Pittenger--Anderson

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GFL.TO",
  "INSP",
  "POOL",
  "NTR",
  "TROW",
  "BEP",
  "QTWO",
  "GIL",
  "BEPC",
  "ONON",
  "ARM",
  "SNOW",
  "MU",
  null,
  "BKE",
  "ACN",
  "ZS",
  "BTU",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "ALL",
  "GOOGL",
  "AXP",
  null,
  "ASML",
  "BLK",
  null,
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "WRB",
  "MCI",
  "GME",
  "BSX",
  null,
  "CMI",
  "DUK",
  "PECO",
  "D",
  "NNI",
  "TLK",
  null,
  null,
  "PL",
  "ECG",
  "EOG",
  "AUPH",
  "GD",
  "GILD",
  null,
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  null,
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  null,
  "HWM",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "NB.TO",
  "IVW",
  "IJH",
  null,
  "TRN",
  null,
  null,
  "KNSL",
  "LRCX",
  "IWS",
  "LIN",
  "OPK",
  "MPC",
  "WDFC",
  null,
  "MMC",
  "PWR",
  "MA",
  "QXO",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "DUOL",
  "NDAQ",
  "SATS",
  "EXC",
  "FICO",
  "GE",
  "HEI",
  "HRL",
  "NVS",
  "ILMN",
  "ODFL",
  "ORLY",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  null,
  "EEM",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "IJK",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  null,
  "MDB",
  "AMGN",
  "KVUE",
  "DGX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "ROST",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "AMT",
  "RSG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TPR",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "MET",
  null,
  "VV",
  "ATNM",
  "VOE",
  "SCHW",
  "POR",
  null,
  null,
  "VWO",
  "ACHR",
  "IWV",
  "LPX",
  null,
  "NGG",
  "AEO",
  "VIG",
  "TXT",
  "TSCO",
  "PTON",
  "IWN",
  null,
  "TSM",
  null,
  "RMD",
  null,
  "BN.TO",
  "GCBC",
  "VYM",
  null,
  "EW",
  "TT",
  "VRT",
  "AON",
  "SFM",
  "AEE",
  "HAL",
  "AFL",
  "AXON",
  "SONY",
  "ALLE",
  "SDY",
  "FI",
  "DRI",
  "DOV",
  "DECK",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "IR",
  "AIZ",
  "CXM",
  "GSLC",
  "CAH",
  "AEP",
  "SGOL",
  "EBMT",
  null,
  "INO",
  "KIRK",
  "IDXX",
  "PJT",
  "LSTR",
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  null,
  "TTWO",
  "IVE",
  null,
  null,
  "ESGD",
  "HII",
  null,
  "TPL",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "MGK",
  null,
  "VBK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "WMT",
  "WERN",
  "WCC",
  "WFC",
  "WEN",
  "WST",
  null,
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "YETI",
  "Z",
  "ZBRA",
  "LNT",
  "GRMN",
  "SCHD",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "NSC",
  "JCI",
  null,
  "TTD",
  "PSX",
  "ROL",
  "CRM",
  "SNAP",
  "PENN",
  "RBRK",
  "SYY",
  "DIA",
  "LYV",
  null,
  "MTUM",
  "GEV",
  "MELI",
  "ZBH",
  "GWW",
  "ESGU",
  "NUE",
  "FDX",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BMY",
  "BFAM",
  "BLDR",
  "CCJ",
  "CPB",
  "CNI",
  "CDNS",
  "CARR",
  "CBOE",
  "CASY",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CLSK",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CPRT",
  "COST",
  "CTVA",
  "CRMD",
  "CROX",
  "CRWD",
  "CSX",
  "DHR",
  "DE",
  "DAL",
  "DFS",
  "DLR",
  "DOCU",
  "RSP",
  "EWJ",
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 426
Total Value: 2728609769
Accession Number: 0001034886-25-000003
Form Type: 13F-HR
CIK: pittenger--anderson
Manager Name: Pittenger--Anderson

Data Enrichment

89% identified

381 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

426 positions • $2.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 22

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BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:1.6K

Value:$83.7K

% of Portfolio:0.0% ($83.7K/$2.7B)

Q2 Holdings, Inc.

