PITTENGER & ANDERSON INC
CIK: 1034886SEC EDGAR →
Portfolio Value
$533.4B
Holdings
522
As of
Q1 2026
New Positions
520
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FISERV INC | 2,876,734 | $160.5B | 30.09% |
| 2 | SCHWAB STRATEGIC TR | 1,880,859 | $46.6B | 8.73% |
| 3 | ISHARES TR | 301,296 | $29.3B | 5.49% |
| 4 | VANGUARD TAX-MANAGED FDS | 455,631 | $29.2B | 5.47% |
| 5 | ISHARES TR | 541,672 | $26.2B | 4.92% |
| 6 | CSX CORP | 545,451 | $22.4B | 4.20% |
| 7 | VANGUARD SCOTTSDALE FDS | 264,608 | $21.0B | 3.93% |
| 8 | SELECT SECTOR SPDR TR | 337,974 | $20.7B | 3.88% |
| 9 | CISCO SYS INC | 252,098 | $19.6B | 3.67% |
| 10 | FIDELITY MERRIMACK STR TR | 425,942 | $19.4B | 3.64% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 182 | $271.1B | 50.8% |
| Technology | 64 | $183.4B | 34.4% |
| Industrials | 60 | $25.0B | 4.7% |
| Consumer Defensive | 20 | $13.4B | 2.5% |
| Consumer Cyclical | 47 | $13.1B | 2.5% |
| Energy | 22 | $8.3B | 1.6% |
| Utilities | 19 | $8.2B | 1.5% |
| Communication Services | 19 | $5.2B | 1.0% |
| Healthcare | 44 | $2.5B | 0.5% |
| Basic Materials | 14 | $2.5B | 0.5% |
| Unknown | 24 | $334.2M | 0.1% |
| Real Estate | 7 | $317.7M | 0.1% |