Free Trial

Pittenger & Anderson Inc Top Holdings and 13F Report (2025)

About Pittenger & Anderson Inc

Investment Activity

  • Pittenger & Anderson Inc has $2.73 billion in total holdings as of March 31, 2025.
  • Pittenger & Anderson Inc owns shares of 426 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
  • Approximately 2.50% of the portfolio was purchased this quarter.
  • About 3.11% of the portfolio was sold this quarter.
  • This quarter, Pittenger & Anderson Inc has purchased 435 new stocks and bought additional shares in 126 stocks.
  • Pittenger & Anderson Inc sold shares of 97 stocks and completely divested from 33 stocks this quarter.

Largest Holdings

Fiserv
$635,886,831
Invesco QQQ
$71,825,224

Largest New Holdings this Quarter

12503M108 - Cboe Global Markets
$701,952 Holding
781154109 - RUBRIK INC.
$672,671 Holding
67103H107 - O'Reilly Automotive
$207,725 Holding
464287234 - iShares MSCI Emerging Markets ETF
$196,650 Holding
020002101 - Allstate
$139,773 Holding

Largest Purchases this Quarter

Netflix
10,411 shares (about $9.71M)
Walt Disney
65,505 shares (about $6.47M)
NVIDIA
55,299 shares (about $5.99M)
The Goldman Sachs Group
6,128 shares (about $3.35M)
Meta Platforms
4,142 shares (about $2.39M)

