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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CMI CUMMINS INC Industrials 23,908.0 $17.1M 1.34% +5K +26.0% $713.21 -17.6%
22 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 717,018.0 $16.9M 1.32% -8K -1.1% $23.58 +6.2%
23 MTUM ISHARES TR 46,069.0 $15.8M 1.24% +909.0 +2.0% $342.83 -11.0%
24 V VISA INC Financial Services 44,097.0 $15.1M 1.19% -3K -5.6% $343.09 +8.1%
25 IEFA ISHARES TR 154,878.0 $15.0M 1.17% $96.58 +4.4%
26 GE GE AEROSPACE Industrials 38,407.0 $14.4M 1.12% $373.73 -6.8%
27 VWO VANGUARD INTL EQUITY INDEX F 226,105.0 $13.5M 1.06% $59.69 +1.3%
28 EEMV ISHARES INC 177,812.0 $13.4M 1.05% -3K -1.9% $75.28 -0.8%
29 CAT CATERPILLAR INC Industrials 12,314.0 $13.1M 1.03% -4K -24.9% $1064.90 -22.3%
30 GEV GE VERNOVA INC Utilities 11,150.0 $13.1M 1.03% -1K -9.7% $1174.86 -18.6%
31 EFAV ISHARES TR 147,790.0 $13.0M 1.02% $87.71 +7.9%
32 BAC BANK OF AMER CORP Financial Services 223,862.0 $12.8M 1.00% -4K -1.6% $56.98 +8.3%
33 VO VANGUARD INDEX FDS 143,723.0 $11.6M 0.91% +106K +282.8% $80.57 +3.0%
34 EWJV ISHARES TR 251,348.0 $11.0M 0.87% -7K -2.7% $43.96 +7.6%
35 SGOV ISHARES TR 107,051.0 $10.8M 0.84% +17K +18.3% $100.67 -0.0%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 37,935.0 $10.7M 0.84% +384.0 +1.0% $281.21 -16.2%
37 AVES AMERICAN CENTY ETF TR 157,946.0 $10.4M 0.81% -6K -3.7% $65.60 -0.7%
38 AVLV AMERICAN CENTY ETF TR 105,513.0 $9.6M 0.75% -3K -3.0% $91.21 +3.8%
39 C CITIGROUP INC Financial Services 66,625.0 $9.3M 0.73% $139.96 -5.9%
40 PANW PALO ALTO NETWORKS INC Technology 26,954.0 $9.2M 0.72% -161.0 -0.6% $341.02 +4.9%
Page 2 of 7  ·  137 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%