PITTENGER & ANDERSON INC

LINCOLN, NE · CIK 1034886 · 13F filing filed 2026-07-27

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

$2.8bn reported value +11.2% vs Q1 2026

507positions

29.2%in top 10

54 new 151 added 99 reduced 69 sold out vs Q1 2026

Holdings, Q2 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	2,843,099	$139.5m4.99%	4.99%	Reduced -33.6k	-33,635 -1.2%
2	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	335,445	$115.4m4.13%	4.13%	Added +9.1k	+9,076 2.8%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	149,333	$110.0m3.94%	3.94%	Reduced -719	-719 -0.5%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,044,975	$84.2m3.01%	3.01%	Added +455	+455 0.0%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	258,663	$78.4m2.81%	2.81%	Reduced -1.8k	-1,831 -0.7%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	211,464	$75.6m2.70%	2.70%	Reduced -14.0k	-13,967 -6.2%
7	APPLE INC COM AAPL	AAPL	220,287	$63.7m2.28%	2.28%	Reduced -1.3k	-1,322 -0.6%
8	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,883,683	$52.2m1.87%	1.87%	Added +2.8k	+2,824 0.1%
9	COSTCO WHSL CORP NEW COM COST	COST	52,251	$48.9m1.75%	1.75%	Added +135	+135 0.3%
10	AMAZON COM INC COM AMZN	AMZN	195,887	$46.7m1.67%	1.67%	Added +636	+636 0.3%
11	MICROSOFT CORP COM MSFT	MSFT	123,089	$45.9m1.64%	1.64%	Reduced -767	-767 -0.6%
12	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	64,655	$44.4m1.59%	1.59%	Added +1.4k	+1,437 2.3%
13	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	58,735	$41.3m1.48%	1.48%	Reduced -47	-47 -0.1%
14	ISHARES TR RUSSELL 2000 ETF IWM	IWM	137,134	$41.2m1.47%	1.47%	Reduced -2.1k	-2,087 -1.5%
15	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	77,326	$36.9m1.32%	1.32%	Reduced -3.7k	-3,659 -4.5%
16	VISA INC COM CL A V	V	104,277	$35.8m1.28%	1.28%	Added +612	+612 0.6%
17	TJX COS INC NEW COM TJX	TJX	235,018	$35.6m1.27%	1.27%	Added +2.8k	+2,836 1.2%
18	MORGAN STANLEY COM NEW MS	MS	167,570	$35.0m1.25%	1.25%	Added +6.7k	+6,745 4.2%
19	CATERPILLAR INC COM CAT	CAT	32,619	$34.7m1.24%	1.24%	Reduced -900	-900 -2.7%
20	PALO ALTO NETWORKS INC COM PANW	PANW	99,609	$34.0m1.22%	1.22%	Added +4.5k	+4,455 4.7%
21	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	457,159	$32.6m1.17%	1.17%	Added +1.5k	+1,528 0.3%
22	WASTE MGMT INC DEL COM WM	WM	144,645	$32.2m1.15%	1.15%	Added +821	+821 0.6%
23	ISHARES TR MSCI EAFE ETF EFA	EFA	310,192	$32.2m1.15%	1.15%	Added +8.9k	+8,896 3.0%
24	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	149,692	$31.8m1.14%	1.14%	Added +33.0k	+32,959 28.2%
