Anderson Financial Strategies, LLC

Anderson Financial Strategies, LLC reported 36 holdings worth US$192M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 20, 2026

Anderson Financial Strategies, LLC reported 36 holdings worth US$192M as of Jun 30, 2026. Largest: Bioventus Inc., Cars.com Inc. and Donnelley Financial Solutions, Inc. Filed Aug 20, 2026 (Form 13F).

Holdings
36
Value as reported
US$192M

The filing in full

CompanySharesValue as reported% of portfolio
Bioventus Inc.194KUS$2.85M1.5%
Cars.com Inc.170KUS$2.11M1.1%
Donnelley Financial Solutions, Inc.42,965US$2.09M1.1%
Eastern Bankshares, Inc.85,888US$1.98M1.0%
Omnicom Group Inc.22,375US$1.96M1.0%
Chewy, Inc.79,853US$1.92M1.00%
Nvidia Corporation8,126US$1.77M0.92%
Lsi Industries Inc.70,459US$1.7M0.88%
Netflix, Inc.19,652US$1.58M0.82%
Diebold Nixdorf Incorporated21,808US$1.47M0.76%
Jp Morgan Chase & Co.1,862US$665K0.35%
Johnson & Johnson750US$205K0.11%
The Goodyear Tire & Rubber Company0US$00.00%
Applovin Corporation0US$00.00%
Chart Industries, Inc.0US$00.00%
Renaissancere Holdings Ltd.0US$00.00%
Live Nation Entertainment, Inc.0US$00.00%

Source

View original at SEC

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