PITTENGER & ANDERSON INC

LINCOLN, NE · CIK 1034886 · 13F filing filed 2025-05-01

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

$2.7bn reported value -0.9% vs Q4 2024

426positions

41.9%in top 10

24 new 126 added 97 reduced 33 sold out vs Q4 2024

Holdings, Q1 2025

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	2,879,531	$635.9m23.30%	23.30%	Reduced -43.0k	-43,048 -1.5%
2	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	329,993	$84.8m3.11%	3.11%	Added +2.0k	+2,023 0.6%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	153,172	$71.8m2.63%	2.63%	Reduced -945	-945 -0.6%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	264,902	$68.5m2.51%	2.51%	Added +5.9k	+5,915 2.3%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	251,387	$55.7m2.04%	2.04%	Added +1.4k	+1,377 0.6%
6	APPLE INC COM AAPL	AAPL	232,897	$51.7m1.90%	1.90%	Reduced -5.8k	-5,804 -2.4%
7	COSTCO WHSL CORP NEW COM COST	COST	54,314	$51.4m1.88%	1.88%	Reduced -454	-454 -0.8%
8	MICROSOFT CORP COM MSFT	MSFT	123,978	$46.5m1.71%	1.71%	Reduced -434	-434 -0.3%
9	AMAZON COM INC COM AMZN	AMZN	201,445	$38.3m1.40%	1.40%	Reduced -2.8k	-2,757 -1.4%
10	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	70,075	$37.4m1.37%	1.37%	Added +912	+912 1.3%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	241,010	$37.3m1.37%	1.37%	Reduced -9	-9 0.0%
12	VISA INC COM CL A V	V	103,920	$36.4m1.33%	1.33%	Reduced -1.1k	-1,080 -1.0%
13	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,796,169	$35.5m1.30%	1.30%	Added +28.6k	+28,563 1.6%
14	ISHARES TR RUSSELL 2000 ETF IWM	IWM	177,589	$35.4m1.30%	1.30%	Added +675	+675 0.4%
15	CINTAS CORP COM CTAS	CTAS	160,381	$33.0m1.21%	1.21%	Reduced -5.7k	-5,708 -3.4%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	64,041	$32.9m1.21%	1.21%	Reduced -1.9k	-1,948 -3.0%
17	WASTE MGMT INC DEL COM WM	WM	140,304	$32.5m1.19%	1.19%	Added +305	+305 0.2%
18	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	60,142	$29.8m1.09%	1.09%	Added +651	+651 1.1%
19	MASTERCARD INCORPORATED CL A MA	MA	53,230	$29.2m1.07%	1.07%	Reduced -155	-155 -0.3%
20	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	91,487	$28.5m1.05%	1.05%	Reduced -241	-241 -0.3%
21	META PLATFORMS INC CL A META	META	46,320	$26.7m0.98%	0.98%	Added +4.1k	+4,142 9.8%
22	BLACKROCK INC COM BLK	BLK	27,983	$26.5m0.97%	0.97%	Added +63	+63 0.2%
23	TJX COS INC NEW COM TJX	TJX	216,887	$26.4m0.97%	0.97%	Added +10.0k	+10,018 4.8%
24	S&P GLOBAL INC COM SPGI	SPGI	50,083	$25.4m0.93%	0.93%	Added +59	+59 0.1%
25	SERVICENOW INC COM NOW	NOW	31,848	$25.4m0.93%	0.93%	Reduced -60	-60 -0.2%
26	SALESFORCE INC COM CRM	CRM	86,436	$23.2m0.85%	0.85%	Added +274	+274 0.3%
27	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	474,692	$23.0m0.84%	0.84%	Added +48.0k	+47,982 11.2%
28	UNION PAC CORP COM UNP	UNP	91,545	$21.6m0.79%	0.79%	Added +1.4k	+1,365 1.5%
29	UNITEDHEALTH GROUP INC COM UNH	UNH	41,274	$21.6m0.79%	0.79%	Reduced -1.4k	-1,360 -3.2%
30	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	26	$20.8m0.76%	0.76%	Unchanged