25	ISHARES TR CORE S&P SCP ETF IJR	IJR	213,186	$31.6m1.13%	1.13%	Added +5.2k	+5,243 2.5%
26	ISHARES TR CORE S&P MCP ETF IJH	IJH	387,653	$29.9m1.07%	1.07%	Added +116.7k	+116,695 43.1%
27	CISCO SYS INC COM CSCO	CSCO	252,948	$29.7m1.06%	1.06%	Added +850	+850 0.3%
28	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	14,885	$29.6m1.06%	1.06%	Reduced -590	-590 -3.8%
29	CINTAS CORP COM CTAS	CTAS	173,636	$29.5m1.06%	1.06%	Reduced -1.0k	-1,005 -0.6%
30	NVIDIA CORPORATION COM NVDA	NVDA	143,395	$28.7m1.03%	1.03%	Added +1.1k	+1,110 0.8%
31	META PLATFORMS INC CL A META	META	49,963	$28.1m1.01%	1.01%	Reduced -4.6k	-4,610 -8.4%
32	BROADCOM INC COM AVGO	AVGO	74,267	$28.1m1.00%	1.00%	Added +2.3k	+2,297 3.2%
33	BLACKROCK INC COM BLK	BLK	29,075	$28.0m1.00%	1.00%	Added +177	+177 0.6%
34	RTX CORPORATION COM RTX	RTX	146,552	$27.8m1.00%	1.00%	Reduced -650	-650 -0.4%
35	EATON CORP PLC SHS ETN	ETN	62,676	$26.7m0.96%	0.96%	Added +7.2k	+7,191 13.0%
36	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	552,509	$26.7m0.95%	0.95%	Added +10.8k	+10,837 2.0%
37	JOHNSON & JOHNSON COM JNJ	JNJ	103,992	$26.4m0.95%	0.95%	Added +7.0k	+7,001 7.2%
38	CSX CORP COM CSX	CSX	551,135	$26.2m0.94%	0.94%	Added +5.7k	+5,684 1.0%
39	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	135,799	$25.9m0.93%	0.93%	Unchanged
40	LAM RESEARCH CORP COM NEW LRCX	LRCX	58,963	$25.6m0.91%	0.91%	Reduced -8.0k	-7,990 -11.9%
41	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	34	$25.5m0.91%	0.91%	Unchanged
42	MASTERCARD INCORPORATED CL A MA	MA	49,569	$25.5m0.91%	0.91%	Reduced -148	-148 -0.3%
43	TRAVELERS COMPANIES INC COM TRV	TRV	76,311	$25.2m0.90%	0.90%	Reduced -34	-34 -0.0%
44	JPMORGAN CHASE & CO COM JPM	JPM	76,028	$24.9m0.89%	0.89%	Added +2.1k	+2,117 2.9%
45	PHILIP MORRIS INTL INC COM PM	PM	135,255	$24.5m0.88%	0.88%	Added +83.1k	+83,064 159.2%
46	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	60,746	$24.2m0.86%	0.86%	Reduced -687	-687 -1.1%
47	S&P GLOBAL INC COM SPGI	SPGI	53,019	$21.6m0.77%	0.77%	Reduced -2.0k	-1,954 -3.5%
48	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	270,832	$21.4m0.77%	0.77%	Added +6.2k	+6,224 2.4%
49	CHUBB LIMITED COM CB	CB	61,299	$20.9m0.75%	0.75%	Added +125	+125 0.2%
50	WALMART INC COM WMT	WMT	184,261	$20.9m0.75%	0.75%	Added +28.5k	+28,494 18.3%
51	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	449,653	$20.5m0.73%	0.73%	Added +23.7k	+23,711 5.6%
52	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	25,575	$19.5m0.70%	0.70%	Added +3.9k	+3,889 17.9%
53	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	36,759	$19.2m0.69%	0.69%	Added +1.2k	+1,201 3.4%
