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ANDERSON HOAGLAND & CO — 13F Holdings & Portfolio

CIK 791191 · latest 13F-HR filed 2026-07-06

Backtest portfolio

ANDERSON HOAGLAND & CO manages $1.28B in 13F-reported U.S. long-equity assets across 137 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EMXC (5.22%), IAU (4.55%), IWM (4.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions and exited 6; 82 existing positions rose in reported value and 26 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.28B

Long-equity book

Holdings
137

Distinct positions

Period
2026-06-30

Filed 2026-07-06

Q/Q Activity
+7 / −6 / ↑82 / ↓26

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
EMXC5.2% · +0%IAU4.6% · -5%IWM4.5% · -0%VFMF4.2% · -2%NVDA4.1% · -0%AMZN3.4% · -0%MSFT3.2% · +0%VUG3.0% · +460%VFVA2.8% · -2%VBIL2.2% · +235%JPM2.2% · -1%VEA2.2% · -3%LLY2.2% · +4%VFMO2.1% · -4%VFMV2.0% · -2%VGSH1.9% · -0%VGK1.8% · -0%USMV1.6% · +1%AVUS1.6% · +1%IVV1.4% · -2%CMI1.3% · +26%SMFG1.3% · -1%MTUM1.2% · +2%V1.2% · -6%IEFA1.2% · -0%GE1.1% · -0%VWO1.1% · -0%EEMV1.0% · -2%CAT1.0% · -25%GEV1.0% · -10%EFAV1.0% · -0%BAC1.0% · -2%VO0.9% · +283%EWJV0.9% · -3%SGOV0.8% · +18%IBM0.8% · +1%AVES0.8% · -4%AVLV0.8% · -3%C0.7% · 0%PANW0.7% · -1%ASML0.7% · -12%AVTM0.7% · 0%VTEB0.7% · -44%FIX0.7% · -29%VLUE0.7% · -7%USFR0.6% · -11%VRTX0.6% · 0%AVDV0.6% · -6%XOM0.6% · -8%PWR0.5% · -18%FCX0.5% · 0%SOFI0.5% · +10%TFLO0.5% · -14%CCJ0.5% · -2%EUFN0.5% · +0%SNOW0.5% · 0%GM0.5% · -0%MLI0.4% · -10%SUB0.4% · -1%AVGO0.4% · -7%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 37.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 3, 2026.

Assets Under Management
$1.43B
Discretionary
$1.43B
Employees
8
Accounts
415
Address
9811 SOUTH FORTY DRIVE, SUITE 200
ST LOUIS, MO 63124
Phone
(314) 726-2107
Website
Name Title / Status Ownership Type
ANDERSON, DAVID, C. ControlCHAIRMAN AND DIRECTOR
since Dec 2012
25–50%Individual
HOAGLAND, CRAIG, CARPENTER ControlPRESIDENT AND TREASURER
since Dec 2012
25–50%Individual
KANG, JOHN, JOSEPH ControlVICE PRESIDENT, CORPORATE SECRETARY AND CHIEF COMPLIANCE OFFICER
since Dec 2012
25–50%Individual
Ownership & leadership changes · 2 filings with changes since Mar 6, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 15, 2014 filing
  • ChangedKANG, JOHN, JOSEPH · ownership 10–25% → 25–50%
Jan 22, 2013 filing
  • No longer listedANDERSON, MICHAEL, DAVID · SHAREHOLDER · 5–10% · listed since Dec 1996
  • No longer listedGLASS, AMY, HART · SHAREHOLDER · 5–10% · listed since Dec 1996
  • AddedHOAGLAND, CRAIG, CARPENTER · PRESIDENT AND TREASURER · 25–50% · control person
  • AddedKANG, JOHN, JOSEPH · VICE PRESIDENT, CORPORATE SECRETARY AND CHIEF COMPLIANCE OFFICER · 10–25% · control person
  • ChangedANDERSON, DAVID, C. · title PRESIDENT & DIRECTOR, CHIEF COMPLIANCE OFFICER → CHAIRMAN AND DIRECTOR; ownership 75% or more → 25–50%
Mar 6, 2012 filing (earliest on record)
  • ListedANDERSON, DAVID, C. · PRESIDENT & DIRECTOR, CHIEF COMPLIANCE OFFICER · 75% or more · control person
  • ListedANDERSON, MICHAEL, DAVID · SHAREHOLDER · 5–10%
  • ListedGLASS, AMY, HART · SHAREHOLDER · 5–10%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 82 →