31	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	403,944	$20.5m0.75%	0.75%	Added +36.1k	+36,137 9.8%
32	ISHARES TR CORE S&P SCP ETF IJR	IJR	196,271	$20.5m0.75%	0.75%	Reduced -7.2k	-7,235 -3.6%
33	TRAVELERS COMPANIES INC COM TRV	TRV	77,160	$20.4m0.75%	0.75%	Added +55	+55 0.1%
34	ISHARES TR MSCI EAFE ETF EFA	EFA	242,723	$19.8m0.73%	0.73%	Added +9.8k	+9,802 4.2%
35	ZOETIS INC CL A ZTS	ZTS	118,650	$19.5m0.72%	0.72%	Reduced -727	-727 -0.6%
36	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	237,021	$18.7m0.69%	0.69%	Added +23.1k	+23,093 10.8%
37	PALO ALTO NETWORKS INC COM PANW	PANW	109,602	$18.7m0.69%	0.69%	Added +8.3k	+8,333 8.2%
38	MORGAN STANLEY COM NEW MS	MS	159,667	$18.6m0.68%	0.68%	Unchanged
39	LOWES COS INC COM LOW	LOW	77,194	$18.0m0.66%	0.66%	Reduced -2.1k	-2,149 -2.7%
40	CHUBB LIMITED COM CB	CB	58,957	$17.8m0.65%	0.65%	Added +935	+935 1.6%
41	CME GROUP INC COM CME	CME	66,043	$17.5m0.64%	0.64%	Reduced -19	-19 -0.0%
42	MSCI INC COM MSCI	MSCI	29,899	$16.9m0.62%	0.62%	Reduced -100	-100 -0.3%
43	REPUBLIC SVCS INC COM RSG	RSG	68,354	$16.6m0.61%	0.61%	Reduced -149	-149 -0.2%
44	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	30,499	$16.2m0.60%	0.60%	Added +1.4k	+1,398 4.8%
45	NVIDIA CORPORATION COM NVDA	NVDA	148,557	$16.1m0.59%	0.59%	Added +55.3k	+55,299 59.3%
46	HOME DEPOT INC COM HD	HD	43,752	$16.0m0.59%	0.59%	Reduced -1.9k	-1,909 -4.2%
47	EATON CORP PLC SHS ETN	ETN	58,626	$15.9m0.58%	0.58%	Added +5.1k	+5,064 9.4%
48	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	71,861	$14.8m0.54%	0.54%	Reduced -775	-775 -1.1%
49	RESMED INC COM RMD	RMD	65,271	$14.6m0.54%	0.54%	Added +2.7k	+2,734 4.4%
50	HONEYWELL INTL INC COM COM		68,676	$14.5m0.53%	0.53%	Reduced -1.0k	-1,014 -1.5%
51	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	47,340	$14.5m0.53%	0.53%	Reduced -34	-34 -0.1%
52	JOHNSON & JOHNSON COM JNJ	JNJ	86,239	$14.3m0.52%	0.52%	Added +3.5k	+3,493 4.2%
53	SELECT SECTOR SPDR TR ENERGY XLE	XLE	149,654	$14.0m0.51%	0.51%	Reduced -820	-820 -0.5%
54	WALMART INC COM WMT	WMT	155,235	$13.6m0.50%	0.50%	Added +4.2k	+4,199 2.8%
55	CISCO SYS INC COM CSCO	CSCO	219,023	$13.5m0.50%	0.50%	Added +3.7k	+3,675 1.7%
56	TRANSDIGM GROUP INC COM TDG	TDG	9,769	$13.5m0.50%	0.50%	Added +337	+337 3.6%
57	JPMORGAN CHASE & CO COM JPM	JPM	54,590	$13.4m0.49%	0.49%	Added +741	+741 1.4%
58	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	31,876	$13.4m0.49%	0.49%	Added +2.1k	+2,124 7.1%
59	NETFLIX INC COM NFLX	NFLX	14,192	$13.2m0.49%	0.49%	Added +10.4k	+10,411 275.4%
60	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	499,519	$13.1m0.48%	0.48%	Added +5.5k	+5,480 1.1%
61	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	77,159	$12.8m0.47%	0.47%	Added +9.3k	+9,327 13.8%
62	ABBOTT LABS COM ABT	ABT	95,464	$12.7m0.46%	0.46%	Unchanged
63	ISHARES TR CORE S&P MCP ETF IJH	IJH	208,149	$12.1m0.45%	0.45%	Reduced -10.0k	-10,005 -4.6%
64	CATERPILLAR INC COM CAT	CAT	36,759	$12.1m0.44%	0.44%	Reduced -46	-46 -0.1%
65	GOLDMAN SACHS GROUP INC COM GS	GS	21,522	$11.8m0.43%	0.43%	Added +6.1k	+6,128 39.8%
