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Portfolio (Quarterly) Guide ↗

Anderson Financial Strategies, LLC

· CIK 0002018166
13F Portfolio $182M AUM 32 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 15 Added 14 Reduced 7 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SDVY FIRST TR EXCHANGE TRADED FD 44,703.0 $1.9M 1.04% -31K -40.6% $42.32 -2.3%
22 BVS BIOVENTUS INC Healthcare 172,900.0 $1.8M 1.01% -40K -18.9% $10.68 -11.1%
23 APP APPLOVIN CORP Technology 3,783.0 $1.8M 0.99% +1K +38.1% $478.11 +1.6%
24 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 236,867.0 $1.7M 0.92% +52K +27.9% $7.08 -17.1%
25 EBC EASTERN BANKSHARES INC Financial Services 80,880.0 $1.6M 0.90% -2K -2.5% $20.26 -2.0%
26 LYV LIVE NATION ENTERTAINMENT IN Communication Services 10,223.0 $1.6M 0.88% -1K -9.8% $157.26 +5.5%
27 RNR RENAISSANCERE HLDGS LTD Financial Services 5,295.0 $1.6M 0.88% -435.0 -7.6% $302.04 +0.3%
28 DIEBOLD NIXDORF INC 20,578.0 $1.6M 0.88% -3K -14.5% $77.53
29 GTLS CHART INDS INC Industrials 7,534.0 $1.6M 0.86% +175.0 +2.4% $207.75 +0.3%
30 JPM JPMORGAN CHASE & CO Financial Services 1,862.0 $576K 0.32% -200.0 -9.7% $309.40 -2.1%
31 ETN EATON CORP PLC Industrials 1,296.0 $532K 0.29% -72.0 -5.3% $410.86 -7.1%
32 VOO VANGUARD INDEX FDS 416.0 $277K 0.15% NEW $665.30 +2.6%
Page 2 of 2  ·  32 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 25.8%
Financial Services 25.6%
Industrials 14.1%
Healthcare 12.4%
Consumer Cyclical 11.3%
Communication Services 10.8%