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Portfolio (Quarterly) Guide ↗

PITTENGER & ANDERSON INC

· CIK 0001034886
13F Portfolio $2.6B AUM 508 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 73 New 131 Added 80 Reduced 21 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXGN AXOGEN INC Healthcare 100.0 $3K NEW $32.73 +32.6%
62 MSTR STRATEGY INC Technology 20.0 $3K NEW $151.95 -19.2%
63 EVRG EVERGY INC Utilities 40.0 $3K NEW $72.50 +15.8%
64 UNILEVER PLC 44.0 $3K NEW $65.41
65 SOLV SOLVENTUM CORP Healthcare 34.0 $3K NEW $79.26 -3.4%
66 OXY OCCIDENTAL PETE CORP Energy 65.0 $3K NEW $41.12 +30.5%
67 EXPE EXPEDIA GROUP INC Consumer Cyclical 9.0 $3K NEW $283.33 -14.0%
68 NEM NEWMONT CORP Basic Materials 20.0 $2K NEW $99.85 +8.6%
69 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 7.0 $559.0 NEW $79.86 +22.2%
70 BBAI BIGBEAR AI HLDGS INC Technology 100.0 $540.0 NEW $5.40 -26.7%
71 HLN HALEON PLC Healthcare 53.0 $534.0 NEW $10.08 -9.8%
72 GAMESTOP CORP NEW 62.0 $187.0 NEW $3.02
73 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 10.0 $159.0 NEW $15.90 +9.6%
Page 4 of 4  ·  73 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
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%