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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASML ASML HLDG NV Technology 4,470.0 $8.9M 0.70% -615.0 -12.1% $1989.44 -11.3%
42 AVTM AMERICAN CENTY ETF TR 162,708.0 $8.9M 0.69% $54.44 +1.6%
43 VTEB VANGUARD MUN BD FDS 173,207.0 $8.8M 0.69% -139K -44.4% $50.58 -2.1%
44 FIX COMFORT SYS USA INC Industrials 4,328.0 $8.6M 0.67% -2K -28.7% $1981.95 -16.5%
45 VLUE ISHARES TR 41,637.0 $8.3M 0.65% -3K -6.9% $199.81 +1.4%
46 USFR WISDOMTREE TR 163,902.0 $8.3M 0.65% -21K -11.2% $50.35 +0.3%
47 VRTX VERTEX PHARMACEUTICALS INC Healthcare 15,734.0 $7.8M 0.61% $496.73 +10.3%
48 AVDV AMERICAN CENTY ETF TR 73,087.0 $7.5M 0.59% -5K -6.0% $103.05 +8.6%
49 XOM EXXON MOBIL CORP Energy 53,829.0 $7.4M 0.58% -5K -8.5% $136.72 +20.8%
50 PWR QUANTA SVCS INC Industrials 9,616.0 $6.9M 0.54% -2K -17.8% $720.04 -11.2%
51 FCX FREEPORT MCMORAN INC Basic Materials 109,408.0 $6.9M 0.54% $62.89 +21.9%
52 SOFI SOFI TECHNOLOGIES INC Financial Services 370,133.0 $6.6M 0.52% +35K +10.4% $17.93 +5.5%
53 TFLO ISHARES TR 124,817.0 $6.3M 0.49% -21K -14.5% $50.63 -0.0%
54 CCJ CAMECO CORP Energy 59,946.0 $6.1M 0.48% -1K -2.0% $101.86 +0.6%
55 EUFN ISHARES TR 151,757.0 $5.9M 0.46% $38.99 +8.3%
56 SNOW SNOWFLAKE INC Technology 22,963.0 $5.8M 0.46% $254.50 +30.8%
57 GM GENERAL MTRS CO Consumer Cyclical 74,483.0 $5.7M 0.45% $77.08 +14.1%
58 MLI MUELLER INDS INC Industrials 46,003.0 $5.7M 0.44% -5K -9.8% $122.93 -48.6%
59 SUB ISHARES TR 51,678.0 $5.5M 0.43% -449.0 -0.9% $106.47 -0.2%
60 AVGO BROADCOM INC Technology 14,503.0 $5.5M 0.43% -1K -6.7% $377.74 -2.5%
Page 3 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%