Anderson Hoagland & Co.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Anderson Hoagland & Co. reported 137 stock positions worth $972.4 million. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 4.3%) and Vanguard US Multifactor ETF (VFMF, 4.2%). Compared with Q3 2024, it opened 11 new positions, sold out of 6, added to 20 and reduced 62. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale an exit from Vanguard Long-Term Treasury (VGLT).

Most Recent 13F
Q2 2026
Location
ST LOUIS, MO
CIK
0000791191
Portfolio Value
$972.4M (Q4 2024)
SEC Filing
0000791191-25-000001 ↗ filed Jan 21, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $891.8M Q1 2024 Q2 2024: $952.4M Q2 2024 Q3 2024: $979.9M Q3 2024 Q4 2024: $972.4M $972.4M Q4 2024 Q1 2025: $843.1M Q1 2025 Q2 2025: $1.0B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 137 stocks · $972.4M
MSFT Microsoft Corp. 4.91% 111,317 $47.8M Reduce -4.6%
IWM iShares Russell 2000 ETF 4.30% 185,318 $41.8M Reduce -8.4%
VFMF Vanguard US Multifactor ETF 4.23% 305,179 $41.1M Reduce -1.9%
AMZN Amazon.com Inc. 4.09% 176,146 $39.8M Reduce -5.3%
NVDA Nvidia Corp. 3.79% 267,839 $36.9M Reduce -4.8%
VFVA Vanguard U.S. Value Factor 3.38% 267,415 $32.8M Add +0.9%
IAU iShares Gold Trust 3.31% 631,665 $32.2M Add +9.6%
AAPL Apple Inc. 3.29% 139,020 $32.0M Reduce -9.6%
VUG Vanguard Mrngstar GR ETF-Sui 3.22% 75,282 $31.3M Reduce -3.1%
EMXC iShares MSCI Emr MRK Ex Chna 2.63% 454,315 $25.5M Reduce -3.3%
JPM JPMorgan Chase & Co. 2.63% 98,515 $25.5M Reduce -1.6%
VFMO Vanguard US Momentum Factor 2.38% 135,719 $23.1M Reduce -1.2%
VFMV Vanguard US Minimum Volatili 2.26% 179,328 $22.0M Reduce -2.9%
VEA Vanguard Ftse Developed ETF 1.89% 379,147 $18.4M Reduce -0.0%
LLY Eli Lilly & Co. 1.69% 22,647 $16.4M Reduce -0.6%
V Visa Inc. Class A 1.57% 47,687 $15.2M Reduce -10.0%
IVV iShares Core S&P 500 ETF 1.54% 24,871 $14.9M Reduce -0.1%
USFR Wisdomtree Floating Rate Tre 1.41% 271,950 $13.7M Add +16.4%
VTEB Vanguard Tax-Exempt Bond ETF 1.31% 255,970 $12.8M Add +12.4%
SMFG Sumitomo Mitsui-Spons ADR 1.27% 840,100 $12.3M Reduce -1.3%
USMV iShares MSCI USA Min Vol Fac 1.25% 135,509 $12.2M Reduce -5.4%
VGK Vanguard Ftse Europe ETF 1.23% 184,258 $12.0M Reduce -0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.20% 249,974 $11.6M Reduce -2.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.16% 41,273 $11.3M Reduce -3.3%
AVUS Avantis U.S. Equity ETF 1.11% 108,584 $10.8M Add +3.2%
EWJV iShares MSCI Japan Value ETF 1.04% 331,288 $10.2M Add +1.0%
VWO Vanguard Ftse Emerging Marke 1.03% 228,112 $10.0M Add +75.7%
EFAV iShares MSCI Eafe Min Vol Fa 0.99% 136,334 $9.7M Add +0.3%
IEFA iShares Core MSCI Eafe ETF 0.98% 133,335 $9.5M No change
VRTX Vertex Pharmaceuticals Inc. 0.92% 21,175 $8.9M Reduce -0.4%
