Q2 2026 13F · SEC CIK 791191

Anderson Hoagland & Co

Wealth managerFiled 2026-07-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 136
Top holdings a year, 3 yrs: +21.6%
Assets under management: $1.4B

Anderson Hoagland & Co is a wealth manager that reported 136 positions worth $1.3B in its Q2 2026 13F, filed 2026-07-06. Its largest holdings were Ishares Inc (EMXC, 5.2%), Ishares Gold Trust (IAU, 4.6%), Ishares (IWM, 4.5%). A portfolio copying its top holdings returned 21.6% a year over the last 3 years, against 20.4% for the S&P 500.

Anderson Hoagland & Co holdings largest 50 of 136 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Anderson Hoagland & Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
EMXCIshares Inc	5.2%	4.4%	651,452	+0.3%	$66.6M
IAUIshares Gold Trust	4.6%	6.1%	769,660	-4.7%	$58.1M
IWMIshares	4.5%	4.0%	189,028	-0.1%	$56.8M
VFMFVanguard Wellington Fd	4.2%	4.1%	302,472	-1.8%	$53.5M
NVDANvidia Corporation Com	4.1%	3.9%	261,581	-0.3%	$52.3M
AMZNAmazon Com Inc Com	3.4%	3.3%	183,125	-0.2%	$43.6M
MSFTMicrosoft Corp	3.2%	3.5%	108,447	+0.1%	$40.5M
VUGVanguard Indx Fd	3.0%	3.0%	445,408	+460.5%	$38.4M
VFVAVanguard US Value Factor ETF	2.8%	2.9%	243,852	-1.8%	$36.2M
VBILVanguard Instl Index Fd	2.2%	0.7%	375,921	+234.8%	$28.4M
JPMJpmorgan Chase & Co	2.2%	2.2%	85,086	-0.6%	$27.9M
VEAVanguard Tax-Managed Fds	2.2%	2.2%	390,820	-3.0%	$27.8M
LLYLilly Eli & Co	2.2%	1.7%	22,936	+4.3%	$27.5M
VFMOVanguard Wellington Fd	2.1%	1.9%	109,865	-3.8%	$27.4M
VFMVVanguard Wellington Fd	2.0%	2.1%	178,856	-2.5%	$24.9M
VGSHVanguard Short-Term Treasury ETF Total	1.9%	2.1%	405,803	-0.4%	$23.6M
VGKVanguard Intl Equity Index F	1.8%	1.8%	254,060	-0.4%	$22.5M
USMVIshares Msci USA Min Volfctr ETF	1.6%	1.7%	213,114	+1.4%	$20.6M
AVUSAvantis U.s. Equity ETF	1.6%	1.5%	158,579	+1.3%	$20.3M
IVVIshares Core S&p 500 ETF	1.4%	1.3%	23,629	-1.5%	$17.7M
CMICummins Inc	1.3%	0.9%	23,908	+26.0%	$17.1M
SMFGSumitomo Mitsui Fin Grp Inc	1.3%	1.2%	717,018	-1.1%	$16.9M
MTUMIshares Msci USA Momentum Factor ETF	1.2%	0.9%	46,069	+2.0%	$15.8M
VVisa Inc Com Cl A	1.2%	1.2%	44,097	-5.6%	$15.1M
IEFAIshares Core Msci Eafe ETF	1.2%	1.2%	154,878	-0.2%	$15.0M
GEGe Aerospace	1.1%	0.9%	38,407	-0.1%	$14.4M
VWOVanguard Intl Equity Index F	1.1%	1.1%	226,105	-0.5%	$13.5M
EEMVIshares Inc	1.0%	1.0%	177,812	-1.9%	$13.4M
CATCaterpillar Inc Com	1.0%	1.0%	12,314	-24.9%	$13.1M
GEVGe Vernova Inc	1.0%	0.9%	11,150	-9.7%	$13.1M
EFAVIshares Tr	1.0%	1.2%	147,790	-0.0%	$13.0M
BACBank of Amer Corp	1.0%	1.0%	223,862	-1.6%	$12.8M
VOVanguard Index Fds	0.9%	0.9%	143,723	+282.8%	$11.6M
EWJVIshares Tr	0.9%	0.9%	251,348	-2.7%	$11.0M
SGOViShares 0-3 Month Treasury Bon	0.8%	0.8%	107,051	+18.3%	$10.8M
IBMInternational Business Machs	0.8%	0.8%	37,935	+1.0%	$10.7M
AVESAmerican Centy ETF Tr	0.8%	0.8%	157,946	-3.7%	$10.4M
AVLVAmerican Centy Tr ETF Avantis U S Large	0.8%	0.8%	105,513	-3.0%	$9.6M
CCitigroup Inc Com New	0.7%	0.7%	66,625	+0.0%	$9.3M
PANWPalo Alto Networks Inc	0.7%	—	26,954	—	$9.2M
ASMLAsml Hldg NV	0.7%	0.6%	4,470	-12.1%	$8.9M
AVTMAmerican Centy ETF Tr	0.7%	0.7%	162,708	+0.0%	$8.9M
VTEBVanguard Tx Ex Bd	0.7%	1.3%	173,207	-44.4%	$8.8M
FIXComfort Sys USA Inc	0.7%	0.7%	4,328	-28.7%	$8.6M
VLUEIshares	0.7%	—	41,637	—	$8.3M
USFRWisdomtree Tr	0.6%	0.8%	163,902	-11.2%	$8.3M
VRTXVertex Pharmaceuticals Inc	0.6%	0.6%	15,734	+0.0%	$7.8M
AVDVAvantis International Small Cap Value Et	0.6%	0.7%	73,087	-6.0%	$7.5M
XOMExxon Mobil Corp	0.6%	0.9%	53,829	-8.5%	$7.4M
PWRQuanta Svcs Inc Com	0.5%	—	9,616	—	$6.9M

