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| Happy Holidays!! thanks for using AUM13F!! |
| Anderson Hoagland & Co
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| CRD # | 105157 |
| SEC # | 801-15073 |
| CIK # | 0000791191 |
| AUM | $1.2 B (2025-02-27) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 314-726-2107 |
| Address | 9811 South Forty Drive, Suite 200 St Louis, MO 63124 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 54.3 | ||
| iShares Comex Gold Trust | 46.3 | ||
| Nvidia Corp | 45.8 | ||
| Amazon Com Inc | 37.6 | ||
| J P Morgan Chase & Co | 25.7 | ||
| Lilly Eli & Co | 17.7 | ||
| VISA Inc | 16.6 | ||
| Sumitomo Mitsui Financial Group Inc | 11.9 | ||
| Bank of America Corp /DE/ | 11.2 | ||
| International Business Machines Corp | 11.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | AHCO Bond Fund LLC | [2013-10-02] | 7.4 | 5.7 |
| Other | AHCO Core Fund LLC | 2013-10-02 | 18.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 6.8 |
| (b) Individuals (high net worth individuals) | 113 | 798.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 24.2 |
| (g) Pension and profit sharing plans | 4 | 13.0 |
| (h) Charitable organizations | 5 | 337.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 60.6 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 1,241.1 |
| By Discretionary | ||
| Discretionary | 145 | 1,241.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 146 | 1,241.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,241.1 | |
| Total | 146 | 1,241.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Anderson | 116 | ||
| Laurance Hoagland III | 2 | ||
| Anderson Hoagland & Company | 2 | ||
| Craig Hoagland | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000791191] |
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