PZA Invesco National Amt-Free Mu 0.89% 369,518 $8.7M Reduce -6.6%
CMI Cummins Inc. 0.89% 23,549 $8.6M No change
EEMV iShares MSCI Emg MKT Min Vol 0.88% 147,585 $8.5M Add +0.1%
GE General Electric filed as GE AEROSPACE 0.86% 45,874 $8.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.82% 35,640 $8.0M Add +98.9%
C Citigroup Inc. 0.82% 99,117 $7.9M No change
INTU Intuit Inc. 0.81% 12,985 $7.8M Reduce -0.4%
XOM Exxon Mobil Corp. 0.79% 68,562 $7.7M Reduce -0.6%
CAT Caterpillar Inc. 0.76% 19,182 $7.4M No change
SOFI Sofi Technologies Inc. 0.76% 445,977 $7.4M No change
AVES Avantis Emerging Markets Val 0.73% 154,280 $7.1M Reduce -0.5%
AVDV Avantis Intl S/C Value ETF 0.70% 105,120 $6.8M Reduce -0.1%
AVLV Avantis US Large Cap Value 0.68% 95,527 $6.6M Add +1.2%
GM General Motors Co. 0.65% 123,383 $6.3M No change
SUB iShares Short-Term National 0.62% 56,831 $6.0M Add +248.8%
UBER Uber Technologies Inc. 0.59% 84,804 $5.7M Reduce -22.4%
AVGO Broadcom Inc. 0.57% 23,156 $5.5M Reduce -11.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.52% 46,836 $5.0M No change
GEV GE Vernova Inc. 0.51% 12,425 $5.0M No change
ASML ASML Holding NV-NY Reg SHS 0.48% 6,182 $4.7M No change
MLI Mueller Industries Inc. 0.48% 56,636 $4.7M Reduce -12.6%
FISV Fiserv Inc. 0.46% 21,630 $4.5M No change
DAL Delta Air Lines Inc. 0.46% 68,336 $4.5M Reduce -7.4%
SGOV iShares 0-3 Month Treasury B 0.45% 43,580 $4.4M New
FIX Comfort Systems USA Inc. 0.44% 8,448 $4.3M Reduce -4.0%
TTWO Take-Two Interactive Softwre 0.44% 22,726 $4.2M No change
MTUM iShares MSCI USA Momentum Fa 0.43% 19,320 $4.2M Add +1.6%
IDXX Idexx Laboratories Inc. 0.43% 9,908 $4.2M No change
PWR Quanta Services Inc. 0.43% 12,258 $4.1M Reduce -3.1%
XLE SS Energy Select Sector 0.42% 43,661 $4.1M Add +0.4%
AON Aon PLC Class A 0.41% 10,896 $4.0M Reduce -3.7%
CMCSA Comcast Corp. Class A 0.39% 103,437 $3.8M No change
WMT Walmart Inc. 0.38% 40,556 $3.7M No change
SNPS Synopsys Inc. 0.38% 6,927 $3.6M No change
AVDE Avantis International Equity 0.37% 58,566 $3.6M Add +6.0%
VTIP Vanguard Short-Term Tips 0.37% 74,069 $3.6M Reduce -5.6%
DHI D.R. Horton Inc. 0.37% 24,314 $3.6M Reduce -11.0%
ZTS Zoetis Inc. 0.36% 21,242 $3.5M No change
ROST Ross Stores Inc. 0.36% 23,428 $3.5M Reduce -2.5%
MMM 3M Co. 0.36% 24,625 $3.5M No change
FCX Freeport-McMoran Inc. 0.36% 85,870 $3.5M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.36% 79,233 $3.5M No change
UPS United Parcel Service Class B 0.35% 26,186 $3.4M No change
TBBK The Bancorp Inc. 0.35% 60,760 $3.4M Reduce -5.9%
RYAN Ryan Specialty Holdings Inc. 0.34% 50,304 $3.4M Reduce -2.7%
TFLO iShares Treasury Floating Ra 0.34% 65,960 $3.3M Add +65.8%
VLUE iShares MSCI USA Value Facto 0.34% 29,748 $3.3M Reduce -2.1%
SNOW Snowflake Inc. 0.33% 18,583 $3.2M No change
