Q2 2026 13F · SEC CIK 1034886

Pittenger & Anderson Inc

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.8B
Reported positions: 507
Top holdings a year, 3 yrs: +4.3%
Assets under management: $3.0B

Pittenger & Anderson Inc is a wealth manager that reported 507 positions worth $2.8B in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Fiserv Inc (FISV, 5.0%), Vanguard Index Fds (VV, 4.1%), Invesco Qqq Tr (QQQ, 3.9%). A portfolio copying its top holdings returned 4.3% a year over the last 3 years, against 20.4% for the S&P 500.

Pittenger & Anderson Inc holdings largest 50 of 507 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.

Pittenger & Anderson Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
FISVFiserv Inc	5.0%	6.4%	2,843,099	-1.2%	$139.5M
VVVanguard Index Fds	4.1%	3.9%	335,445	+2.8%	$115.4M
QQQInvesco Qqq Tr	3.9%	3.4%	149,333	-0.5%	$110.0M
VOVanguard Index Fds	3.0%	3.0%	1,044,975	+300.2%	$84.2M
VBVanguard Index Fds	2.8%	2.7%	258,663	-0.7%	$78.4M
GOOGLAlphabet Inc	2.7%	2.6%	211,464	-6.2%	$75.6M
AAPLApple Inc	2.3%	2.2%	220,287	-0.6%	$63.7M
SCHFSchwab Strategic Tr	1.9%	1.9%	1,883,683	+0.2%	$52.2M
COSTCostco Wholesale Corporation	1.8%	2.1%	52,251	+0.3%	$48.9M
AMZNAmazon Com Inc	1.7%	1.6%	195,887	+0.3%	$46.7M
MSFTMicrosoft Corp	1.6%	1.8%	123,089	-0.6%	$45.9M
VOOVanguard Index Fds	1.6%	1.5%	64,655	+2.3%	$44.4M
MDYState Str Spdr S&p Midcap 40	1.5%	1.4%	58,735	-0.1%	$41.3M
IWMIshares Tr	1.5%	1.4%	137,134	-1.5%	$41.2M
TSMTaiwan Semiconductor Manufac	1.3%	1.1%	77,326	-4.5%	$36.9M
VVisa Inc	1.3%	1.2%	104,277	+0.6%	$35.8M
TJXTjx Cos Inc New	1.3%	1.5%	235,018	+1.2%	$35.6M
MSMorgan Stanley	1.3%	1.1%	167,570	+4.2%	$35.0M
CATCaterpillar Inc	1.2%	0.9%	32,619	-2.7%	$34.7M
PANWPalo Alto Networks Inc	1.2%	—	99,609	—	$34.0M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	1.2%	457,159	+0.3%	$32.6M
WMWaste Mgmt Inc Del	1.2%	1.3%	144,645	+0.6%	$32.2M
EFAIshares Tr	1.2%	1.2%	310,192	+3.0%	$32.2M
RSPInvesco Exchange Traded Fd T	1.1%	0.9%	149,692	+28.2%	$31.8M
IJRIshares Tr	1.1%	1.0%	213,186	+2.5%	$31.6M
IJHIshares Tr	1.1%	0.7%	387,653	+43.1%	$29.9M
CSCOCisco Sys Inc	1.1%	0.8%	252,948	+0.3%	$29.7M
ASMLAsml Hldg NV	1.1%	0.8%	14,885	-3.8%	$29.6M
CTASCintas Corp	1.1%	1.2%	173,636	-0.6%	$29.5M
NVDANvidia Corporation	1.0%	1.0%	143,395	+0.8%	$28.7M
METAMeta Platforms Inc	1.0%	1.2%	49,963	-8.4%	$28.1M
AVGOBroadcom Inc	1.0%	0.9%	74,267	+3.2%	$28.1M
BLKBlackrock Inc	1.0%	1.1%	29,075	+0.6%	$28.0M
RTXRtx Corporation	1.0%	1.1%	146,552	-0.4%	$27.8M
ETNEaton Corp PLC	1.0%	0.8%	62,676	+13.0%	$26.7M
ISTBIshares Tr	1.0%	1.0%	552,509	+2.0%	$26.7M
JNJJohnson & Johnson	0.9%	0.9%	103,992	+7.2%	$26.4M
CSXCsx Corp	0.9%	0.9%	551,135	+1.0%	$26.2M
XLKSelect Sector Spdr Tr	0.9%	—	135,799	—	$25.9M
LRCXLam Research Corp	0.9%	—	58,963	—	$25.6M
BRK-ABerkshire Hathaway Inc Del	0.9%	1.0%	34	+0.0%	$25.5M
MAMastercard Incorporated	0.9%	1.0%	49,569	-0.3%	$25.5M
TRVTravelers Companies Inc	0.9%	0.9%	76,311	-0.0%	$25.2M
JPMJpmorgan Chase & Co	0.9%	0.9%	76,028	+2.9%	$24.9M
PMPhilip Morris Intl Inc	0.9%	—	135,255	—	$24.5M
ISRGIntuitive Surgical Inc	0.9%	1.1%	60,746	-1.1%	$24.2M
SPGIS&p Global Inc	0.8%	0.9%	53,019	-3.6%	$21.6M
VCSHVanguard Scottsdale Fds	0.8%	0.8%	270,832	+2.4%	$21.4M
CBChubb Limited	0.7%	0.8%	61,299	+0.2%	$20.9M
WMTWalmart Inc	0.7%	0.8%	184,261	+18.3%	$20.9M

