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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
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIX COMFORT SYS USA INC Industrials 4,328.0 $8.6M 0.67% -2K -28.7% $1981.95 -16.5%
22 VLUE ISHARES TR 41,637.0 $8.3M 0.65% -3K -6.9% $199.81 +1.4%
23 USFR WISDOMTREE TR 163,902.0 $8.3M 0.65% -21K -11.2% $50.35 +0.3%
24 AVDV AMERICAN CENTY ETF TR 73,087.0 $7.5M 0.59% -5K -6.0% $103.05 +8.6%
25 XOM EXXON MOBIL CORP Energy 53,829.0 $7.4M 0.58% -5K -8.5% $136.72 +20.8%
26 PWR QUANTA SVCS INC Industrials 9,616.0 $6.9M 0.54% -2K -17.8% $720.04 -11.2%
27 TFLO ISHARES TR 124,817.0 $6.3M 0.49% -21K -14.5% $50.63 -0.0%
28 CCJ CAMECO CORP Energy 59,946.0 $6.1M 0.48% -1K -2.0% $101.86 +0.6%
29 MLI MUELLER INDS INC Industrials 46,003.0 $5.7M 0.44% -5K -9.8% $122.93 -48.6%
30 SUB ISHARES TR 51,678.0 $5.5M 0.43% -449.0 -0.9% $106.47 -0.2%
31 AVGO BROADCOM INC Technology 14,503.0 $5.5M 0.43% -1K -6.7% $377.74 -2.5%
32 JNJ JOHNSON & JOHNSON Healthcare 21,155.0 $5.4M 0.42% -157.0 -0.7% $253.97 +6.4%
33 IDXX IDEXX LABS INC Healthcare 9,834.0 $5.2M 0.41% -63.0 -0.6% $526.44 +5.8%
34 DAL DELTA AIR LINES INC Industrials 54,274.0 $5.1M 0.40% -3K -6.0% $93.66 -12.0%
35 VTIP VANGUARD MALVERN FDS 100,376.0 $5.0M 0.40% -2K -1.9% $50.23 -0.9%
36 GOOG ALPHABET INC 13,032.0 $4.6M 0.36% -463.0 -3.4% $353.33
37 AVDE AMERICAN CENTY ETF TR 48,903.0 $4.4M 0.34% -5K -9.4% $89.20 +5.7%
38 INDA ISHARES TR 85,874.0 $4.2M 0.33% -12K -11.9% $49.39 +0.5%
39 SCHP SCHWAB STRATEGIC TR 152,263.0 $4.0M 0.32% -34K -18.2% $26.50 -2.0%
40 VTI VANGUARD INDEX FDS 9,817.0 $3.6M 0.28% -595.0 -5.7% $370.04 +2.2%
Page 2 of 4  ·  63 positions

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%