Anderson Financial Strategies, LLC
Net buyer this quarter
$192M
15
+$2.6M
13.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LGOV | $7.76M | 4.03% | Not reported | +8.7% | Q1 2025 |
 BVS | $2.85M | 1.48% | Not reported | +12.4% | Q3 2025 |
 CARS | $2.11M | 1.10% | 0.31% | New | Q2 2026 |
 DFIN | $2.09M | 1.09% | 0.17% | New | Q2 2026 |
 EBC | $1.98M | 1.03% | 0.04% | +6.2% | Q2 2025 |
 OMC | $1.96M | 1.02% | 0.01% | New | Q2 2026 |
 CHWY | $1.92M | 1.00% | 79853.00% | New | Q2 2026 |
 NVDA | $1.77M | 0.92% | 0.00% | Not reported | Q1 2025 |
 LYTS | $1.7M | 0.88% | 0.19% | -16.8% | Q4 2024 |
 NFLX | $1.58M | 0.82% | 0.00% | Not reported | Q1 2025 |
 DBD | $1.47M | 0.76% | 0.06% | +6.0% | Q3 2025 |
 JPM | $665K | 0.35% | 0.00% | Not reported | Q4 2024 |
 ETN | $550K | 0.29% | 0.00% | Not reported | Q4 2024 |
 SPY | $498K | 0.26% | Not reported | New | Q2 2026 |
 JNJ | $205K | 0.11% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| LGOV | $7.28M | 4.00% | Not reported | +1.0% | Q1 2025 |
| LYTS | $2.03M | 1.11% | 0.23% | +2.8% | Q4 2024 |
| BVS | $1.85M | 1.02% | Not reported | -18.9% | Q3 2025 |
 APP | $1.81M | 0.99% | 0.00% | +38.1% | Q3 2025 |
 GT | $1.68M | 0.92% | 0.08% | +27.9% | Q3 2025 |
| EBC | $1.64M | 0.90% | 0.03% | -2.5% | Q2 2025 |
 LYV | $1.61M | 0.88% | 0.00% | -9.8% | Q4 2024 |
 RNR | $1.6M | 0.88% | 0.01% | -7.6% | Q4 2024 |
| DBD | $1.6M | 0.88% | 0.06% | -14.5% | Q3 2025 |
| GTLS | $1.57M | 0.86% | 0.02% | +2.4% | Q3 2025 |
| JPM | $576K | 0.32% | 0.00% | -9.7% | Q4 2024 |
| ETN | $532K | 0.29% | 0.00% | -5.3% | Q4 2024 |
| Q4 2025 | |||||
| LGOV | $7.33M | 4.26% | Not reported | +3.6% | Q1 2025 |
| APP | $1.85M | 1.07% | 0.00% | +9.5% | Q3 2025 |
| DBD | $1.63M | 0.95% | 0.07% | -5.1% | Q3 2025 |
| GT | $1.62M | 0.94% | 0.06% | +5.1% | Q3 2025 |
| LYV | $1.61M | 0.94% | 0.00% | +29.5% | Q4 2024 |
| RNR | $1.61M | 0.94% | 0.01% | -5.6% | Q4 2024 |
| BVS | $1.59M | 0.92% | Not reported | +58.3% | Q3 2025 |
| EBC | $1.53M | 0.89% | 0.04% | -6.6% | Q2 2025 |
| GTLS | $1.52M | 0.88% | 0.02% | -2.6% | Q3 2025 |
| LYTS | $1.51M | 0.88% | 0.26% | +21.5% | Q4 2024 |
 AAPL | $790K | 0.46% | 0.00% | Not reported | Q4 2024 |
| JPM | $664K | 0.39% | 0.00% | -4.6% | Q4 2024 |
 SHOP | $450K | 0.26% | 0.00% | Not reported | Q1 2025 |
| ETN | $436K | 0.25% | 0.00% | +0.5% | Q4 2024 |
 GOOG | $428K | 0.25% | Not reported | +4.9% | Q1 2025 |
 AMZN | $383K | 0.22% | 0.00% | Not reported | Q4 2024 |
 ISRG | $348K | 0.20% | 0.00% | Not reported | Q1 2025 |
 MA | $322K | 0.19% | 0.00% | +1.6% | Q1 2025 |
| Q3 2025 | |||||
| LGOV | $7.05M | 4.17% | Not reported | +10.3% | Q1 2025 |
| APP | $1.8M | 1.06% | 0.00% | New | Q3 2025 |
| EBC | $1.61M | 0.96% | 0.04% | +42.6% | Q2 2025 |
| LYTS | $1.6M | 0.95% | 0.22% | -15.9% | Q4 2024 |
| RNR | $1.54M | 0.91% | 0.01% | +9.8% | Q4 2024 |
| GTLS | $1.51M | 0.90% | 0.02% | New | Q3 2025 |
| DBD | $1.45M | 0.86% | 0.07% | New | Q3 2025 |
| LYV | $1.43M | 0.85% | 0.00% | -16.4% | Q4 2024 |
| GT | $1.32M | 0.78% | 0.06% | New | Q3 2025 |
| BVS | $901K | 0.53% | Not reported | New | Q3 2025 |
| AAPL | $740K | 0.44% | 0.00% | Not reported | Q4 2024 |
| JPM | $682K | 0.40% | 0.00% | Not reported | Q4 2024 |
| ETN | $509K | 0.30% | 0.00% | Not reported | Q4 2024 |
| NFLX | $481K | 0.28% | 0.00% | Not reported | Q1 2025 |
| SHOP | $416K | 0.25% | 0.00% | Not reported | Q1 2025 |
 NOW | $406K | 0.24% | 0.00% | Not reported | Q1 2025 |
| AMZN | $364K | 0.22% | 0.00% | Not reported | Q4 2024 |
| GOOG | $317K | 0.19% | Not reported | Not reported | Q1 2025 |
| MA | $316K | 0.19% | 0.00% | Not reported | Q1 2025 |
| ISRG | $275K | 0.16% | 0.00% | Not reported | Q1 2025 |