Anderson Financial Strategies, LLC reported 13 positions worth $20.84M for the quarter ended Jun 30, 2026, up 39.8% on the prior quarter. It opened 7 new positions, added to 3, trimmed 1 and exited 4. Its largest holding is Bioventus Inc. at 13.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CARS Cars.com Inc. | +169.6K | – | $2.11M | 10.13% |
| DFIN Donnelley Financial Solutions, Inc. | +43.0K | – | $2.09M | 10.05% |
| OMC Omnicom Group Inc. | +22.4K | – | $1.96M | 9.39% |
| CHWY Chewy, Inc. | +79.9K | – | $1.92M | 9.19% |
| NVDA Nvidia Corp | +8,126 | – | $1.77M | 8.48% |
| NFLX Netflix Inc | +19.7K | – | $1.58M | 7.57% |
| BVS Bioventus Inc. | +21.4K | +12.4% | $314.34K | 13.69% |
| JNJ Johnson & Johnson | +750 | – | $205.06K | 0.984% |
| EBC Eastern Bankshares, Inc. | +5,008 | +6.2% | $115.23K | 9.48% |
| DBD DIEBOLD NIXDORF, Inc | +1,230 | +6.0% | $82.93K | 7.06% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APP AppLovin Corp | -3,783 | -100.0% | $1.81M | Exited |
| GT Goodyear Tire & Rubber Co | -236.9K | -100.0% | $1.68M | Exited |
| LYV Live Nation Entertainment, Inc. | -10.2K | -100.0% | $1.61M | Exited |
| RNR Renaissancere Holdings Ltd | -5,295 | -100.0% | $1.60M | Exited |
| LYTS Lsi Industries Inc | -14.2K | -16.8% | $342.54K | 8.14% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CARS Cars.com Inc. | +169.6K | $2.11M | 10.13% |
| DFIN Donnelley Financial Solutions, Inc. | +43.0K | $2.09M | 10.05% |
| OMC Omnicom Group Inc. | +22.4K | $1.96M | 9.39% |
| CHWY Chewy, Inc. | +79.9K | $1.92M | 9.19% |
| NVDA Nvidia Corp | +8,126 | $1.77M | 8.48% |
| NFLX Netflix Inc | +19.7K | $1.58M | 7.57% |
| JNJ Johnson & Johnson | +750 | $205.06K | 0.984% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BVS Bioventus Inc. | Healthcare | 194.3K | $2.85M | 13.69% | +21.4K | +12.4% | Added | 0.23% |
| 2 | CARS Cars.com Inc. | Technology | 169.6K | $2.11M | 10.13% | +169.6K | – | New | 0.3% |
| 3 | DFIN Donnelley Financial Solutions, Inc. | Technology | 43.0K | $2.09M | 10.05% | +43.0K | – | New | 0.17% |
| 4 | EBC Eastern Bankshares, Inc. | Financial Services | 85.9K | $1.98M | 9.48% | +5,008 | +6.2% | Added | 0.04% |
| 5 | OMC Omnicom Group Inc. | Communication Services | 22.4K | $1.96M | 9.39% | +22.4K | – | New | 0.01% |
| 6 | CHWY Chewy, Inc. | Consumer Staples | 79.9K | $1.92M | 9.19% | +79.9K | – | New | 0.03% |
| 7 | NVDA Nvidia Corp | Technology | 8,126 | $1.77M | 8.48% | +8,126 | – | New | 0% |
| 8 | LYTS Lsi Industries Inc | Industrials | 70.5K | $1.70M | 8.14% | -14.2K | -16.8% | Reduced | 0.19% |
| 9 | NFLX Netflix Inc | Technology | 19.7K | $1.58M | 7.57% | +19.7K | – | New | 0% |
| 10 | DBD DIEBOLD NIXDORF, Inc | Technology | 21.8K | $1.47M | 7.06% | +1,230 | +6.0% | Added | 0.06% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 1,862 | $665.22K | 3.19% | 0 | 0.0% | Unchanged | 0% |
| 12 | ETN Eaton Corp plc | Industrials | 1,296 | $550.37K | 2.64% | 0 | 0.0% | Unchanged | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 750 | $205.06K | 0.984% | +750 | – | New | 0% |
Tip. Select a row to see that position’s full history at Anderson Financial Strategies.
As of its Q2 2026 13F filing, Anderson Financial Strategies, LLC’s five largest positions were Bioventus Inc. (BVS) at 13.7%, Cars.com Inc. (CARS) at 10.1%, Donnelley Financial Solutions, Inc. (DFIN) at 10.1%, Eastern Bankshares, Inc. (EBC) at 9.5%, Omnicom Group Inc. (OMC) at 9.4% of the reported portfolio.
Anderson Financial Strategies, LLC reported a 13F portfolio worth $20.84M across 13 positions for Q2 2026. That is up 39.8% from the previous quarter.
Its largest purchases by value were Cars.com Inc. ($2.11M), Donnelley Financial Solutions, Inc. ($2.09M), Omnicom Group Inc. ($1.96M). It opened 7 new positions.
Its largest sales by value were AppLovin Corp ($1.81M), Goodyear Tire & Rubber Co ($1.68M), Live Nation Entertainment, Inc. ($1.61M). It exited 4 positions entirely.
From the Form 13F-HR reports Anderson Financial Strategies, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.