PITTENGER & ANDERSON INC

LINCOLN, NE · CIK 1034886 · 13F filing filed 2025-01-31

SEC-registered investment adviser since 2000 · corporation

Assets managed$3.0bn
Staff14 · 14 in investment roles
Main clients (by assets)High net worth individuals 45%, Companies 39%, Individuals 9%
Websitepittand.com
Form ADV · 2026-01-07SEC adviser record

$2.8bn reported value +3.1% vs Q3 2024

435positions

41.7%in top 10

25 new 123 added 101 reduced 46 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FISERV INC COM FISV	FISV	2,922,579	$600.4m21.81%	21.81%	Reduced -10.0k	-10,000 -0.3%
2	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	327,970	$88.5m3.21%	3.21%	Added +6.8k	+6,850 2.1%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	154,117	$78.8m2.86%	2.86%	Reduced -6.0k	-6,017 -3.8%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	258,987	$68.4m2.48%	2.48%	Added +4.6k	+4,611 1.8%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	250,010	$60.1m2.18%	2.18%	Added +2.5k	+2,488 1.0%
6	APPLE INC COM AAPL	AAPL	238,701	$59.8m2.17%	2.17%	Reduced -4.6k	-4,598 -1.9%
7	MICROSOFT CORP COM MSFT	MSFT	124,412	$52.4m1.90%	1.90%	Reduced -1.9k	-1,875 -1.5%
8	COSTCO WHSL CORP NEW COM COST	COST	54,768	$50.2m1.82%	1.82%	Reduced -1.7k	-1,739 -3.1%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	241,019	$45.6m1.66%	1.66%	Added +1.7k	+1,675 0.7%
10	AMAZON COM INC COM AMZN	AMZN	204,202	$44.8m1.63%	1.63%	Added +332	+332 0.2%
11	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	69,163	$39.4m1.43%	1.43%	Added +3	+3 0.0%
12	ISHARES TR RUSSELL 2000 ETF IWM	IWM	176,914	$39.1m1.42%	1.42%	Reduced -2.2k	-2,195 -1.2%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	65,989	$35.6m1.29%	1.29%	Added +977	+977 1.5%
14	SERVICENOW INC COM NOW	NOW	31,908	$33.8m1.23%	1.23%	Added +456	+456 1.4%
15	VISA INC COM CL A V	V	105,000	$33.2m1.21%	1.21%	Added +122	+122 0.1%
16	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,767,606	$32.7m1.19%	1.19%	Added +48.4k	+48,422 2.8%
17	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	91,728	$32.3m1.17%	1.17%	Added +412	+412 0.5%
18	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	59,491	$31.1m1.13%	1.13%	Reduced -153	-153 -0.3%
19	CINTAS CORP COM CTAS	CTAS	166,089	$30.3m1.10%	1.10%	Reduced -2.9k	-2,919 -1.7%
20	SALESFORCE INC COM CRM	CRM	86,162	$28.8m1.05%	1.05%	Added +416	+416 0.5%
21	BLACKROCK INC COM BLK	BLK	27,920	$28.6m1.04%	1.04%	New
22	WASTE MGMT INC DEL COM WM	WM	139,999	$28.3m1.03%	1.03%	Reduced -38	-38 -0.0%
23	MASTERCARD INCORPORATED CL A MA	MA	53,385	$28.1m1.02%	1.02%	Reduced -25	-25 -0.1%
