Pittenger & Anderson Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Pittenger & Anderson Inc. reported 418 stock positions worth $2.7 billion. Its top holding was Fiserv (FISV) at 18.2% of the portfolio, followed by Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 3.5%) and Invesco QQQ Trust Series 1 (QQQ, 3.1%). Compared with Q1 2025, it opened 20 new positions, sold out of 27, added to 112 and reduced 104. The biggest buy was Resmed (RMD, shares +44%) and the biggest sale an exit from Unitedhealth (UNH).

Most Recent 13F
Q2 2026
Location
LINCOLN, NE
CIK
0001034886
Portfolio Value
$2.7B (Q2 2025)
SEC Filing
0001034886-25-000008 ↗ filed Jul 30, 2025

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.5B Q1 2024 Q2 2024: $2.4B Q2 2024 Q3 2024: $2.7B Q3 2024 Q4 2024: $2.8B Q4 2024 Q1 2025: $2.7B Q1 2025 Q2 2025: $2.7B $2.7B Q2 2025 Q3 2025: $2.7B Q3 2025 Q4 2025: $2.6B Q4 2025 Q1 2026: $2.5B Q1 2026 Q2 2026: $2.8B Q2 2026

Holdings 418 stocks · $2.7B

FISV Fiserv Inc. 18.16% 2,881,801 $496.9M Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.45% 331,224 $94.5M Add +0.4%
QQQ Invesco QQQ Trust Series 1 3.06% 151,695 $83.7M Reduce -1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.74% 268,263 $75.1M Add +1.3%
MSFT Microsoft Corp. 2.20% 121,074 $60.2M Reduce -2.3%
VB Vanguard Most SM-Cap ETF-Usd 2.18% 251,260 $59.5M Reduce -0.1%
COST Costco Wholesale Corp. 1.88% 51,927 $51.4M Reduce -4.4%
AAPL Apple Inc. 1.66% 221,310 $45.4M Reduce -5.0%
AMZN Amazon.com Inc. 1.59% 197,889 $43.4M Reduce -1.8%
GOOGL Alphabet Inc. Class A 1.54% 239,500 $42.2M Reduce -0.6%
SCHF Schwab Intl Equity ETF 1.48% 1,831,774 $40.5M Add +2.0%
MDY State Street SPDR S&P Midcap 1.45% 69,817 $39.5M Reduce -0.4%
V Visa Inc. Class A 1.34% 103,233 $36.7M Reduce -0.7%
VOO Vanguard S&P 500 ETF 1.34% 64,389 $36.6M Add +0.5%
META Meta Platforms Inc. Class A 1.32% 49,000 $36.2M Add +5.8%
CTAS Cintas Corp. 1.28% 157,663 $35.1M Reduce -1.7%
ISRG Intuitive Surgical Inc. 1.20% 60,282 $32.8M Add +0.2%
NOW ServiceNow Inc. 1.19% 31,537 $32.4M Reduce -1.0%
WM Waste Management Inc. 1.17% 139,845 $32.0M Reduce -0.3%
IWM iShares Russell 2000 ETF 1.11% 140,489 $30.3M Reduce -20.9%
BLK BlackRock Inc. 1.08% 28,045 $29.4M Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.02% 226,542 $28.0M Add +4.5%