PNC PNC Financial Services Group 0.32% 15,489 $3.1M Reduce -0.5%
PNFP Pinnacle Financial Partners 0.31% 25,026 $3.0M No change
CCI Crown Castle Inc. 0.30% 32,077 $2.9M Reduce -3.7%
UNH Unitedhealth Group Inc. 0.30% 5,723 $2.9M Reduce -0.9%
PANW Palo Alto Networks Inc. 0.30% 16,438 $2.9M No change
POST Post Holdings Inc. filed as POST HLDGS INC 0.30% 26,958 $2.9M Reduce -19.5%
LNG Cheniere Energy Inc. 0.30% 11,447 $2.9M New
RGA Reinsurance Group of America 0.30% 12,900 $2.9M Reduce -1.3%
RRC Range Resources Corp. 0.29% 69,812 $2.9M No change
VB Vanguard Most SM-Cap ETF-Usd 0.29% 11,329 $2.8M Reduce -19.0%
VTI VG Morningstar TS MKT ETF-US 0.28% 9,154 $2.7M Reduce -0.7%
TM Toyota Motor Corp. -Spon ADR 0.27% 14,634 $2.6M New
FCNCA First Citizens Bcshs Class A 0.26% 1,157 $2.5M Reduce -1.5%
JNJ Johnson & Johnson 0.24% 15,619 $2.3M No change
VGIT Vanguard Intermediate-Term T 0.23% 39,005 $2.3M Reduce -77.6%
CNC Centene Corp. 0.23% 36,051 $2.2M Reduce -0.8%
VEU Vanguard Ftse All-World Ex-U 0.23% 37,872 $2.2M Reduce -3.1%
GEHC GE Healthcare Technology 0.22% 25,601 $2.2M No change
AVIV Avantis Intl LRG Cap Val ETF 0.22% 40,392 $2.1M Add +5.5%
CTVA Corteva Inc. 0.20% 31,730 $2.0M Reduce -53.6%
VGSH Vanguard Short-Term Treasury 0.20% 33,037 $1.9M Reduce -83.9%
BAB Invesco Taxable Municipal Bo 0.19% 72,119 $1.9M Reduce -46.1%
INDA iShares MSCI India ETF 0.17% 32,954 $1.7M No change
KVUE Kenvue Inc. 0.17% 78,494 $1.7M New
GS Goldman Sachs Group Inc. 0.17% 2,634 $1.6M No change
CTLP Cantaloupe Inc. 0.16% 193,172 $1.6M New
IJK iShares S&P Mid-Cap 400 Grow 0.16% 16,582 $1.6M No change
IWF iShares Russell 1000 Growth 0.14% 3,255 $1.3M Add +167.5%
ILMN Illumina Inc. 0.14% 9,674 $1.3M No change
SCHO Schwab Short-Term US Treas 0.13% 50,676 $1.2M Reduce -15.3%
IWD iShares Russell 1000 Value E 0.12% 6,340 $1.2M Add +456.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.12% 8,966 $1.2M No change
BIV Vanguard Intermediate-Term B 0.12% 15,496 $1.2M No change
CCJ Cameco Corp. 0.12% 22,297 $1.2M No change
VOO Vanguard S&P 500 ETF 0.12% 2,059 $1.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 1,925 $901K Reduce -5.4%
VIG Vanguard Dividend Apprec ETF 0.09% 4,505 $897K Reduce -0.1%
GOVT iShares US Treasury Bond ETF 0.08% 36,552 $821K Reduce -84.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 2,584 $712K Reduce -4.6%
IVE iShares S&P 500 Value ETF 0.07% 3,565 $692K No change
DFAC Dimensional US Core Equity 2 0.07% 19,248 $683K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 2,881 $589K No change
CSW CSW Industrials Inc. 0.06% 1,478 $577K Reduce -12.0%
IWO iShares Russell 2000 Growth 0.05% 1,790 $527K Add +15.1%
IWP iShares Russell Mid-Cap Grow 0.05% 3,655 $484K New
ABBV Abbvie Inc. 0.04% 2,434 $418K No change
