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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  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SONY SONY GROUP CORP Technology 2,265.0 $58K 0.00% -2K -41.5% $25.60 -20.4%
62 ESGV VANGUARD WORLD FD 328.0 $40K 0.00% -325.0 -49.8% $120.96 +9.6%
63 ODFL OLD DOMINION FREIGHT LINE IN Industrials 220.0 $34K 0.00% -579.0 -72.5% $156.80 +47.7%
64 CENCORA INC 100.0 $34K 0.00% -99.0 -49.8% $337.75
65 COIN COINBASE GLOBAL INC Financial Services 145.0 $33K 0.00% -75.0 -34.1% $226.14 -25.1%
66 VLO VALERO ENERGY CORP Energy 200.0 $33K 0.00% -200.0 -50.0% $162.79 +51.8%
67 HRL HORMEL FOODS CORP Consumer Defensive 1,150.0 $27K 0.00% -1K -46.5% $23.70 +4.0%
68 KLAC KLA CORP Technology 22.0 $27K 0.00% -200.0 -90.1% $1215.09 -80.5%
69 KNSL KINSALE CAP GROUP INC Financial Services 65.0 $25K 0.00% -2K -95.9% $391.12 -20.1%
70 Z ZILLOW GROUP INC Communication Services 311.0 $21K 0.00% -235.0 -43.0% $68.22 -52.6%
71 ARM ARM HOLDINGS PLC Technology 180.0 $20K 0.00% -2K -91.8% $109.31 +262.6%
72 LMT LOCKHEED MARTIN CORP Industrials 39.0 $19K 0.00% -3.0 -7.1% $483.69 +10.8%
73 ITW ILLINOIS TOOL WKS INC Industrials 76.0 $19K 0.00% -2.0 -2.6% $246.30 +7.9%
74 MRVL MARVELL TECHNOLOGY INC Technology 195.0 $17K 0.00% -555.0 -74.0% $84.98 +227.9%
75 CRWV COREWEAVE INC Technology 175.0 $13K -505.0 -74.3% $71.61 +63.4%
76 CMCSA COMCAST CORP NEW Communication Services 395.0 $12K -735.0 -65.0% $29.89 -20.8%
77 MDLZ MONDELEZ INTL INC Consumer Defensive 102.0 $5K -335.0 -76.7% $53.83 +15.4%
78 ALL ALLSTATE CORP Financial Services 26.0 $5K -649.0 -96.2% $206.54 +8.0%
79 SOFI SOFI TECHNOLOGIES INC Financial Services 145.0 $4K -45.0 -23.7% $26.19 -32.4%
80 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 50.0 $4K -50.0 -50.0% $75.92 -25.8%
Page 4 of 4  ·  80 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%