QTWO|74736L109

Shares:1.0K

Value:$80.0K

% of Portfolio:0.0% ($80.0K/$2.7B)

QUALCOMM INC/DE

QCOM|747525103

Shares:512

Value:$78.6K

% of Portfolio:0.0% ($78.6K/$2.7B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:325

Value:$75.3K

% of Portfolio:0.0% ($75.3K/$2.7B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.0K

Value:$74.3K

% of Portfolio:0.0% ($74.3K/$2.7B)

Sony Group Corp

SONY|835699307

Shares:2.9K

Value:$73.0K

% of Portfolio:0.0% ($73.0K/$2.7B)

464287408

IVE|464287408

Shares:375

Value:$71.5K

% of Portfolio:0.0% ($71.5K/$2.7B)

46432F396

MTUM|46432F396

Shares:338

Value:$68.3K

% of Portfolio:0.0% ($68.3K/$2.7B)

922042858

VWO|922042858

Shares:1.5K

Value:$67.9K

% of Portfolio:0.0% ($67.9K/$2.7B)

Phillips 66

PSX|718546104

Shares:543

Value:$67.0K

% of Portfolio:0.0% ($67.0K/$2.7B)

LOUISIANA-PACIFIC CORP

LPX|546347105

Shares:728

Value:$67.0K

% of Portfolio:0.0% ($67.0K/$2.7B)

921910733

ESGV|921910733

Shares:683

Value:$66.9K

% of Portfolio:0.0% ($66.9K/$2.7B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:1.6K

Value:$66.8K

% of Portfolio:0.0% ($66.8K/$2.7B)

HORMEL FOODS CORP /DE/

HRL|440452100

Shares:2.1K

Value:$66.5K

% of Portfolio:0.0% ($66.5K/$2.7B)

464287499

IWR|464287499

Shares:766

Value:$65.2K

% of Portfolio:0.0% ($65.2K/$2.7B)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:582

Value:$65.1K

% of Portfolio:0.0% ($65.1K/$2.7B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:579

Value:$64.9K

% of Portfolio:0.0% ($64.9K/$2.7B)

Ferrari N.V.

RACE|N3167Y103

Shares:140

Value:$59.9K

% of Portfolio:0.0% ($59.9K/$2.7B)

81369Y407

Shares:300

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$2.7B)

