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

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Meta Platforms, Inc.

META|30303M102

Shares:46.3K

Value:$26.7M

% of Portfolio:1.0% ($26.7M/$2.7B)

BlackRock, Inc.

BLK|09290D101

Shares:28.0K

Value:$26.5M

% of Portfolio:1.0% ($26.5M/$2.7B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:216.9K

Value:$26.4M

% of Portfolio:1.0% ($26.4M/$2.7B)

S&P Global Inc.

SPGI|78409V104

Shares:50.1K

Value:$25.4M

% of Portfolio:0.9% ($25.4M/$2.7B)

ServiceNow, Inc.

NOW|81762P102

Shares:31.8K

Value:$25.4M

% of Portfolio:0.9% ($25.4M/$2.7B)

Salesforce, Inc.

CRM|79466L302

Shares:86.4K

Value:$23.2M

% of Portfolio:0.9% ($23.2M/$2.7B)

46432F859

Shares:474.7K

Value:$23.0M

% of Portfolio:0.8% ($23.0M/$2.7B)

UNION PACIFIC CORP

UNP|907818108

Shares:91.5K

Value:$21.6M

% of Portfolio:0.8% ($21.6M/$2.7B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:41.3K

Value:$21.6M

% of Portfolio:0.8% ($21.6M/$2.7B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:26

Value:$20.8M

% of Portfolio:0.8% ($20.8M/$2.7B)

921943858

VEA|921943858

Shares:403.9K

Value:$20.5M

% of Portfolio:0.8% ($20.5M/$2.7B)

464287804

IJR|464287804

Shares:196.3K

Value:$20.5M

% of Portfolio:0.8% ($20.5M/$2.7B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:77.2K

Value:$20.4M

% of Portfolio:0.7% ($20.4M/$2.7B)

464287465

EFA|464287465

Shares:242.7K

Value:$19.8M

% of Portfolio:0.7% ($19.8M/$2.7B)

Zoetis Inc.

ZTS|98978V103

Shares:118.7K

Value:$19.5M

% of Portfolio:0.7% ($19.5M/$2.7B)

92206C409

Shares:237.0K

Value:$18.7M

% of Portfolio:0.7% ($18.7M/$2.7B)

Palo Alto Networks Inc

PANW|697435105

Shares:109.6K

Value:$18.7M

% of Portfolio:0.7% ($18.7M/$2.7B)

MORGAN STANLEY

MS|617446448

Shares:159.7K

Value:$18.6M

% of Portfolio:0.7% ($18.6M/$2.7B)

LOWES COMPANIES INC

LOW|548661107

Shares:77.2K

Value:$18.0M

% of Portfolio:0.7% ($18.0M/$2.7B)