MA Mastercard Inc. Class A 1.02% 49,752 $28.0M Reduce -6.5%
SPGI S&P Global Inc. 1.00% 51,734 $27.3M Add +3.3%
ACN Accenture PLC Class A 0.97% 88,736 $26.5M Reduce -3.0%
PANW Palo Alto Networks Inc. 0.91% 121,764 $24.9M Add +11.1%
RMD Resmed Inc. 0.89% 93,830 $24.2M Add +43.8%
VEA Vanguard Ftse Developed ETF 0.87% 415,271 $23.7M Add +2.8%
ISTB iShares Core 1-5 Year Usd Bo 0.86% 485,522 $23.6M Add +2.3%
CRM Salesforce Inc. 0.86% 85,968 $23.4M Reduce -0.5%
MS Morgan Stanley 0.82% 159,347 $22.4M Reduce -0.2%
UNP Union Pacific Corp. 0.82% 96,955 $22.3M Add +5.9%
EFA iShares MSCI Eafe ETF 0.81% 248,182 $22.2M Add +2.3%
IJR iShares Core S&P Small-Cap E 0.77% 193,515 $21.1M Reduce -1.4%
TRV The Travelers Cos Inc. 0.75% 76,901 $20.6M Reduce -0.3%
ETN Eaton Corp. PLC 0.75% 57,386 $20.5M Reduce -2.1%
NFLX Netflix Inc. 0.74% 15,050 $20.2M Add +6.0%
VCSH Vanguard S/T Corp. Bond ETF 0.71% 245,513 $19.5M Add +3.6%
ZTS Zoetis Inc. 0.71% 124,335 $19.4M Add +4.8%
BRK.A Berkshire Hathaway Inc. Class A 0.69% 26 $18.9M No change
CME Cme Group Inc. 0.68% 67,554 $18.6M Add +2.3%
XLK SS Technology Select Sector 0.65% 69,845 $17.7M Reduce -2.8%
MSCI MSCI Inc. 0.65% 30,650 $17.7M Add +2.5%
TSM Taiwan Semiconductor-SP ADR 0.64% 77,017 $17.4M Reduce -0.2%
CB Chubb Ltd. 0.63% 59,668 $17.3M Add +1.2%
AVGO Broadcom Inc. 0.63% 62,295 $17.2M Add +0.3%
HON Honeywell International Inc. 0.62% 72,314 $16.8M Add +5.3%
RSG Republic Services Inc. 0.61% 68,018 $16.8M Reduce -0.5%
JPM JPMorgan Chase & Co. 0.61% 57,314 $16.6M Add +5.0%
CSCO Cisco Systems Inc. 0.60% 234,623 $16.3M Add +7.1%
LOW Lowe's Cos Inc. 0.59% 72,826 $16.2M Reduce -5.7%
WMT Walmart Inc. 0.56% 156,495 $15.3M Add +0.8%
TDG Transdigm Group Inc. 0.55% 9,818 $14.9M Add +0.5%
ADP Automatic Data Processing 0.55% 48,354 $14.9M Add +2.1%
BRK.B Berkshire Hathaway Inc. Class B 0.54% 30,305 $14.7M Reduce -0.6%
HD Home Depot Inc. 0.54% 39,944 $14.6M Reduce -8.7%
CAT Caterpillar Inc. 0.53% 37,095 $14.4M Add +0.9%
JNJ Johnson & Johnson 0.52% 93,995 $14.4M Add +9.0%
ASML ASML Holding NV-NY Reg SHS 0.51% 17,537 $14.1M Reduce -0.8%
SCHM Schwab US Mid Cap ETF 0.51% 499,240 $14.0M Reduce -0.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.51% 31,519 $13.9M Reduce -1.1%
