PITTENGER & ANDERSON INC

LINCOLN, NE · CIK 1034886 · 13F filing filed 2025-11-03

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

Kindwealth
Others nearbyLincoln, NE

$2.7bn reported value -0.3% vs Q2 2025

456positions

35.9%in top 10

60 new 155 added 82 reduced 23 sold out vs Q2 2025

Holdings, Q3 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	2,877,246	$371.0m13.60%	13.60%	Reduced -4.6k	-4,555 -0.2%
2	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	335,748	$103.4m3.79%	3.79%	Added +4.5k	+4,524 1.4%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	151,926	$91.2m3.34%	3.34%	Added +231	+231 0.1%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	272,611	$80.1m2.94%	2.94%	Added +4.3k	+4,348 1.6%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	255,561	$65.0m2.38%	2.38%	Added +4.3k	+4,301 1.7%
6	MICROSOFT CORP COM MSFT	MSFT	121,766	$63.1m2.31%	2.31%	Added +692	+692 0.6%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	236,227	$57.4m2.11%	2.11%	Reduced -3.3k	-3,273 -1.4%
8	APPLE INC COM AAPL	AAPL	221,737	$56.5m2.07%	2.07%	Added +427	+427 0.2%
9	COSTCO WHSL CORP NEW COM COST	COST	51,931	$48.1m1.76%	1.76%	Added +4	+4 0.0%
10	AMAZON COM INC COM AMZN	AMZN	198,018	$43.5m1.59%	1.59%	Added +129	+129 0.1%
11	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,856,232	$43.2m1.58%	1.58%	Added +24.5k	+24,458 1.3%
12	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	70,018	$41.7m1.53%	1.53%	Added +201	+201 0.3%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	63,581	$38.9m1.43%	1.43%	Reduced -808	-808 -1.2%
14	META PLATFORMS INC CL A META	META	51,026	$37.5m1.37%	1.37%	Added +2.0k	+2,026 4.1%
15	VISA INC COM CL A V	V	103,302	$35.3m1.29%	1.29%	Added +69	+69 0.1%
16	ISHARES TR RUSSELL 2000 ETF IWM	IWM	141,877	$34.3m1.26%	1.26%	Added +1.4k	+1,388 1.0%
17	TJX COS INC NEW COM TJX	TJX	226,671	$32.8m1.20%	1.20%	Added +129	+129 0.1%
18	BLACKROCK INC COM BLK	BLK	28,055	$32.7m1.20%	1.20%	Added +10	+10 0.0%
19	CINTAS CORP COM CTAS	CTAS	158,852	$32.6m1.20%	1.20%	Added +1.2k	+1,189 0.8%
20	WASTE MGMT INC DEL COM WM	WM	140,428	$31.0m1.14%	1.14%	Added +583	+583 0.4%
21	SERVICENOW INC COM NOW	NOW	32,060	$29.5m1.08%	1.08%	Added +523	+523 1.7%
22	MASTERCARD INCORPORATED CL A MA	MA	49,744	$28.3m1.04%	1.04%	Reduced -8	-8 -0.0%
23	RESMED INC COM RMD	RMD	97,952	$26.8m0.98%	0.98%	Added +4.1k	+4,122 4.4%
24	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	59,740	$26.7m0.98%	0.98%	Reduced -542	-542 -0.9%
25	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	530,332	$25.9m0.95%	0.95%	Added +44.8k	+44,810 9.2%
26	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	34	$25.6m0.94%	0.94%	Added +8	+8 30.8%
27	MORGAN STANLEY COM NEW MS	MS	159,295	$25.3m0.93%	0.93%	Reduced -52	-52 -0.0%
28	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	421,819	$25.3m0.93%	0.93%	Added +6.5k	+6,548 1.6%
29	S&P GLOBAL INC COM SPGI	SPGI	51,780	$25.2m0.92%	0.92%	Added +46	+46 0.1%
30	ISHARES TR MSCI EAFE ETF EFA	EFA	267,770	$25.0m0.92%	0.92%	Added +19.6k	+19,588 7.9%
31	ISHARES TR CORE S&P SCP ETF IJR	IJR	194,623	$23.1m0.85%	0.85%	Added +1.1k	+1,108 0.6%
32	PALO ALTO NETWORKS INC COM PANW	PANW	111,776	$22.8m0.83%	0.83%	Reduced -10.0k	-9,988 -8.2%
33	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	80,426	$22.5m0.82%	0.82%	Added +3.4k	+3,409 4.4%
34	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	269,798	$21.6m0.79%	0.79%	Added +24.3k	+24,285 9.9%
