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Sherry A OBrien

Anderson Hoagland & Co

Assets Managed
$1.163B
Holdings
136
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
0.04%(2Q avg: 2.17%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Anderson Hoagland & Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 136 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.163B in assets, with a quarterly growth rate of 0.04% and a 2-quarter average growth rate of 2.17%. The portfolio is managed by Sherry A OBrien, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Decreased -1.19%
6.13%
$71.196M
807,580 shares@ $88.17 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 5.28%
4.4%
$51.103M
649,671 shares@ $78.67 avg price
VFMF
Vanguard Us Multifactor Etf
Recent Activity
Increased 2.43%
4.11%
$47.755M
307,946 shares@ $155.08 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 0.35%
4.04%
$46.941M
189,278 shares@ $248.0 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.25%
3.94%
$45.752M
262,342 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.9%
3.46%
$40.114M
108,366 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.11%
3.29%
$38.202M
183,426 shares@ $208.27 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 8.59%
2.99%
$34.708M
79,462 shares@ $436.8 avg price
VFVA
Vanguard U.s. Value Factor
Recent Activity
Increased 0.36%
2.88%
$33.441M
248,431 shares@ $134.62 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.18%
2.23%
$25.824M
403,001 shares@ $64.09 avg price

1-10 of 136