ANDERSON HOAGLAND & CO

data from 30/09/2025

Capitalization

$ 1.114 B 6.33 %

Average holding period

16 ans

Performance

$ 560.986 M 142.80 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ANDERSON HOAGLAND & CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IAU ISHARES GOLD TR 5.30% 59.060 M $ 811599 2024/06/30 7.728 M $ 16.69 %
2025/09/30 MSFT MICROSOFT CORP 5.04% 56.217 M $ 108537 2015/03/31 2.241 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 4.65% 51.774 M $ 277488 2016/09/30 8.291 M $ 18.10 %
2025/09/30 IWM ISHARES TR 3.93% 43.850 M $ 181230 2020/12/31 4.667 M $ 12.13 %
2025/09/30 VFMF VANGUARD WELLINGTON FD 3.86% 43.046 M $ 298366 2020/12/31 2.875 M $ 7.26 %
2025/09/30 EMXC ISHARES INC 3.74% 41.661 M $ 617107 2023/09/30 2.438 M $ 6.92 %
2025/09/30 AMZN AMAZON COM INC 3.35% 37.345 M $ 170082 2013/12/31 30.862 K $ 0.08 %
2025/09/30 VUG VANGUARD INDEX FDS 3.23% 35.955 M $ 74968 2020/12/31 3.081 M $ 9.40 %
2025/09/30 VFVA VANGUARD WELLINGTON FD 2.86% 31.850 M $ 249722 2020/12/31 2.435 M $ 7.81 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.48% 27.653 M $ 87669 2013/06/30 2.266 M $ 8.80 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 2.10% 23.405 M $ 390596 2020/12/31 1.127 M $ 5.10 %
2025/09/30 VFMV VANGUARD WELLINGTON FD 2.08% 23.224 M $ 176868 2020/12/31 549.659 K $ 2.40 %
2025/09/30 VFMO VANGUARD WELLINGTON FD 2.05% 22.808 M $ 119040 2020/12/31 2.259 M $ 11.06 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 1.68% 18.690 M $ 234213 2020/12/31 486.008 K $ 2.97 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 1.59% 17.725 M $ 301187 2024/03/31 20.323 K $ 0.12 %
2025/09/30 LLY ELI LILLY & CO 1.55% 17.245 M $ 22602 2020/09/30 -375.082 K $ -2.12 %
2025/09/30 USMV ISHARES TR 1.49% 16.586 M $ 174337 2020/12/31 171.903 K $ 1.35 %
2025/09/30 VTEB VANGUARD MUN BD FDS 1.46% 16.238 M $ 324311 2022/12/31 364.788 K $ 2.12 %
2025/09/30 IVV ISHARES TR 1.45% 16.174 M $ 24166 2020/12/31 1.192 M $ 7.80 %
2025/09/30 V VISA INC 1.43% 15.932 M $ 46669 2013/06/30 -640.603 K $ -3.85 %
2025/09/30 IEFA ISHARES TR 1.20% 13.411 M $ 153597 2021/06/30 590.980 K $ 4.59 %
2025/09/30 AVUS AMERICAN CENTY ETF TR 1.13% 12.610 M $ 116008 2022/09/30 890.731 K $ 7.82 %
2025/09/30 EFAV ISHARES TR 1.12% 12.534 M $ 147756 2020/12/31 112.974 K $ 0.92 %
2025/09/30 SMFG SUMITOMO MITSUI FINL GROUP I 1.10% 12.271 M $ 733057 2019/12/31 1.286 M $ 10.79 %
2025/09/30 BAC BANK AMERICA CORP 1.07% 11.978 M $ 232175 2013/06/30 1.012 M $ 9.02 %
2025/09/30 GE GE AEROSPACE 1.04% 11.572 M $ 38468 2021/09/30 1.681 M $ 16.87 %
2025/09/30 VO VANGUARD INDEX FDS 1.04% 11.543 M $ 39298 2020/12/31 557.902 K $ 4.97 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.95% 10.639 M $ 196367 2020/12/31 894.260 K $ 9.54 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.95% 10.612 M $ 37609 2024/09/30 -475.332 K $ -4.28 %
2025/09/30 EEMV ISHARES INC 0.95% 10.595 M $ 165990 2020/12/31 172.686 K $ 1.64 %
2025/09/30 USFR WISDOMTREE TR 0.95% 10.584 M $ 210537 2023/06/30 -10.302 K $ -0.08 %
