ANDERSON HOAGLAND & CO
Q4 2023 Form 13-F
ST LOUIS, MISSOURI
CIK 0000791191
· CRD 105157
· SEC-registered investment adviser
$815.3M Reported Value Total
ANDERSON HOAGLAND & CO reports 370 total accounts under management (AUM). There are 370 discretionary accounts valued at $1,062,751,142, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $21.5M gross asset value
Other: $21.5M
Source: Form ADV filed 2026-02-03
Reported value
$815.3M
Quarter over quarter
+11.3%
Holdings
122
Top-10 concentration
36.0%
Filing Structure
Key People
Form ADV owners & control persons
David C. Anderson
CHAIRMAN AND DIRECTOR
Craig Carpenter Hoagland
PRESIDENT AND TREASURER
John Joseph Kang
VICE PRESIDENT, CORPORATE SECRETARY AND CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | January 17, 2024 |
| Form | 13F-HR |
| Reported value | $815.3M |
| Positions | 122 |
| Change in reported value | +9.0% |
| New positions | 8 |
| Exited positions | 9 |
| Position turnover | 13.0% |
| Top-10 concentration | 36.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 23, 2026
|
134 | $1.3B |
|
Q2 2026 13F
Filed Jul 6, 2026
|
136 | $1.3B |
|
Q1 2026 13F
Filed Apr 7, 2026
|
135 | $1.2B |
|
Q4 2025 13F
Filed Jan 5, 2026
|
141 | $1.2B |
|
Q3 2025 13F
Filed Oct 15, 2025
|
137 | $1.1B |
|
Q2 2025 13F
Filed Jul 10, 2025
|
144 | $1.0B |
|
Q1 2025 13F
Filed Apr 9, 2025
|
135 | $843.1M |
|
Q4 2024 13F
Filed Jan 21, 2025
|
137 | $972.4M |
|
Q3 2024 13F
Filed Oct 7, 2024
|
132 | $979.9M |
|
Q2 2024 13F
Filed Jul 10, 2024
|
133 | $952.4M |
|
Q1 2024 13F
Filed Apr 12, 2024
|
133 | $891.8M |
|
Q4 2023 13F
Filed Jan 17, 2024
|
122 | $815.3M |
|
Q3 2023 13F
Filed Oct 10, 2023
|
123 | $748.0M |
|
Q2 2023 13F
Filed Jul 7, 2023
|
119 | $778.2M |
|
Q1 2023 13F
Filed Apr 6, 2023
|
123 | $696.5M |
|
Q4 2022 13F
Filed Jan 20, 2023
|
122 | $687.3M |
|
Q3 2022 13F
Filed Oct 11, 2022
|
119 | $624.6M |
|
Q2 2022 13F
Filed Jul 8, 2022
|
109 | $665.8M |
|
Q1 2022 13F
Filed Apr 12, 2022
|
107 | $777.1M |
|
Q4 2021 13F
Filed Jan 25, 2022
|
107 | $762.9M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $46.6M | 5.72% |
| 2 | IWM ISHARES TR | $37.3M | 4.58% |
| 3 | VFMF VANGUARD WELLINGTON FD | $35.3M | 4.33% |
| 4 | AAPL APPLE INC | $28.6M | 3.5% |
| 5 | AMZN AMAZON COM INC | $28.0M | 3.43% |
| 6 | VFVA VANGUARD WELLINGTON FD | $27.2M | 3.34% |
| 7 | NVDA NVIDIA CORPORATION | $27.0M | 3.32% |
| 8 | VUG VANGUARD INDEX FDS | $23.6M | 2.89% |
| 9 | VEA VANGUARD TAX-MANAGED FDS | $21.6M | 2.65% |
| 10 | VFMV VANGUARD WELLINGTON FD | $18.2M | 2.23% |
| 11 | VFMO VANGUARD WELLINGTON FD | $17.8M | 2.18% |
| 12 | USFR WISDOMTREE TR | $17.5M | 2.15% |
| 13 | VWO VANGUARD INTL EQUITY INDEX F | $17.5M | 2.14% |
| 14 | JPM JPMORGAN CHASE & CO | $17.1M | 2.09% |
| 15 | EMXC ISHARES INC | $16.8M | 2.06% |
| 16 | V VISA INC | $14.7M | 1.8% |
| 17 | LLY ELI LILLY & CO | $14.3M | 1.76% |
| 18 | VGLT VANGUARD SCOTTSDALE FDS | $12.6M | 1.54% |
| 19 | INTU INTUIT | $12.1M | 1.49% |
| 20 | IVV ISHARES TR | $11.9M | 1.46% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.