66	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	17,674	$11.7m0.43%	0.43%	Added +177	+177 1.0%
67	LINDE PLC SHS LIN	LIN	23,756	$11.1m0.41%	0.41%	Added +201	+201 0.8%
68	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	21,629	$10.8m0.39%	0.39%	Reduced -741	-741 -3.3%
69	BROADCOM INC COM AVGO	AVGO	62,075	$10.4m0.38%	0.38%	Reduced -2.2k	-2,160 -3.4%
70	TRACTOR SUPPLY CO COM TSCO	TSCO	176,534	$9.7m0.36%	0.36%	Added +8.1k	+8,149 4.8%
71	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	340,468	$9.5m0.35%	0.35%	Reduced -29.2k	-29,220 -7.9%
72	CHURCH & DWIGHT CO INC COM CHD	CHD	85,033	$9.4m0.34%	0.34%	Added +6.4k	+6,423 8.2%
73	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,533	$9.2m0.34%	0.34%	Added +162	+162 1.0%
74	ROPER TECHNOLOGIES INC COM ROP	ROP	15,373	$9.1m0.33%	0.33%	Reduced -2.5k	-2,473 -13.9%
75	AFLAC INC COM AFL	AFL	79,549	$8.8m0.32%	0.32%	Added +935	+935 1.2%
76	EOG RES INC COM EOG	EOG	66,956	$8.6m0.31%	0.31%	Reduced -15.3k	-15,327 -18.6%
77	SHERWIN WILLIAMS CO COM SHW	SHW	24,105	$8.4m0.31%	0.31%	Reduced -1.1k	-1,059 -4.2%
78	ISHARES TR S&P SML 600 GWT IJT	IJT	63,450	$7.9m0.29%	0.29%	Unchanged
79	DANAHER CORPORATION COM DHR	DHR	35,528	$7.3m0.27%	0.27%	Reduced -32.8k	-32,770 -48.0%
80	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	28,980	$7.1m0.26%	0.26%	Unchanged
81	COPART INC COM CPRT	CPRT	121,131	$6.9m0.25%	0.25%	Added +23.0k	+22,986 23.4%
82	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	42,524	$6.8m0.25%	0.25%	Unchanged
83	ISHARES TR CORE S&P500 ETF IVV	IVV	12,011	$6.7m0.25%	0.25%	Added +398	+398 3.4%
84	DISNEY WALT CO COM DIS	DIS	66,103	$6.5m0.24%	0.24%	Added +65.5k	+65,505 10954.0%
85	DOVER CORP COM DOV	DOV	36,455	$6.4m0.23%	0.23%	Added +505	+505 1.4%
86	GALLAGHER ARTHUR J & CO COM AJG	AJG	18,460	$6.4m0.23%	0.23%	Reduced -242	-242 -1.3%
87	ORACLE CORP COM ORCL	ORCL	45,139	$6.3m0.23%	0.23%	Added +1.7k	+1,676 3.9%
88	RTX CORPORATION COM RTX	RTX	47,262	$6.3m0.23%	0.23%	Added +805	+805 1.7%
89	ISHARES TR U.S. TECH ETF IYW	IYW	43,015	$6.0m0.22%	0.22%	Unchanged
90	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	44,809	$5.9m0.21%	0.21%	Added +4.2k	+4,221 10.4%
91	MERCADOLIBRE INC COM MELI	MELI	2,947	$5.7m0.21%	0.21%	Added +25	+25 0.9%
92	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	4,279	$5.7m0.21%	0.21%	Added +441	+441 11.5%
93	ABBVIE INC COM ABBV	ABBV	27,030	$5.7m0.21%	0.21%	Reduced -224	-224 -0.8%
94	ASSURANT INC COM AIZ	AIZ	26,780	$5.6m0.21%	0.21%	Added +465	+465 1.8%
95	MCDONALDS CORP COM MCD	MCD	17,675	$5.5m0.20%	0.20%	Reduced -2.1k	-2,095 -10.6%
96	AON PLC SHS CL A AON	AON	13,815	$5.5m0.20%	0.20%	Reduced -1.4k	-1,350 -8.9%
97	NOVARTIS AG SPONSORED ADR NVS	NVS	48,270	$5.4m0.20%	0.20%	Unchanged
98	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	44,390	$5.3m0.19%	0.19%	Unchanged
99	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	54,394	$5.2m0.19%	0.19%	Added +2.4k	+2,443 4.7%
100	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	22,750	$5.2m0.19%	0.19%	Unchanged

