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Portfolio (Quarterly) Guide ↗

ANDERSON HOAGLAND & CO

· CIK 0000791191
13F Portfolio $1.2B AUM 136 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 44 Added 37 Reduced 11 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 807,580.0 $71.2M 6.12% -10K -1.2% $88.16 -3.8%
2 JPM JPMORGAN CHASE & CO Financial Services 85,580.0 $25.2M 2.17% -2K -2.0% $294.16 +4.2%
3 VTEB VANGUARD MUN BD FDS 311,766.0 $15.6M 1.34% -6K -1.9% $49.89 -0.0%
4 CAT CATERPILLAR INC Industrials 16,404.0 $11.6M 1.00% -3K -14.5% $708.46 +24.2%
5 EWJV ISHARES TR 258,356.0 $11.0M 0.95% -2K -0.6% $42.67 +5.9%
6 VO VANGUARD INDEX FDS 37,545.0 $10.8M 0.93% -2K -3.9% $287.18 -72.8%
7 CMI CUMMINS INC Industrials 18,974.0 $10.2M 0.88% -5K -19.4% $538.02 +18.9%
8 XOM EXXON MOBIL CORP Energy 58,833.0 $10.0M 0.86% -8K -12.1% $169.66 -8.7%
9 USFR WISDOMTREE TR 184,627.0 $9.3M 0.80% -6K -3.2% $50.34 +0.2%
10 FIX COMFORT SYS USA INC Industrials 6,073.0 $8.4M 0.72% -379.0 -5.9% $1378.99 +32.6%
11 AVDV AMERICAN CENTY ETF TR 77,768.0 $7.8M 0.67% -6K -7.3% $99.86 +8.4%
12 ASML ASML HLDG NV Technology 5,085.0 $6.7M 0.58% -1K -17.6% $1320.83 +23.6%
13 PWR QUANTA SVCS INC Industrials 11,704.0 $6.4M 0.55% -102.0 -0.9% $549.02 +31.8%
14 VLUE ISHARES TR 44,738.0 $6.4M 0.55% -933.0 -2.0% $142.19 +31.7%
15 MUB ISHARES TR 54,248.0 $5.8M 0.49% -508.0 -0.9% $106.15 +0.0%
16 MLI MUELLER INDS INC Industrials 51,012.0 $5.7M 0.49% -2K -3.0% $110.80 +20.4%
17 PZA INVESCO EXCH TRADED FD TR II 228,404.0 $5.2M 0.45% -16K -6.4% $22.98 -0.1%
18 AVGO BROADCOM INC Technology 15,550.0 $4.8M 0.41% -495.0 -3.1% $309.51 +33.8%
19 WMT WALMART INC Consumer Defensive 37,979.0 $4.7M 0.41% -5K -10.7% $124.28 -3.2%
20 AVDE AMERICAN CENTY ETF TR 53,989.0 $4.6M 0.39% -5K -9.0% $84.84 +7.0%
Page 1 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.5%
Technology 24.2%
Industrials 11.8%
Consumer Cyclical 10.8%
Healthcare 8.9%
Energy 5.9%
Utilities 2.1%
Communication Services 1.9%
Consumer Defensive 1.6%
Basic Materials 1.2%