ANDERSON HOAGLAND & CO

CIK 0000791191 · Q1 2026

13F Equity AUM

$1.2B

+0.0% QoQ

Positions

136

-7 QoQ

AUM Rank

#2,553

Top 21%

Skill Alpha (FF)

+1.3%/yr^ns

No Clear Edge

Rank #1,440 · Top 18%

vs S&P -0.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.6%Top 10: 37.4%Top 20: 55.1%

IAU*6.1%

EMXC4.4%

VFMF4.1%

IWM4.0%

NVDA3.9%

MSFT3.5%

AMZN3.3%

VUG3.0%

VFVA2.9%

VEA2.2%

Others (126)62.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services62.0%

Technology10.8%

Financials6.1%

Industrials5.3%

Consumer Cyclical4.8%

Healthcare4.0%

Energy2.6%

Other4.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 136Median: 0.38%Avg: 0.74%

0–0.5%

84(18.2%)

0.5–1%

26(19.8%)

1–3%

19(32.6%)

3–5%

6(23.2%)

5%+

1(6.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 131Unique: 5vs 20 funds

1.8%Low

136

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

2.7%

2.4%

2.6%

3.9%

2.7%

2.1%

VANGUARD CAPITAL MANAGEMENT LLC

1.8%

GEODE CAPITAL MANAGEMENT, LLC

1.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased50Decreased44Exited11

New Positions

AMERICAN CENTY ETF T…0.7%

+163K

KRE0.3%

+45K

FXI0.1%

+20K

AVDS0.0%

+5K

Increased

EUFN0.5%

+76K(+102%)

VGSH2.0%

+39K(+11%)

AVUS1.5%

+39K(+33%)

EMXC4.4%

+33K(+5%)

USMV1.7%

+29K(+16%)

VWO1.1%

+27K(+13%)

VGK1.8%

+21K(+9%)

EEMV1.0%

+19K(+12%)

VBIL0.7%

+17K(+18%)

VGUS0.1%

+16K(+293%)

Decreased

PZA0.5%

-15,721(-6%)

VTI0.3%

-9,834(-49%)

IAU*6.1%

-9,802(-1%)

PNC0.1%

-8,776(-62%)

XOM0.9%

-8,086(-12%)

INDA0.4%

-6,547(-6%)

USFR0.8%

-6,179(-3%)

AVDV0.7%

-6,169(-7%)

VTEB1.3%

-6,112(-2%)

AVIV0.3%

-6,071(-11%)

Exited

POST

-25,109

RYAN

-45,730

SFM

-26,697

-2,584

-8,711

-14,536

-446

-1,612

-607

FDX

-796

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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