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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DHI D R HORTON INC Consumer Cyclical 21,405.0 $3.5M 0.27% -565.0 -2.6% $162.88 -8.9%
42 ROST ROSS STORES INC Consumer Cyclical 16,114.0 $3.4M 0.27% -822.0 -4.8% $212.85 +12.3%
43 RGA REINSURANCE GROUP AMER INC Financial Services 15,955.0 $3.4M 0.27% -395.0 -2.4% $212.65 +14.3%
44 TBBK BANCORP INC DEL Financial Services 53,306.0 $3.3M 0.26% -2K -3.5% $62.64 +7.3%
45 DIS DISNEY WALT CO Communication Services 34,505.0 $3.3M 0.26% -281.0 -0.8% $96.25 +12.0%
46 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 13,172.0 $3.3M 0.26% -951.0 -6.7% $249.98 -4.1%
47 ABBV ABBVIE INC Healthcare 8,267.0 $2.1M 0.16% -1K -11.0% $251.64 +5.3%
48 VEU VANGUARD INTL EQUITY INDEX F 24,648.0 $2.1M 0.16% -4K -14.2% $83.75 +2.3%
49 VB VANGUARD INDEX FDS 6,695.0 $2.0M 0.16% -678.0 -9.2% $303.13 +0.5%
50 TM TOYOTA MOTOR CORP Consumer Cyclical 10,895.0 $1.8M 0.14% -4K -25.4% $168.42 +17.2%
51 LNG CHENIERE ENERGY INC Energy 7,554.0 $1.8M 0.14% -906.0 -10.7% $239.01 +16.1%
52 BAB INVESCO EXCH TRADED FD TR II 55,462.0 $1.5M 0.12% -32K -36.4% $26.84 -1.8%
53 INTU INTUIT Technology 5,565.0 $1.5M 0.11% -3K -37.7% $261.00 +40.6%
54 PZA INVESCO EXCH TRADED FD TR II 61,554.0 $1.4M 0.11% -167K -73.0% $23.52 -3.0%
55 TLH ISHARES TR 14,044.0 $1.4M 0.11% -12K -45.6% $100.35 -3.6%
56 VGIT VANGUARD SCOTTSDALE FDS 23,422.0 $1.4M 0.11% -10K -29.8% $58.98 -1.1%
57 XLE SELECT SECTOR SPDR TR 19,581.0 $1.0M 0.08% -2K -8.6% $53.11 +19.8%
58 AAPL APPLE INC Technology 3,158.0 $914K 0.07% -16.0 -0.5% $289.36 +6.9%
59 GOVT ISHARES TR 40,081.0 $913K 0.07% -25K -38.4% $22.78 -1.4%
60 TPB TURNING PT BRANDS INC Consumer Defensive 9,078.0 $770K 0.06% -222.0 -2.4% $84.81 -1.7%
Page 3 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%