24	TJX COS INC NEW COM TJX	TJX	206,869	$25.0m0.91%	0.91%	Added +9.1k	+9,112 4.6%
25	S&P GLOBAL INC COM SPGI	SPGI	50,024	$24.9m0.91%	0.91%	Unchanged
26	META PLATFORMS INC CL A META	META	42,178	$24.7m0.90%	0.90%	Added +1.6k	+1,602 4.0%
27	ISHARES TR CORE S&P SCP ETF IJR	IJR	203,506	$23.4m0.85%	0.85%	Added +1.8k	+1,835 0.9%
28	UNITEDHEALTH GROUP INC COM UNH	UNH	42,634	$21.6m0.78%	0.78%	Added +136	+136 0.3%
29	UNION PAC CORP COM UNP	UNP	90,180	$20.6m0.75%	0.75%	Reduced -59	-59 -0.1%
30	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	426,710	$20.4m0.74%	0.74%	Added +34.0k	+33,997 8.7%
31	MORGAN STANLEY COM NEW MS	MS	159,667	$20.1m0.73%	0.73%	Added +1.7k	+1,679 1.1%
32	LOWES COS INC COM LOW	LOW	79,343	$19.6m0.71%	0.71%	Added +154	+154 0.2%
33	ZOETIS INC CL A ZTS	ZTS	119,377	$19.5m0.71%	0.71%	Reduced -6.2k	-6,187 -4.9%
34	TRAVELERS COMPANIES INC COM TRV	TRV	77,105	$18.6m0.67%	0.67%	Reduced -38	-38 -0.1%
35	PALO ALTO NETWORKS INC COM PANW	PANW	101,269	$18.4m0.67%	0.67%	Added +52.1k	+52,105 106.0%
36	MSCI INC COM MSCI	MSCI	29,999	$18.0m0.65%	0.65%	Added +447	+447 1.5%
37	EATON CORP PLC SHS ETN	ETN	53,562	$17.8m0.65%	0.65%	Reduced -1.6k	-1,587 -2.9%
38	HOME DEPOT INC COM HD	HD	45,661	$17.8m0.65%	0.65%	Reduced -105	-105 -0.2%
39	ISHARES TR MSCI EAFE ETF EFA	EFA	232,921	$17.6m0.64%	0.64%	Added +5.8k	+5,757 2.5%
40	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	367,807	$17.6m0.64%	0.64%	Added +2.9k	+2,915 0.8%
41	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	72,636	$16.9m0.61%	0.61%	Reduced -65	-65 -0.1%
42	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	26	$16.8m0.61%	0.61%	Unchanged
43	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	213,928	$16.7m0.61%	0.61%	Added +19.6k	+19,580 10.1%
44	CHUBB LIMITED COM CB	CB	58,022	$16.0m0.58%	0.58%	Reduced -1.9k	-1,855 -3.1%
45	HONEYWELL INTL INC COM COM		69,690	$15.7m0.57%	0.57%	Added +42	+42 0.1%
46	DANAHER CORPORATION COM DHR	DHR	68,298	$15.7m0.57%	0.57%	Added +475	+475 0.7%
47	CME GROUP INC COM CME	CME	66,062	$15.3m0.56%	0.56%	Added +482	+482 0.7%
48	BROADCOM INC COM AVGO	AVGO	64,235	$14.9m0.54%	0.54%	Added +2.3k	+2,335 3.8%
49	AMERICAN TOWER CORP NEW COM AMT	AMT	78,137	$14.3m0.52%	0.52%	Reduced -15.5k	-15,497 -16.6%
50	RESMED INC COM RMD	RMD	62,537	$14.3m0.52%	0.52%	Added +4.2k	+4,213 7.2%
51	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	47,374	$13.9m0.50%	0.50%	Added +185	+185 0.4%
52	REPUBLIC SVCS INC COM RSG	RSG	68,503	$13.8m0.50%	0.50%	Reduced -28	-28 -0.0%
53	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	494,039	$13.7m0.50%	0.50%	Added +1.2k	+1,196 0.2%
54	WALMART INC COM WMT	WMT	151,036	$13.6m0.50%	0.50%	Added +3.9k	+3,918 2.7%