What Pittenger & Anderson Inc 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

VO Vanguard Index Fds+300.2% shares
IJH Ishares Tr+43.1% shares
RSP Invesco Exchange Traded Fd T+28.2% shares
WMT Walmart Inc+18.3% shares
ETN Eaton Corp PLC+13.0% shares
JNJ Johnson & Johnson+7.2% shares

Reduced

META Meta Platforms Inc-8.4% shares
GOOGL Alphabet Inc-6.2% 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: -10.6% /yr; S&P 500 +20.1%
3 years: +4.3% /yr; S&P 500 +20.4%
5 years: +1.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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	$2.8B	507
Q1 2026	$2.5B	522
Q4 2025	$2.6B	508
Q3 2025	$2.7B	456
Q2 2025	$2.7B	419
Q1 2025	$2.7B	426
Q4 2024	$2.8B	435
Q3 2024	$2.7B	456
Q2 2024	$2.4B	443
Q1 2024	$2.5B	426
Q4 2023	$2.2B	429
Q3 2023	$2.0B	422

Questions about Pittenger & Anderson Inc's portfolio

What stocks does Pittenger & Anderson Inc own?

Pittenger & Anderson Inc's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 507 positions worth $2.8B. The largest are Fiserv Inc (FISV) at 5.0%, Vanguard Index Fds (VV) at 4.1%, Invesco Qqq Tr (QQQ) at 3.9%, Vanguard Index Fds (VO) at 3.0% and Vanguard Index Fds (VB) at 2.8%.

What did Pittenger & Anderson Inc buy last quarter?

In Q2 2026, Pittenger & Anderson Inc added Vanguard Index Fds (VO) (+300.2% shares), Ishares Tr (IJH) (+43.1% shares) and Invesco Exchange Traded Fd T (RSP) (+28.2% shares), compared with its Q1 2026 filing.

What did Pittenger & Anderson Inc sell last quarter?

In Q2 2026, Pittenger & Anderson Inc cut from its top 50 Resmed Inc (RMD), cut from its top 50 Cme Group Inc (CME), cut from its top 50 Select Sector Spdr Tr (XLE), cut from its top 50 Fidelity Merrimack Str Tr (FBND), Meta Platforms Inc (META) (-8.4% shares) and Alphabet Inc (GOOGL) (-6.2% shares), compared with its Q1 2026 filing.

How has Pittenger & Anderson Inc's portfolio performed?

A portfolio copying Pittenger & Anderson Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +4.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -10.6% against +20.1%. Over 5 years: +1.2% a year against +11.6%.

When is Pittenger & Anderson Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pittenger & Anderson Inc'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 Pittenger & Anderson Inc manage?

Pittenger & Anderson Inc reported $3.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.8B.