ANDERSON HOAGLAND & CO
SEC Form 13F institutional filer · CIK 0000791191
13F-HR · 57 reported holdings · 2026-03-31
Reported long-US-equity value
$0.50B
Top-10 concentration
57.8%
ANDERSON HOAGLAND & CO — $499M AUM allocation strategy
ANDERSON HOAGLAND & CO files SEC Form 13F and reports $499M of long US equity value across 57 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.0%, followed by Financials 14.5% and Industrials 10.4%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ANDERSON HOAGLAND & CO — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$499M
total across 57 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPGI +45.4K sh · +$3.03M+$KO +9.41K sh · +$858K+$IVV +5.21K sh · −$320K
Biggest trims (shares)
−$IVZ −11.8K sh · −$327K−$VTI −9.83K sh · −$3.45M−$PNC −8.78K sh · −$1.84M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$REGN ($344K last qtr)$RTX ($296K last qtr)$DE ($283K last qtr)$FDX ($230K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.2%—
- Diversified Banks8.7%—
- Systems Software8.1%—
- Broadline Retail7.7%—
- Construction Machinery & Heavy Transportation Equipment4.4%—
- Pharmaceuticals4.1%—
- Transaction & Payment Processing Services2.9%—
- Aerospace & Defense2.2%—
- Other holdings52.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 262K | $45.8M | -683 | 9.2% |
| $MSFT | Microsoft Corporation | 108K | $40.1M | +2.01K | 8.0% |
| $AMZN | Amazon.com Inc | 183K | $38.2M | +3.78K | 7.7% |
| $JPM | JP Morgan Chase & Co | 85.6K | $25.2M | -1.71K | 5.0% |
| $LLY | Eli Lilly and Company | 22K | $20.2M | +1.41K | 4.1% |
| $V | Visa Inc | 46.7K | $14.1M | +247 | 2.8% |
| $CAT | Caterpillar Inc | 16.4K | $11.6M | -2.78K | 2.3% |
| $BAC | Bank of America Corporation | 228K | $11.1M | +794 | 2.2% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.