IWS iShares Russell Mid-Cap Valu 0.04% 3,100 $414K New
REGN Regeneron Pharmaceuticals 0.04% 535 $365K Reduce -84.2%
EMR Emerson Electric Co. 0.04% 2,767 $345K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 1,674 $292K No change
DE Deere & Co. 0.03% 607 $276K No change
LRGF iShares US Equity Factor ETF 0.03% 4,197 $260K No change
EPD Enterprise Products Partners 0.03% 7,720 $259K No change
VSS Vanguard Ftse All Wo X-US SC 0.03% 2,198 $250K Reduce -3.2%
INGR Ingredion Inc. 0.02% 1,768 $239K Reduce -17.4%
DFUV Dimensional US Marketwide Va 0.02% 5,419 $231K New
FDX FedEx Corp. 0.02% 796 $219K No change
OKE Oneok Inc. 0.02% 1,985 $216K New
GOOG Alphabet Inc. Class C 0.02% 1,052 $208K New

Portfolio Sells Q3 2024 → Q4 2024
VGLT Vanguard Long-Term Treasury Sold out 0.00% −1.31
VGSH Vanguard Short-Term Treasury Reduce -83.9% 0.20% −1.03
VGIT Vanguard Intermediate-Term T Reduce -77.6% 0.23% −0.83
GOVT iShares US Treasury Bond ETF Reduce -84.4% 0.08% −0.47
LLY Eli Lilly & Co. Reduce -0.6% 1.69% −0.37
REGN Regeneron Pharmaceuticals Reduce -84.2% 0.04% −0.31
AAPL Apple Inc. Reduce -9.6% 3.29% −0.27
EMXC iShares MSCI Emr MRK Ex Chna Reduce -3.3% 2.63% −0.26
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.25
UBER Uber Technologies Inc. Reduce -22.4% 0.59% −0.24
IWM iShares Russell 2000 ETF Reduce -8.4% 4.30% −0.23
CTVA Corteva Inc. Reduce -53.6% 0.20% −0.20
BAB Invesco Taxable Municipal Bo Reduce -46.1% 0.19% −0.18
DHI D.R. Horton Inc. Reduce -11.0% 0.37% −0.15
VEA Vanguard Ftse Developed ETF Reduce -0.0% 1.89% −0.13
AVES Avantis Emerging Markets Val Reduce -0.5% 0.73% −0.11
POST Post Holdings Inc. Reduce -19.5% 0.30% −0.09
XOM Exxon Mobil Corp. Reduce -0.6% 0.79% −0.09
VGK Vanguard Ftse Europe ETF Reduce -0.6% 1.23% −0.09
PZA Invesco National Amt-Free Mu Reduce -6.6% 0.89% −0.08
USMV iShares MSCI USA Min Vol Fac Reduce -5.4% 1.25% −0.08
CCI Crown Castle Inc. Reduce -3.7% 0.30% −0.08
VRTX Vertex Pharmaceuticals Inc. Reduce -0.4% 0.92% −0.07
GBIL Goldman Sachs Access Treasur Sold out 0.00% −0.06
AVDV Avantis Intl S/C Value ETF Reduce -0.1% 0.70% −0.05
UNH Unitedhealth Group Inc. Reduce -0.9% 0.30% −0.05
VB Vanguard Most SM-Cap ETF-Usd Reduce -19.0% 0.29% −0.05
SCHZ Schwab US Aggregate Bond ETF Sold out 0.00% −0.05
MSFT Microsoft Corp. Reduce -4.6% 4.91% −0.04
CNC Centene Corp. Reduce -0.8% 0.23% −0.04
RYAN Ryan Specialty Holdings Inc. Reduce -2.7% 0.34% −0.04
VEU Vanguard Ftse All-World Ex-U Reduce -3.1% 0.23% −0.03
SCHO Schwab Short-Term US Treas Reduce -15.3% 0.13% −0.02
IJH iShares Core S&P Midcap ETF Sold out 0.00% −0.02
RTX RTX Corp. Sold out 0.00% −0.02
VFMV Vanguard US Minimum Volatili Reduce -2.9% 2.26% −0.02
VTIP Vanguard Short-Term Tips Reduce -5.6% 0.37% −0.02
TBBK The Bancorp Inc. Reduce -5.9% 0.35% −0.01
