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Sherry A OBrien

Anderson Hoagland & Co

Assets Managed
$1.276B
Holdings
137
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
9.75%(2Q avg: 4.89%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Anderson Hoagland & Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Anderson Hoagland & Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.276B in assets, with a quarterly growth rate of 9.75% and a 2-quarter average growth rate of 4.89%. The portfolio is managed by Sherry A OBrien, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 0.28%
5.23%
$66.644M
651,452 shares@ $102.31 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -4.69%
4.56%
$58.117M
769,660 shares@ $75.52 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -0.13%
4.46%
$56.793M
189,028 shares@ $300.45 avg price
VFMF
Vanguard Us Multifactor Etf
Recent Activity
Decreased -1.77%
4.2%
$53.529M
302,472 shares@ $176.98 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.29%
4.11%
$52.34M
261,581 shares@ $200.09 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.16%
3.43%
$43.646M
183,125 shares@ $238.34 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.08%
3.18%
$40.453M
108,447 shares@ $373.03 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 460.53%
3.01%
$38.367M
445,408 shares@ $86.14 avg price
VFVA
Vanguard U.s. Value Factor
Recent Activity
Decreased -1.84%
2.84%
$36.195M
243,852 shares@ $148.43 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 234.81%
2.23%
$28.45M
375,921 shares@ $75.68 avg price

1-10 of 137