Filed: 7/10/2025ACC: 0000791191-25-000005
📋 What this filing means
ANDERSON HOAGLAND & CO filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $1.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$1.05B
Total AUM (reported)
11.45M
Total Shares
Allocation by class
COM$369.78M35.3%
ISHARES NEW$46.29M4.4%
US MULTIFACTOR$39.57M3.8%
RUSSELL 2000 ETF$38.49M3.7%
MSCI EMRG CHN$35.23M3.4%
GROWTH ETF$32.77M3.1%
US VALUE FACTR$31.17M3.0%
Portfolio Concentration
Top 3$146.39M14.0%
4–10$240.60M23.0%
11–25$239.84M22.9%
Rest$421.34M40.2%
Top 3 weight
14.0%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 11.45M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole146
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings146
Rows:
MICROSOFT CORP
SOLEShares109.12K
TypeSH
Market value$54.28M
5.18%
Sole
0.00
Shared
0.00
None
109.12K
ISHARES GOLD TR
SOLEShares742.32K
TypeSH
Market value$46.29M
4.42%
Sole
0.00
Shared
0.00
None
742.32K
NVIDIA CORPORATION
SOLEShares289.99K
TypeSH
Market value$45.82M
4.37%
Sole
0.00
Shared
0.00
None
289.99K
VANGUARD WELLINGTON FD
SOLEShares294.22K
TypeSH
Market value$39.57M
3.78%
Sole
0.00
Shared
0.00
None
294.22K
ISHARES TR
SOLEShares178.35K
TypeSH
Market value$38.49M
3.67%
Sole
0.00
Shared
0.00
None
178.35K
AMAZON COM INC
SOLEShares171.46K
TypeSH
Market value$37.62M
3.59%
Sole
0.00
Shared
0.00
None
171.46K
ISHARES INC
SOLEShares557.99K
TypeSH
Market value$35.23M
3.36%
Sole
0.00
Shared
0.00
None
557.99K
VANGUARD INDEX FDS
SOLEShares74.76K
TypeSH
Market value$32.77M
3.13%
Sole
0.00
Shared
0.00
None
74.76K
VANGUARD WELLINGTON FD
SOLEShares263.51K
TypeSH
Market value$31.17M
2.97%
Sole
0.00
Shared
0.00
None
263.51K
JPMORGAN CHASE & CO.
SOLEShares88.81K
TypeSH
Market value$25.75M
2.46%
Sole
0.00
Shared
0.00
None
88.81K
VANGUARD WELLINGTON FD
SOLEShares178.46K
TypeSH
Market value$22.88M
2.18%
Sole
0.00
Shared
0.00
None
178.46K
VANGUARD TAX-MANAGED FDS
SOLEShares387.38K
TypeSH
Market value$22.08M
2.11%
Sole
0.00
Shared
0.00
None
387.38K
VANGUARD WELLINGTON FD
SOLEShares118.39K
TypeSH
Market value$20.42M
1.95%
Sole
0.00
Shared
0.00
None
118.39K
ELI LILLY & CO
SOLEShares22.69K
TypeSH
Market value$17.69M
1.69%
Sole
0.00
Shared
0.00
None
22.69K
VANGUARD MUN BD FDS
SOLEShares350.76K
TypeSH
Market value$17.20M
1.64%
Sole
0.00
Shared
0.00
None
350.76K
VANGUARD SCOTTSDALE FDS
SOLEShares290.33K
TypeSH
Market value$17.07M
1.63%
Sole
0.00
Shared
0.00
None
290.33K
VISA INC
SOLEShares46.86K
TypeSH
Market value$16.64M
1.59%
Sole
0.00
Shared
0.00
None
46.86K
VANGUARD INTL EQUITY INDEX F
SOLEShares211.31K
TypeSH
Market value$16.38M
1.56%
Sole
0.00
Shared
0.00
None
211.31K
ISHARES TR
SOLEShares24.62K
TypeSH
Market value$15.29M
1.46%
Sole
0.00
Shared
0.00
None
24.62K
WISDOMTREE TR
SOLEShares257.57K
TypeSH
Market value$12.96M
1.24%
Sole
0.00
Shared
0.00
None
257.57K
ISHARES TR
SOLEShares154.30K
TypeSH
Market value$12.88M
1.23%
Sole
0.00
Shared
0.00
None
154.30K