INTU Intuit Inc. Reduce -0.4% 0.81% −0.01
INGR Ingredion Inc. Reduce -17.4% 0.02% −0.01
CSW CSW Industrials Inc. Reduce -12.0% 0.06% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.4% 0.09% −0.00
VSS Vanguard Ftse All Wo X-US SC Reduce -3.2% 0.03% −0.00
MLI Mueller Industries Inc. Reduce -12.6% 0.48% −0.00
VLUE iShares MSCI USA Value Facto Reduce -2.1% 0.34% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -4.6% 0.07% +0.00
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 0.09% +0.00
RGA Reinsurance Group of America Reduce -1.3% 0.30% +0.00
ROST Ross Stores Inc. Reduce -2.5% 0.36% +0.00
AON Aon PLC Class A Reduce -3.7% 0.41% +0.01

Portfolio Buys Q3 2024 → Q4 2024
SGOV iShares 0-3 Month Treasury B New 0.45% +0.45
SUB iShares Short-Term National Add +248.8% 0.62% +0.44
IBM Intl Business Machines Corp. Add +98.9% 0.82% +0.41
VWO Vanguard Ftse Emerging Marke Add +75.7% 1.03% +0.38
IAU iShares Gold Trust Add +9.6% 3.31% +0.37
LNG Cheniere Energy Inc. New 0.30% +0.30
TM Toyota Motor Corp. -Spon ADR New 0.27% +0.27
USFR Wisdomtree Floating Rate Tre Add +16.4% 1.41% +0.21
KVUE Kenvue Inc. New 0.17% +0.17
CTLP Cantaloupe Inc. New 0.16% +0.16
TFLO iShares Treasury Floating Ra Add +65.8% 0.34% +0.14
VTEB Vanguard Tax-Exempt Bond ETF Add +12.4% 1.31% +0.13
VFVA Vanguard U.S. Value Factor Add +0.9% 3.38% +0.12
IWD iShares Russell 1000 Value E Add +456.1% 0.12% +0.10
AVUS Avantis U.S. Equity ETF Add +3.2% 1.11% +0.09
IWF iShares Russell 1000 Growth Add +167.5% 0.14% +0.09
DFAC Dimensional US Core Equity 2 New 0.07% +0.07
IWP iShares Russell Mid-Cap Grow New 0.05% +0.05
IWS iShares Russell Mid-Cap Valu New 0.04% +0.04
AVLV Avantis US Large Cap Value Add +1.2% 0.68% +0.04
MTUM iShares MSCI USA Momentum Fa Add +1.6% 0.43% +0.04
DFUV Dimensional US Marketwide Va New 0.02% +0.02
OKE Oneok Inc. New 0.02% +0.02
GOOG Alphabet Inc. Class C New 0.02% +0.02
IWO iShares Russell 2000 Growth Add +15.1% 0.05% +0.01
XLE SS Energy Select Sector Add +0.4% 0.42% +0.01
AVIV Avantis Intl LRG Cap Val ETF Add +5.5% 0.22% +0.00
AVDE Avantis International Equity Add +6.0% 0.37% +0.00
EFAV iShares MSCI Eafe Min Vol Fa Add +0.3% 0.99% −0.06
EEMV iShares MSCI Emg MKT Min Vol Add +0.1% 0.88% −0.07
EWJV iShares MSCI Japan Value ETF Add +1.0% 1.04% −0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 136$1.3BEMXC, IAU, IWM, VFMF, NVDA
Q1 2026 135$1.2BIAU, EMXC, VFMF, IWM, NVDA
Q4 2025 141$1.2BIAU, MSFT, NVDA, IWM, VFMF
Q3 2025 137$1.1BIAU, MSFT, NVDA, IWM, VFMF
Q2 2025 144$1.0BMSFT, IAU, NVDA, VFMF, IWM
Q1 2025 135$843.1MMSFT, IAU, VFMF, IWM, AMZN
Q4 2024 137$972.4MMSFT, IWM, VFMF, AMZN, NVDA
Q3 2024 132$979.9MMSFT, IWM, VFMF, NVDA, AAPL
Q2 2024 133$952.4MMSFT, IWM, VFMF, AMZN, NVDA
Q1 2024 133$891.8MMSFT, IWM, VFMF, AMZN, VFVA