AI Portfolio Summary
In 2025 Q4, PITTENGER & ANDERSON INC maintained a portfolio of 528 distinct positions. They heavily accumulated shares in FISERV INC, increasing their position by 0.0%. Conversely, PITTENGER & ANDERSON INC completely exited their position in MOTOROLA SOLUTIONS I.
Total Positions
528
Quarter
2025 Q4
Top Holding
FI (7.4%)
Top 10 Concentration
31.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 528
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FI
FISERV INC
|
Unknown | 7.44% | 13.60% |
#1
Prev: #1
|
5.0 | 1,253 | 0.0% |
P
S
|
2,878,499 | $193,348,778 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 4.10% | 3.79% |
#2
Prev: #2
|
3.6 | 2,730 | 0.8% |
P
S
|
338,478 | $106,552,995 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.56% | 3.34% |
#3
Prev: #3
|
1.4 | -1,193 | -0.8% |
P
S
|
150,733 | $92,596,764 | 2000 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 3.12% | 2.94% |
#4
Prev: #4
|
3.3 | 7,045 | 2.6% |
P
S
|
279,656 | $81,161,772 | 2006 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.73% | 2.11% |
#5
2
Prev: #7
|
1.1 | -9,840 | -4.2% |
P
S
|
226,387 | $70,859,131 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.60% | 2.38% |
#6
1
Prev: #5
|
3.0 | 6,139 | 2.4% |
P
S
|
261,700 | $67,505,520 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.31% | 2.07% |
#7
1
Prev: #8
|
0.9 | -875 | -0.4% |
P
S
|
220,862 | $60,043,630 | 2005 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.27% | 2.31% |
#8
2
Prev: #6
|
2.9 | 455 | 0.4% |
P
S
|
122,221 | $59,108,631 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.75% | 1.59% |
#9
1
Prev: #10
|
0.7 | -1,354 | -0.7% |
P
S
|
196,664 | $45,393,985 | 2014 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.74% | 1.58% |
#10
1
Prev: #11
|
2.7 | 28,646 | 1.5% |
P
S
|
1,884,878 | $45,312,478 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.71% | 1.76% |
#11
2
Prev: #9
|
0.7 | -263 | -0.5% |
P
S
|
51,668 | $44,555,384 | 2000 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.58% | 1.43% |
#12
1
Prev: #13
|
2.6 | 1,934 | 3.0% |
P
S
|
65,515 | $41,086,422 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDY
SPDR S&P MIDCAP...
|
ETF | 1.51% | 1.53% |
#13
1
Prev: #12
|
0.6 | -5,186 | -7.4% |
P
S
|
64,832 | $39,111,662 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 1.39% | 1.29% |
#14
1
Prev: #15
|
0.6 | -173 | -0.2% |
P
S
|
103,129 | $36,168,471 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.35% | 1.20% |
#15
2
Prev: #17
|
2.5 | 1,465 | 0.6% |
P
S
|
228,136 | $35,043,971 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 1.34% | 1.26% |
#16
Prev: #16
|
0.5 | -332 | -0.2% |
P
S
|
141,545 | $34,842,718 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.33% | 1.37% |
#17
3
Prev: #14
|
2.5 | 1,151 | 2.3% |
P
S
|
52,177 | $34,441,570 | 2014 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.32% | 0.98% |
#18
6
Prev: #24
|
2.5 | 625 | 1.0% |
P
S
|
60,365 | $34,188,322 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTAS
CINTAS CORP
|
Industrials | 1.20% | 1.20% |
#19
Prev: #19
|
2.5 | 7,607 | 4.8% |
P
S
|
166,459 | $31,305,945 | 2002 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 1.20% | 1.14% |
#20
Prev: #20
|
2.5 | 2,022 | 1.4% |
P
S
|
142,450 | $31,297,690 | 2003 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.18% | 1.20% |
#21
3
Prev: #18
|
2.5 | 659 | 2.3% |
P
S
|
28,714 | $30,733,743 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.10% | 1.04% |
#22
Prev: #22
|
2.4 | 228 | 0.5% |
P
S
|
49,972 | $28,528,016 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.08% | 0.93% |
#23
4
Prev: #27
|
0.4 | -545 | -0.3% |
P
S
|
158,750 | $28,182,888 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISTB
ISHARES TR
|
ETF | 1.07% | 0.95% |
#24
1
Prev: #25
|
2.4 | 37,459 | 7.1% |
P
S
|
567,791 | $27,679,822 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.06% | 0.93% |
#25
3
Prev: #28
|
2.4 | 19,281 | 4.6% |
P
S
|
441,100 | $27,555,508 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #137) |
0.3 | -6,180 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.00% | 0.04% |
Sold All 😨
(Was: #162) |
0.3 | -34,495 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KARO
KAROOOOO LTD
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #178) |
0.3 | -12,340 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #188) |
0.3 | -3,600 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #194) |
0.3 | -4,570 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKE
ONEOK INC NEW
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #268) |
0.3 | -1,290 | -100.0% |
CLOSED
|
— | $— | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTC
TORO CO
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #310) |
0.3 | -510 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZBRA
ZEBRA TECHNOLOG...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #333) |
0.3 | -80 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TW
TRADEWEB MKTS I...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #356) |
0.3 | -120 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTY
TIDAL TRUST II
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #371) |
0.3 | -680 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OUSA
ALPS ETF TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #382) |
0.3 | -120 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #393) |
0.3 | -50 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
YETI
YETI HLDGS INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #396) |
0.3 | -160 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLMR
PALOMAR HLDGS I...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #401) |
0.3 | -40 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OLLI
OLLIES BARGAIN ...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #402) |
0.3 | -35 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXOD
EXODUS MOVEMENT...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #407) |
0.3 | -150 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STWD
STARWOOD PPTY T...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #434) |
0.3 | -60 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GPC
GENUINE PARTS C...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #446) |
0.3 | -3 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGC
CANOPY GROWTH C...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #455) |
0.3 | -17 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KPTI
KARYOPHARM THER...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #456) |
0.3 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 528 holdings