PITTENGER & ANDERSON INC

LINCOLN, NE · CIK 1034886 · 13F filing filed 2026-05-01

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

$2.5bn reported value -3.3% vs Q4 2025

522positions

30.0%in top 10

67 new 132 added 110 reduced 53 sold out vs Q4 2025

Holdings, Q1 2026

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	2,876,734	$160.5m6.39%	6.39%	Reduced -1.8k	-1,765 -0.1%
2	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	326,369	$97.5m3.88%	3.88%	Reduced -12.1k	-12,109 -3.6%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	150,052	$86.6m3.45%	3.45%	Reduced -681	-681 -0.5%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	261,130	$75.0m2.98%	2.98%	Reduced -18.5k	-18,526 -6.6%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	260,494	$68.2m2.72%	2.72%	Reduced -1.2k	-1,206 -0.5%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	225,431	$64.8m2.58%	2.58%	Reduced -956	-956 -0.4%
7	APPLE INC COM AAPL	AAPL	221,609	$56.2m2.24%	2.24%	Added +747	+747 0.3%
8	COSTCO WHSL CORP NEW COM COST	COST	52,116	$51.9m2.07%	2.07%	Added +448	+448 0.9%
9	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,880,859	$46.6m1.85%	1.85%	Reduced -4.0k	-4,019 -0.2%
10	MICROSOFT CORP COM MSFT	MSFT	123,856	$45.8m1.82%	1.82%	Added +1.6k	+1,635 1.3%
11	AMAZON COM INC COM AMZN	AMZN	195,251	$40.7m1.62%	1.62%	Reduced -1.4k	-1,413 -0.7%
12	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	63,218	$37.8m1.50%	1.50%	Reduced -2.3k	-2,297 -3.5%
13	TJX COS INC NEW COM TJX	TJX	232,182	$37.1m1.48%	1.48%	Added +4.0k	+4,046 1.8%
14	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	58,782	$36.3m1.44%	1.44%	Reduced -6.0k	-6,050 -9.3%
15	ISHARES TR RUSSELL 2000 ETF IWM	IWM	139,221	$34.5m1.37%	1.37%	Reduced -2.3k	-2,324 -1.6%
16	WASTE MGMT INC DEL COM WM	WM	143,824	$33.0m1.32%	1.32%	Added +1.4k	+1,374 1.0%
17	VISA INC COM CL A V	V	103,665	$31.3m1.25%	1.25%	Added +536	+536 0.5%
18	META PLATFORMS INC CL A META	META	54,573	$31.2m1.24%	1.24%	Added +2.4k	+2,396 4.6%
19	CINTAS CORP COM CTAS	CTAS	174,641	$29.5m1.18%	1.18%	Added +8.2k	+8,182 4.9%
20	ISHARES TR MSCI EAFE ETF EFA	EFA	301,296	$29.3m1.16%	1.16%	Added +19.5k	+19,547 6.9%
21	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	455,631	$29.2m1.16%	1.16%	Added +14.5k	+14,531 3.3%
22	RTX CORPORATION COM RTX	RTX	147,202	$28.4m1.13%	1.13%	Added +31.7k	+31,691 27.4%
23	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	61,433	$28.3m1.13%	1.13%	Added +1.1k	+1,068 1.8%
24	BLACKROCK INC COM BLK	BLK	28,898	$27.8m1.11%	1.11%	Added +184	+184 0.6%
25	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	80,985	$27.4m1.09%	1.09%	Added +990	+990 1.2%