ORCL Oracle Corp. 0.49% 61,094 $13.4M Add +35.4%
NVDA Nvidia Corp. 0.48% 83,082 $13.1M Reduce -44.1%
IJH iShares Core S&P Midcap ETF 0.48% 211,312 $13.1M Add +1.5%
ABT Abbott Laboratories 0.47% 94,464 $12.8M Reduce -1.1%
XLE SS Energy Select Sector 0.46% 149,214 $12.7M Reduce -0.3%
LIN Linde PLC 0.41% 23,986 $11.3M Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 15,677 $9.7M Reduce -5.2%
TSCO Tractor Supply Company 0.35% 179,687 $9.5M Add +1.8%
CHD Church & Dwight Co. Inc. 0.33% 93,731 $9.0M Add +10.2%
SCHD Schwab US DVD Equity ETF 0.33% 336,269 $8.9M Reduce -1.2%
ROP Roper Technologies Inc. 0.32% 15,558 $8.8M Add +1.2%
AFL Aflac Inc. 0.31% 81,244 $8.6M Add +2.1%
ANET Arista Networks Inc. 0.31% 83,496 $8.5M Add +141.9%
IJT iShares S&P Small-Cap 600 GR 0.31% 63,450 $8.4M No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.30% 28,980 $8.2M No change
SHW The Sherwin-Williams Co. 0.30% 23,519 $8.1M Reduce -2.4%
DHR Danaher Corp. 0.28% 38,173 $7.5M Add +7.4%
IYW iShares Ustechnology ETF 0.27% 43,015 $7.5M No change
IVV iShares Core S&P 500 ETF 0.27% 11,956 $7.4M Reduce -0.5%
EOG EOG Resources Inc. 0.27% 61,272 $7.3M Reduce -8.5%
LYV Live Nation Entertainment Inc. 0.26% 46,996 $7.1M Add +4.9%
CRWD CrowdStrike Holdings Inc. Class A 0.26% 13,928 $7.1M Add +21.6%
RTX RTX Corp. 0.26% 48,267 $7.0M Add +2.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.26% 42,524 $7.0M No change
LRCX Lam Research Corp. 0.25% 71,590 $7.0M Add +12.8%
MELI MercadoLibre Inc. 0.25% 2,665 $7.0M Reduce -9.6%
AXP American Express Co. 0.25% 21,658 $6.9M Add +903.6%
DOV Dover Corp. 0.25% 37,060 $6.8M Add +1.7%
GS Goldman Sachs Group Inc. 0.24% 9,127 $6.5M Reduce -57.6%
SHOP Shopify Inc. Class A 0.23% 54,145 $6.2M Reduce -0.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.22% 19,147 $6.1M Add +3.7%
CPRT Copart Inc. 0.22% 122,177 $6.0M Add +0.9%
NVS Novartis AG-Sponsored ADR 0.22% 49,020 $5.9M Add +1.6%
TXN Texas Instruments Inc. 0.21% 27,420 $5.7M Add +2.3%
IDXX Idexx Laboratories Inc. 0.21% 10,487 $5.6M Add +0.7%
EWJ iShares MSCI Japan ETF 0.20% 74,790 $5.6M Add +0.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.20% 44,390 $5.5M No change
NVO Novo-Nordisk A/S-Spons ADR 0.20% 78,863 $5.4M Add +40.0%
AIZ Assurant Inc. 0.20% 27,305 $5.4M Add +2.0%

