Anchor Investment Management portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Sep 15, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Anchor Investment Management reported a $1.3 bn portfolio of 1,199 companies (1,207 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are GOOG, MSFT, AAPL.
Sections with a free account
What changed this quarter
673 positions with a change (165 new, 250 added to, 229 trimmed, 29 sold); also, 5 entered through an IPO, 3 exited through an acquisition or merger, 3 entered through a spin-off.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOG · GOOGL4.4%
- MicrosoftMSFT3.0%
- AppleAAPL2.8%
- VisaV2.7%
- Schwab US Large-cap ETFSCHX2.6%
- First Citizens BancsharesFCNCA2.5%
- Vanguard Info Tech ETFVGT1.9%
- Invesco Bulletshares 2028 CB ETFBSCS1.9%
- Invesco Bulletshares 2027 CB ETFBSCR1.9%
- Invesco Nasdaq 100 ETFQQQM1.8%
- Invesco Bulletshares 2029 CB ETFBSCT1.7%
- AbbVieABBV1.6%
- Johnson & JohnsonJNJ1.6%
- CorningGLW1.4%
- NVIDIANVDA1.4%
Portfolio by sector
- ● No sector 30%
- ● Information Technology 17%
- ● Financials 13%
- ● Health Care 10%
- ● Industrials 8%
- ● Communication Services 7%
- ● Consumer Staples 5%
- ● Consumer Discretionary 5%
- ● Energy 3%
- ● Utilities 2%
- ● Materials 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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