PITTENGER & ANDERSON INC

LINCOLN, NE · CIK 1034886 · 13F filing filed 2025-07-30

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 +0.2% vs Q1 2025

419positions

38.5%in top 10

20 new 112 added 104 reduced 27 sold out vs Q1 2025

Holdings, Q2 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	2,881,801	$496.9m18.16%	18.16%	Added +2.3k	+2,270 0.1%
2	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	331,224	$94.5m3.45%	3.45%	Added +1.2k	+1,231 0.4%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	151,695	$83.7m3.06%	3.06%	Reduced -1.5k	-1,477 -1.0%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	268,263	$75.1m2.74%	2.74%	Added +3.4k	+3,361 1.3%
5	MICROSOFT CORP COM MSFT	MSFT	121,074	$60.2m2.20%	2.20%	Reduced -2.9k	-2,904 -2.3%
6	VANGUARD INDEX FDS SMALL CP ETF VB	VB	251,260	$59.5m2.18%	2.18%	Reduced -127	-127 -0.1%
7	COSTCO WHSL CORP NEW COM COST	COST	51,927	$51.4m1.88%	1.88%	Reduced -2.4k	-2,387 -4.4%
8	APPLE INC COM AAPL	AAPL	221,310	$45.4m1.66%	1.66%	Reduced -11.6k	-11,587 -5.0%
9	AMAZON COM INC COM AMZN	AMZN	197,889	$43.4m1.59%	1.59%	Reduced -3.6k	-3,556 -1.8%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	239,500	$42.2m1.54%	1.54%	Reduced -1.5k	-1,510 -0.6%
11	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,831,774	$40.5m1.48%	1.48%	Added +35.6k	+35,605 2.0%
12	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	69,817	$39.5m1.45%	1.45%	Reduced -258	-258 -0.4%
13	VISA INC COM CL A V	V	103,233	$36.7m1.34%	1.34%	Reduced -687	-687 -0.7%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	64,389	$36.6m1.34%	1.34%	Added +348	+348 0.5%
15	META PLATFORMS INC CL A META	META	49,000	$36.2m1.32%	1.32%	Added +2.7k	+2,680 5.8%
16	CINTAS CORP COM CTAS	CTAS	157,663	$35.1m1.28%	1.28%	Reduced -2.7k	-2,718 -1.7%
17	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	60,282	$32.8m1.20%	1.20%	Added +140	+140 0.2%
18	SERVICENOW INC COM NOW	NOW	31,537	$32.4m1.19%	1.19%	Reduced -311	-311 -1.0%
19	WASTE MGMT INC DEL COM WM	WM	139,845	$32.0m1.17%	1.17%	Reduced -459	-459 -0.3%
20	ISHARES TR RUSSELL 2000 ETF IWM	IWM	140,489	$30.3m1.11%	1.11%	Reduced -37.1k	-37,100 -20.9%
21	BLACKROCK INC COM BLK	BLK	28,045	$29.4m1.08%	1.08%	Added +62	+62 0.2%
22	TJX COS INC NEW COM TJX	TJX	226,542	$28.0m1.02%	1.02%	Added +9.7k	+9,655 4.5%
23	MASTERCARD INCORPORATED CL A MA	MA	49,752	$28.0m1.02%	1.02%	Reduced -3.5k	-3,478 -6.5%
24	S&P GLOBAL INC COM SPGI	SPGI	51,734	$27.3m1.00%	1.00%	Added +1.7k	+1,651 3.3%
25	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	88,736	$26.5m0.97%	0.97%	Reduced -2.8k	-2,751 -3.0%
