PITTENGER & ANDERSON INC

Q2 2026 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
507
Total value ($000)
$2,793,843
Net value change ($000)
+281,029 (11.2%)
New positions
54
Sold out positions
69
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQ 23,362 27.0%
PANW 18,714 122.7%
VV 17,828 18.3%
UNH 17,657 NEW
PM 15,840 183.6%
IJH 11,594 63.4%
LRCX 11,245 78.6%
CRWD 11,051 130.5%
CAT 10,989 46.3%
GOOGL 10,746 16.6%
Top Reduces (Value $000, Stocks/ETFs)
FISV -21,068 -13.1%
HON -15,188 -100.0%
RMD -14,849 -62.2%
ZTS -9,128 -99.9%
TSCO -8,380 -99.4%
ORCL -7,943 -97.2%
ABT -7,571 -76.5%
CME -6,142 -29.2%
ISRG -4,163 -14.7%
SYK -4,126 -93.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type