Show all 418 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $135 (not counted above)
SecurityClassShares / PrincipalValueChange
NIOBW Niocorp Developments Ltd. -28 *W EXP 03/17/202 300$135No change

Total filed on the 13F, all lines: $2.7B.

Portfolio Sells Q1 2025 → Q2 2025

UNH Unitedhealth Group Inc. Sold out 0.00% −0.79
TMO Thermo Fisher Scientific Inc. Reduce -91.3% 0.03% −0.37
AAPL Apple Inc. Reduce -5.0% 1.66% −0.24
DIS The Walt Disney Co. Reduce -97.7% 0.01% −0.23
GS Goldman Sachs Group Inc. Reduce -57.6% 0.24% −0.19
IWM iShares Russell 2000 ETF Reduce -20.9% 1.11% −0.19
NVDA Nvidia Corp. Reduce -44.1% 0.48% −0.11
ACN Accenture PLC Class A Reduce -3.0% 0.97% −0.08
LOW Lowe's Cos Inc. Reduce -5.7% 0.59% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 0.54% −0.06
HD Home Depot Inc. Reduce -8.7% 0.54% −0.05
XLE SS Energy Select Sector Reduce -0.3% 0.46% −0.05
TPL Texas Pacific Land Corp. Reduce -3.8% 0.16% −0.05
MA Mastercard Inc. Class A Reduce -6.5% 1.02% −0.05
EOG EOG Resources Inc. Reduce -8.5% 0.27% −0.05
PEP Pepsico Inc. Reduce -64.8% 0.02% −0.05
DFS Discover Financial Services Sold out 0.00% −0.04
SBUX Starbucks Corp. Reduce -58.7% 0.02% −0.04
AZN Astrazeneca PLC-Spons ADR Reduce -15.4% 0.13% −0.03
ODFL Old Dominion Freight Line Reduce -82.9% 0.01% −0.03
BX Blackstone Inc. Reduce -37.5% 0.06% −0.03
AXON Axon Enterprise Inc. Sold out 0.00% −0.03
SCHD Schwab US DVD Equity ETF Reduce -1.2% 0.33% −0.02
WM Waste Management Inc. Reduce -0.3% 1.17% −0.02
RBRK Rubrik Inc. Class A Reduce -81.6% 0.01% −0.02
SHW The Sherwin-Williams Co. Reduce -2.4% 0.30% −0.01
PFE Pfizer Inc. Reduce -4.9% 0.10% −0.01
ORLY O'reilly Automotive Inc. Reduce -82.8% 0.00% −0.01
BDX Becton Dickinson and Co. Reduce -7.0% 0.01% −0.01
POOL Pool Corp. Sold out 0.00% −0.01
TROW T Rowe Price Group Inc. Sold out 0.00% −0.01
NKE Nike Inc. Class B Reduce -67.6% 0.00% −0.00
MSI Motorola Solutions Inc. Reduce -0.2% 0.09% −0.00
DTD Wisdomtree US Total Dividend Reduce -36.0% 0.01% −0.00
COST Costco Wholesale Corp. Reduce -4.4% 1.88% −0.00
BUD Anheuser-Busch Inbev-SPN ADR Reduce -42.2% 0.01% −0.00
ADBE Adobe Inc. Reduce -57.9% 0.00% −0.00
DECK Deckers Outdoor Corp. Sold out 0.00% −0.00
GILD Gilead Sciences Inc. Sold out 0.00% −0.00
URI United Rentals Inc. Reduce -23.4% 0.02% −0.00
COP Conocophillips Reduce -28.1% 0.00% −0.00
SDOG Alps Sector Dividend Dogs Sold out 0.00% −0.00
CMG Chipotle Mexican Grill Inc. Reduce -64.3% 0.00% −0.00
PYPL PayPal Holdings Inc. Reduce -35.1% 0.00% −0.00
PSX Phillips 66 Reduce -47.0% 0.00% −0.00
AMT American Tower Corp. Reduce -4.3% 0.03% −0.00
BSX Boston Scientific Corp. Reduce -9.9% 0.02% −0.00
LLY Eli Lilly & Co. Reduce -0.2% 0.02% −0.00
LULU Lululemon Athletica Inc. Sold out 0.00% −0.00
DVY iShares Select Dividend ETF Reduce -25.6% 0.00% −0.00

