1y return−1.6%S&P 500 +20.9%
3y return+29.2%S&P 500 +68.5%
5y return+26.1%S&P 500 +74.5%
10y return+150.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $250 against $357 in the S&P 500.2
Pittenger & Anderson IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FISVFiserv Inc | $139.5M | 5.0% | −1.2% |
| VVVanguard Index Fds | $115.4M | 4.1% | +2.8% |
| QQQInvesco Qqq Tr | $110.0M | 3.9% | |
| VOVanguard Index Fds | $84.2M | 3.0% | |
| VBVanguard Index Fds | $78.4M | 2.8% | |
| GOOGLAlphabet Inc | $75.6M | 2.7% | −6.2% |
| AAPLApple Inc | $63.7M | 2.3% | |
| SCHFSchwab Strategic Tr | $52.2M | 1.9% | |
| COSTCostco Wholesale Corporation | $48.9M | 1.7% | |
| AMZNAmazon Com Inc | $46.7M | 1.7% | |
| MSFTMicrosoft Corp | $45.9M | 1.6% | |
| VOOVanguard Index Fds | $44.4M | 1.6% | +2.3% |
| MDYState Str Spdr S&p Midcap 40 | $41.3M | 1.5% | |
| IWMIshares Tr | $41.2M | 1.5% | −1.5% |
| TSMTaiwan Semiconductor Manufac | $36.9M | 1.3% | −4.5% |
| VVisa Inc | $35.8M | 1.3% | |
| TJXTjx Cos Inc New | $35.6M | 1.3% | +1.2% |
| MSMorgan Stanley | $35.0M | 1.3% | +4.2% |
| CATCaterpillar Inc | $34.7M | 1.2% | −2.7% |
| PANWPalo Alto Networks Inc | $34.0M | 1.2% | +4.7% |
| VEAVanguard Tax-managed Fds | $32.6M | 1.2% | |
| WMWaste Mgmt Inc Del | $32.2M | 1.2% | |
| EFAIshares Tr | $32.2M | 1.2% | +3.0% |
| RSPInvesco Exchange Traded Fd T | $31.8M | 1.1% | +28.2% |
| IJRIshares Tr | $31.6M | 1.1% | +2.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $28.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $28.1M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $34.0M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $34.7M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $36.9M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $25.6M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $29.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $75.6M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $26.7M |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $35.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $15.2M
- Check Point Software Tech LtCUSIP M22465104 was $3.7M
- Arch Cap Group LtdCUSIP G0450A105 was $1.3M
- LMATLemaitre Vascular Inc was $1.0M
- Sharkninja IncCUSIP G8068L108 was $800K
- ENSGEnsign Group Inc was $785K
- EQTEqt Corp was $773K
- WABWabtec was $402K
- CNXCnx Res Corp was $377K
- TXRHTexas Roadhouse Inc was $300K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | −5.8% | +2.4% |
| September 30, 2025 | −0.8% | +7.8% |
| June 30, 2025 | +0.9% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +9.3% | +5.4% |
| June 30, 2024 | −1.2% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +12.6% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +8.6% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +8.8% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −7.4% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | +0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pittenger & Anderson Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1034886&type=13F-HR&dateb=&owner=include&count=40CIK 1034886
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1034886/000103488626000006/Filed July 27, 2026 · accession 0001034886-26-000006