26	PALO ALTO NETWORKS INC COM PANW	PANW	121,764	$24.9m0.91%	0.91%	Added +12.2k	+12,162 11.1%
27	RESMED INC COM RMD	RMD	93,830	$24.2m0.89%	0.89%	Added +28.6k	+28,559 43.8%
28	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	415,271	$23.7m0.87%	0.87%	Added +11.3k	+11,327 2.8%
29	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	485,522	$23.6m0.86%	0.86%	Added +10.8k	+10,830 2.3%
30	SALESFORCE INC COM CRM	CRM	85,968	$23.4m0.86%	0.86%	Reduced -468	-468 -0.5%
31	MORGAN STANLEY COM NEW MS	MS	159,347	$22.4m0.82%	0.82%	Reduced -320	-320 -0.2%
32	UNION PAC CORP COM UNP	UNP	96,955	$22.3m0.82%	0.82%	Added +5.4k	+5,410 5.9%
33	ISHARES TR MSCI EAFE ETF EFA	EFA	248,182	$22.2m0.81%	0.81%	Added +5.5k	+5,459 2.2%
34	ISHARES TR CORE S&P SCP ETF IJR	IJR	193,515	$21.1m0.77%	0.77%	Reduced -2.8k	-2,756 -1.4%
35	TRAVELERS COMPANIES INC COM TRV	TRV	76,901	$20.6m0.75%	0.75%	Reduced -259	-259 -0.3%
36	EATON CORP PLC SHS ETN	ETN	57,386	$20.5m0.75%	0.75%	Reduced -1.2k	-1,240 -2.1%
37	NETFLIX INC COM NFLX	NFLX	15,050	$20.2m0.74%	0.74%	Added +858	+858 6.0%
38	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	245,513	$19.5m0.71%	0.71%	Added +8.5k	+8,492 3.6%
39	ZOETIS INC CL A ZTS	ZTS	124,335	$19.4m0.71%	0.71%	Added +5.7k	+5,685 4.8%
40	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	26	$18.9m0.69%	0.69%	Unchanged
41	CME GROUP INC COM CME	CME	67,554	$18.6m0.68%	0.68%	Added +1.5k	+1,511 2.3%
42	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	69,845	$17.7m0.65%	0.65%	Reduced -2.0k	-2,016 -2.8%
43	MSCI INC COM MSCI	MSCI	30,650	$17.7m0.65%	0.65%	Added +751	+751 2.5%
44	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	77,017	$17.4m0.64%	0.64%	Reduced -142	-142 -0.2%
45	CHUBB LIMITED COM CB	CB	59,668	$17.3m0.63%	0.63%	Added +711	+711 1.2%
46	BROADCOM INC COM AVGO	AVGO	62,295	$17.2m0.63%	0.63%	Added +220	+220 0.3%
47	HONEYWELL INTL INC COM COM		72,314	$16.8m0.62%	0.62%	Added +3.6k	+3,638 5.3%
48	REPUBLIC SVCS INC COM RSG	RSG	68,018	$16.8m0.61%	0.61%	Reduced -336	-336 -0.5%
49	JPMORGAN CHASE & CO COM JPM	JPM	57,314	$16.6m0.61%	0.61%	Added +2.7k	+2,724 5.0%
50	CISCO SYS INC COM CSCO	CSCO	234,623	$16.3m0.60%	0.60%	Added +15.6k	+15,600 7.1%
51	LOWES COS INC COM LOW	LOW	72,826	$16.2m0.59%	0.59%	Reduced -4.4k	-4,368 -5.7%
52	WALMART INC COM WMT	WMT	156,495	$15.3m0.56%	0.56%	Added +1.3k	+1,260 0.8%
53	TRANSDIGM GROUP INC COM TDG	TDG	9,818	$14.9m0.55%	0.55%	Added +49	+49 0.5%
54	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	48,354	$14.9m0.55%	0.55%	Added +1.0k	+1,014 2.1%
55	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	30,305	$14.7m0.54%	0.54%	Reduced -194	-194 -0.6%