Largest Sales this Quarter

American Tower
73,898 shares (about $16.08M)
PepsiCo
72,754 shares (about $10.91M)
Fiserv
43,048 shares (about $9.51M)
Danaher
32,770 shares (about $6.72M)
NextEra Energy
83,093 shares (about $5.89M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPittenger & Anderson Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Fiserv, Inc. stock logo
FI
Fiserv
$635,886,831$9,506,290 -1.5%2,879,53123.3%Business Services
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$84,818,119$519,972 0.6%329,9933.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$71,825,224$443,128 -0.6%153,1722.6%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$68,508,986$1,529,738 2.3%264,9022.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$55,744,987$305,349 0.6%251,3872.0%ETF
Apple Inc. stock logo
AAPL
Apple
$51,733,511$1,289,245 -2.4%232,8971.9%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$51,369,095$429,384 -0.8%54,3141.9%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$46,540,188$162,920 -0.3%123,9781.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$38,326,926$524,547 -1.4%201,4451.4%Retail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$37,383,446$486,532 1.3%70,0751.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$37,269,787$1,392 0.0%241,0101.4%Computer and Technology
Visa Inc. stock logo
V
Visa
$36,419,903$378,498 -1.0%103,9201.3%Business Services
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$35,528,226$564,976 1.6%1,796,1691.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$35,427,230$134,656 0.4%177,5891.3%Finance
Cintas Co. stock logo
CTAS
Cintas
$32,963,107$1,173,165 -3.4%160,3811.2%Business Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$32,911,402$1,001,099 -3.0%64,0411.2%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$32,481,780$70,611 0.2%140,3041.2%Business Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$29,786,529$322,421 1.1%60,1421.1%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$29,176,428$84,959 -0.3%53,2301.1%Business Services
Accenture plc stock logo
ACN
Accenture
$28,547,604$75,202 -0.3%91,4871.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$26,697,043$2,387,287 9.8%46,3201.0%Computer and Technology
BLACKROCK INC
$26,485,350$59,628 0.2%27,9831.0%COM
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$26,416,837$1,220,192 4.8%216,8871.0%Retail/Wholesale
S&P Global Inc. stock logo
SPGI
S&P Global
$25,447,173$29,978 0.1%50,0830.9%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$25,355,467$47,768 -0.2%31,8480.9%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$23,195,855$73,530 0.3%86,4360.9%Computer and Technology
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$22,951,359$2,319,930 11.2%474,6920.8%Manufacturing
Union Pacific Co. stock logo
UNP
Union Pacific
$21,626,591$322,468 1.5%91,5450.8%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$21,617,383$712,304 -3.2%41,2740.8%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$20,759,4820.0%260.8%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$20,532,474$1,836,844 9.8%403,9440.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$20,524,100$756,565 -3.6%196,2710.8%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$20,405,734$14,545 0.1%77,1600.7%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$19,837,751$801,117 4.2%242,7230.7%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$19,535,723$119,701 -0.6%118,6500.7%Medical
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$18,710,438$1,822,961 10.8%237,0210.7%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$18,702,486$1,421,943 8.2%109,6020.7%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$18,628,3490.0%159,6670.7%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$18,003,957$501,211 -2.7%77,1940.7%Retail/Wholesale
Chubb Limited stock logo
CB
Chubb
$17,804,425$282,361 1.6%58,9570.7%Finance
CME Group Inc. stock logo
CME
CME Group
$17,520,548$5,041 0.0%66,0430.6%Finance
MSCI Inc. stock logo
MSCI
MSCI
$16,907,885$56,550 -0.3%29,8990.6%Finance
Republic Services, Inc. stock logo
RSG
Republic Services
$16,552,605$36,082 -0.2%68,3540.6%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$16,243,158$744,547 4.8%30,4990.6%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$16,100,615$5,993,308 59.3%148,5570.6%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$16,034,671$699,629 -4.2%43,7520.6%Retail/Wholesale
Eaton Co. plc stock logo
ETN
Eaton
$15,936,306$1,376,547 9.5%58,6260.6%Industrials
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$14,837,860$160,022 -1.1%71,8610.5%ETF
ResMed Inc. stock logo
RMD
ResMed
$14,610,914$612,006 4.4%65,2710.5%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$14,542,143$214,715 -1.5%68,6760.5%Multi-Sector Conglomerates
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$14,463,791$10,388 -0.1%47,3400.5%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$14,301,876$579,279 4.2%86,2390.5%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$13,985,167$76,629 -0.5%149,6540.5%ETF
Walmart Inc. stock logo
WMT
Walmart
$13,628,081$368,630 2.8%155,2350.5%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$13,515,910$226,784 1.7%219,0230.5%Computer and Technology
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$13,513,361$466,169 3.6%9,7690.5%Aerospace
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,390,927$181,767 1.4%54,5900.5%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$13,384,101$891,826 7.1%31,8760.5%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$13,234,466$9,708,570 275.4%14,1920.5%Consumer Discretionary
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$13,087,389$143,576 1.1%499,5190.5%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$12,808,469$1,548,291 13.8%77,1590.5%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$12,663,3000.0%95,4640.5%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$12,145,495$583,792 -4.6%208,1490.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$12,123,119$15,171 -0.1%36,7590.4%Industrials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$11,757,254$3,347,665 39.8%21,5220.4%Finance
ASML Holding stock logo
ASML
ASML
$11,711,323$117,286 1.0%17,6740.4%Computer and Technology
LINDE PLC
$11,061,744$93,594 0.9%23,7560.4%SHS
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$10,762,591$368,722 -3.3%21,6290.4%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$10,393,218$361,649 -3.4%62,0750.4%Computer and Technology
Tractor Supply stock logo
TSCO
Tractor Supply
$9,727,024$449,010 4.8%176,5340.4%Retail/Wholesale
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,519,491$816,992 -7.9%340,4680.3%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$9,361,283$707,108 8.2%85,0330.3%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,248,395$90,621 1.0%16,5330.3%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$9,063,614$1,458,031 -13.9%15,3730.3%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$8,845,054$103,963 1.2%79,5490.3%Finance
EOG Resources, Inc. stock logo
EOG
EOG Resources
$8,586,438$1,965,535 -18.6%66,9560.3%Energy
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$8,417,225$369,792 -4.2%24,1050.3%Basic Materials
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$7,899,5250.0%63,4500.3%ETF
Danaher Co. stock logo
DHR
Danaher
$7,283,240$6,717,850 -48.0%35,5280.3%Medical
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$7,089,6680.0%28,9800.3%ETF
Copart, Inc. stock logo
CPRT
Copart
$6,854,804$1,300,778 23.4%121,1310.3%Business Services
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$6,826,8030.0%42,5240.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,748,981$223,636 3.4%12,0110.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$6,524,367$6,465,344 10,954.0%66,1030.2%Consumer Discretionary
Dover Co. stock logo
DOV
Dover
$6,404,415$88,718 1.4%36,4550.2%Industrials
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$6,373,131$83,548 -1.3%18,4600.2%Finance
Oracle Co. stock logo
ORCL
Oracle
$6,310,884$234,322 3.9%45,1390.2%Computer and Technology
RTX Co. stock logo
RTX
RTX
$6,260,325$106,630 1.7%47,2620.2%Aerospace
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$6,041,0270.0%43,0150.2%Manufacturing
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$5,851,160$551,178 10.4%44,8090.2%Consumer Discretionary
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$5,749,214$48,772 0.9%2,9470.2%Retail/Wholesale
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$5,669,633$584,321 11.5%4,2790.2%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$5,663,326$46,932 -0.8%27,0300.2%Medical
Assurant, Inc. stock logo
AIZ
Assurant
$5,617,105$97,534 1.8%26,7800.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$5,520,997$654,398 -10.6%17,6750.2%Retail/Wholesale
Aon plc stock logo
AON
AON
$5,513,429$538,772 -8.9%13,8150.2%Finance
Novartis AG stock logo
NVS
Novartis
$5,381,1400.0%48,2700.2%Medical
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$5,314,8150.0%44,3900.2%ETF
Shopify Inc. stock logo
SHOP
Shopify
$5,193,540$233,258 4.7%54,3940.2%Computer and Technology
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$5,185,1800.0%22,7500.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data