26	MORGAN STANLEY COM NEW MS	MS	160,825	$26.5m1.05%	1.05%	Added +2.1k	+2,075 1.3%
27	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	541,672	$26.2m1.04%	1.04%	Reduced -26.1k	-26,119 -4.6%
28	ISHARES TR CORE S&P SCP ETF IJR	IJR	207,943	$25.8m1.03%	1.03%	Added +8.7k	+8,685 4.4%
29	MASTERCARD INCORPORATED CL A MA	MA	49,717	$24.8m0.99%	0.99%	Reduced -255	-255 -0.5%
30	NVIDIA CORPORATION COM NVDA	NVDA	142,285	$24.8m0.99%	0.99%	Added +11.4k	+11,378 8.7%
31	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	34	$24.4m0.97%	0.97%	Unchanged
32	RESMED INC COM RMD	RMD	106,337	$23.9m0.95%	0.95%	Added +3.0k	+2,964 2.9%
33	CATERPILLAR INC COM CAT	CAT	33,519	$23.7m0.95%	0.95%	Reduced -3.5k	-3,546 -9.6%
34	JOHNSON & JOHNSON COM JNJ	JNJ	96,991	$23.7m0.94%	0.94%	Added +1.3k	+1,303 1.4%
35	S&P GLOBAL INC COM SPGI	SPGI	54,973	$23.4m0.93%	0.93%	Added +2.7k	+2,708 5.2%
36	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	116,733	$22.4m0.89%	0.89%	Added +96.4k	+96,355 472.8%
37	CSX CORP COM CSX	CSX	545,451	$22.4m0.89%	0.89%	Added +109.9k	+109,898 25.2%
38	BROADCOM INC COM AVGO	AVGO	71,970	$22.3m0.89%	0.89%	Added +16.1k	+16,078 28.8%
39	TRAVELERS COMPANIES INC COM TRV	TRV	76,345	$22.3m0.89%	0.89%	Reduced -79	-79 -0.1%
40	JPMORGAN CHASE & CO COM JPM	JPM	73,911	$21.7m0.87%	0.87%	Added +3.4k	+3,378 4.8%
41	CME GROUP INC COM CME	CME	71,310	$21.1m0.84%	0.84%	Added +608	+608 0.9%
42	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	264,608	$21.0m0.83%	0.83%	Reduced -26.3k	-26,341 -9.1%
43	SELECT SECTOR SPDR TR ENERGY XLE	XLE	337,974	$20.7m0.82%	0.82%	Added +20.4k	+20,350 6.4%
44	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	15,475	$20.4m0.81%	0.81%	Reduced -825	-825 -5.1%
45	CHUBB LIMITED COM CB	CB	61,174	$19.9m0.79%	0.79%	Added +1.6k	+1,589 2.7%
46	EATON CORP PLC SHS ETN	ETN	55,485	$19.8m0.79%	0.79%	Reduced -391	-391 -0.7%
47	CISCO SYS INC COM CSCO	CSCO	252,098	$19.6m0.78%	0.78%	Added +16.6k	+16,585 7.0%
48	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	425,942	$19.4m0.77%	0.77%	Added +291.2k	+291,239 216.2%
49	WALMART INC COM WMT	WMT	155,767	$19.4m0.77%	0.77%	Reduced -452	-452 -0.3%
50	ISHARES TR CORE S&P MCP ETF IJH	IJH	270,958	$18.3m0.73%	0.73%	Added +20.8k	+20,753 8.3%
51	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	135,799	$18.0m0.72%	0.72%	Reduced -557	-557 -0.4%
52	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	37,386	$17.9m0.71%	0.71%	Added +865	+865 2.4%
53	LOWES COS INC COM LOW	LOW	71,054	$16.8m0.67%	0.67%	Reduced -339	-339 -0.5%
54	MSCI INC COM MSCI	MSCI	30,701	$16.5m0.66%	0.66%	Reduced -170	-170 -0.6%