What Anderson Hoagland & Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+460.5% shares
VO Vanguard Index Fds+282.8% shares
VBIL Vanguard Instl Index Fd+234.8% shares
CMI Cummins Inc+26.0% shares
SGOV iShares 0-3 Month Treasury Bon+18.3% shares

Reduced

VTEB Vanguard Tx Ex Bd-44.4% shares
FIX Comfort Sys USA Inc-28.7% shares
CAT Caterpillar Inc Com-24.9% shares
ASML Asml Hldg NV-12.1% shares
USFR Wisdomtree Tr-11.2% shares
GEV Ge Vernova Inc-9.7% shares
XOM Exxon Mobil Corp-8.5% shares
AVDV Avantis International Small Cap Value Et-6.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.1% /yr; S&P 500 +20.1%
3 years: +21.6% /yr; S&P 500 +20.4%
5 years: +11.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	136
Q1 2026	$1.2B	135
Q4 2025	$1.2B	141
Q3 2025	$1.1B	137
Q2 2025	$1.0B	144
Q1 2025	$843.1M	135
Q4 2024	$972.4M	137
Q3 2024	$979.9M	132
Q2 2024	$952.4M	133
Q1 2024	$891.8M	133
Q4 2023	$815.3M	122
Q3 2023	$748.0M	123

Questions about Anderson Hoagland & Co's portfolio

What stocks does Anderson Hoagland & Co own?

Anderson Hoagland & Co's latest 13F, for Q2 2026 and filed Jul 6, 2026, lists 136 positions worth $1.3B. The largest are Ishares Inc (EMXC) at 5.2%, Ishares Gold Trust (IAU) at 4.6%, Ishares (IWM) at 4.5%, Vanguard Wellington Fd (VFMF) at 4.2% and Nvidia Corporation Com (NVDA) at 4.1%.

What did Anderson Hoagland & Co buy last quarter?

In Q2 2026, Anderson Hoagland & Co added Vanguard Indx Fd (VUG) (+460.5% shares), Vanguard Index Fds (VO) (+282.8% shares) and Vanguard Instl Index Fd (VBIL) (+234.8% shares), compared with its Q1 2026 filing.

What did Anderson Hoagland & Co sell last quarter?

In Q2 2026, Anderson Hoagland & Co cut from its top 50 Ishares Tr (TFLO), cut from its top 50 Cameco Corp Com (CCJ), cut from its top 50 Freeport Mcmoran Inc Cl B (FCX), Vanguard Tx Ex Bd (VTEB) (-44.4% shares), Comfort Sys USA Inc (FIX) (-28.7% shares) and Caterpillar Inc Com (CAT) (-24.9% shares), compared with its Q1 2026 filing.

How has Anderson Hoagland & Co's portfolio performed?

A portfolio copying Anderson Hoagland & Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.1% against +20.1%. Over 5 years: +11.7% a year against +11.6%.

When is Anderson Hoagland & Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Anderson Hoagland & Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Anderson Hoagland & Co manage?

Anderson Hoagland & Co reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.