56	HOME DEPOT INC COM HD	HD	39,944	$14.6m0.54%	0.54%	Reduced -3.8k	-3,808 -8.7%
57	CATERPILLAR INC COM CAT	CAT	37,095	$14.4m0.53%	0.53%	Added +336	+336 0.9%
58	JOHNSON & JOHNSON COM JNJ	JNJ	93,995	$14.4m0.52%	0.52%	Added +7.8k	+7,756 9.0%
59	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	17,537	$14.1m0.51%	0.51%	Reduced -137	-137 -0.8%
60	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	499,240	$14.0m0.51%	0.51%	Reduced -279	-279 -0.1%
61	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	31,519	$13.9m0.51%	0.51%	Reduced -357	-357 -1.1%
62	ORACLE CORP COM ORCL	ORCL	61,094	$13.4m0.49%	0.49%	Added +16.0k	+15,955 35.4%
63	NVIDIA CORPORATION COM NVDA	NVDA	83,082	$13.1m0.48%	0.48%	Reduced -65.5k	-65,475 -44.1%
64	ISHARES TR CORE S&P MCP ETF IJH	IJH	211,312	$13.1m0.48%	0.48%	Added +3.2k	+3,163 1.5%
65	ABBOTT LABS COM ABT	ABT	94,464	$12.8m0.47%	0.47%	Reduced -1.0k	-1,000 -1.1%
66	SELECT SECTOR SPDR TR ENERGY XLE	XLE	149,214	$12.7m0.46%	0.46%	Reduced -440	-440 -0.3%
67	LINDE PLC SHS LIN	LIN	23,986	$11.3m0.41%	0.41%	Added +230	+230 1.0%
68	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	15,677	$9.7m0.35%	0.35%	Reduced -856	-856 -5.2%
69	TRACTOR SUPPLY CO COM TSCO	TSCO	179,687	$9.5m0.35%	0.35%	Added +3.2k	+3,153 1.8%
70	CHURCH & DWIGHT CO INC COM CHD	CHD	93,731	$9.0m0.33%	0.33%	Added +8.7k	+8,698 10.2%
71	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	336,269	$8.9m0.33%	0.33%	Reduced -4.2k	-4,199 -1.2%
72	ROPER TECHNOLOGIES INC COM ROP	ROP	15,558	$8.8m0.32%	0.32%	Added +185	+185 1.2%
73	AFLAC INC COM AFL	AFL	81,244	$8.6m0.31%	0.31%	Added +1.7k	+1,695 2.1%
74	ARISTA NETWORKS INC COM SHS ANET	ANET	83,496	$8.5m0.31%	0.31%	Added +49.0k	+48,980 141.9%
75	ISHARES TR S&P SML 600 GWT IJT	IJT	63,450	$8.4m0.31%	0.31%	Unchanged
76	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	28,980	$8.2m0.30%	0.30%	Unchanged
77	SHERWIN WILLIAMS CO COM SHW	SHW	23,519	$8.1m0.30%	0.30%	Reduced -586	-586 -2.4%
78	DANAHER CORPORATION COM DHR	DHR	38,173	$7.5m0.28%	0.28%	Added +2.6k	+2,645 7.4%
79	ISHARES TR U.S. TECH ETF IYW	IYW	43,015	$7.5m0.27%	0.27%	Unchanged
80	ISHARES TR CORE S&P500 ETF IVV	IVV	11,956	$7.4m0.27%	0.27%	Reduced -55	-55 -0.5%
81	EOG RES INC COM EOG	EOG	61,272	$7.3m0.27%	0.27%	Reduced -5.7k	-5,684 -8.5%
82	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	46,996	$7.1m0.26%	0.26%	Added +2.2k	+2,187 4.9%
83	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,928	$7.1m0.26%	0.26%	Added +2.5k	+2,479 21.6%
84	RTX CORPORATION COM RTX	RTX	48,267	$7.0m0.26%	0.26%	Added +1.0k	+1,005 2.1%