54	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	38,117	$19.1m0.68%	0.68%	Added +731	+731 2.0%
55	SELECT SECTOR SPDR TR ENERGY XLE	XLE	353,324	$18.8m0.67%	0.67%	Added +15.3k	+15,350 4.5%
56	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	487,343	$18.0m0.64%	0.64%	Added +26.3k	+26,329 5.7%
57	UNITEDHEALTH GROUP INC COM UNH	UNH	42,482	$17.7m0.63%	0.63%	New
58	MSCI INC COM MSCI	MSCI	30,775	$17.2m0.62%	0.62%	Added +74	+74 0.2%
59	CME GROUP INC COM CME	CME	67,557	$14.9m0.53%	0.53%	Reduced -3.8k	-3,753 -5.3%
60	REPUBLIC SVCS INC COM RSG	RSG	69,397	$14.8m0.53%	0.53%	Added +427	+427 0.6%
61	TRANSDIGM GROUP INC COM TDG	TDG	10,842	$14.4m0.52%	0.52%	Reduced -27	-27 -0.2%
62	HOME DEPOT INC COM HD	HD	40,826	$14.4m0.52%	0.52%	Added +2.1k	+2,146 5.5%
63	LOWES COS INC COM LOW	LOW	63,499	$14.0m0.50%	0.50%	Reduced -7.6k	-7,555 -10.6%
64	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	75,560	$13.8m0.50%	0.50%	Added +12.2k	+12,153 19.2%
65	LINDE PLC SHS LIN	LIN	25,838	$13.4m0.48%	0.48%	Added +705	+705 2.8%
66	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,663	$12.4m0.45%	0.45%	Added +485	+485 3.0%
67	AMERICAN EXPRESS CO COM AXP	AXP	35,348	$12.0m0.43%	0.43%	Added +2.5k	+2,530 7.7%
68	ISHARES TR S&P SML 600 GWT IJT	IJT	63,450	$11.3m0.41%	0.41%	Unchanged
69	GOLDMAN SACHS GROUP INC COM GS	GS	11,103	$11.2m0.40%	0.40%	Added +1.4k	+1,350 13.8%
70	ISHARES TR U.S. TECH ETF IYW	IYW	43,015	$10.8m0.39%	0.39%	Unchanged
71	ISHARES TR CORE S&P500 ETF IVV	IVV	13,473	$10.1m0.36%	0.36%	Added +145	+145 1.1%
72	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	44,085	$9.9m0.35%	0.35%	Reduced -772	-772 -1.7%
73	AFLAC INC COM AFL	AFL	81,873	$9.6m0.34%	0.34%	Added +320	+320 0.4%
74	ARISTA NETWORKS INC COM SHS ANET	ANET	55,626	$9.4m0.34%	0.34%	Added +9.1k	+9,087 19.5%
75	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	286,139	$9.1m0.32%	0.32%	Reduced -3.1k	-3,070 -1.1%
76	RESMED INC COM RMD	RMD	46,293	$9.0m0.32%	0.32%	Reduced -60.0k	-60,044 -56.5%
77	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	28,681	$8.8m0.31%	0.31%	Reduced -79	-79 -0.3%
78	ECOLAB INC COM ECL	ECL	31,400	$8.7m0.31%	0.31%	Added +2.7k	+2,699 9.4%
79	DOVER CORP COM DOV	DOV	37,330	$8.4m0.30%	0.30%	Added +185	+185 0.5%
80	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	42,199	$8.3m0.30%	0.30%	Reduced -200	-200 -0.5%
81	VIKING HOLDINGS LTD ORD SHS VIK	VIK	78,099	$8.2m0.29%	0.29%	Added +51.7k	+51,660 195.4%
82	TEXAS INSTRS INC COM TXN	TXN	26,125	$7.8m0.28%	0.28%	Added +130	+130 0.5%
83	NOVARTIS AG SPONSORED ADR NVS	NVS	49,020	$7.7m0.27%	0.27%	Unchanged
