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

About Pittenger & Anderson Inc

Investment Activity

  • Pittenger & Anderson Inc has $2.75 billion in total holdings as of December 31, 2024.
  • Pittenger & Anderson Inc owns shares of 435 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 5.84% of the portfolio was purchased this quarter.
  • About 3.88% of the portfolio was sold this quarter.
  • This quarter, Pittenger & Anderson Inc has purchased 456 new stocks and bought additional shares in 127 stocks.
  • Pittenger & Anderson Inc sold shares of 98 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

Fiserv
$600,356,179
Invesco QQQ
$78,789,026

Largest New Holdings this Quarter

BLACKROCK INC
$28,621,072 Holding
LAM RESEARCH CORP
$4,145,352 Holding
ICICI Bank
$3,982,578 Holding
ARISTA NETWORKS INC
$3,825,665 Holding
Alibaba Group
$1,564,376 Holding

Largest Purchases this Quarter

BLACKROCK INC
27,920 shares (about $28.62M)
Schwab International Equity ETF
908,014 shares (about $16.80M)
Palo Alto Networks
76,687 shares (about $13.95M)
Schwab U.S. Mid-Cap ETF
329,758 shares (about $9.14M)
Tractor Supply
133,082 shares (about $7.06M)

Largest Sales this Quarter

Chevron
54,325 shares (about $7.87M)
IDEXX Laboratories
16,496 shares (about $6.82M)
Marathon Petroleum
47,350 shares (about $6.61M)
Advanced Micro Devices
47,325 shares (about $5.72M)
Invesco QQQ
6,017 shares (about $3.08M)

