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Livermore
Livermore
ZHEN

Pittenger & Anderson Inc

SEC CIK
0001034886
Latest filing
Jul 27, 2026

The latest 13F from Pittenger & Anderson Inc covers Q2 2026 (filed Jul 27, 2026): 507 long positions worth $2.79B. The top 10 holdings make up 29.2% of the portfolio, and the largest is Fiserv Inc (FISV) at 5.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
54
Est. +$50.2M
Added
150
Est. +$103.8M
Reduced
99
Est. −$93.3M
Sold out
69
Est. −$26.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. FISVFiserv Inc
    5.0%$139.5MHistory
  2. Vanguard Morningstar Large-Cap ETF922908637
    4.1%$115.4M
  3. Invesco QQQ Trust Series I46090E103
    3.9%$110.0M
  4. Vanguard Morningstar Mid-Cap ETF922908629
    3.0%$84.2M
  5. Vanguard Morningstar Small-Cap ETF922908751
    2.8%$78.4M

Share of portfolio

Top 5 holdings and the other 502 positions, by share of portfolio value

  1. FISV5.0%
  2. Vanguard Morningstar Large-Cap ETF4.1%
  3. Invesco QQQ Trust Series I3.9%
  4. Vanguard Morningstar Mid-Cap ETF3.0%
  5. Vanguard Morningstar Small-Cap ETF2.8%
  6. Other 502 positions81.1%

Biggest buys

New and added positions, by estimated amount bought

  1. UNHUnitedHealth Group Inc
    +$17.7MNewHistory
  2. PMPhilip Morris International Inc.
    +$15.0MAddedHistory
  3. iShares Core S&P Mid-Cap ETF464287507
    +$9.00MAdded
  4. HONHoneywell International Inc
    +$7.53MNewHistory
  5. HONAHoneywell Aerospace Inc.
    +$7.43MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. UNHUnitedHealth Group Inc
    +0.63 pp0.0% → 0.6%History
  2. PANWPalo Alto Networks Inc
    +0.61 pp0.6% → 1.2%History
  3. PMPhilip Morris International Inc.
    +0.53 pp0.3% → 0.9%History
  4. CRWDCrowdStrike Holdings, Inc.
    +0.36 pp0.3% → 0.7%History
  5. iShares Core S&P Mid-Cap ETF464287507
    +0.34 pp0.7% → 1.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$15.2MSold outHistory
  2. RMDResmed Inc
    −$11.7MReducedHistory
  3. ORCLOracle Corp
    −$7.91MReducedHistory
  4. ABTAbbott Laboratories
    −$6.42MReducedHistory
  5. TSCOTractor Supply Co
    −$5.83MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. FISVFiserv Inc
    −1.40 pp6.4% → 5.0%History
  2. RMDResmed Inc
    −0.63 pp0.9% → 0.3%History
  3. HONHoneywell International Inc
    −0.60 pp0.6% → 0.0%History
  4. ZTSZoetis Inc.
    −0.36 pp0.4% → <0.1%History
  5. TSCOTractor Supply Co
    −0.33 pp0.3% → <0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.79B
+$281.0M (+11.2%) vs. prior quarter
Positions
507
−15 vs. prior quarter
Top 10 concentration
29.2%
Top 10 as share of value
Turnover
4.5%
Q2 2026, one quarter
Average holding period
20.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.79B (Q2 2026)

Q1 2021: $1.85BQ2 2021: $1.95BQ3 2021: $1.99BQ4 2021: $2.16BQ1 2022: $2.04BQ2 2022: $1.71BQ3 2022: $1.66BQ4 2022: $1.82BQ1 2023: $1.94BQ2 2023: $2.08BQ3 2023: $1.98BQ4 2023: $2.23BQ1 2024: $2.46BQ2 2024: $2.43BQ3 2024: $2.67BQ4 2024: $2.75BQ1 2025: $2.73BQ2 2025: $2.74BQ3 2025: $2.73BQ4 2025: $2.60BQ1 2026: $2.51BQ2 2026: $2.79B
Q1 2021Q2 2026
13F filings of Pittenger & Anderson Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 27, 2026507$2.79BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q1 2026SEC
Q1 2026May 1, 2026522$2.51BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q4 2025SEC
Q4 2025Feb 2, 2026508$2.60BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q3 2025SEC
Q3 2025Nov 3, 2025456$2.73BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q2 2025SEC
Q2 2025Jul 30, 2025419$2.74BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q1 2025SEC
Q1 2025May 1, 2025426$2.73BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q4 2024SEC
Q4 2024Jan 31, 2025435$2.75BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q3 2024SEC
Q3 2024Oct 30, 2024456$2.67BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q2 2024SEC
Q2 2024Aug 9, 2024443$2.43BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q1 2024SEC
Q1 2024May 2, 2024426$2.46BFISVVanguard Morningstar Large-Cap ETFInvesco QQQ Trust Series Ivs. Q4 2023SEC
Q4 2023Feb 2, 2024429$2.23BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q3 2023SEC
Q3 2023Nov 2, 2023423$1.98BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q2 2023SEC
Q2 2023Aug 9, 2023466$2.08BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q1 2023SEC
Q1 2023May 10, 2023438$1.94BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q4 2022SEC
Q4 2022Feb 10, 2023435$1.82BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q3 2022SEC
Q3 2022Nov 15, 2022469$1.66BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q2 2022SEC
Q2 2022Jul 14, 2022443$1.71BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q1 2022SEC
Q1 2022Apr 28, 2022459$2.04BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q4 2021SEC
Q4 2021Feb 10, 2022456$2.16BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q3 2021SEC
Q3 2021Nov 12, 2021444$1.99BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q2 2021SEC
Q2 2021Aug 13, 2021408$1.95BFISVInvesco QQQ Trust Series IVanguard Morningstar Large-Cap ETFvs. Q1 2021SEC
Q1 2021May 12, 2021399$1.85BFISVInvesco QQQ Trust Series IVanguard Morningstar Mid-Cap ETF–SEC