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Portfolio (Quarterly) Guide ↗

ANDERSON HOAGLAND & CO

· CIK 0000791191
13F Portfolio $1.3B AUM 137 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 21 Added 63 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LUV SOUTHWEST AIRLS CO Industrials 81,819.0 $4.2M 0.33% NEW $51.42 -21.5%
2 NKE NIKE INC Consumer Cyclical 51,870.0 $2.1M 0.17% NEW $41.05 -0.7%
3 QBTS D-WAVE QUANTUM INC Technology 64,067.0 $1.5M 0.12% NEW $23.99 -15.0%
4 MU MICRON TECHNOLOGY INC Technology 394.0 $455K 0.04% NEW $1154.29 -16.2%
5 KLAC KLA CORP Technology 790.0 $238K 0.02% NEW $301.71 -39.0%
6 CSCO CISCO SYS INC Technology 2,015.0 $237K 0.02% NEW $117.46 -5.5%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 271.0 $202K 0.02% NEW $746.77 +2.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.2%
Technology 25.4%
Industrials 14.2%
Consumer Cyclical 11.5%
Healthcare 9.7%
Energy 4.4%
Utilities 2.3%
Communication Services 1.2%
Basic Materials 1.2%
Consumer Defensive 0.9%