85	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	42,524	$7.0m0.26%	0.26%	Unchanged
86	LAM RESEARCH CORP COM NEW LRCX	LRCX	71,590	$7.0m0.25%	0.25%	Added +8.1k	+8,103 12.8%
87	MERCADOLIBRE INC COM MELI	MELI	2,665	$7.0m0.25%	0.25%	Reduced -282	-282 -9.6%
88	AMERICAN EXPRESS CO COM AXP	AXP	21,658	$6.9m0.25%	0.25%	Added +19.5k	+19,500 903.6%
89	DOVER CORP COM DOV	DOV	37,060	$6.8m0.25%	0.25%	Added +605	+605 1.7%
90	GOLDMAN SACHS GROUP INC COM GS	GS	9,127	$6.5m0.24%	0.24%	Reduced -12.4k	-12,395 -57.6%
91	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	54,145	$6.2m0.23%	0.23%	Reduced -249	-249 -0.5%
92	GALLAGHER ARTHUR J & CO COM AJG	AJG	19,147	$6.1m0.22%	0.22%	Added +687	+687 3.7%
93	COPART INC COM CPRT	CPRT	122,177	$6.0m0.22%	0.22%	Added +1.0k	+1,046 0.9%
94	NOVARTIS AG SPONSORED ADR NVS	NVS	49,020	$5.9m0.22%	0.22%	Added +750	+750 1.6%
95	TEXAS INSTRS INC COM TXN	TXN	27,420	$5.7m0.21%	0.21%	Added +610	+610 2.3%
96	IDEXX LABS INC COM IDXX	IDXX	10,487	$5.6m0.21%	0.21%	Added +76	+76 0.7%
97	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	74,790	$5.6m0.20%	0.20%	Added +175	+175 0.2%
98	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	44,390	$5.5m0.20%	0.20%	Unchanged
99	NOVO-NORDISK A S ADR NVO	NVO	78,863	$5.4m0.20%	0.20%	Added +22.5k	+22,521 40.0%
100	ASSURANT INC COM AIZ	AIZ	27,305	$5.4m0.20%	0.20%	Added +525	+525 2.0%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
UNITEDHEALTH GROUP INC UNH	UNH	41,274	$21.6m41.3k shares
DISCOVER FINL SVCS DFS	DFS	7,085	$1.2m7.1k shares
AXON ENTERPRISE INC AXON	AXON	1,395	$733.7k1.4k shares
POOL CORP POOL	POOL	510	$162.4k510 shares
PRICE T ROWE GROUP INC TROW	TROW	1,475	$135.5k1.5k shares
DECKERS OUTDOOR CORP DECK	DECK	582	$65.1k582 shares
GILEAD SCIENCES INC GILD	GILD	579	$64.9k579 shares
ALPS ETF TR SDOG	SDOG	578	$33.6k578 shares
LULULEMON ATHLETICA INC LULU	LULU	99	$28.0k99 shares
CROCS INC CROX	CROX	125	$13.3k125 shares
BUILDERS FIRSTSOURCE INC BLDR	BLDR	90	$11.2k90 shares
PORTLAND GEN ELEC CO POR	POR	175	$7.8k175 shares
SPRINKLR INC CXM	CXM	880	$7.3k880 shares
ISHARES TR AGG	AGG	70	$6.9k70 shares
ARK ETF TR ARKK	ARKK	119	$5.7k119 shares
EVERUS CONSTR GROUP ECG	ECG	147	$5.5k147 shares
PURE STORAGE INC P	P	100	$4.4k100 shares
CAMECO CORP CCJ	CCJ	100	$4.1k100 shares
QUANTA SVCS INC PWR	PWR	5	$1.3k5 shares
DIGITAL RLTY TR INC DLR	DLR	8	$1.1k8 shares
DOCUSIGN INC DOCU	DOCU	11	$89611 shares
METLIFE INC MET	MET	6	$4826 shares
RIVIAN AUTOMOTIVE INC RIVN	RIVN	30	$37430 shares
SNAP INC SNAP	SNAP	35	$30535 shares
DELTA AIR LINES INC DEL DAL	DAL	5	$2185 shares