35	TRAVELERS COMPANIES INC COM TRV	TRV	76,800	$21.4m0.79%	0.79%	Reduced -101	-101 -0.1%
36	EATON CORP PLC SHS ETN	ETN	56,931	$21.3m0.78%	0.78%	Reduced -455	-455 -0.8%
37	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	69,792	$19.7m0.72%	0.72%	Reduced -53	-53 -0.1%
38	JPMORGAN CHASE & CO COM JPM	JPM	61,723	$19.5m0.71%	0.71%	Added +4.4k	+4,409 7.7%
39	BROADCOM INC COM AVGO	AVGO	58,832	$19.4m0.71%	0.71%	Reduced -3.5k	-3,463 -5.6%
40	RTX CORPORATION COM RTX	RTX	114,431	$19.1m0.70%	0.70%	Added +66.2k	+66,164 137.1%
41	NETFLIX INC COM NFLX	NFLX	15,577	$18.7m0.68%	0.68%	Added +527	+527 3.5%
42	CME GROUP INC COM CME	CME	68,579	$18.5m0.68%	0.68%	Added +1.0k	+1,025 1.5%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	36,130	$18.2m0.67%	0.67%	Added +5.8k	+5,825 19.2%
44	LOWES COS INC COM LOW	LOW	71,630	$18.0m0.66%	0.66%	Reduced -1.2k	-1,196 -1.6%
45	CATERPILLAR INC COM CAT	CAT	37,074	$17.7m0.65%	0.65%	Reduced -21	-21 -0.1%
46	ORACLE CORP COM ORCL	ORCL	62,615	$17.6m0.65%	0.65%	Added +1.5k	+1,521 2.5%
47	MSCI INC COM MSCI	MSCI	30,849	$17.5m0.64%	0.64%	Added +199	+199 0.7%
48	JOHNSON & JOHNSON COM JNJ	JNJ	94,005	$17.4m0.64%	0.64%	Added +10	+10 0.0%
49	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	17,535	$17.0m0.62%	0.62%	Reduced -2	-2 -0.0%
50	CHUBB LIMITED COM CB	CB	58,882	$16.6m0.61%	0.61%	Reduced -786	-786 -1.3%
51	ARISTA NETWORKS INC COM SHS ANET	ANET	111,204	$16.2m0.59%	0.59%	Added +27.7k	+27,708 33.2%
52	WALMART INC COM WMT	WMT	156,916	$16.2m0.59%	0.59%	Added +421	+421 0.3%
53	CISCO SYS INC COM CSCO	CSCO	235,253	$16.1m0.59%	0.59%	Added +630	+630 0.3%
54	HOME DEPOT INC COM HD	HD	39,290	$15.9m0.58%	0.58%	Reduced -654	-654 -1.6%
55	NVIDIA CORPORATION COM NVDA	NVDA	84,938	$15.8m0.58%	0.58%	Added +1.9k	+1,856 2.2%
56	REPUBLIC SVCS INC COM RSG	RSG	68,817	$15.8m0.58%	0.58%	Added +799	+799 1.2%
57	SALESFORCE INC COM CRM	CRM	66,010	$15.6m0.57%	0.57%	Reduced -20.0k	-19,958 -23.2%
58	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	32,873	$15.2m0.56%	0.56%	Added +1.4k	+1,354 4.3%
59	HONEYWELL INTL INC COM COM		71,944	$15.1m0.56%	0.56%	Reduced -370	-370 -0.5%
60	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	498,803	$14.8m0.54%	0.54%	Reduced -437	-437 -0.1%
61	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	48,869	$14.3m0.53%	0.53%	Added +515	+515 1.1%
62	ISHARES TR CORE S&P MCP ETF IJH	IJH	214,416	$14.0m0.51%	0.51%	Added +3.1k	+3,104 1.5%
63	SELECT SECTOR SPDR TR ENERGY XLE	XLE	148,639	$13.3m0.49%	0.49%	Reduced -575	-575 -0.4%
64	TRANSDIGM GROUP INC COM TDG	TDG	10,012	$13.2m0.48%	0.48%	Added +194	+194 2.0%
65	ABBOTT LABS COM ABT	ABT	94,686	$12.7m0.47%	0.47%	Added +222	+222 0.2%
66	ZOETIS INC CL A ZTS	ZTS	86,414	$12.6m0.46%	0.46%	Reduced -37.9k	-37,921 -30.5%
67	LINDE PLC SHS LIN	LIN	24,038	$11.4m0.42%	0.42%	Added +52	+52 0.2%
68	TRACTOR SUPPLY CO COM TSCO	TSCO	184,975	$10.5m0.39%	0.39%	Added +5.3k	+5,288 2.9%
69	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	15,728	$10.5m0.38%	0.38%	Added +51	+51 0.3%
70	AMERICAN EXPRESS CO COM AXP	AXP	31,158	$10.3m0.38%	0.38%	Added +9.5k	+9,500 43.9%
71	LAM RESEARCH CORP COM NEW LRCX	LRCX	75,019	$10.0m0.37%	0.37%	Added +3.4k	+3,429 4.8%
72	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	38,656	$9.5m0.35%	0.35%	Reduced -50.1k	-50,080 -56.4%
73	ISHARES TR CORE S&P500 ETF IVV	IVV	13,666	$9.1m0.34%	0.34%	Added +1.7k	+1,710 14.3%
