Portfolio (Quarterly)
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PITTENGER & ANDERSON INC
· CIK 0001034886| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | RSP | INVESCO EXCHANGE TRADED FD T | — | 3,545.0 | $672K | 0.03% | NEW | — | $189.70 | +10.6% |
| 182 | KNSL | KINSALE CAP GROUP INC | Financial Services | 1,575.0 | $670K | 0.03% | NEW | — | $425.26 | -23.6% |
| 183 | ENSG | ENSIGN GROUP INC | Healthcare | 3,800.0 | $657K | 0.02% | NEW | — | $172.77 | +2.1% |
| 184 | SBUX | STARBUCKS CORP | Consumer Cyclical | 6,900.0 | $584K | 0.02% | NEW | — | $84.60 | +12.6% |
| 185 | WDFC | WD 40 CO | Basic Materials | 2,950.0 | $583K | 0.02% | NEW | — | $197.60 | +3.2% |
| 186 | PEP | PEPSICO INC | Consumer Defensive | 4,114.0 | $578K | 0.02% | NEW | — | $140.44 | -8.5% |
| 187 | TSLA | TESLA INC | Consumer Cyclical | 1,232.0 | $548K | 0.02% | NEW | — | $444.72 | -19.6% |
| 188 | APOS | APOLLO GLOBAL MGMT INC | — | 3,600.0 | $480K | 0.02% | NEW | — | $133.27 | — |
| 189 | VEU | VANGUARD INTL EQUITY INDEX F | — | 6,600.0 | $471K | 0.02% | NEW | — | $71.37 | +17.4% |
| 190 | WFC | WELLS FARGO CO NEW | Financial Services | 5,557.0 | $466K | 0.02% | NEW | — | $83.82 | -3.6% |
| 191 | HCC | WARRIOR MET COAL INC | Energy | 7,305.0 | $465K | 0.02% | NEW | — | $63.64 | +44.2% |
| 192 | GOOG | ALPHABET INC | — | 1,893.0 | $461K | 0.02% | NEW | — | $243.55 | — |
| 193 | CAH | CARDINAL HEALTH INC | Healthcare | 2,865.0 | $450K | 0.02% | NEW | — | $156.96 | +40.3% |
| 194 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 4,570.0 | $446K | 0.02% | NEW | — | $97.63 | -54.8% |
| 195 | — | INSTALLED BLDG PRODS INC | — | 1,750.0 | $432K | 0.02% | NEW | — | $246.66 | — |
| 196 | IWS | ISHARES TR | — | 3,000.0 | $419K | 0.01% | NEW | — | $139.67 | +16.1% |
| 197 | XLU | SELECT SECTOR SPDR TR | — | 4,690.0 | $409K | 0.01% | NEW | — | $87.21 | -55.0% |
| 198 | LLY | ELI LILLY & CO | Healthcare | 531.0 | $405K | 0.01% | NEW | — | $763.00 | +55.4% |
| 199 | ADBE | ADOBE INC | Technology | 1,110.0 | $392K | 0.01% | NEW | — | $352.75 | -34.5% |
| 200 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 6,021.0 | $391K | 0.01% | NEW | — | $65.00 | -27.4% |
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
37.8%
Financial Services
22.8%
Industrials
11.9%
Consumer Cyclical
7.6%
Healthcare
6.5%
Communication Services
6.2%
Consumer Defensive
4.0%
Basic Materials
1.4%
Energy
1.0%
Utilities
0.7%