Filed: 11/3/2025ACC: 0001034886-25-000013
📋 What this filing means
PITTENGER & ANDERSON INC filed this quarterly 13F‑HR report disclosing 456 equity positions with a total reported market value of $2.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
456
Positions
$2.73B
Total AUM (reported)
16.81M
Total Shares
Allocation by class
COM$1.46B53.4%
CL A$115.96M4.3%
LARGE CAP ETF$103.36M3.8%
UNIT SER 1$91.21M3.3%
MID CAP ETF$80.08M2.9%
COM NEW$66.77M2.4%
SMALL CP ETF$64.98M2.4%
Portfolio Concentration
Top 3$565.54M20.7%
4–10$413.56M15.2%
11–25$497.27M18.2%
Rest$1.25B45.9%
Top 3 weight
20.7%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 16.81M
Sole
Full voting authority
16.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.60K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole456
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings456
Rows:
FISERV INC
SOLEShares2.88M
TypeSH
Market value$370.96M
13.60%
Sole
2.88M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares335.75K
TypeSH
Market value$103.36M
3.79%
Sole
335.65K
Shared
0.00
None
94.00
INVESCO QQQ TR
SOLEShares151.93K
TypeSH
Market value$91.21M
3.34%
Sole
151.92K
Shared
0.00
None
10.00
VANGUARD INDEX FDS
SOLEShares272.61K
TypeSH
Market value$80.08M
2.94%
Sole
272.59K
Shared
0.00
None
22.00
VANGUARD INDEX FDS
SOLEShares255.56K
TypeSH
Market value$64.98M
2.38%
Sole
255.54K
Shared
0.00
None
16.00
MICROSOFT CORP
SOLEShares121.77K
TypeSH
Market value$63.07M
2.31%
Sole
121.77K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares236.23K
TypeSH
Market value$57.43M
2.11%
Sole
236.23K
Shared
0.00
None
0.00
APPLE INC
SOLEShares221.74K
TypeSH
Market value$56.46M
2.07%
Sole
221.57K
Shared
0.00
None
167.00
COSTCO WHSL CORP NEW
SOLEShares51.93K
TypeSH
Market value$48.07M
1.76%
Sole
51.93K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares198.02K
TypeSH
Market value$43.48M
1.59%
Sole
197.88K
Shared
0.00
None
140.00
SCHWAB STRATEGIC TR
SOLEShares1.86M
TypeSH
Market value$43.21M
1.58%
Sole
1.86M
Shared
0.00
None
232.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares70.02K
TypeSH
Market value$41.73M
1.53%
Sole
70.02K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares63.58K
TypeSH
Market value$38.94M
1.43%
Sole
63.57K
Shared
0.00
None
13.00
META PLATFORMS INC
SOLEShares51.03K
TypeSH
Market value$37.47M
1.37%
Sole
51.03K
Shared
0.00
None
0.00
VISA INC
SOLEShares103.30K
TypeSH
Market value$35.27M
1.29%
Sole
103.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares141.88K
TypeSH
Market value$34.33M
1.26%
Sole
141.88K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares226.67K
TypeSH
Market value$32.76M
1.20%
Sole
226.67K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares28.05K
TypeSH
Market value$32.71M
1.20%
Sole
28.05K
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares158.85K
TypeSH
Market value$32.61M
1.20%
Sole
158.85K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares140.43K
TypeSH
Market value$31.01M
1.14%
Sole
140.43K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares32.06K
TypeSH
Market value$29.50M
1.08%
Sole
32.06K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares49.74K
TypeSH
Market value$28.29M
1.04%
Sole
49.74K
Shared
0.00
None
0.00
RESMED INC
SOLEShares97.95K
TypeSH
Market value$26.81M
0.98%
Sole
97.95K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares59.74K
TypeSH
Market value$26.72M
0.98%
Sole
59.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares530.33K
TypeSH
Market value$25.90M
0.95%
Sole
530.18K
Shared
0.00
None
153.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 2.88M | SH | $370.96M 13.60% | 2.88M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 335.75K | SH | $103.36M 3.79% | 335.65K | 0.00 | 94.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 151.93K | SH | $91.21M 3.34% | 151.92K | 0.00 | 10.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 272.61K | SH | $80.08M 2.94% | 272.59K | 0.00 | 22.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 255.56K | SH | $64.98M 2.38% | 255.54K | 0.00 | 16.00 |
MICROSOFT CORPSOLE | COM | 121.77K | SH | $63.07M 2.31% | 121.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 236.23K | SH | $57.43M 2.11% | 236.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 221.74K | SH | $56.46M 2.07% | 221.57K | 0.00 | 167.00 |
COSTCO WHSL CORP NEWSOLE | COM | 51.93K | SH | $48.07M 1.76% | 51.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 198.02K | SH | $43.48M 1.59% | 197.88K | 0.00 | 140.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.86M | SH | $43.21M 1.58% | 1.86M | 0.00 | 232.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 70.02K | SH | $41.73M 1.53% | 70.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 63.58K | SH | $38.94M 1.43% | 63.57K | 0.00 | 13.00 |
META PLATFORMS INCSOLE | CL A | 51.03K | SH | $37.47M 1.37% | 51.03K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 103.30K | SH | $35.27M 1.29% | 103.30K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 141.88K | SH | $34.33M 1.26% | 141.88K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 226.67K | SH | $32.76M 1.20% | 226.67K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 28.05K | SH | $32.71M 1.20% | 28.05K | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 158.85K | SH | $32.61M 1.20% | 158.85K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 140.43K | SH | $31.01M 1.14% | 140.43K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 32.06K | SH | $29.50M 1.08% | 32.06K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 49.74K | SH | $28.29M 1.04% | 49.74K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 97.95K | SH | $26.81M 0.98% | 97.95K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 59.74K | SH | $26.72M 0.98% | 59.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 530.33K | SH | $25.90M 0.95% | 530.18K | 0.00 | 153.00 |
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