PITTENGER & ANDERSON INC

data from 30/09/2025

Capitalization

$ 2.727 B -0.30 %

Average holding period

23 ans

Performance

$ 2.123 B 40 063.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PITTENGER & ANDERSON INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FI FISERV INC 13.60% 370.963 M $ 2877246 2013/03/31 -125.301 M $ -25.22 %
2025/09/30 VV VANGUARD INDEX FDS 3.79% 103.363 M $ 335748 2015/03/31 7.472 M $ 7.91 %
2025/09/30 QQQ INVESCO QQQ TR 3.34% 91.212 M $ 151926 2018/06/30 7.392 M $ 8.83 %
2025/09/30 VO VANGUARD INDEX FDS 2.94% 80.077 M $ 272611 2011/12/31 3.732 M $ 4.97 %
2025/09/30 VB VANGUARD INDEX FDS 2.38% 64.984 M $ 255561 2011/12/31 4.347 M $ 7.30 %
2025/09/30 MSFT MICROSOFT CORP 2.31% 63.069 M $ 121766 2013/06/30 2.487 M $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 2.11% 57.427 M $ 236227 2016/03/31 16.015 M $ 37.94 %
2025/09/30 AAPL APPLE INC 2.07% 56.461 M $ 221737 2013/06/30 10.946 M $ 24.11 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.76% 48.069 M $ 51931 2013/06/30 -3.339 M $ -6.50 %
2025/09/30 AMZN AMAZON COM INC 1.59% 43.479 M $ 198018 2014/06/30 35.620 K $ 0.08 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 1.58% 43.213 M $ 1856232 2014/12/31 2.161 M $ 5.34 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 1.53% 41.733 M $ 70018 2013/06/30 2.063 M $ 5.22 %
2025/09/30 VOO VANGUARD INDEX FDS 1.43% 38.936 M $ 63581 2014/12/31 2.856 M $ 7.81 %
2025/09/30 META META PLATFORMS INC 1.37% 37.473 M $ 51026 2023/06/30 -181.790 K $ -0.50 %
2025/09/30 V VISA INC 1.29% 35.265 M $ 103302 2013/06/30 -1.411 M $ -3.85 %
2025/09/30 IWM ISHARES TR 1.26% 34.329 M $ 141877 2011/12/31 3.677 M $ 12.13 %
2025/09/30 TJX TJX COS INC NEW 1.20% 32.763 M $ 226671 2011/12/31 4.769 M $ 17.05 %
2025/09/30 BLK BLACKROCK INC 1.20% 32.708 M $ 28055 2024/12/31 3.271 M $ 11.11 %
2025/09/30 CTAS CINTAS CORP 1.20% 32.606 M $ 158852 2015/09/30 -2.776 M $ -7.90 %
2025/09/30 WM WASTE MGMT INC DEL 1.14% 31.011 M $ 140428 2013/06/30 -1.117 M $ -3.49 %
2025/09/30 NOW SERVICENOW INC 1.08% 29.504 M $ 32060 2019/06/30 -3.400 M $ -10.49 %
2025/09/30 MA MASTERCARD INCORPORATED 1.04% 28.295 M $ 49744 2013/03/31 341.796 K $ 1.22 %
2025/09/30 RMD RESMED INC 0.98% 26.812 M $ 97952 2013/12/31 1.476 M $ 6.10 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.98% 26.718 M $ 59740 2017/06/30 -5.798 M $ -17.70 %
2025/09/30 ISTB ISHARES TR 0.95% 25.901 M $ 530332 2018/12/31 92.249 K $ 0.39 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.94% 25.643 M $ 34 2018/09/30 660.400 K $ 3.49 %
2025/09/30 MS MORGAN STANLEY 0.93% 25.322 M $ 159295 2012/03/31 2.884 M $ 12.85 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.93% 25.275 M $ 421819 2013/06/30 1.208 M $ 5.10 %
2025/09/30 SPGI S&P GLOBAL INC 0.92% 25.202 M $ 51780 2016/09/30 -2.099 M $ -7.70 %
2025/09/30 EFA ISHARES TR 0.92% 25.002 M $ 267770 2011/12/31 987.764 K $ 4.45 %
