PITTENGER & ANDERSON INC

LINCOLN, NE · CIK 1034886 · 13F filing filed 2026-02-02

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

$2.6bn reported value -4.7% vs Q3 2025

508positions

31.6%in top 10

73 new 142 added 98 reduced 21 sold out vs Q3 2025

Holdings, Q4 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	2,878,499	$193.3m7.44%	7.44%	Added +1.3k	+1,253 0.0%
2	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	338,478	$106.6m4.10%	4.10%	Added +2.7k	+2,730 0.8%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	150,733	$92.6m3.56%	3.56%	Reduced -1.2k	-1,193 -0.8%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	279,656	$81.2m3.12%	3.12%	Added +7.0k	+7,045 2.6%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	226,387	$70.9m2.73%	2.73%	Reduced -9.8k	-9,840 -4.2%
6	VANGUARD INDEX FDS SMALL CP ETF VB	VB	261,700	$67.5m2.60%	2.60%	Added +6.1k	+6,139 2.4%
7	APPLE INC COM AAPL	AAPL	220,862	$60.0m2.31%	2.31%	Reduced -875	-875 -0.4%
8	MICROSOFT CORP COM MSFT	MSFT	122,221	$59.1m2.27%	2.27%	Added +455	+455 0.4%
9	AMAZON COM INC COM AMZN	AMZN	196,664	$45.4m1.75%	1.75%	Reduced -1.4k	-1,354 -0.7%
10	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,884,878	$45.3m1.74%	1.74%	Added +28.6k	+28,646 1.5%
11	COSTCO WHSL CORP NEW COM COST	COST	51,668	$44.6m1.71%	1.71%	Reduced -263	-263 -0.5%
12	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	65,515	$41.1m1.58%	1.58%	Added +1.9k	+1,934 3.0%
13	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	64,832	$39.1m1.51%	1.51%	Reduced -5.2k	-5,186 -7.4%
14	VISA INC COM CL A V	V	103,129	$36.2m1.39%	1.39%	Reduced -173	-173 -0.2%
15	TJX COS INC NEW COM TJX	TJX	228,136	$35.0m1.35%	1.35%	Added +1.5k	+1,465 0.7%
16	ISHARES TR RUSSELL 2000 ETF IWM	IWM	141,545	$34.8m1.34%	1.34%	Reduced -332	-332 -0.2%
17	META PLATFORMS INC CL A META	META	52,177	$34.4m1.33%	1.33%	Added +1.2k	+1,151 2.3%
18	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	60,365	$34.2m1.32%	1.32%	Added +625	+625 1.1%
19	CINTAS CORP COM CTAS	CTAS	166,459	$31.3m1.20%	1.20%	Added +7.6k	+7,607 4.8%
20	WASTE MGMT INC DEL COM WM	WM	142,450	$31.3m1.20%	1.20%	Added +2.0k	+2,022 1.4%
21	BLACKROCK INC COM BLK	BLK	28,714	$30.7m1.18%	1.18%	Added +659	+659 2.4%
22	MASTERCARD INCORPORATED CL A MA	MA	49,972	$28.5m1.10%	1.10%	Added +228	+228 0.5%
23	MORGAN STANLEY COM NEW MS	MS	158,750	$28.2m1.08%	1.08%	Reduced -545	-545 -0.3%
24	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	567,791	$27.7m1.07%	1.07%	Added +37.5k	+37,459 7.1%
25	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	441,100	$27.6m1.06%	1.06%	Added +19.3k	+19,281 4.6%
26	S&P GLOBAL INC COM SPGI	SPGI	52,265	$27.3m1.05%	1.05%	Added +485	+485 0.9%
27	ISHARES TR MSCI EAFE ETF EFA	EFA	281,749	$27.1m1.04%	1.04%	Added +14.0k	+13,979 5.2%
28	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	34	$25.7m0.99%	0.99%	Unchanged
29	RESMED INC COM RMD	RMD	103,373	$24.9m0.96%	0.96%	Added +5.4k	+5,421 5.5%
30	NVIDIA CORPORATION COM NVDA	NVDA	130,907	$24.4m0.94%	0.94%	Added +46.0k	+45,969 54.1%
31	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	79,995	$24.3m0.94%	0.94%	Reduced -431	-431 -0.5%
32	ISHARES TR CORE S&P SCP ETF IJR	IJR	199,258	$23.9m0.92%	0.92%	Added +4.6k	+4,635 2.4%
33	SERVICENOW INC COM NOW	NOW	153,566	$23.5m0.91%	0.91%	Reduced -6.7k	-6,734 -4.2%
34	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	290,949	$23.2m0.89%	0.89%	Added +21.2k	+21,151 7.8%
