Institutional Fund
Pittenger & Anderson Inc
Lincoln, NECIK 10348865 filings on record
Portfolio Value
$2.51B
Q1 2026
Holdings
522
Reported positions
New Buys
67
Opened this quarter
QoQ Change
-3.3%
from $2.60B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fiserv Inc6.4%
- Vanguard Index Fds3.9%
- Invesco Qqq Tr3.4%
- Vanguard Index Fds3.0%
- Vanguard Index Fds2.7%
- Alphabet Inc2.6%
- Other78.0%
Portfolio Holdings
522 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fiserv Inc | 2.88M | $160.52M | 6.4% | −1.8K | Reduced |
| 2 | Vanguard Index Fds | 326.4K | $97.54M | 3.9% | −12.1K | Reduced |
| 3 | Invesco Qqq Tr | 150.1K | $86.61M | 3.4% | −681 | Reduced |
| 4 | Vanguard Index Fds | 261.1K | $74.99M | 3.0% | −18.5K | Reduced |
| 5 | Vanguard Index Fds | 260.5K | $68.23M | 2.7% | −1.2K | Reduced |
| 6 | Alphabet Inc | 225.4K | $64.82M | 2.6% | −956 | Reduced |
| 7 | Apple Inc | 221.6K | $56.24M | 2.2% | +747 | Added |
| 8 | Costco Whsl Corp New | 52.1K | $51.93M | 2.1% | +448 | Added |
| 9 | Schwab Strategic Tr | 1.88M | $46.55M | 1.9% | −4.0K | Reduced |
| 10 | Microsoft Corp | 123.9K | $45.85M | 1.8% | +1.6K | Added |
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