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Home > Institutional Investor > Pittenger & Anderson Inc > Profile

Instuitional Investor - Pittenger & Anderson Inc

Fund Profile
Filing Period:
Fund Name: Pittenger & Anderson Inc
Portfolio Value $2,735,362,454
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fiserv Inc
 FI 2,881,801 $496,851,311 18.16%
2.
Vanguard Index Fds - LARGE CAP ETF
 331,224 $94,498,228 3.45%
3.
Invesco Qqq Tr
 151,695 $83,680,861 3.06%
4.
Vanguard Index Fds - MID CAP ETF
 268,263 $75,068,069 2.74%
5.
Microsoft Corp
 MSFT 121,074 $60,223,532 2.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)