 22.3 points over this window.
Growth of $10,000 cloning Pittenger & Anderson Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pittenger & Anderson Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 13 / 80 | $645.1M |
| Donor Advised Charitable Giving, Inc. | 13 / 80 | $4.5B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $449.3M |
| Swiss Re Ltd | 42 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 69 / 80 | $280.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $156.7M |
| New World Advisors LLC | 34 / 80 | $533.4M |
| Oakmont Corp | 15 / 80 | $446.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Pittenger & Anderson Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fiserv Inc COM | $160.5M | 2.88M | 6.4% | ▼−0.1% Reduced · −2K sh | |
| 2 | Vanguard Index FDS LARGE CAP ETF | $97.5M | 326.4K | 3.9% | ▼−3.6% Reduced · −12K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $86.6M | 150.1K | 3.4% | ▼−0.5% Reduced · −681 sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $75.0M | 261.1K | 3.0% | ▼−6.6% Reduced · −19K sh | |
| 5 | Vanguard Index FDS SMALL CP ETF | $68.2M | 260.5K | 2.7% | ▼−0.5% Reduced · −1K sh | |
| 6 | Alphabet Inc CAP STK CL A | $64.8M | 225.4K | 2.6% | ▼−0.4% Reduced · −956 sh | |
| 7 | Apple Inc COM | $56.2M | 221.6K | 2.2% | ▲+0.3% Added · +747 sh | |
| 8 | Costco Wholesale Corporation COM | $51.9M | 52.1K | 2.1% | ▲+0.9% Added · +448 sh | |
| 9 | Schwab Strategic TR INTL EQTY ETF | $46.6M | 1.88M | 1.9% | ▼−0.2% Reduced · −4K sh | |
| 10 | Microsoft Corp COM | $45.8M | 123.9K | 1.8% | ▲+1.3% Added · +2K sh | |
| 11 | Amazon Com Inc COM | $40.7M | 195.3K | 1.6% | ▼−0.7% Reduced · −1K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $37.8M | 63.2K | 1.5% | ▼−3.5% Reduced · −2K sh | |
| 13 | TJX Cos Inc New COM | $37.1M | 232.2K | 1.5% | ▲+1.8% Added · +4K sh | |
| 14 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $36.3M | 58.8K | 1.4% | ▼−9.3% Reduced · −6K sh | |
| 15 | Ishares TR RUSSELL 2000 ETF | $34.5M | 139.2K | 1.4% | ▼−1.6% Reduced · −2K sh | |
| 16 | Waste Mgmt Inc Del COM | $33.0M | 143.8K | 1.3% | ▲+1.0% Added · +1K sh | |
| 17 | Visa Inc COM CL A | $31.3M | 103.7K | 1.2% | ▲+0.5% Added · +536 sh | |
| 18 | Meta Platforms Inc CL A | $31.2M | 54.6K | 1.2% | ▲+4.6% Added · +2K sh | |
| 19 | Cintas Corp COM | $29.5M | 174.6K | 1.2% | ▲+4.9% Added · +8K sh | |
| 20 | Ishares TR MSCI EAFE ETF | $29.3M | 301.3K | 1.2% | ▲+6.9% Added · +20K sh | |
| 21 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $29.2M | 455.6K | 1.2% | ▲+3.3% Added · +15K sh | |
| 22 | RTX Corporation COM | $28.4M | 147.2K | 1.1% | ▲+27% Added · +32K sh | |
| 23 | Intuitive Surgical Inc COM NEW | $28.3M | 61.4K | 1.1% | ▲+1.8% Added · +1K sh | |
| 24 | BlackRock Inc COM | $27.8M | 28.9K | 1.1% | ▲+0.6% Added · +184 sh | |
| 25 | Taiwan Semiconductor Manufac SPONSORED ADS | $27.4M | 81.0K | 1.1% | ▲+1.2% Added · +990 sh | |
| 26 | Morgan Stanley COM NEW | $26.5M | 160.8K | 1.1% | ▲+1.3% Added · +2K sh | |
| 27 | Ishares TR CORE 1 5 YR USD | $26.2M | 541.7K | 1.0% | ▼−4.6% Reduced · −26K sh | |
| 28 | Ishares TR CORE S&P SCP ETF | $25.8M | 207.9K | 1.0% | ▲+4.3% Added · +9K sh | |
| 29 | Mastercard Incorporated CL A | $24.8M | 49.7K | 1.0% | ▼−0.5% Reduced · −255 sh | |
| 30 | Nvidia Corporation COM | $24.8M | 142.3K | 1.0% | ▲+8.7% Added · +11K sh | |
| 31 | Berkshire Hathaway Inc Del CL A | $24.4M | 34 | 1.0% | —Held | |