Top Trims

Show all 26 →

New Positions

Show all 7 →

Exited Positions

Show all 6 →

ANDERSON HOAGLAND & CO Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES INC EMXC 46434G764 $66.6M 5.22% 651,452 SH
2 ISHARES GOLD TR IAU 464285204 $58.1M 4.55% 769,660 SH
3 ISHARES TR IWM 464287655 $56.8M 4.45% 189,028 SH
4 VANGUARD WELLINGTON FD VFMF 921935607 $53.5M 4.20% 302,472 SH
5 NVIDIA CORPORATION NVDA 67066G104 $52.3M 4.10% 261,581 SH
6 AMAZON COM INC AMZN 023135106 $43.6M 3.42% 183,125 SH
7 MICROSOFT CORP MSFT 594918104 $40.5M 3.17% 108,447 SH
8 VANGUARD INDEX FDS VUG 922908736 $38.4M 3.01% 445,408 SH
9 VANGUARD WELLINGTON FD VFVA 921935805 $36.2M 2.84% 243,852 SH
10 VANGUARD INSTL INDEX FD VBIL 922040845 $28.4M 2.23% 375,921 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $27.9M 2.18% 85,086 SH
12 VANGUARD TAX-MANAGED FDS VEA 921943858 $27.8M 2.18% 390,820 SH
13 ELI LILLY & CO LLY 532457108 $27.5M 2.16% 22,936 SH
14 VANGUARD WELLINGTON FD VFMO 921935508 $27.4M 2.15% 109,865 SH
15 VANGUARD WELLINGTON FD VFMV 921935409 $24.9M 1.95% 178,856 SH
16 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $23.6M 1.85% 405,803 SH
17 VANGUARD INTL EQUITY INDEX F VGK 922042874 $22.5M 1.76% 254,060 SH
18 ISHARES TR USMV 46429B697 $20.6M 1.61% 213,114 SH
19 AMERICAN CENTY ETF TR AVUS 025072885 $20.3M 1.59% 158,579 SH
20 ISHARES TR IVV 464287200 $17.7M 1.39% 23,629 SH
21 CUMMINS INC CMI 231021106 $17.1M 1.34% 23,908 SH
22 SUMITOMO MITSUI FIN GRP INC SMFG 86562M209 $16.9M 1.33% 717,018 SH
23 ISHARES TR MTUM 46432F396 $15.8M 1.24% 46,069 SH
24 VISA INC V 92826C839 $15.1M 1.19% 44,097 SH
25 ISHARES TR IEFA 46432F842 $15.0M 1.17% 154,878 SH
26 GE AEROSPACE GE 369604301 $14.4M 1.12% 38,407 SH
27 VANGUARD INTL EQUITY INDEX F VWO 922042858 $13.5M 1.06% 226,105 SH
28 ISHARES INC EEMV 464286533 $13.4M 1.05% 177,812 SH
29 CATERPILLAR INC CAT 149123101 $13.1M 1.03% 12,314 SH
30 GE VERNOVA INC GEV 36828A101 $13.1M 1.03% 11,150 SH
31 ISHARES TR EFAV 46429B689 $13.0M 1.02% 147,790 SH
32 BANK OF AMER CORP BAC 060505104 $12.8M 1.00% 223,862 SH
33 VANGUARD INDEX FDS VO 922908629 $11.6M 0.91% 143,723 SH
34 ISHARES TR EWJV 46435U374 $11.0M 0.87% 251,348 SH
35 ISHARES TR SGOV 46436E718 $10.8M 0.84% 107,051 SH
36 INTERNATIONAL BUSINESS MACHS IBM 459200101 $10.7M 0.84% 37,935 SH
37 AMERICAN CENTY ETF TR AVES 025072372 $10.4M 0.81% 157,946 SH
38 AMERICAN CENTY ETF TR AVLV 025072349 $9.6M 0.75% 105,513 SH
39 CITIGROUP INC C 172967424 $9.3M 0.73% 66,625 SH
40 PALO ALTO NETWORKS INC PANW 697435105 $9.2M 0.72% 26,954 SH
41 ASML HLDG NV ASML N07059210 $8.9M 0.70% 4,470 SH
42 AMERICAN CENTY ETF TR AVTM 02507A606 $8.9M 0.69% 162,708 SH
43 VANGUARD MUN BD FDS VTEB 922907746 $8.8M 0.69% 173,207 SH
44 COMFORT SYS USA INC FIX 199908104 $8.6M 0.67% 4,328 SH
45 ISHARES TR VLUE 46432F388 $8.3M 0.65% 41,637 SH
46 WISDOMTREE TR USFR 97717Y527 $8.3M 0.65% 163,902 SH
47 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $7.8M 0.61% 15,734 SH
48 AMERICAN CENTY ETF TR AVDV 025072802 $7.5M 0.59% 73,087 SH
49 EXXON MOBIL CORP XOM 30231G102 $7.4M 0.58% 53,829 SH
50 QUANTA SVCS INC PWR 74762E102 $6.9M 0.54% 9,616 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-06 $1.28B 137 0000791191-26-000004
2026-03-31 2026-04-07 $1.16B 136 0000791191-26-000003
2025-12-31 2026-01-05 $1.16B 143 0000791191-26-000001
Filer Information
Address
9811 SOUTH FORTY DRIVE
SUITE 200
ST LOUIS, MO 63124
Phone
(314) 726-2107
Filing Manager
ANDERSON HOAGLAND & CO
ST LOUIS, MO
Signatory
Sherry A OBrien
Practice Manager