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Portfolio (Quarterly) Guide ↗

Anderson Financial Strategies, LLC

· CIK 0002018166
13F Portfolio $172M AUM Filed Feb 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPQ J P MORGAN EXCHANGE TRADED F 29,815.0 $1.7M 1.01% NEW $58.12 +3.6%
22 DIEBOLD NIXDORF INC 24,068.0 $1.6M 0.95% NEW $67.89
23 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 185,180.0 $1.6M 0.94% NEW $8.76 -32.8%
24 LYV LIVE NATION ENTERTAINMENT IN Communication Services 11,327.0 $1.6M 0.94% NEW $142.50 +16.2%
25 RNR RENAISSANCERE HLDGS LTD Financial Services 5,730.0 $1.6M 0.94% NEW $281.16 +5.1%
26 BVS BIOVENTUS INC Healthcare 213,208.0 $1.6M 0.92% NEW $7.44 +24.7%
27 EBC EASTERN BANKSHARES INC Financial Services 82,987.0 $1.5M 0.89% NEW $18.43 +7.7%
28 GTLS CHART INDS INC Industrials 7,359.0 $1.5M 0.88% NEW $206.23 +0.8%
29 LYTS LSI INDS INC OHIO Technology 82,387.0 $1.5M 0.88% NEW $18.32 +27.0%
30 AAPL APPLE INC Technology 2,906.0 $790K 0.46% NEW $271.86 +13.6%
31 JPM JPMORGAN CHASE & CO. Financial Services 2,062.0 $664K 0.39% NEW $322.22 -4.9%
32 SHOP SHOPIFY INC Technology 2,798.0 $450K 0.26% NEW $160.97 -36.0%
33 ETN EATON CORP PLC Industrials 1,368.0 $436K 0.25% NEW $318.51 +22.9%
34 GOOG ALPHABET INC Communication Services 1,363.0 $428K 0.25% NEW $313.80 +20.9%
35 AMZN AMAZON COM INC Consumer Cyclical 1,660.0 $383K 0.22% NEW $230.82 +15.4%
36 ISRG INTUITIVE SURGICAL INC Healthcare 615.0 $348K 0.20% NEW $566.36 -22.6%
37 MA MASTERCARD INCORPORATED Financial Services 564.0 $322K 0.19% NEW $570.88 -12.7%
Page 2 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
Technology 27.6%
Financial Services 24.8%
Communication Services 12.3%
Consumer Cyclical 12.0%
Industrials 11.7%
Healthcare 11.6%