Portfolio (Quarterly)
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PITTENGER & ANDERSON INC
· CIK 0001034886| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 75.0 | $16K | 0.00% | NEW | — | $207.81 | -46.2% |
| 382 | DFAT | DIMENSIONAL ETF TRUST | — | 253.0 | $15K | 0.00% | NEW | — | $59.62 | +13.9% |
| 383 | SPDW | SPDR INDEX SHS FDS | — | 338.0 | $15K | 0.00% | NEW | — | $44.41 | +15.5% |
| 384 | PNW | PINNACLE WEST CAP CORP | Utilities | 167.0 | $15K | 0.00% | NEW | — | $88.70 | +15.4% |
| 385 | — | TXNM ENERGY INC | — | 250.0 | $15K | 0.00% | NEW | — | $58.88 | — |
| 386 | APLD | APPLIED DIGITAL CORP | Technology | 600.0 | $15K | 0.00% | +200.0 | +50.0% | $24.52 | +85.8% |
| 387 | SGOL | ETFS GOLD TR | Financial Services | 350.0 | $14K | 0.00% | — | — | $41.08 | -1.9% |
| 388 | QBTS | D-WAVE QUANTUM INC | Technology | 535.0 | $14K | 0.00% | +355.0 | +197.2% | $26.15 | -12.4% |
| 389 | STT | STATE STR CORP | Financial Services | 104.0 | $13K | 0.00% | — | — | $129.02 | +32.6% |
| 390 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 90.0 | $13K | 0.00% | NEW | — | $149.01 | +7.8% |
| 391 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 480.0 | $13K | 0.00% | — | — | $27.87 | -24.3% |
| 392 | MET | METLIFE INC | Financial Services | 165.0 | $13K | 0.00% | NEW | — | $78.95 | +8.7% |
| 393 | TPR | TAPESTRY INC | Consumer Cyclical | 100.0 | $13K | — | — | — | $127.77 | +14.2% |
| 394 | QQQM | INVESCO EXCH TRADED FD TR II | — | 50.0 | $13K | — | NEW | — | $252.92 | +17.7% |
| 395 | — | GAMESTOP CORP NEW | — | 625.0 | $13K | — | — | — | $20.08 | — |
| 396 | CRWV | COREWEAVE INC | Technology | 175.0 | $13K | — | -505.0 | -74.3% | $71.61 | +60.9% |
| 397 | CLSK | CLEANSPARK INC | Technology | 1,225.0 | $12K | — | — | — | $10.12 | +65.8% |
| 398 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 45.0 | $12K | — | — | — | $275.40 | +287.1% |
| 399 | SPSM | SPDR SERIES TRUST | — | 264.0 | $12K | — | NEW | — | $46.86 | +17.1% |
| 400 | SDOG | ALPS ETF TR | — | 200.0 | $12K | — | NEW | — | $60.47 | +13.1% |
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%