Portfolio (Quarterly)
Guide ↗
PITTENGER & ANDERSON INC
· CIK 0001034886| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | VRT | VERTIV HOLDINGS CO | Industrials | 238.0 | $39K | 0.00% | +25.0 | +11.7% | $162.01 | +92.5% |
| 122 | HSY | HERSHEY CO | Consumer Defensive | 203.0 | $37K | 0.00% | +3.0 | +1.5% | $181.98 | +0.3% |
| 123 | XEL | XCEL ENERGY INC | Utilities | 471.0 | $35K | 0.00% | +200.0 | +73.8% | $73.86 | +7.4% |
| 124 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 1,350.0 | $18K | 0.00% | +1K | +4555.2% | $13.24 | -38.4% |
| 125 | FIX | COMFORT SYS USA INC | Industrials | 19.0 | $18K | 0.00% | +5.0 | +35.7% | $933.32 | +105.1% |
| 126 | CLX | CLOROX CO DEL | Consumer Defensive | 173.0 | $17K | 0.00% | +150.0 | +652.2% | $100.83 | -3.3% |
| 127 | APLD | APPLIED DIGITAL CORP | Technology | 600.0 | $15K | 0.00% | +200.0 | +50.0% | $24.52 | +88.7% |
| 128 | QBTS | D-WAVE QUANTUM INC | Technology | 535.0 | $14K | 0.00% | +355.0 | +197.2% | $26.15 | -8.5% |
| 129 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 165.0 | $11K | — | +100.0 | +153.8% | $68.36 | -25.5% |
| 130 | APH | AMPHENOL CORP NEW | Technology | 75.0 | $10K | — | +45.0 | +150.0% | $135.15 | +17.5% |
| 131 | VTRS | VIATRIS INC | Healthcare | 22.0 | $268.0 | — | +14.0 | +175.0% | $12.18 | +34.0% |
① 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
Technology
30.4%
Financial Services
25.5%
Industrials
13.1%
Consumer Cyclical
8.2%
Healthcare
7.4%
Communication Services
7.1%
Consumer Defensive
4.6%
Basic Materials
1.7%
Energy
1.2%
Utilities
0.7%