ISHARES TR
SOLEShares135.36K
TypeSH
Market value$12.71M
1.21%
Sole
0.00
Shared
0.00
None
135.36K
ISHARES TR
SOLEShares146.72K
TypeSH
Market value$12.33M
1.18%
Sole
0.00
Shared
0.00
None
146.72K
SUMITOMO MITSUI FINL GROUP I
SOLEShares788.85K
TypeSH
Market value$11.92M
1.14%
Sole
0.00
Shared
0.00
None
788.85K
AMERICAN CENTY ETF TR
SOLEShares113.04K
TypeSH
Market value$11.40M
1.09%
Sole
0.00
Shared
0.00
None
113.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 109.12K | SH | $54.28M 5.18% | 0.00 | 0.00 | 109.12K |
ISHARES GOLD TRSOLE | ISHARES NEW | 742.32K | SH | $46.29M 4.42% | 0.00 | 0.00 | 742.32K |
NVIDIA CORPORATIONSOLE | COM | 289.99K | SH | $45.82M 4.37% | 0.00 | 0.00 | 289.99K |
VANGUARD WELLINGTON FDSOLE | US MULTIFACTOR | 294.22K | SH | $39.57M 3.78% | 0.00 | 0.00 | 294.22K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 178.35K | SH | $38.49M 3.67% | 0.00 | 0.00 | 178.35K |
AMAZON COM INCSOLE | COM | 171.46K | SH | $37.62M 3.59% | 0.00 | 0.00 | 171.46K |
ISHARES INCSOLE | MSCI EMRG CHN | 557.99K | SH | $35.23M 3.36% | 0.00 | 0.00 | 557.99K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 74.76K | SH | $32.77M 3.13% | 0.00 | 0.00 | 74.76K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 263.51K | SH | $31.17M 2.97% | 0.00 | 0.00 | 263.51K |
JPMORGAN CHASE & CO.SOLE | COM | 88.81K | SH | $25.75M 2.46% | 0.00 | 0.00 | 88.81K |
VANGUARD WELLINGTON FDSOLE | US MINIMUM | 178.46K | SH | $22.88M 2.18% | 0.00 | 0.00 | 178.46K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 387.38K | SH | $22.08M 2.11% | 0.00 | 0.00 | 387.38K |
VANGUARD WELLINGTON FDSOLE | US MOMENTUM | 118.39K | SH | $20.42M 1.95% | 0.00 | 0.00 | 118.39K |
ELI LILLY & COSOLE | COM | 22.69K | SH | $17.69M 1.69% | 0.00 | 0.00 | 22.69K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 350.76K | SH | $17.20M 1.64% | 0.00 | 0.00 | 350.76K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 290.33K | SH | $17.07M 1.63% | 0.00 | 0.00 | 290.33K |
VISA INCSOLE | COM CL A | 46.86K | SH | $16.64M 1.59% | 0.00 | 0.00 | 46.86K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 211.31K | SH | $16.38M 1.56% | 0.00 | 0.00 | 211.31K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.62K | SH | $15.29M 1.46% | 0.00 | 0.00 | 24.62K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 257.57K | SH | $12.96M 1.24% | 0.00 | 0.00 | 257.57K |
ISHARES TRSOLE | CORE MSCI EAFE | 154.30K | SH | $12.88M 1.23% | 0.00 | 0.00 | 154.30K |
ISHARES TRSOLE | MSCI USA MIN VOL | 135.36K | SH | $12.71M 1.21% | 0.00 | 0.00 | 135.36K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 146.72K | SH | $12.33M 1.18% | 0.00 | 0.00 | 146.72K |
SUMITOMO MITSUI FINL GROUP ISOLE | SPONSORED ADR | 788.85K | SH | $11.92M 1.14% | 0.00 | 0.00 | 788.85K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 113.04K | SH | $11.40M 1.09% | 0.00 | 0.00 | 113.04K |
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