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
$600,356,179$2,054,200 -0.3%2,922,57921.8%Business Services
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$88,453,618$1,847,447 2.1%327,9703.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$78,789,026$3,076,063 -3.8%154,1172.9%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$68,406,356$1,217,906 1.8%258,9872.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$60,072,502$597,818 1.0%250,0102.2%ETF
Apple Inc. stock logo
AAPL
Apple
$59,775,441$1,151,430 -1.9%238,7012.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$52,439,755$790,314 -1.5%124,4121.9%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$50,182,276$1,593,394 -3.1%54,7681.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$45,624,897$317,078 0.7%241,0191.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$44,799,877$72,837 0.2%204,2021.6%Retail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$39,393,685$1,709 0.0%69,1631.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$39,090,918$485,007 -1.2%176,9141.4%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$35,555,629$526,419 1.5%65,9891.3%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$33,826,309$483,415 1.4%31,9081.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$33,184,290$38,557 0.1%105,0001.2%Business Services
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$32,700,714$16,798,261 105.6%1,767,6061.2%ETF
Accenture plc stock logo
ACN
Accenture
$32,268,994$144,937 0.5%91,7281.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$31,051,923$79,860 -0.3%59,4911.1%Medical
Cintas Co. stock logo
CTAS
Cintas
$30,344,461$533,301 -1.7%166,0891.1%Business Services
Salesforce, Inc. stock logo
CRM
Salesforce
$28,806,405$139,081 0.5%86,1621.0%Computer and Technology
BLACKROCK INC
$28,621,072$28,621,072 New Holding27,9201.0%COM
Waste Management, Inc. stock logo
WM
Waste Management
$28,250,399$7,668 0.0%139,9991.0%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$28,110,940$13,164 0.0%53,3851.0%Business Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$24,991,844$1,100,821 4.6%206,8690.9%Retail/Wholesale
S&P Global Inc. stock logo
SPGI
S&P Global
$24,913,4530.0%50,0240.9%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$24,695,689$937,989 3.9%42,1780.9%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$23,448,007$211,429 0.9%203,5060.9%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$21,566,957$68,797 0.3%42,6340.8%Medical
Union Pacific Co. stock logo
UNP
Union Pacific
$20,564,648$13,454 -0.1%90,1800.7%Transportation
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$20,383,937$1,624,037 8.7%426,7100.7%Manufacturing
Morgan Stanley stock logo
MS
Morgan Stanley
$20,073,336$211,084 1.1%159,6670.7%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$19,581,853$38,007 0.2%79,3430.7%Retail/Wholesale
Zoetis Inc. stock logo
ZTS
Zoetis
$19,450,095$1,008,048 -4.9%119,3770.7%Medical
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$18,573,824$9,154 0.0%77,1050.7%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$18,426,908$13,953,967 312.0%101,2690.7%Computer and Technology
MSCI Inc. stock logo
MSCI
MSCI
$17,999,700$268,204 1.5%29,9990.7%Finance
Eaton Co. plc stock logo
ETN
Eaton
$17,775,621$526,678 -2.9%53,5620.6%Industrial Products
The Home Depot, Inc. stock logo
HD
Home Depot
$17,761,673$40,844 -0.2%45,6610.6%Retail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$17,611,157$435,287 2.5%232,9210.6%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$17,588,531$139,395 0.8%367,8070.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$16,889,323$15,114 -0.1%72,6360.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$16,821,3760.0%260.6%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$16,688,524$1,527,436 10.1%213,9280.6%ETF
Chubb Limited stock logo
CB
Chubb
$16,031,479$512,537 -3.1%58,0220.6%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$15,742,275$9,487 0.1%69,6900.6%Multi-Sector Conglomerates
Danaher Co. stock logo
DHR
Danaher
$15,677,806$109,036 0.7%68,2980.6%Medical
CME Group Inc. stock logo
CME
CME Group
$15,341,579$111,935 0.7%66,0620.6%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$14,892,243$541,346 3.8%64,2350.5%Computer and Technology
American Tower Co. stock logo
AMT
American Tower
$14,331,108$2,842,305 -16.6%78,1370.5%Finance
ResMed Inc. stock logo
RMD
ResMed
$14,301,587$963,471 7.2%62,5370.5%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$13,867,792$54,155 0.4%47,3740.5%Business Services
Republic Services, Inc. stock logo
RSG
Republic Services
$13,781,434$5,633 0.0%68,5030.5%Business Services
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$13,689,811$9,137,588 200.7%494,0390.5%ETF
Walmart Inc. stock logo
WMT
Walmart
$13,646,121$353,992 2.7%151,0360.5%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,593,176$499,228 3.8%218,1540.5%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$13,396,231$1,884,660 16.4%67,8320.5%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$13,351,382$204,959 -1.5%36,8050.5%Industrial Products
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$13,190,902$126,918 -1.0%29,1010.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$12,908,144$111,225 -0.9%53,8490.5%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$12,903,508$1,002,988 -7.2%84,8580.5%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$12,889,603$20,987 0.2%150,4740.5%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$12,748,6020.0%215,3480.5%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$12,659,310$78,291 0.6%29,7520.5%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$12,523,626$240,916 -1.9%93,2580.5%Computer and Technology
ASML Holding stock logo
ASML
ASML
$12,126,821$618,920 5.4%17,4970.4%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,966,727$92,123 -0.8%82,7460.4%Medical
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$11,952,985$216,705 1.8%9,4320.4%Aerospace
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$11,637,546$1,455,083 -11.1%22,3700.4%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$10,797,9340.0%95,4640.4%Medical
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$10,099,882$6,640,103 191.9%369,6880.4%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$10,086,251$941,660 -8.5%82,2830.4%Oils/Energy
LINDE PLC
$9,861,772$28,051 -0.3%23,5550.4%SHS
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,594,716$305,934 -3.1%16,3710.3%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$9,277,244$1,923,445 -17.2%17,8460.3%Computer and Technology
Tractor Supply stock logo
TSCO
Tractor Supply
$8,934,509$7,061,332 377.0%168,3850.3%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8,814,913$3,889,235 79.0%15,3940.3%Finance
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$8,589,2270.0%63,4500.3%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$8,553,999$408,596 5.0%25,1640.3%Basic Materials
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$8,231,254$22,094 0.3%78,6100.3%Consumer Staples
Aflac Incorporated stock logo
AFL
Aflac
$8,131,833$11,896 0.1%78,6140.3%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$7,353,6750.0%28,9800.3%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$7,337,615$6,219,108 556.0%102,3520.3%Utilities
Oracle Co. stock logo
ORCL
Oracle
$7,242,675$2,707,067 59.7%43,4630.3%Computer and Technology
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$6,879,1080.0%42,5240.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$6,861,7530.0%43,0150.2%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,836,341$78,294 -1.1%11,6130.2%ETF
Dover Co. stock logo
DOV
Dover
$6,744,220$12,194 0.2%35,9500.2%Industrial Products
Blackstone Inc. stock logo
BX
Blackstone
$6,313,159$3,732,031 144.6%36,6150.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$5,730,987$619,190 -9.8%19,7700.2%Retail/Wholesale
Copart, Inc. stock logo
CPRT
Copart
$5,632,542$1,322,954 30.7%98,1450.2%Business Services
Assurant, Inc. stock logo
AIZ
Assurant
$5,610,885$11,727 0.2%26,3150.2%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$5,546,9750.0%44,3900.2%ETF
Shopify Inc. stock logo
SHOP
Shopify
$5,523,950$1,460,549 35.9%51,9510.2%Computer and Technology
Aon plc stock logo
AON
AON
$5,446,6620.0%15,1650.2%Finance
RTX Co. stock logo
RTX
RTX
$5,376,005$141,757 2.7%46,4570.2%Aerospace
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$5,308,563$135,680 2.6%18,7020.2%Finance
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$5,256,146$796,943 17.9%40,5880.2%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$5,200,168$283,092 5.8%60,4530.2%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$5,055,270$56,441 -1.1%26,9600.2%Computer and Technology
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$5,006,6670.0%74,6150.2%ETF

Showing largest 100 holdings. View all holdings.
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