55	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	35,558	$16.5m0.66%	0.66%	Added +1.7k	+1,717 5.1%
56	PALO ALTO NETWORKS INC COM PANW	PANW	95,154	$15.3m0.61%	0.61%	Reduced -11.3k	-11,276 -10.6%
57	HONEYWELL INTL INC COM COM		67,195	$15.2m0.60%	0.60%	Added +78	+78 0.1%
58	REPUBLIC SVCS INC COM RSG	RSG	68,970	$15.1m0.60%	0.60%	Added +291	+291 0.4%
59	LAM RESEARCH CORP COM NEW LRCX	LRCX	66,953	$14.3m0.57%	0.57%	Reduced -5.9k	-5,925 -8.1%
60	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	461,014	$14.3m0.57%	0.57%	Reduced -13.9k	-13,889 -2.9%
61	HOME DEPOT INC COM HD	HD	38,680	$12.7m0.51%	0.51%	Reduced -105	-105 -0.3%
62	TRANSDIGM GROUP INC COM TDG	TDG	10,869	$12.6m0.50%	0.50%	Added +134	+134 1.2%
63	LINDE PLC SHS LIN	LIN	25,133	$12.5m0.50%	0.50%	Added +1.1k	+1,055 4.4%
64	EXXON MOBIL CORP COM XOM	XOM	63,092	$10.7m0.43%	0.43%	Added +10.4k	+10,409 19.8%
65	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,178	$10.5m0.42%	0.42%	Added +8	+8 0.1%
66	AMERICAN EXPRESS CO COM AXP	AXP	32,818	$9.9m0.40%	0.40%	Added +1.6k	+1,625 5.2%
67	ABBOTT LABS COM ABT	ABT	96,375	$9.9m0.39%	0.39%	Added +314	+314 0.3%
68	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	63,407	$9.7m0.38%	0.38%	Added +14.7k	+14,716 30.2%
69	ISHARES TR S&P SML 600 GWT IJT	IJT	63,450	$9.2m0.37%	0.37%	Unchanged
70	ZOETIS INC CL A ZTS	ZTS	77,265	$9.1m0.36%	0.36%	Added +17.0k	+16,975 28.2%
71	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	44,857	$9.1m0.36%	0.36%	Reduced -3.7k	-3,719 -7.7%
72	AFLAC INC COM AFL	AFL	81,553	$8.9m0.36%	0.36%	Unchanged
73	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	289,209	$8.9m0.35%	0.35%	Reduced -15.1k	-15,131 -5.0%
74	ISHARES TR CORE S&P500 ETF IVV	IVV	13,328	$8.7m0.35%	0.35%	Reduced -472	-472 -3.4%
75	PHILIP MORRIS INTL INC COM PM	PM	52,191	$8.6m0.34%	0.34%	Added +16.3k	+16,295 45.4%
76	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	21,686	$8.5m0.34%	0.34%	Reduced -98	-98 -0.5%
77	TRACTOR SUPPLY CO COM TSCO	TSCO	186,130	$8.4m0.34%	0.34%	Reduced -4.1k	-4,091 -2.1%
78	GOLDMAN SACHS GROUP INC COM GS	GS	9,753	$8.3m0.33%	0.33%	Added +405	+405 4.3%
79	ORACLE CORP COM ORCL	ORCL	55,577	$8.2m0.33%	0.33%	Reduced -4.8k	-4,802 -8.0%
80	CHEVRON CORP NEW COM CVX	CVX	39,230	$8.1m0.32%	0.32%	Reduced -375	-375 -0.9%
81	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	42,399	$7.8m0.31%	0.31%	Unchanged
82	ISHARES TR U.S. TECH ETF IYW	IYW	43,015	$7.8m0.31%	0.31%	Unchanged
83	DOVER CORP COM DOV	DOV	37,145	$7.7m0.31%	0.31%	Unchanged
84	ECOLAB INC COM ECL	ECL	28,701	$7.6m0.30%	0.30%	Added +10.1k	+10,081 54.1%