2025/09/30 IJR ISHARES TR 0.85% 23.127 M $ 194623 2014/06/30 1.846 M $ 8.73 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.83% 22.760 M $ 111776 2019/09/30 -124.199 K $ -0.50 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.82% 22.462 M $ 80426 2013/06/30 4.066 M $ 23.31 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.79% 21.565 M $ 269798 2022/12/31 105.570 K $ 0.54 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.79% 21.444 M $ 76800 2013/06/30 898.203 K $ 4.37 %
2025/09/30 ETN EATON CORP PLC 0.78% 21.306 M $ 56931 2014/06/30 990.482 K $ 4.83 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.72% 19.672 M $ 69792 2013/06/30 2.000 M $ 11.31 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.71% 19.469 M $ 61723 2014/06/30 1.463 M $ 8.80 %
2025/09/30 AVGO BROADCOM INC 0.71% 19.409 M $ 58832 2018/03/31 3.380 M $ 19.68 %
2025/09/30 RTX RTX CORPORATION 0.70% 19.148 M $ 114431 2020/06/30 1.029 M $ 14.59 %
2025/09/30 NFLX NETFLIX INC 0.68% 18.676 M $ 15577 2015/09/30 -2.110 M $ -10.47 %
2025/09/30 CME CME GROUP INC 0.68% 18.529 M $ 68579 2014/12/31 -366.818 K $ -1.97 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.67% 18.164 M $ 36130 2013/06/30 514.275 K $ 3.49 %
2025/09/30 LOW LOWES COS INC 0.66% 18.001 M $ 71630 2013/09/30 2.144 M $ 13.27 %
2025/09/30 CAT CATERPILLAR INC 0.65% 17.690 M $ 37074 2011/12/31 3.299 M $ 22.91 %
2025/09/30 ORCL ORACLE CORP 0.65% 17.610 M $ 62615 2013/06/30 3.825 M $ 28.64 %
2025/09/30 MSCI MSCI INC 0.64% 17.504 M $ 30849 2019/09/30 -285.964 K $ -1.62 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.64% 17.430 M $ 94005 2012/06/30 3.071 M $ 21.39 %
2025/09/30 ASML ASML HOLDING N V 0.62% 16.975 M $ 17535 2019/12/31 2.923 M $ 20.80 %
2025/09/30 CB CHUBB LIMITED 0.61% 16.619 M $ 58882 2016/03/31 -445.719 K $ -2.58 %
2025/09/30 ANET ARISTA NETWORKS INC 0.59% 16.204 M $ 111204 2024/12/31 3.624 M $ 42.42 %
2025/09/30 WMT WALMART INC 0.59% 16.172 M $ 156916 2012/03/31 826.293 K $ 5.40 %
2025/09/30 CSCO CISCO SYS INC 0.59% 16.096 M $ 235253 2013/06/30 -225.238 K $ -1.38 %
2025/09/30 HD HOME DEPOT INC 0.58% 15.920 M $ 39290 2013/06/30 1.540 M $ 10.51 %
2025/09/30 NVDA NVIDIA CORPORATION 0.58% 15.848 M $ 84938 2019/06/30 2.375 M $ 18.10 %
2025/09/30 RSG REPUBLIC SVCS INC 0.58% 15.792 M $ 68817 2011/12/31 -1.165 M $ -6.95 %
2025/09/30 CRM SALESFORCE INC 0.57% 15.644 M $ 66010 2014/12/31 -3.068 M $ -13.09 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.56% 15.244 M $ 32873 2014/06/30 727.773 K $ 5.24 %
2025/09/30 HON HONEYWELL INTL INC 0.56% 15.144 M $ 71944 2014/06/30 -1.618 M $ -9.61 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.54% 14.785 M $ 498803 2014/06/30 793.791 K $ 5.67 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.53% 14.343 M $ 48869 2013/06/30 -720.474 K $ -4.83 %
2025/09/30 IJH ISHARES TR 0.51% 13.993 M $ 214416 2014/06/30 684.650 K $ 5.22 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.49% 13.279 M $ 148639 2021/03/31 675.939 K $ 5.34 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.48% 13.196 M $ 10012 2020/12/31 -1.989 M $ -13.32 %
2025/09/30 ABT ABBOTT LABS 0.47% 12.682 M $ 94686 2013/06/30 -195.540 K $ -1.52 %
2025/09/30 ZTS ZOETIS INC 0.46% 12.644 M $ 86414 2013/06/30 -1.197 M $ -6.18 %
