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Anderson Hoagland & Co.
Anderson Hoagland & Co is a federally registered investment advisor based in St. Louis, Missouri. Founded over 40 years ago, the firm provides advanced investment and financial counsel, portfolio management, and wealth-building services, primarily serving individuals, trusts, corporations, and tax-exempt organizations. With a staff that includes multiple CFA charterholders and professionals with backgrounds from leading universities and institutions, the firm's team offers both individualized portfolio management and broader financial planning. Anderson Hoagland simplifies its clients' lives by solving complex financial problems, focusing on transparent communication and tailored advice. The firm has approximately 7 employees.
Investment Strategy
Anderson Hoagland & Co primarily manages portfolios invested in publicly traded securities, including stocks, bonds, and ETFs. Their approach begins with formulating customized written investment policies reflecting client goals, time horizon, and risk tolerance. Equity portfolios usually contain 20-30 stocks selected for above-average total return potential through fundamental research and valuation analysis, favoring undervalued companies regardless of size. Stocks typically have a 12–36 month holding period. The firm also uses diversified, low-cost ETFs for tactical exposures. Bond allocations emphasize investment-grade issues, with a bias toward high-quality taxable and tax-exempt credits aligned with the firm’s economic outlook. Their philosophy centers on optimizing risk-adjusted returns, transparency, and measurable progress toward client objectives.
Latest 13F Filing Activity
Anderson Hoagland & Co. filed their most recent 13F report on Sep 30, 2025 disclosing 136 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares Gold TR, Ishares Inc., Nvidia Corporation among other positions. Anderson Hoagland & Co. reduced exposure to Synopsys Inc., Select Sector SPDR TR, Sprouts FMRS MKT Inc. among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAU | ISHARES GOLD TR | 5.30% | $59.1M | 811,599 | $50.15 | $72.77 | +$12.8M |
M MSFT | MICROSOFT CORP | 5.04% | $56.2M | 108,537 | $146.68 | $517.95 | +$1.9M |
N NVDA | NVIDIA CORPORATION | 4.65% | $51.8M | 277,488 | $15.94 | $186.58 | +$6.0M |
I IWM | ISHARES TR | 3.93% | $43.9M | 181,230 | $200.88 | $241.96 | +$5.4M |
V VFMF | VANGUARD WELLINGTON FD | 3.86% | $43.0M | 298,366 | $100.49 | $144.27 | +$3.5M |
Industry Allocation
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