Chubb Ltd

CB|H1467J104

Shares:59.0K

Value:$17.8M

% of Portfolio:0.7% ($17.8M/$2.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	46.3K	QoQ +9.82% (+4.1K) YoY +32.58% (+11.4K)	All Managers (Combined)	$26.7M	1.0% ($26.7M/$2.7B)	QoQ +8.10% (+$2.0M) YoY +57.37% (+$9.7M)
BlackRock, Inc.(BLKcusip09290D101)	28.0K	QoQ +0.22% (-63) YoY NEW(+28.0K)	All Managers (Combined)	$26.5M	1.0% ($26.5M/$2.7B)	QoQ -7.46% (-$2.1M) YoY NEW(+$26.5M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	216.9K	QoQ +4.84% (+10.0K) YoY +15.45% (+29.0K)	All Managers (Combined)	$26.4M	1.0% ($26.4M/$2.7B)	QoQ +5.70% (+$1.4M) YoY +38.65% (+$7.4M)
S&P Global Inc.(SPGIcusip78409V104)	50.1K	QoQ +0.11% (+59) YoY +0.37% (+186)	All Managers (Combined)	$25.4M	0.9% ($25.4M/$2.7B)	QoQ +2.14% (+$533.7K) YoY +19.87% (+$4.2M)
ServiceNow, Inc.(NOWcusip81762P102)	31.8K	QoQ -0.18% (-60) YoY +2.45% (+762)	All Managers (Combined)	$25.4M	0.9% ($25.4M/$2.7B)	QoQ -25.04% (-$8.5M) YoY +6.98% (+$1.7M)
Salesforce, Inc.(CRMcusip79466L302)	86.4K	QoQ +0.31% (-274) YoY +1.55% (-1.3K)	All Managers (Combined)	$23.2M	0.9% ($23.2M/$2.7B)	QoQ -19.47% (-$5.6M) YoY -9.51% (-$2.4M)
(cusip46432F859)✕	474.7K	QoQ +11.24% (+48.0K) YoY +42.40% (+141.3K)	All Managers (Combined)	$23.0M	0.8% ($23.0M/$2.7B)	QoQ +12.59% (+$2.6M) YoY +45.13% (+$7.1M)
UNION PACIFIC CORP(UNPcusip907818108)	91.5K	QoQ +1.51% (+1.4K) YoY +2.14% (-1.9K)	All Managers (Combined)	$21.6M	0.8% ($21.6M/$2.7B)	QoQ +5.16% (+$1.1M) YoY -1.87% (-$414.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	41.3K	QoQ -3.18% (-1.4K) YoY -1.80% (-759)	All Managers (Combined)	$21.6M	0.8% ($21.6M/$2.7B)	QoQ +0.23% (-$50.4K) YoY +3.96% (-$823.7K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	26	QoQ 0.00% (+0) YoY -13.33% (-4)	All Managers (Combined)	$20.8M	0.8% ($20.8M/$2.7B)	QoQ +23.41% (+$3.9M) YoY +23.41% (-$3.9M)
(VEAcusip921943858)	403.9K	QoQ +9.82% (+36.1K) YoY +12.86% (+46.0K)	All Managers (Combined)	$20.5M	0.8% ($20.5M/$2.7B)	QoQ +16.73% (+$2.9M) YoY +14.34% (+$2.6M)
(IJRcusip464287804)	196.3K	QoQ -3.55% (-7.2K) YoY -4.05% (-8.3K)	All Managers (Combined)	$20.5M	0.8% ($20.5M/$2.7B)	QoQ -12.46% (-$2.9M) YoY -9.21% (-$2.1M)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	77.2K	QoQ +0.07% (+55) YoY +0.16% (+127)	All Managers (Combined)	$20.4M	0.7% ($20.4M/$2.7B)	QoQ +9.86% (+$1.8M) YoY +15.10% (+$2.7M)
(EFAcusip464287465)	242.7K	QoQ +4.20% (+9.8K) YoY +6.62% (+15.1K)	All Managers (Combined)	$19.8M	0.7% ($19.8M/$2.7B)	QoQ +12.64% (+$2.2M) YoY +9.12% (+$1.7M)
Zoetis Inc.(ZTScusip98978V103)	118.7K	QoQ -0.60% (-727) YoY -2.17% (-2.6K)	All Managers (Combined)	$19.5M	0.7% ($19.5M/$2.7B)	QoQ +0.44% (-$85.6K) YoY -4.81% (-$987.8K)
(cusip92206C409)✕	237.0K	QoQ +10.79% (+23.1K) YoY +44.61% (+73.1K)	All Managers (Combined)	$18.7M	0.7% ($18.7M/$2.7B)	QoQ +12.11% (+$2.0M) YoY +47.66% (+$6.0M)
Palo Alto Networks Inc(PANWcusip697435105)	109.6K	QoQ +8.22% (+8.3K) YoY +1809.10% (+103.9K)	All Managers (Combined)	$18.7M	0.7% ($18.7M/$2.7B)	QoQ +1.49% (+$275.6K) YoY +1046.55% (+$17.1M)
MORGAN STANLEY(MScusip617446448)	159.7K	QoQ 0.00% (-0) YoY +2.24% (+3.5K)	All Managers (Combined)	$18.6M	0.7% ($18.6M/$2.7B)	QoQ -7.19% (-$1.4M) YoY +26.68% (+$3.9M)
LOWES COMPANIES INC(LOWcusip548661107)	77.2K	QoQ -2.70% (-2.1K) YoY -2.19% (-1.7K)	All Managers (Combined)	$18.0M	0.7% ($18.0M/$2.7B)	QoQ -8.05% (-$1.6M) YoY -10.44% (-$2.1M)
Chubb Ltd(CBcusipH1467J104)	59.0K	QoQ +1.61% (+935) YoY +4.34% (+2.5K)	All Managers (Combined)	$17.8M	0.7% ($17.8M/$2.7B)	QoQ +11.05% (+$1.8M) YoY +21.60% (+$3.2M)