2025/09/30 EWJV ISHARES TR 0.93% 10.352 M $ 265074 2023/12/31 1.173 M $ 12.37 %
2025/09/30 CMI CUMMINS INC 0.89% 9.937 M $ 23526 2013/09/30 2.241 M $ 28.97 %
2025/09/30 SGOV ISHARES TR 0.87% 9.649 M $ 95816 2024/12/31 743.000 $ 0.01 %
2025/09/30 MTUM ISHARES TR 0.84% 9.392 M $ 36625 2020/12/31 586.035 K $ 6.71 %
2025/09/30 CAT CATERPILLAR INC 0.82% 9.155 M $ 19187 2013/09/30 1.712 M $ 22.91 %
2025/09/30 AVES AMERICAN CENTY ETF TR 0.80% 8.957 M $ 156124 2022/09/30 594.663 K $ 7.13 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.80% 8.861 M $ 335392 2021/09/30 3.669 M $ 45.09 %
2025/09/30 INTU INTUIT 0.79% 8.773 M $ 12846 2013/06/30 -1.345 M $ -13.30 %
2025/09/30 TFLO ISHARES TR 0.71% 7.957 M $ 157278 2024/06/30 -6.118 K $ -0.12 %
2025/09/30 AVDV AMERICAN CENTY ETF TR 0.70% 7.754 M $ 87090 2022/09/30 857.707 K $ 12.30 %
2025/09/30 GEV GE VERNOVA INC 0.68% 7.611 M $ 12377 2024/03/31 1.067 M $ 16.21 %
2025/09/30 XOM EXXON MOBIL CORP 0.68% 7.545 M $ 66919 2023/12/31 336.050 K $ 4.59 %
2025/09/30 GM GENERAL MTRS CO 0.67% 7.514 M $ 123237 2020/12/31 1.454 M $ 23.90 %
2025/09/30 AVLV AMERICAN CENTY ETF TR 0.65% 7.285 M $ 100815 2024/09/30 402.428 K $ 5.94 %
2025/09/30 FIX COMFORT SYS USA INC 0.61% 6.766 M $ 8199 2023/03/31 2.419 M $ 53.89 %
2025/09/30 C CITIGROUP INC 0.61% 6.762 M $ 66625 2020/06/30 1.366 M $ 19.24 %
2025/09/30 IDXX IDEXX LABS INC 0.57% 6.323 M $ 9897 2016/12/31 1.018 M $ 19.12 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.56% 6.268 M $ 63975 2023/03/31 396.819 K $ 5.01 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.55% 6.175 M $ 15767 2023/12/31 -1.052 M $ -12.03 %
2025/09/30 ASML ASML HOLDING N V 0.54% 5.977 M $ 6174 2013/09/30 1.033 M $ 20.80 %
2025/09/30 MUB ISHARES TR 0.53% 5.905 M $ 55450 2025/06/30 110.664 K $ 1.92 %
2025/09/30 AVGO BROADCOM INC 0.52% 5.817 M $ 17633 2023/09/30 976.137 K $ 19.68 %
2025/09/30 PZA INVESCO EXCH TRADED FD TR II 0.51% 5.646 M $ 244531 2022/09/30 181.539 K $ 3.13 %
2025/09/30 VLUE ISHARES TR 0.50% 5.601 M $ 44790 2020/12/31 528.004 K $ 10.46 %
2025/09/30 MLI MUELLER INDS INC 0.49% 5.463 M $ 54027 2021/09/30 1.173 M $ 27.23 %
2025/09/30 INDA ISHARES TR 0.49% 5.415 M $ 104022 2024/06/30 -378.170 K $ -6.50 %
2025/09/30 DIS DISNEY WALT CO 0.48% 5.364 M $ 46845 2020/06/30 -446.247 K $ -7.67 %
2025/09/30 CCJ CAMECO CORP 0.46% 5.137 M $ 61261 2024/09/30 215.846 K $ 12.97 %
2025/09/30 SUB ISHARES TR 0.46% 5.121 M $ 47962 2020/12/31 20.984 K $ 0.41 %
2025/09/30 PWR QUANTA SVCS INC 0.45% 4.985 M $ 12029 2015/06/30 441.022 K $ 9.61 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.43% 4.753 M $ 23341 2024/03/31 -16.798 K $ -0.50 %
2025/09/30 AVDE AMERICAN CENTY ETF TR 0.42% 4.705 M $ 59628 2022/09/30 287.116 K $ 6.61 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 0.40% 4.420 M $ 164000 2025/03/31 44.838 K $ 1.01 %
2025/09/30 WMT WALMART INC 0.39% 4.381 M $ 42511 2024/03/31 225.102 K $ 5.40 %
2025/09/30 VTI VANGUARD INDEX FDS 0.39% 4.337 M $ 13216 2020/03/31 322.076 K $ 7.98 %
