Anderson Hoagland & Co Portfolio Stock Holdings
According to the SEC 13F filed on July 6, 2026, Anderson Hoagland & Co disclosed 136 stock positions valued at approximately $1.28B as of quarter-end June 30, 2026. The largest holdings include ISHARES INC, ISHARES GOLD TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 136
- Portfolio Value
- $1.28B
Holdings by Sector
Anderson Hoagland & Co Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES INC | EMXC | Other | 5.22% | 651,452 | +1,781 | +0.27% | $66,643,540 |
| ISHARES GOLD TR | IAU | Other | 4.55% | 769,660 | -37,920 | -4.70% | $58,117,027 |
| ISHARES TR | IWM | Other | 4.45% | 189,028 | -250 | -0.13% | $56,793,376 |
| VANGUARD WELLINGTON FD | VFMF | Other | 4.20% | 302,472 | -5,474 | -1.78% | $53,528,555 |
| NVIDIA CORPORATION | NVDA | Technology | 4.10% | 261,581 | -761 | -0.29% | $52,339,742 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.42% | 183,125 | -301 | -0.16% | $43,645,935 |
| MICROSOFT CORP | MSFT | Technology | 3.17% | 108,447 | +81 | +0.07% | $40,452,900 |
| VANGUARD INDEX FDS | VUG | Other | 3.01% | 445,408 | +365,946 | +460.53% | $38,367,419 |
| VANGUARD WELLINGTON FD | VFVA | Other | 2.84% | 243,852 | -4,579 | -1.84% | $36,194,938 |
| VANGUARD INSTL INDEX FD | VBIL | Other | 2.23% | 375,921 | +263,642 | +234.81% | $28,449,701 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.18% | 85,086 | -494 | -0.58% | $27,851,200 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.18% | 390,820 | -12,181 | -3.02% | $27,845,904 |
| ELI LILLY & CO | LLY | Healthcare | 2.16% | 22,936 | +945 | +4.30% | $27,510,126 |
| VANGUARD WELLINGTON FD | VFMO | Other | 2.15% | 109,865 | -4,361 | -3.82% | $27,412,416 |
| VANGUARD WELLINGTON FD | VFMV | Other | 1.95% | 178,856 | -4,604 | -2.51% | $24,925,966 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.85% | 405,803 | -1,707 | -0.42% | $23,617,735 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 1.76% | 254,060 | -1,056 | -0.41% | $22,494,472 |
| ISHARES TR | USMV | Other | 1.61% | 213,114 | +2,886 | +1.37% | $20,556,999 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.59% | 158,579 | +2,066 | +1.32% | $20,310,837 |
| ISHARES TR | IVV | Other | 1.39% | 23,629 | -369 | -1.54% | $17,695,189 |
| CUMMINS INC | CMI | Industrials | 1.34% | 23,908 | +4,934 | +26.00% | $17,051,425 |
| SUMITOMO MITSUI FIN GRP INC | SMFG | Financial Services | 1.33% | 717,018 | -8,230 | -1.13% | $16,907,284 |
| ISHARES TR | MTUM | Other | 1.24% | 46,069 | +909 | +2.01% | $15,793,870 |
| VISA INC | V | Financial Services | 1.19% | 44,097 | -2,624 | -5.62% | $15,129,240 |
| ISHARES TR | IEFA | Other | 1.17% | 154,878 | -315 | -0.20% | $14,958,117 |
| GE AEROSPACE | GE | Industrials | 1.12% | 38,407 | -29 | -0.08% | $14,353,848 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.06% | 226,105 | -1,036 | -0.46% | $13,496,216 |
| ISHARES INC | EEMV | Other | 1.05% | 177,812 | -3,492 | -1.93% | $13,385,682 |
| CATERPILLAR INC | CAT | Industrials | 1.03% | 12,314 | -4,090 | -24.93% | $13,113,179 |
| GE VERNOVA INC | GEV | Utilities | 1.03% | 11,150 | -1,191 | -9.65% | $13,099,689 |
Showing 30 of 136 holdings in the latest reporting period.