85	NOVARTIS AG SPONSORED ADR NVS	NVS	49,020	$7.5m0.30%	0.30%	Unchanged
86	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	28,760	$7.4m0.29%	0.29%	Unchanged
87	MCDONALDS CORP COM MCD	MCD	23,720	$7.4m0.29%	0.29%	Added +2.2k	+2,233 10.4%
88	SHERWIN WILLIAMS CO COM SHW	SHW	21,201	$6.8m0.27%	0.27%	Added +301	+301 1.4%
89	ABBVIE INC COM ABBV	ABBV	29,639	$6.4m0.26%	0.26%	Reduced -193	-193 -0.7%
90	SHELL PLC SPON ADS SHEL	SHEL	69,115	$6.4m0.26%	0.26%	Unchanged
91	ASTRAZENECA PLC ORD AZN	AZN	32,472	$6.4m0.25%	0.25%	New
92	MERCK & CO INC COM MRK	MRK	50,530	$6.1m0.24%	0.24%	Added +25	+25 0.1%
93	ASSURANT INC COM AIZ	AIZ	27,805	$6.1m0.24%	0.24%	Added +420	+420 1.5%
94	GARMIN LTD SHS GRMN	GRMN	25,490	$5.9m0.24%	0.24%	Unchanged
95	AMERICAN ELEC PWR CO INC COM AEP	AEP	44,988	$5.9m0.23%	0.23%	Reduced -32	-32 -0.1%
96	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	44,390	$5.9m0.23%	0.23%	Reduced -272	-272 -0.6%
97	IDEXX LABS INC COM IDXX	IDXX	10,402	$5.8m0.23%	0.23%	Reduced -89	-89 -0.8%
98	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	68,375	$5.8m0.23%	0.23%	Unchanged
99	ARISTA NETWORKS INC COM SHS ANET	ANET	46,539	$5.7m0.23%	0.23%	Added +6.6k	+6,647 16.7%
100	SCHWAB CHARLES CORP COM SCHW	SCHW	59,689	$5.6m0.22%	0.22%	Added +2.8k	+2,772 4.9%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ASTRAZENECA PLC		32,460	$6.0m32.5k shares
WARRIOR MET COAL INC HCC	HCC	16,515	$1.5m16.5k shares
C H ROBINSON WORLDWIDE INC CHRW	CHRW	3,740	$601.2k3.7k shares
CREDO TECHNOLOGY GROUP HOLDI CRDO	CRDO	3,854	$554.6k3.9k shares
ROCKET LAB CORP RKLB	RKLB	6,940	$484.1k6.9k shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	2,100	$468.7k2.1k shares
FAIR ISAAC CORP FICO	FICO	110	$186.0k110 shares
GUIDEWIRE SOFTWARE INC GWRE	GWRE	400	$80.4k400 shares
CAPITAL GRP FIXED INCM ETF T CGMS	CGMS	2,750	$76.0k2.8k shares
DIREXION SHS ETF TR QQQE	QQQE	735	$75.2k735 shares
VANGUARD WORLD FD VDE	VDE	345	$43.4k345 shares
VANGUARD INDEX FDS VNQ	VNQ	410	$36.3k410 shares
SPDR SERIES TRUST SPYG	SPYG	292	$31.2k292 shares
INVESCO EXCHANGE TRADED FD T EQWL	EQWL	250	$29.5k250 shares
SPDR SER TR XRT	XRT	345	$29.4k345 shares
GILDAN ACTIVEWEAR INC GIL	GIL	400	$25.0k400 shares
SCHWAB STRATEGIC TR SCHB	SCHB	912	$23.9k912 shares
SPDR SER TR SPYD	SPYD	500	$21.6k500 shares
WORKDAY INC WDAY	WDAY	100	$21.5k100 shares
ZSCALER INC ZS	ZS	95	$21.4k95 shares
PAYCHEX INC PAYX	PAYX	189	$21.2k189 shares
LISTED FDS TR MAGS	MAGS	300	$19.8k300 shares
SELECT SECTOR SPDR TR XLF	XLF	350	$19.2k350 shares
COLGATE PALMOLIVE CO CL	CL	232	$18.3k232 shares
CLOROX CO DEL CLX	CLX	173	$17.4k173 shares