Portfolio Buys Q1 2025 → Q2 2025

RMD Resmed Inc. Add +43.8% 0.89% +0.35
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.4% 3.45% +0.35
META Meta Platforms Inc. Class A Add +5.8% 1.32% +0.34
ORCL Oracle Corp. Add +35.4% 0.49% +0.26
NFLX Netflix Inc. Add +6.0% 0.74% +0.25
AVGO Broadcom Inc. Add +0.3% 0.63% +0.25
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.3% 2.74% +0.23
AXP American Express Co. Add +903.6% 0.25% +0.23
PANW Palo Alto Networks Inc. Add +11.1% 0.91% +0.23
ANET Arista Networks Inc. Add +141.9% 0.31% +0.21
SCHF Schwab Intl Equity ETF Add +2.0% 1.48% +0.18
VOO Vanguard S&P 500 ETF Add +0.5% 1.34% +0.13
JPM JPMorgan Chase & Co. Add +5.0% 0.61% +0.12
VEA Vanguard Ftse Developed ETF Add +2.8% 0.87% +0.11
CRWD CrowdStrike Holdings Inc. Class A Add +21.6% 0.26% +0.11
ISRG Intuitive Surgical Inc. Add +0.2% 1.20% +0.11
BLK BlackRock Inc. Add +0.2% 1.08% +0.11
VZ Verizon Communications Inc. Add +14706.1% 0.10% +0.10
CSCO Cisco Systems Inc. Add +7.1% 0.60% +0.10
LRCX Lam Research Corp. Add +12.8% 0.25% +0.09
EFA iShares MSCI Eafe ETF Add +2.3% 0.81% +0.08
HON Honeywell International Inc. Add +5.3% 0.62% +0.08
CAT Caterpillar Inc. Add +0.9% 0.53% +0.08
SPGI S&P Global Inc. Add +3.3% 1.00% +0.06
WMT Walmart Inc. Add +0.8% 0.56% +0.06
NVO Novo-Nordisk A/S-Spons ADR Add +40.0% 0.20% +0.06
TJX TJX Companies Inc. Add +4.5% 1.02% +0.05
MRVL Marvell Technology Inc. New 0.05% +0.05
TDG Transdigm Group Inc. Add +0.5% 0.55% +0.05
COF Capital One Financial Corp. New 0.05% +0.05
CASY Casey's General Stores Inc. Add +108.2% 0.08% +0.05
LYV Live Nation Entertainment Inc. Add +4.9% 0.26% +0.05
IDXX Idexx Laboratories Inc. Add +0.7% 0.21% +0.05
NGG National Grid PLC-SP ADR Add +36.1% 0.12% +0.04
CME Cme Group Inc. Add +2.3% 0.68% +0.04
EMR Emerson Electric Co. Add +2.5% 0.18% +0.04
IJH iShares Core S&P Midcap ETF Add +1.5% 0.48% +0.03
TXN Texas Instruments Inc. Add +2.3% 0.21% +0.03
IBM Intl Business Machines Corp. Add +2.6% 0.18% +0.03
SCHW Schwab (charles) Corp. Add +2.3% 0.18% +0.03
IBN Icici Bank Ltd.-Spon ADR Add +11.4% 0.18% +0.03
RTX RTX Corp. Add +2.1% 0.26% +0.03
VCSH Vanguard S/T Corp. Bond ETF Add +3.6% 0.71% +0.03
DASH DoorDash Inc. Class A Add +1728.6% 0.03% +0.03
MSCI MSCI Inc. Add +2.5% 0.65% +0.03
SHEL Shell PLC-ADR Add +22.6% 0.18% +0.03
CPNG Coupang Inc. New 0.02% +0.02
BA The Boeing Co. New 0.02% +0.02
UNP Union Pacific Corp. Add +5.9% 0.82% +0.02
ISTB iShares Core 1-5 Year Usd Bo Add +2.3% 0.86% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 505$2.8BFISV, VV, QQQ, VO, VB
Q1 2026 520$2.5BFISV, VV, QQQ, VO, VB
Q4 2025 506$2.6BFISV, VV, QQQ, VO, GOOGL
Q3 2025 455$2.7BFISV, VV, QQQ, VO, VB
Q2 2025 418$2.7BFISV, VV, QQQ, VO, MSFT
Q1 2025 425$2.7BFISV, VV, QQQ, VO, VB
Q4 2024 434$2.8BFISV, VV, QQQ, VO, VB
Q3 2024 455$2.7BFISV, VV, QQQ, VO, VB
Q2 2024 442$2.4BFISV, VV, QQQ, VO, MSFT
Q1 2024 425$2.5BFISV, VV, QQQ, VO, VB