Anderson Hoagland & Co Portfolio Shifts in Q3 2026

Anderson Hoagland & Co, as of September 30, 2026, has demonstrated active portfolio management this quarter, with substantial changes observed across its holdings. The firm's total portfolio value stands at $1.31 billion, reflecting adjustments in its investment strategy.

Major Purchases This Quarter

The investor has significantly increased its positions in several key holdings. ISHARES TR (TFLO) saw a massive 245% increase in shares, making it one of the most notable additions. Similarly, ISHARES SCOTTSDALE FDS (VGLT) and MUELLER INDS INC (MLI) experienced substantial share growth, indicating confidence in these sectors or specific companies.

Additionally, the investor bolstered its stake in VANGUARD WELLINGTON FD (VFVA) and VANGUARD INDEX FDS (VUG), both showing significant positive changes in their allocations. The firm also initiated a position in ISHARES TR (SUB) and ISHARES TR (USMV), suggesting exploration into these areas.

Significant Sales and Reductions

Conversely, the investor has reduced or exited certain positions this quarter. AMERICAN CENTY ETF TR (AVTM) was sold off significantly, with a nearly 60% reduction in shares, indicating a strategic withdrawal from this investment.

Furthermore, the investor disposed of a portion of its Vanguard Institutional Index Fund ETF Shares (VBIL). While Vanguard funds are a core holding, this specific action shows a directional change for this particular fund class this quarter.

Overall Portfolio Adjustments

The changes observed by Anderson Hoagland & Co reflect a dynamic approach to managing its $1.31 billion portfolio. The firm has shown a willingness to both increase exposure to certain areas and decrease others, potentially responding to market conditions or strategic investment decisions.

For detailed insights into Anderson Hoagland & Co's investment activities, you can explore their institutional profile and holdings directly on Insiderset. The firm's actions this quarter provide a snapshot of its current investment stance.

For more information on Anderson Hoagland & Co's investment activities, please visit their profile on Insiderset. You can also explore specific holdings like NVIDIA Corporation (NVDA) or ISHARES TR (TFLO) to understand the context better.