Portfolio (Quarterly)
Guide ↗
PITTENGER & ANDERSON INC
· CIK 0001034886| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 30,417.0 | $1.5M | 0.06% | NEW | — | $48.58 | +16.6% |
| 2 | BCE | BCE INC | Communication Services | 58,825.0 | $1.4M | 0.05% | NEW | — | $23.82 | -12.0% |
| 3 | MEDP | MEDPACE HLDGS INC | Healthcare | 1,776.0 | $997K | 0.04% | NEW | — | $561.65 | +10.2% |
| 4 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 3,740.0 | $601K | 0.02% | NEW | — | $160.76 | -8.5% |
| 5 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 3,854.0 | $555K | 0.02% | NEW | — | $143.89 | +46.6% |
| 6 | RKLB | ROCKET LAB CORP | Industrials | 6,940.0 | $484K | 0.02% | NEW | — | $69.76 | +6.0% |
| 7 | CW | CURTISS WRIGHT CORP | Industrials | 731.0 | $403K | 0.02% | NEW | — | $551.27 | -2.1% |
| 8 | NAK | NORTHERN DYNASTY MINERALS LT | Basic Materials | 40,750.0 | $80K | 0.00% | NEW | — | $1.97 | -28.9% |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 2,750.0 | $76K | 0.00% | NEW | — | $27.62 | -3.9% |
| 10 | QQQE | DIREXION SHS ETF TR | — | 735.0 | $75K | 0.00% | NEW | — | $102.31 | +18.3% |
| 11 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 5,560.0 | $75K | 0.00% | NEW | — | $13.40 | -25.7% |
| 12 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 900.0 | $74K | 0.00% | NEW | — | $82.02 | -18.8% |
| 13 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 1,325.0 | $69K | 0.00% | NEW | — | $52.44 | +3.4% |
| 14 | VTEB | VANGUARD MUN BD FDS | — | 1,081.0 | $54K | 0.00% | NEW | — | $50.29 | -5.6% |
| 15 | BOC | BOSTON OMAHA CORP | Communication Services | 4,250.0 | $53K | 0.00% | NEW | — | $12.37 | +8.9% |
| 16 | BND | VANGUARD BD INDEX FDS | — | 691.0 | $51K | 0.00% | NEW | — | $74.07 | -4.6% |
| 17 | IGSB | ISHARES TR | — | 888.0 | $47K | 0.00% | NEW | — | $52.88 | -3.0% |
| 18 | VDE | VANGUARD WORLD FD | — | 345.0 | $43K | 0.00% | NEW | — | $125.92 | +38.0% |
| 19 | EAGG | ISHARES TR | — | 840.0 | $40K | 0.00% | NEW | — | $47.85 | -4.8% |
| 20 | SUSB | ISHARES TR | — | 1,590.0 | $40K | 0.00% | NEW | — | $25.24 | -3.1% |
① 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
Technology
30.4%
Financial Services
25.5%
Industrials
13.1%
Consumer Cyclical
8.2%
Healthcare
7.4%
Communication Services
7.1%
Consumer Defensive
4.6%
Basic Materials
1.7%
Energy
1.1%
Utilities
0.7%