| 32 | Resmed Inc COM | $23.9M | 106.3K | 0.9% | ▲+2.9% Added · +3K sh | |
| 33 | Caterpillar Inc COM | $23.7M | 33.5K | 0.9% | ▼−9.6% Reduced · −4K sh | |
| 34 | Johnson & Johnson COM | $23.7M | 97.0K | 0.9% | ▲+1.4% Added · +1K sh | |
| 35 | S&P Global Inc COM | $23.4M | 55.0K | 0.9% | ▲+5.2% Added · +3K sh | |
| 36 | Invesco Exchange Traded FD T S&P500 EQL WGT | $22.4M | 116.7K | 0.9% | ▲+473% Added · +96K sh | |
| 37 | CSX Corp COM | $22.4M | 545.5K | 0.9% | ▲+25% Added · +110K sh | |
| 38 | Broadcom Inc COM | $22.3M | 72.0K | 0.9% | ▲+29% Added · +16K sh | |
| 39 | Travelers Companies Inc COM | $22.3M | 76.3K | 0.9% | ▼−0.1% Reduced · −79 sh | |
| 40 | JPMorgan Chase & Co COM | $21.7M | 73.9K | 0.9% | ▲+4.8% Added · +3K sh | |
| 41 | Cme Group Inc COM | $21.1M | 71.3K | 0.8% | ▲+0.8% Added · +608 sh | |
| 42 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $21.0M | 264.6K | 0.8% | ▼−9.1% Reduced · −26K sh | |
| 43 | Select Sector SPDR TR STATE STREET ENE | $20.7M | 338.0K | 0.8% | ▲+6.4% Added · +20K sh | |
| 44 | ASML Hldg NV N Y REGISTRY SHS | $20.4M | 15.5K | 0.8% | ▼−5.1% Reduced · −825 sh | |
| 45 | Chubb Ltd Switz COM | $19.9M | 61.2K | 0.8% | ▲+2.7% Added · +2K sh | |
| 46 | Eaton Corp PLC SHS | $19.8M | 55.5K | 0.8% | ▼−0.7% Reduced · −391 sh | |
| 47 | Cisco Sys Inc COM | $19.6M | 252.1K | 0.8% | ▲+7.0% Added · +17K sh | |
| 48 | Fidelity Merrimack STR TR TOTAL BD ETF | $19.4M | 425.9K | 0.8% | ▲+216% Added · +291K sh | |
| 49 | Walmart Inc COM | $19.4M | 155.8K | 0.8% | ▼−0.3% Reduced · −452 sh | |
| 50 | Ishares TR CORE S&P MCP ETF | $18.3M | 271.0K | 0.7% | ▲+8.3% Added · +21K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1034886/holdings"
Use Arkolith to show PITTENGER & ANDERSON INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 522 | $2.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 508 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 456 | $2.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 419 | $2.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 426 | $2.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 435 | $2.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 456 | $2.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 40d | 443 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 2, 2024 | 32d | 426 | $2.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 2, 2024 | 33d | 429 | $2.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 2, 2023 | 33d | 423 | $2.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 40d | 466 | $2.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 40d | 438 | $1.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 41d | 435 | $1.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 46d | 469 | $1.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 14, 2022 | 14d | 443 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 28, 2022 | 28d | 459 | $2.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 41d | 456 | $2.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 444 | $2.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 44d | 408 | $2.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 42d | 399 | $1.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 42d | 376 | $1.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 41d | 369 | $1.6B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 44d | 361 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.