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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 21,155.0 $5.4M 0.42% -157.0 -0.7% $253.97 +6.4%
62 IDXX IDEXX LABS INC Healthcare 9,834.0 $5.2M 0.41% -63.0 -0.6% $526.44 +5.8%
63 DAL DELTA AIR LINES INC Industrials 54,274.0 $5.1M 0.40% -3K -6.0% $93.66 -12.0%
64 VTIP VANGUARD MALVERN FDS 100,376.0 $5.0M 0.40% -2K -1.9% $50.23 -0.9%
65 UBER UBER TECHNOLOGIES INC Technology 63,975.0 $4.6M 0.36% $72.16 +9.2%
66 GOOG ALPHABET INC 13,032.0 $4.6M 0.36% -463.0 -3.4% $353.33
67 MMM 3M CO Industrials 27,697.0 $4.5M 0.35% $161.91 +10.5%
68 AVDE AMERICAN CENTY ETF TR 48,903.0 $4.4M 0.34% -5K -9.4% $89.20 +5.7%
69 WMT WALMART INC Consumer Defensive 38,027.0 $4.3M 0.34% $113.26 -8.4%
70 INDA ISHARES TR 85,874.0 $4.2M 0.33% -12K -11.9% $49.39 +0.5%
71 LUV SOUTHWEST AIRLS CO Industrials 81,819.0 $4.2M 0.33% NEW $51.42 -21.5%
72 AVIV AMERICAN CENTY ETF TR 52,250.0 $4.0M 0.32% +1K +2.3% $77.42 +7.9%
73 SCHP SCHWAB STRATEGIC TR 152,263.0 $4.0M 0.32% -34K -18.2% $26.50 -2.0%
74 BROS DUTCH BROS INC Consumer Cyclical 55,065.0 $4.0M 0.31% $71.81 -30.6%
75 KRE SPDR SERIES TRUST 52,760.0 $3.9M 0.31% +7K +16.1% $74.85 +0.0%
76 SLB SLB LIMITED Energy 82,496.0 $3.8M 0.30% $46.49 +15.9%
77 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 43,456.0 $3.8M 0.30% $87.04 +7.8%
78 GILD GILEAD SCIENCES INC Healthcare 29,017.0 $3.7M 0.29% $126.34 +15.7%
79 VTI VANGUARD INDEX FDS 9,817.0 $3.6M 0.28% -595.0 -5.7% $370.04 +2.2%
80 AON AON PLC Financial Services 10,927.0 $3.6M 0.28% +1K +10.4% $331.69 +7.1%
Page 4 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%