55	ISHARES TR CORE S&P MCP ETF IJH	IJH	218,154	$13.6m0.49%	0.49%	Added +8.0k	+8,012 3.8%
56	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	67,832	$13.4m0.49%	0.49%	Added +9.5k	+9,543 16.4%
57	CATERPILLAR INC COM CAT	CAT	36,805	$13.4m0.49%	0.49%	Reduced -565	-565 -1.5%
58	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	29,101	$13.2m0.48%	0.48%	Reduced -280	-280 -0.9%
59	JPMORGAN CHASE & CO COM JPM	JPM	53,849	$12.9m0.47%	0.47%	Reduced -464	-464 -0.8%
60	PEPSICO INC COM PEP	PEP	84,858	$12.9m0.47%	0.47%	Reduced -6.6k	-6,596 -7.2%
61	SELECT SECTOR SPDR TR ENERGY XLE	XLE	150,474	$12.9m0.47%	0.47%	Added +245	+245 0.2%
62	CISCO SYS INC COM CSCO	CSCO	215,348	$12.7m0.46%	0.46%	Unchanged
63	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	29,752	$12.7m0.46%	0.46%	Added +184	+184 0.6%
64	NVIDIA CORPORATION COM NVDA	NVDA	93,258	$12.5m0.45%	0.45%	Reduced -1.8k	-1,794 -1.9%
65	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	17,497	$12.1m0.44%	0.44%	Added +893	+893 5.4%
66	JOHNSON & JOHNSON COM JNJ	JNJ	82,746	$12.0m0.43%	0.43%	Reduced -637	-637 -0.8%
67	TRANSDIGM GROUP INC COM TDG	TDG	9,432	$12.0m0.43%	0.43%	Added +171	+171 1.9%
68	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	22,370	$11.6m0.42%	0.42%	Reduced -2.8k	-2,797 -11.1%
69	ABBOTT LABS COM ABT	ABT	95,464	$10.8m0.39%	0.39%	Unchanged
70	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	369,688	$10.1m0.37%	0.37%	Reduced -10.2k	-10,229 -2.7%
71	EOG RES INC COM EOG	EOG	82,283	$10.1m0.37%	0.37%	Reduced -7.7k	-7,682 -8.5%
72	LINDE PLC SHS LIN	LIN	23,555	$9.9m0.36%	0.36%	Reduced -67	-67 -0.3%
73	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,371	$9.6m0.35%	0.35%	Reduced -522	-522 -3.1%
74	ROPER TECHNOLOGIES INC COM ROP	ROP	17,846	$9.3m0.34%	0.34%	Reduced -3.7k	-3,700 -17.2%
75	TRACTOR SUPPLY CO COM TSCO	TSCO	168,385	$8.9m0.32%	0.32%	Reduced -8.1k	-8,130 -4.6%
76	GOLDMAN SACHS GROUP INC COM GS	GS	15,394	$8.8m0.32%	0.32%	Added +6.8k	+6,792 79.0%
77	ISHARES TR S&P SML 600 GWT IJT	IJT	63,450	$8.6m0.31%	0.31%	Unchanged
78	SHERWIN WILLIAMS CO COM SHW	SHW	25,164	$8.6m0.31%	0.31%	Added +1.2k	+1,202 5.0%
79	CHURCH & DWIGHT CO INC COM CHD	CHD	78,610	$8.2m0.30%	0.30%	Added +211	+211 0.3%
80	AFLAC INC COM AFL	AFL	78,614	$8.1m0.30%	0.30%	Added +115	+115 0.1%
81	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	28,980	$7.4m0.27%	0.27%	Unchanged
82	NEXTERA ENERGY INC COM NEE	NEE	102,352	$7.3m0.27%	0.27%	Added +86.8k	+86,750 556.0%
83	ORACLE CORP COM ORCL	ORCL	43,463	$7.2m0.26%	0.26%	Added +16.2k	+16,245 59.7%
84	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	42,524	$6.9m0.25%	0.25%	Unchanged
