PITTENGER & ANDERSON INC
Q3 2026 13F-HR Holdings
Net value change ($000)
-10,164
(-0.4%)
New positions
68
Sold out positions
66
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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)
| VEU | 35,330 | 6354.3% |
| MSFT | 17,630 | 38.4% |
| RSP | 12,325 | 38.7% |
| META | 10,258 | 36.4% |
| AAPL | 9,732 | 15.3% |
| EXXONMOBIL HOLDINGS CORP | 9,247 | NEW |
| LNG | 9,224 | 4959.1% |
| CRWD | 9,188 | 47.1% |
| PANW | 5,615 | 16.5% |
| NVDA | 4,704 | 16.4% |
Top Reduces (Value $000, Stocks/ETFs)
| FISV | -45,625 | -32.7% |
| SCHWAB STRATEGIC TRUST | -22,227 | -42.6% |
| CAT | -9,928 | -28.6% |
| XOM | -7,328 | -100.0% |
| LRCX | -7,018 | -27.5% |
| HONEYWELL AEROSPACE INC | -6,168 | -83.0% |
| TJX | -5,685 | -16.0% |
| SPGI | -4,927 | -22.8% |
| MCD | -4,686 | -73.4% |
| VEA | -4,609 | -14.1% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|