84	ASSURANT INC COM AIZ	AIZ	28,338	$7.6m0.27%	0.27%	Added +533	+533 1.9%
85	ABBVIE INC COM ABBV	ABBV	29,986	$7.5m0.27%	0.27%	Added +347	+347 1.2%
86	HONEYWELL INTL INC COM HON	HON	33,618	$7.5m0.27%	0.27%	New
87	SHERWIN WILLIAMS CO COM SHW	SHW	21,692	$7.5m0.27%	0.27%	Added +491	+491 2.3%
88	HONEYWELL AEROSPACE INC COM HONA	HONA	33,613	$7.4m0.27%	0.27%	New
89	EXXON MOBIL CORP COM XOM	XOM	53,602	$7.3m0.26%	0.26%	Reduced -9.5k	-9,490 -15.0%
90	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	44,390	$6.6m0.23%	0.23%	Unchanged
91	MERCK & CO INC COM MRK	MRK	50,965	$6.5m0.23%	0.23%	Added +435	+435 0.9%
92	CHEVRON CORP NEW COM CVX	CVX	39,430	$6.5m0.23%	0.23%	Added +200	+200 0.5%
93	GARMIN LTD SHS GRMN	GRMN	27,340	$6.5m0.23%	0.23%	Added +1.9k	+1,850 7.3%
94	MCDONALDS CORP COM MCD	MCD	23,619	$6.4m0.23%	0.23%	Reduced -101	-101 -0.4%
95	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	68,375	$6.4m0.23%	0.23%	Unchanged
96	ISHARES TR SP SMCP600VL ETF IJS	IJS	45,700	$6.2m0.22%	0.22%	Unchanged
97	AMERICAN ELEC PWR CO INC COM AEP	AEP	45,280	$6.2m0.22%	0.22%	Added +292	+292 0.7%
98	ASTRAZENECA PLC ORD AZN	AZN	32,459	$6.2m0.22%	0.22%	Reduced -13	-13 -0.0%
99	AON PLC SHS CL A AON	AON	17,192	$5.7m0.20%	0.20%	Added +3.3k	+3,295 23.7%
100	ALTRIA GROUP INC COM MO	MO	77,185	$5.6m0.20%	0.20%	Added +68.3k	+68,349 773.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		33,598	$15.2m33.6k shares
CHECK POINT SOFTWARE TECH LT CHKP	CHKP	26,018	$3.7m26.0k shares
ARCH CAP GROUP LTD ACGL	ACGL	13,900	$1.3m13.9k shares
LEMAITRE VASCULAR INC LMAT	LMAT	9,375	$1.0m9.4k shares
SHARKNINJA INC SN	SN	7,550	$799.5k7.5k shares
ENSIGN GROUP INC ENSG	ENSG	3,895	$784.8k3.9k shares
EQT CORP EQT	EQT	12,145	$772.9k12.1k shares
WABTEC WAB	WAB	1,610	$402.4k1.6k shares
CNX RES CORP CNX	CNX	9,775	$376.8k9.8k shares
TEXAS ROADHOUSE INC TXRH	TXRH	1,815	$299.7k1.8k shares
BECTON DICKINSON & CO BDX	BDX	1,650	$259.4k1.6k shares
DANAHER CORPORATION DHR	DHR	1,133	$214.8k1.1k shares
ENBRIDGE INC ENB	ENB	3,760	$203.6k3.8k shares
CAVA GROUP INC CAVA	CAVA	2,340	$189.3k2.3k shares
ARCOSA INC ACA	ACA	900	$95.5k900 shares
CRISPR THERAPEUTICS AG CRSP	CRSP	1,325	$63.0k1.3k shares
PAYPAL HLDGS INC PYPL	PYPL	1,120	$50.7k1.1k shares
ISHARES TR IUSV	IUSV	216	$22.1k216 shares
J P MORGAN EXCHANGE TRADED F JEPI	JEPI	362	$20.5k362 shares
MONGODB INC MDB	MDB	75	$18.4k75 shares
FIRST TR EXCHANGE TRADED FD RDVY	RDVY	231	$15.8k231 shares
LULULEMON ATHLETICA INC LULU	LULU	75	$11.5k75 shares
GALLAGHER ARTHUR J & CO AJG	AJG	50	$10.8k50 shares
VANGUARD SCOTTSDALE FDS VTHR	VTHR	31	$8.9k31 shares
GLOBAL X FDS DRIV	DRIV	262	$8.0k262 shares