74	AFLAC INC COM AFL	AFL	81,553	$9.1m0.33%	0.33%	Added +309	+309 0.4%
75	ISHARES TR S&P SML 600 GWT IJT	IJT	63,450	$9.0m0.33%	0.33%	Unchanged
76	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	325,003	$8.9m0.33%	0.33%	Reduced -11.3k	-11,266 -3.4%
77	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	28,980	$8.5m0.31%	0.31%	Unchanged
78	ISHARES TR U.S. TECH ETF IYW	IYW	43,015	$8.4m0.31%	0.31%	Unchanged
79	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	48,276	$7.9m0.29%	0.29%	Added +1.3k	+1,280 2.7%
80	SHERWIN WILLIAMS CO COM SHW	SHW	22,411	$7.8m0.28%	0.28%	Reduced -1.1k	-1,108 -4.7%
81	ROPER TECHNOLOGIES INC COM ROP	ROP	15,338	$7.6m0.28%	0.28%	Reduced -220	-220 -1.4%
82	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	15,238	$7.5m0.27%	0.27%	Added +1.3k	+1,310 9.4%
83	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	42,524	$7.4m0.27%	0.27%	Unchanged
84	GOLDMAN SACHS GROUP INC COM GS	GS	9,117	$7.3m0.27%	0.27%	Reduced -10	-10 -0.1%
85	EOG RES INC COM EOG	EOG	60,884	$6.8m0.25%	0.25%	Reduced -388	-388 -0.6%
86	IDEXX LABS INC COM IDXX	IDXX	10,448	$6.7m0.24%	0.24%	Reduced -39	-39 -0.4%
87	ABBVIE INC COM ABBV	ABBV	28,722	$6.7m0.24%	0.24%	Added +839	+839 3.0%
88	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	43,810	$6.5m0.24%	0.24%	Reduced -10.3k	-10,335 -19.1%
89	MERCADOLIBRE INC COM MELI	MELI	2,715	$6.3m0.23%	0.23%	Added +50	+50 1.9%
90	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	78,975	$6.3m0.23%	0.23%	Added +4.2k	+4,185 5.6%
91	NOVARTIS AG SPONSORED ADR NVS	NVS	49,020	$6.3m0.23%	0.23%	Unchanged
92	DOVER CORP COM DOV	DOV	37,145	$6.2m0.23%	0.23%	Added +85	+85 0.2%
93	ALLEGION PLC ORD SHS ALLE	ALLE	34,940	$6.2m0.23%	0.23%	Unchanged
94	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	33,850	$6.1m0.22%	0.22%	Added +1.2k	+1,250 3.8%
95	ASSURANT INC COM AIZ	AIZ	27,385	$5.9m0.22%	0.22%	Added +80	+80 0.3%
96	GALLAGHER ARTHUR J & CO COM AJG	AJG	18,673	$5.8m0.21%	0.21%	Reduced -474	-474 -2.5%
97	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	44,390	$5.8m0.21%	0.21%	Unchanged
98	GARMIN LTD SHS GRMN	GRMN	22,893	$5.6m0.21%	0.21%	Added +3	+3 0.0%
99	UNION PAC CORP COM UNP	UNP	23,753	$5.6m0.21%	0.21%	Reduced -73.2k	-73,202 -75.5%
100	STRYKER CORPORATION COM SYK	SYK	14,877	$5.5m0.20%	0.20%	Added +11.8k	+11,827 387.8%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
CARRIER GLOBAL CORPORATION CARR	CARR	5,205	$381.0k5.2k shares
GFL ENVIRONMENTAL INC GFL	GFL	4,000	$201.8k4.0k shares
APA CORPORATION APA	APA	9,985	$182.6k10.0k shares
TYSON FOODS INC TSN	TSN	713	$39.9k713 shares
HALEON PLC HLN	HLN	3,429	$35.6k3.4k shares
KENVUE INC KVUE	KVUE	1,500	$31.4k1.5k shares
CITIGROUP INC C	C	300	$25.5k300 shares
ISHARES TR LQD	LQD	210	$23.0k210 shares
CHIPOTLE MEXICAN GRILL INC CMG	CMG	400	$22.5k400 shares
THE TRADE DESK INC TTD	TTD	280	$20.2k280 shares
LANDSTAR SYS INC LSTR	LSTR	105	$14.6k105 shares
PRUDENTIAL FINL INC PRU	PRU	120	$12.9k120 shares
ENTREPRENEURSHARES SERIES TR XOVR	XOVR	520	$9.9k520 shares
WERNER ENTERPRISES INC WERN	WERN	300	$8.2k300 shares
PLANET LABS PBC PL	PL	950	$5.8k950 shares
PROGRESSIVE CORP PGR	PGR	20	$5.3k20 shares
STANLEY BLACK & DECKER INC SWK	SWK	66	$4.5k66 shares
DUOLINGO INC DUOL	DUOL	10	$4.1k10 shares
WESCO INTL INC WCC	WCC	16	$3.0k16 shares
ILLUMINA INC ILMN	ILMN	30	$2.9k30 shares
AT&T INC T	T	98	$2.8k98 shares
PELOTON INTERACTIVE INC PTON	PTON	100	$694100 shares
KIRKLANDS INC KIRK	KIRK	60	$6560 shares