35	JPMORGAN CHASE & CO COM JPM	JPM	70,533	$22.7m0.87%	0.87%	Added +8.8k	+8,810 14.3%
36	TRAVELERS COMPANIES INC COM TRV	TRV	76,424	$22.2m0.85%	0.85%	Reduced -376	-376 -0.5%
37	CATERPILLAR INC COM CAT	CAT	37,065	$21.2m0.82%	0.82%	Reduced -9	-9 -0.0%
38	RTX CORPORATION COM RTX	RTX	115,511	$21.2m0.82%	0.82%	Added +1.1k	+1,080 0.9%
39	JOHNSON & JOHNSON COM JNJ	JNJ	95,688	$19.8m0.76%	0.76%	Added +1.7k	+1,683 1.8%
40	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	136,356	$19.6m0.76%	0.76%	Reduced -3.2k	-3,228 -2.3%
41	PALO ALTO NETWORKS INC COM PANW	PANW	106,430	$19.6m0.75%	0.75%	Reduced -5.3k	-5,346 -4.8%
42	BROADCOM INC COM AVGO	AVGO	55,892	$19.3m0.74%	0.74%	Reduced -2.9k	-2,940 -5.0%
43	CME GROUP INC COM CME	CME	70,702	$19.3m0.74%	0.74%	Added +2.1k	+2,123 3.1%
44	CHUBB LIMITED COM CB	CB	59,585	$18.6m0.72%	0.72%	Added +703	+703 1.2%
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	36,521	$18.4m0.71%	0.71%	Added +391	+391 1.1%
46	CISCO SYS INC COM CSCO	CSCO	235,513	$18.1m0.70%	0.70%	Added +260	+260 0.1%
47	EATON CORP PLC SHS ETN	ETN	55,876	$17.8m0.68%	0.68%	Reduced -1.1k	-1,055 -1.9%
48	MSCI INC COM MSCI	MSCI	30,871	$17.7m0.68%	0.68%	Added +22	+22 0.1%
49	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	16,300	$17.4m0.67%	0.67%	Reduced -1.2k	-1,235 -7.0%
50	WALMART INC COM WMT	WMT	156,219	$17.4m0.67%	0.67%	Reduced -697	-697 -0.4%
51	LOWES COS INC COM LOW	LOW	71,393	$17.2m0.66%	0.66%	Reduced -237	-237 -0.3%
52	ISHARES TR CORE S&P MCP ETF IJH	IJH	250,205	$16.5m0.64%	0.64%	Added +35.8k	+35,789 16.7%
53	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	33,841	$16.3m0.63%	0.63%	Added +968	+968 2.9%
54	SALESFORCE INC COM CRM	CRM	61,086	$16.2m0.62%	0.62%	Reduced -4.9k	-4,924 -7.5%
55	CSX CORP COM CSX	CSX	435,553	$15.8m0.61%	0.61%	Added +308.5k	+308,468 242.7%
56	REPUBLIC SVCS INC COM RSG	RSG	68,679	$14.6m0.56%	0.56%	Reduced -138	-138 -0.2%
57	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	474,903	$14.3m0.55%	0.55%	Reduced -23.9k	-23,900 -4.8%
58	TRANSDIGM GROUP INC COM TDG	TDG	10,735	$14.3m0.55%	0.55%	Added +723	+723 7.2%
59	NETFLIX INC COM NFLX	NFLX	151,700	$14.2m0.55%	0.55%	Reduced -4.1k	-4,070 -2.6%
60	SELECT SECTOR SPDR TR ENERGY XLE	XLE	317,624	$14.2m0.55%	0.55%	Added +20.3k	+20,346 6.8%
61	HOME DEPOT INC COM HD	HD	38,785	$13.3m0.51%	0.51%	Reduced -505	-505 -1.3%
62	HONEYWELL INTL INC COM COM		67,117	$13.1m0.50%	0.50%	Reduced -4.8k	-4,827 -6.7%
63	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	48,576	$12.5m0.48%	0.48%	Reduced -293	-293 -0.6%
64	LAM RESEARCH CORP COM NEW LRCX	LRCX	72,878	$12.5m0.48%	0.48%	Reduced -2.1k	-2,141 -2.9%
65	ABBOTT LABS COM ABT	ABT	96,061	$12.0m0.46%	0.46%	Added +1.4k	+1,375 1.4%
66	ORACLE CORP COM ORCL	ORCL	60,379	$11.8m0.45%	0.45%	Reduced -2.2k	-2,236 -3.6%
67	AMERICAN EXPRESS CO COM AXP	AXP	31,193	$11.5m0.44%	0.44%	Added +35	+35 0.1%
68	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,170	$11.0m0.42%	0.42%	Added +442	+442 2.8%
69	LINDE PLC SHS LIN	LIN	24,078	$10.3m0.40%	0.40%	Added +40	+40 0.2%
70	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	21,784	$10.2m0.39%	0.39%	Added +6.5k	+6,546 43.0%
71	TRACTOR SUPPLY CO COM TSCO	TSCO	190,221	$9.5m0.37%	0.37%	Added +5.2k	+5,246 2.8%
72	ISHARES TR CORE S&P500 ETF IVV	IVV	13,800	$9.5m0.36%	0.36%	Added +134	+134 1.0%
73	AFLAC INC COM AFL	AFL	81,553	$9.0m0.35%	0.35%	Unchanged