2025/09/30 LIN LINDE PLC 0.42% 11.418 M $ 24038 2023/03/31 139.598 K $ 1.24 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.39% 10.520 M $ 184975 2012/06/30 736.716 K $ 7.77 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.38% 10.478 M $ 15728 2013/06/30 757.669 K $ 7.82 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.38% 10.349 M $ 31158 2013/06/30 285.452 K $ 4.13 %
2025/09/30 LRCX LAM RESEARCH CORP 0.37% 10.045 M $ 75019 2024/12/31 2.617 M $ 37.56 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.35% 9.533 M $ 38656 2014/06/30 -4.640 M $ -17.49 %
2025/09/30 IVV ISHARES TR 0.34% 9.147 M $ 13666 2018/09/30 578.670 K $ 7.80 %
2025/09/30 AFL AFLAC INC 0.33% 9.109 M $ 81553 2013/06/30 506.962 K $ 5.92 %
2025/09/30 IJT ISHARES TR 0.33% 8.978 M $ 63450 2013/06/30 536.787 K $ 6.36 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.33% 8.873 M $ 325003 2014/09/30 269.015 K $ 3.02 %
2025/09/30 VOT VANGUARD INDEX FDS 0.31% 8.514 M $ 28980 2011/12/31 272.412 K $ 3.31 %
2025/09/30 IYW ISHARES TR 0.31% 8.425 M $ 43015 2012/06/30 971.708 K $ 13.04 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.29% 7.888 M $ 48276 2019/12/31 569.591 K $ 8.01 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.28% 7.760 M $ 22411 2016/03/31 68.205 K $ 0.84 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.28% 7.649 M $ 15338 2018/06/30 -1.060 M $ -12.02 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.27% 7.472 M $ 15238 2020/06/30 -263.657 K $ -3.72 %
2025/09/30 VOE VANGUARD INDEX FDS 0.27% 7.424 M $ 42524 2014/12/31 430.342 K $ 6.15 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.27% 7.260 M $ 9117 2013/12/31 808.652 K $ 12.52 %
2025/09/30 EOG EOG RES INC 0.25% 6.826 M $ 60884 2012/12/31 -458.927 K $ -6.26 %
2025/09/30 IDXX IDEXX LABS INC 0.24% 6.675 M $ 10448 2017/06/30 1.075 M $ 19.12 %
2025/09/30 ABBV ABBVIE INC 0.24% 6.650 M $ 28722 2013/06/30 1.280 M $ 24.74 %
2025/09/30 SHOP SHOPIFY INC 0.24% 6.511 M $ 43810 2019/09/30 1.801 M $ 28.83 %
2025/09/30 MELI MERCADOLIBRE INC 0.23% 6.345 M $ 2715 2018/06/30 -737.378 K $ -10.59 %
2025/09/30 EWJ ISHARES INC 0.23% 6.335 M $ 78975 2023/06/30 391.899 K $ 6.99 %
2025/09/30 NVS NOVARTIS AG 0.23% 6.286 M $ 49020 2013/06/30 354.414 K $ 5.97 %
2025/09/30 DOV DOVER CORP 0.23% 6.197 M $ 37145 2011/12/31 -607.783 K $ -8.95 %
2025/09/30 ALLE ALLEGION PLC 0.23% 6.197 M $ 34940 2014/06/30 1.161 M $ 23.06 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.22% 6.050 M $ 33850 2024/12/31 2.129 M $ 57.60 %
2025/09/30 AIZ ASSURANT INC 0.22% 5.932 M $ 27385 2014/06/30 521.798 K $ 9.68 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.21% 5.784 M $ 18673 2024/03/31 -198.745 K $ -3.24 %
2025/09/30 IJJ ISHARES TR 0.21% 5.758 M $ 44390 2013/06/30 272.554 K $ 4.97 %
2025/09/30 GRMN GARMIN LTD 0.21% 5.637 M $ 22893 2023/06/30 858.375 K $ 17.97 %
2025/09/30 UNP UNION PAC CORP 0.21% 5.614 M $ 23753 2011/12/31 609.846 K $ 2.73 %
2025/09/30 SYK STRYKER CORPORATION 0.20% 5.500 M $ 14877 2013/06/30 -79.177 K $ -6.56 %