85	ISHARES TR U.S. TECH ETF IYW	IYW	43,015	$6.9m0.25%	0.25%	Unchanged
86	ISHARES TR CORE S&P500 ETF IVV	IVV	11,613	$6.8m0.25%	0.25%	Reduced -133	-133 -1.1%
87	DOVER CORP COM DOV	DOV	35,950	$6.7m0.24%	0.24%	Added +65	+65 0.2%
88	BLACKSTONE INC COM BX	BX	36,615	$6.3m0.23%	0.23%	Added +21.6k	+21,645 144.6%
89	MCDONALDS CORP COM MCD	MCD	19,770	$5.7m0.21%	0.21%	Reduced -2.1k	-2,136 -9.8%
90	COPART INC COM CPRT	CPRT	98,145	$5.6m0.20%	0.20%	Added +23.1k	+23,052 30.7%
91	ASSURANT INC COM AIZ	AIZ	26,315	$5.6m0.20%	0.20%	Added +55	+55 0.2%
92	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	44,390	$5.5m0.20%	0.20%	Unchanged
93	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	51,951	$5.5m0.20%	0.20%	Added +13.7k	+13,736 35.9%
94	AON PLC SHS CL A AON	AON	15,165	$5.4m0.20%	0.20%	Unchanged
95	RTX CORPORATION COM RTX	RTX	46,457	$5.4m0.20%	0.20%	Added +1.2k	+1,225 2.7%
96	GALLAGHER ARTHUR J & CO COM AJG	AJG	18,702	$5.3m0.19%	0.19%	Added +478	+478 2.6%
97	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	40,588	$5.3m0.19%	0.19%	Added +6.2k	+6,154 17.9%
98	NOVO-NORDISK A S ADR NVO	NVO	60,453	$5.2m0.19%	0.19%	Added +3.3k	+3,291 5.8%
99	TEXAS INSTRS INC COM TXN	TXN	26,960	$5.1m0.18%	0.18%	Reduced -301	-301 -1.1%
100	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	74,615	$5.0m0.18%	0.18%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
BLACKROCK INC BLK	BLK	27,760	$26.4m27.8k shares
LAM RESEARCH CORP		65,680	$5.4m65.7k shares
ICON PLC ICLR	ICLR	13,233	$3.8m13.2k shares
BP PLC BP	BP	119,885	$3.8m119.9k shares
ARISTA NETWORKS INC		34,536	$3.3m34.5k shares
AEROVIRONMENT INC AVAV	AVAV	3,190	$639.6k3.2k shares
LPL FINL HLDGS INC LPLA	LPLA	2,530	$588.6k2.5k shares
VERTEX PHARMACEUTICALS INC VRTX	VRTX	939	$436.7k939 shares
PINTEREST INC PINS	PINS	11,440	$370.3k11.4k shares
JEFFERIES FINL GROUP INC JEF	JEF	5,000	$307.8k5.0k shares
SEAGATE TECHNOLOGY HLDNGS PL STX	STX	2,500	$273.8k2.5k shares
SUPER MICRO COMPUTER INC		550	$229.0k550 shares
WEYERHAEUSER CO MTN BE WY	WY	6,104	$206.7k6.1k shares
WINGSTOP INC WING	WING	490	$203.9k490 shares
MEDPACE HLDGS INC MEDP	MEDP	552	$184.3k552 shares
VISTRA CORP VST	VST	1,000	$118.5k1.0k shares
SMUCKER J M CO SJM	SJM	800	$96.9k800 shares
CANADIAN PACIFIC KANSAS CITY CP	CP	865	$74.0k865 shares
ISHARES TR IWO	IWO	155	$44.0k155 shares
DRAFTKINGS INC NEW DKNG	DKNG	1,025	$40.2k1.0k shares
ALLSTATE CORP ALL	ALL	200	$37.9k200 shares
C3 AI INC AI	AI	1,500	$36.3k1.5k shares
CELANESE CORP DEL CE	CE	242	$32.9k242 shares
GLACIER BANCORP INC NEW GBCI	GBCI	344	$15.7k344 shares
SPDR SER TR BIL	BIL	168	$15.4k168 shares