SPDR GOLD TRUST

GLD|78463V107

Shares:199

Value:$57.3K

% of Portfolio:0.0% ($57.3K/$2.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	1.6K	QoQ +2.17% (-34) YoY +28.99% (+359)	All Managers (Combined)	$83.7K	0.0% ($83.7K/$2.7B)	QoQ -6.78% (-$6.1K) YoY +61.46% (+$31.9K)
Q2 Holdings, Inc.(QTWOcusip74736L109)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$80.0K	0.0% ($80.0K/$2.7B)	QoQ -20.50% (-$20.6K) YoY +52.22% (+$27.4K)
QUALCOMM INC/DE(QCOMcusip747525103)	512	QoQ -78.64% (-1.9K) YoY -77.34% (-1.7K)	All Managers (Combined)	$78.6K	0.0% ($78.6K/$2.7B)	QoQ -78.65% (-$289.7K) YoY -79.44% (-$304.0K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	325	QoQ 0.00% (+0) YoY -87.60% (-2.3K)	All Managers (Combined)	$75.3K	0.0% ($75.3K/$2.7B)	QoQ +10.16% (+$6.9K) YoY -87.60% (-$532.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.0K	QoQ 0.00% (+0) YoY +24.54% (+204)	All Managers (Combined)	$74.3K	0.0% ($74.3K/$2.7B)	QoQ +2.20% (+$1.6K) YoY +54.26% (+$26.1K)
Sony Group Corp(SONYcusip835699307)	2.9K	QoQ 0.00% (+0) YoY NEW(+2.9K)	All Managers (Combined)	$73.0K	0.0% ($73.0K/$2.7B)	QoQ +19.99% (+$12.2K) YoY NEW(+$73.0K)
(IVEcusip464287408)	375	QoQ 0.00% (-0) YoY -29.90% (-160)	All Managers (Combined)	$71.5K	0.0% ($71.5K/$2.7B)	QoQ -0.15% (-$112) YoY -28.49% (-$28.5K)
(MTUMcusip46432F396)	338	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$68.3K	0.0% ($68.3K/$2.7B)	QoQ -2.31% (-$1.6K) YoY +7.88% (+$5.0K)
(VWOcusip922042858)	1.5K	QoQ 0.00% (+0) YoY -31.72% (-697)	All Managers (Combined)	$67.9K	0.0% ($67.9K/$2.7B)	QoQ +2.77% (+$1.8K) YoY -26.02% (-$23.9K)
Phillips 66(PSXcusip718546104)	543	QoQ 0.00% (+0) YoY -61.29% (-860)	All Managers (Combined)	$67.0K	0.0% ($67.0K/$2.7B)	QoQ +8.38% (+$5.2K) YoY -70.74% (-$162.1K)
LOUISIANA-PACIFIC CORP(LPXcusip546347105)	728	QoQ 0.00% (-0) YoY NEW(+728)	All Managers (Combined)	$67.0K	0.0% ($67.0K/$2.7B)	QoQ -11.17% (-$8.4K) YoY NEW(+$67.0K)
(ESGVcusip921910733)	683	QoQ -8.81% (-66) YoY -18.00% (-150)	All Managers (Combined)	$66.9K	0.0% ($66.9K/$2.7B)	QoQ -14.84% (-$11.7K) YoY -13.81% (-$10.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	1.6K	QoQ -38.46% (-1.0K) YoY -74.30% (-4.6K)	All Managers (Combined)	$66.8K	0.0% ($66.8K/$2.7B)	QoQ -41.56% (-$47.5K) YoY -71.72% (-$169.4K)
HORMEL FOODS CORP /DE/(HRLcusip440452100)	2.1K	QoQ 0.00% (-0) YoY +7.50% (-150)	All Managers (Combined)	$66.5K	0.0% ($66.5K/$2.7B)	QoQ -1.37% (-$925) YoY -4.67% (-$3.3K)
(IWRcusip464287499)	766	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$65.2K	0.0% ($65.2K/$2.7B)	QoQ -3.76% (-$2.6K) YoY +1.16% (+$751)
DECKERS OUTDOOR CORP(DECKcusip243537107)	582	QoQ -95.23% (-11.6K) YoY +288.00% (-432)	All Managers (Combined)	$65.1K	0.0% ($65.1K/$2.7B)	QoQ -97.37% (-$2.4M) YoY -53.91% (-$76.1K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	579	QoQ NEW(+579) YoY NEW(+579)	All Managers (Combined)	$64.9K	0.0% ($64.9K/$2.7B)	QoQ NEW(+$64.9K) YoY NEW(+$64.9K)
Ferrari N.V.(RACEcusipN3167Y103)	140	QoQ -2.77% (-4) YoY +48.93% (+46)	All Managers (Combined)	$59.9K	0.0% ($59.9K/$2.7B)	QoQ -2.08% (-$1.3K) YoY +46.18% (+$18.9K)
(cusip81369Y407)✕	300	QoQ -7.69% (-25) YoY -31.03% (-135)	All Managers (Combined)	$59.2K	0.0% ($59.2K/$2.7B)	QoQ -18.75% (-$13.7K) YoY -25.94% (-$20.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	199	QoQ 0.00% (+0) YoY NEW(+199)	All Managers (Combined)	$57.3K	0.0% ($57.3K/$2.7B)	QoQ +19.00% (+$9.2K) YoY NEW(+$57.3K)