74	ISHARES TR S&P SML 600 GWT IJT	IJT	63,450	$9.0m0.34%	0.34%	Unchanged
75	ISHARES TR U.S. TECH ETF IYW	IYW	43,015	$8.6m0.33%	0.33%	Unchanged
76	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	304,340	$8.3m0.32%	0.32%	Reduced -20.7k	-20,663 -6.4%
77	GOLDMAN SACHS GROUP INC COM GS	GS	9,348	$8.2m0.32%	0.32%	Added +231	+231 2.5%
78	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	28,760	$8.0m0.31%	0.31%	Reduced -220	-220 -0.8%
79	ZOETIS INC CL A ZTS	ZTS	60,290	$7.6m0.29%	0.29%	Reduced -26.1k	-26,124 -30.2%
80	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	42,399	$7.5m0.29%	0.29%	Reduced -125	-125 -0.3%
81	DOVER CORP COM DOV	DOV	37,145	$7.3m0.28%	0.28%	Unchanged
82	IDEXX LABS INC COM IDXX	IDXX	10,491	$7.1m0.27%	0.27%	Added +43	+43 0.4%
83	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	48,691	$6.9m0.27%	0.27%	Added +415	+415 0.9%
84	ABBVIE INC COM ABBV	ABBV	29,832	$6.8m0.26%	0.26%	Added +1.1k	+1,110 3.9%
85	SHERWIN WILLIAMS CO COM SHW	SHW	20,900	$6.8m0.26%	0.26%	Reduced -1.5k	-1,511 -6.7%
86	NOVARTIS AG SPONSORED ADR NVS	NVS	49,020	$6.8m0.26%	0.26%	Unchanged
87	ASSURANT INC COM AIZ	AIZ	27,385	$6.6m0.25%	0.25%	Unchanged
88	MCDONALDS CORP COM MCD	MCD	21,487	$6.6m0.25%	0.25%	Added +3.9k	+3,866 21.9%
89	EXXON MOBIL CORP COM XOM	XOM	52,683	$6.3m0.24%	0.24%	Added +19.9k	+19,941 60.9%
90	MERCADOLIBRE INC COM MELI	MELI	3,110	$6.3m0.24%	0.24%	Added +395	+395 14.6%
91	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	38,780	$6.2m0.24%	0.24%	Reduced -5.0k	-5,030 -11.5%
92	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	134,703	$6.2m0.24%	0.24%	Added +81.7k	+81,665 154.0%
93	CHEVRON CORP NEW COM CVX	CVX	39,605	$6.0m0.23%	0.23%	Added +17.7k	+17,685 80.7%
94	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		64,920	$6.0m0.23%	0.23%	Added +300	+300 0.5%
95	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	44,662	$5.9m0.23%	0.23%	Added +272	+272 0.6%
96	PHILIP MORRIS INTL INC COM PM	PM	35,896	$5.8m0.22%	0.22%	Added +22.4k	+22,378 165.5%
97	UBER TECHNOLOGIES INC COM UBER	UBER	69,619	$5.7m0.22%	0.22%	Added +24.6k	+24,601 54.6%
98	SCHWAB CHARLES CORP COM SCHW	SCHW	56,917	$5.7m0.22%	0.22%	Added +1.4k	+1,370 2.5%
99	INTUIT COM INTU	INTU	8,429	$5.6m0.21%	0.21%	Added +542	+542 6.9%
100	ALLEGION PLC ORD SHS ALLE	ALLE	34,940	$5.6m0.21%	0.21%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
MOTOROLA SOLUTIONS INC MSI	MSI	6,180	$2.8m6.2k shares
COUPANG INC CPNG	CPNG	34,495	$1.1m34.5k shares
KAROOOOO LTD KARO	KARO	12,340	$704.9k12.3k shares
APOLLO GLOBAL MGMT INC APO	APO	3,600	$479.8k3.6k shares
BOSTON SCIENTIFIC CORP BSX	BSX	4,570	$446.2k4.6k shares
ONEOK INC NEW OKE	OKE	1,290	$94.1k1.3k shares
TORO CO TTC	TTC	510	$38.9k510 shares
ZEBRA TECHNOLOGIES CORPORATI ZBRA	ZBRA	80	$23.8k80 shares
TRADEWEB MKTS INC TW	TW	120	$13.3k120 shares
TIDAL TR II		680	$9.5k680 shares
ALPS ETF TR OUSA	OUSA	120	$6.8k120 shares
SPROUTS FMRS MKT INC SFM	SFM	50	$5.4k50 shares
YETI HLDGS INC YETI	YETI	160	$5.3k160 shares
PALOMAR HLDGS INC PLMR	PLMR	40	$4.7k40 shares
OLLIES BARGAIN OUTLET HLDGS OLLI	OLLI	35	$4.5k35 shares
EXODUS MOVEMENT INC EXOD	EXOD	150	$4.2k150 shares
UNILEVER PLC		50	$3.0k50 shares
STARWOOD PPTY TR INC STWD	STWD	60	$1.2k60 shares
GENUINE PARTS CO GPC	GPC	3	$4163 shares
CANOPY GROWTH CORP CGC	CGC	17	$2517 shares
KARYOPHARM THERAPEUTICS INC KPTI	KPTI	3	$203 shares