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  Name: ANDERSON FISHER LLC
  City: LAKE OSWEGO
  State: OR
  Zip: 97035
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $497,933,000
  Total Value Change : $34,740,000
  Securities Held Change : 0
   
All Securities Held : 93
  New Positions : 5
  Closed Positions : 6
  Increased Positions : 33
  Unchanged Positions : 5
  Decreased Positions : 50

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ORCL)1 Year Chart         ORCL Oracle Corp 85 New $122.91 $226,000 1,796 0.05% 226,000 1,796 0    Application Software
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 87 New $183.42 $215,000 1,149 0.04% 215,000 1,149 0.001    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 88 New $87.59 $214,000 2,540 0.04% 214,000 2,540 0.001    Closed - End Fund - E...
   (WM)1 Year Chart         WM Waste Management Inc 89 New $208.81 $214,000 1,006 0.04% 214,000 1,006 0    Waste Management
   (CAT)1 Year Chart         CAT Caterpillar Inc 92 New $348.90 $210,000 574 0.04% 210,000 574 0    Farm & Construction M...

      5 Records Found
  1    
Page 1 of 1
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