Sign In
test

Daniel L Anderson

Pittenger & Anderson Inc

Assets Managed
$2.513B
Holdings
522
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-3.3%(2Q avg: -4%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pittenger & Anderson Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 522 positions.

Assets under management

The assets under management (AUM) of Pittenger & Anderson Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.513B in assets, with a quarterly growth rate of -3.3% and a 2-quarter average growth rate of -4%. The portfolio is managed by Daniel L Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FI
Fiserv Inc
Recent Activity
Decreased -0.06%
6.39%
$160.522M
2.877M shares@ $55.81 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -3.57%
3.89%
$97.535M
326,369 shares@ $298.86 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.45%
3.45%
$86.607M
150,052 shares@ $577.19 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -6.62%
2.99%
$74.991M
261,130 shares@ $287.18 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.46%
2.72%
$68.228M
260,494 shares@ $261.92 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.42%
2.58%
$64.825M
225,431 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.34%
2.24%
$56.242M
221,609 shares@ $253.8 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 0.87%
2.07%
$51.93M
52,116 shares@ $996.44 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.21%
1.86%
$46.551M
1.881M shares@ $24.76 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.34%
1.83%
$45.848M
123,856 shares@ $370.18 avg price

1-10 of 522