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
BLOCK INC XYZ	XYZ	12,015	$1.0m12.0k shares
GARTNER INC IT	IT	2,097	$1.0m2.1k shares
ARCH CAP GROUP LTD ACGL	ACGL	6,720	$620.6k6.7k shares
GLOBUS MED INC GMED	GMED	2,415	$199.7k2.4k shares
SHAKE SHACK INC SHAK	SHAK	1,530	$198.6k1.5k shares
IBOTTA INC IBTA	IBTA	2,340	$152.3k2.3k shares
AGILENT TECHNOLOGIES INC A	A	1,000	$134.3k1.0k shares
GENUINE PARTS CO GPC	GPC	1,145	$133.7k1.1k shares
HUBBELL INC HUBB	HUBB	300	$125.7k300 shares
REGENERON PHARMACEUTICALS REGN	REGN	162	$115.4k162 shares
LEIDOS HOLDINGS INC LDOS	LDOS	800	$115.2k800 shares
MICROCHIP TECHNOLOGY INC. MCHP	MCHP	1,700	$97.5k1.7k shares
VIKING THERAPEUTICS INC VKTX	VKTX	2,400	$96.6k2.4k shares
ADVANCED MICRO DEVICES INC AMD	AMD	370	$44.7k370 shares
MONSTER BEVERAGE CORP NEW MNST	MNST	760	$39.9k760 shares
THE CIGNA GROUP CI	CI	140	$38.7k140 shares
CNX RES CORP CNX	CNX	600	$22.0k600 shares
FORD MTR CO F	F	1,436	$14.2k1.4k shares
CAMBRIA ETF TR FYLD	FYLD	525	$13.2k525 shares
SYNOPSYS INC SNPS	SNPS	27	$13.1k27 shares
EXTRA SPACE STORAGE INC EXR	EXR	80	$12.0k80 shares
MARKEL GROUP INC MKL	MKL	6	$10.4k6 shares
GENERAL MLS INC GIS	GIS	129	$8.2k129 shares
TOTALENERGIES SE		141	$7.7k141 shares
REGENCY CTRS CORP REG	REG	100	$7.4k100 shares