2025/09/30 MMM 3M CO 0.39% 4.320 M $ 27838 2024/06/30 82.143 K $ 1.93 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.39% 4.291 M $ 109408 2021/03/31 -453.936 K $ -9.53 %
2025/09/30 TBBK BANCORP INC DEL 0.38% 4.282 M $ 57178 2018/06/30 1.048 M $ 31.46 %
2025/09/30 SNOW SNOWFLAKE INC 0.38% 4.186 M $ 18561 2023/06/30 33.140 K $ 0.80 %
2025/09/30 VTIP VANGUARD MALVERN FDS 0.35% 3.946 M $ 77947 2020/12/31 28.540 K $ 0.72 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.35% 3.931 M $ 21198 2024/06/30 694.008 K $ 21.39 %
2025/09/30 AVIV AMERICAN CENTY ETF TR 0.34% 3.758 M $ 55726 2022/09/30 282.625 K $ 8.36 %
2025/09/30 DHI D R HORTON INC 0.34% 3.757 M $ 22169 2016/06/30 956.736 K $ 31.45 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.33% 3.649 M $ 14123 2018/09/30 219.947 K $ 6.39 %
2025/09/30 AON AON PLC 0.32% 3.517 M $ 9862 2020/12/31 -1.830 K $ -0.05 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.31% 3.487 M $ 61442 2021/12/31 467.129 K $ 15.39 %
2025/09/30 GOOG ALPHABET INC 0.30% 3.393 M $ 13932 2023/12/31 76.547 K $ 37.30 %
2025/09/30 CMCSA COMCAST CORP NEW 0.29% 3.246 M $ 103312 2018/03/31 -442.491 K $ -11.96 %
2025/09/30 RGA REINSURANCE GRP OF AMERICA I 0.29% 3.189 M $ 16598 2022/03/31 -81.257 K $ -3.14 %
2025/09/30 ZTS ZOETIS INC 0.28% 3.102 M $ 21199 2016/12/31 -204.993 K $ -6.18 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.27% 2.990 M $ 43456 2025/09/30 0.000 $ 0.00 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.26% 2.857 M $ 14218 2013/12/31 206.956 K $ 7.78 %
2025/09/30 TM TOYOTA MOTOR CORP 0.25% 2.793 M $ 14615 2024/12/31 276.085 K $ 10.93 %
2025/09/30 LNG CHENIERE ENERGY INC 0.24% 2.687 M $ 11437 2024/12/31 -97.945 K $ -3.51 %
2025/09/30 POST POST HLDGS INC 0.24% 2.680 M $ 24931 2017/09/30 -40.991 K $ -1.42 %
2025/09/30 ROST ROSS STORES INC 0.24% 2.678 M $ 17573 2022/06/30 547.432 K $ 19.45 %
2025/09/30 SLB SCHLUMBERGER LTD 0.24% 2.674 M $ 77813 2024/03/31 85.076 K $ 1.69 %
2025/09/30 RRC RANGE RES CORP 0.23% 2.616 M $ 69498 2022/09/30 -211.260 K $ -7.45 %
2025/09/30 RYAN RYAN SPECIALTY HOLDINGS INC 0.23% 2.607 M $ 46250 2023/09/30 -531.642 K $ -17.11 %
2025/09/30 EUFN ISHARES TR 0.23% 2.571 M $ 74878 2025/03/31 204.409 K $ 8.57 %
2025/09/30 ABBV ABBVIE INC 0.21% 2.395 M $ 10345 2023/09/30 114.524 K $ 24.74 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.21% 2.393 M $ 33526 2022/06/30 145.889 K $ 6.17 %
2025/09/30 TLH ISHARES TR 0.21% 2.325 M $ 22575 2025/06/30 32.802 K $ 1.37 %
2025/09/30 CCI CROWN CASTLE INC 0.21% 2.289 M $ 23723 2014/12/31 -150.652 K $ -6.07 %
2025/09/30 BRBR BELLRING BRANDS INC 0.19% 2.127 M $ 58518 2025/09/30 0.000 $ 0.00 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.19% 2.098 M $ 2634 2021/06/30 233.372 K $ 12.52 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.18% 2.029 M $ 33792 2023/12/31 8.471 K $ 0.37 %
2025/09/30 BAB INVESCO EXCH TRADED FD TR II 0.18% 1.963 M $ 71924 2022/12/31 48.842 K $ 2.86 %
2025/09/30 VB VANGUARD INDEX FDS 0.17% 1.888 M $ 7424 2020/12/31 181.892 K $ 7.30 %