Anchor Investment Management, LLC
Filing Date
Global Rank
#2,069
/ 8,794
▼ 4
· as of Mar 2026
Top Industry
Drug Manufacturers - General
8.0%
Period ended 6 months ago
Filed May 1, 2026 · 4mo
25 quarters · since Mar 2020
Portfolio Concentration
809 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.1%
+0.3 pts
Top 5
20.7%
−1.5 pts
Top 10
33.1%
−1.7 pts
HHI
165
Diversified−9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.1% | $305,518,384 |
| Financial Services | 15.1% | $176,706,623 |
| Technology | 14.7% | $172,152,426 |
| Healthcare | 10.2% | $119,555,261 |
| Industrials | 8.2% | $96,040,349 |
| Communication Services | 7.0% | $81,858,663 |
| Consumer Defensive | 5.6% | $65,283,702 |
| Consumer Cyclical | 5.5% | $64,516,118 |
| Energy | 3.5% | $41,331,208 |
| Utilities | 2.7% | $30,993,539 |
| Basic Materials | 1.0% | $12,057,550 |
| Real Estate | 0.3% | $3,066,666 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSCA | Invesco BulletShares 2036 Corporate Bond ETF | +166,027 | 3,645,530 | $71,678,895 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +27,348 | 1,897,964 | $51,594,011 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | +22,261 | 266,334 | $11,549,139 | |
| VZ | Verizon Communications Inc | +14,222 | 123,106 | $6,179,921 | |
| AGGH | Simplify Aggregate Bond ETF | +11,774 | 93,034 | $3,971,825 | |
| ADM | Archer-Daniels-Midland Co | +6,753 | 39,668 | $2,883,466 | |
| EDV | Vanguard World Funds Extended Duration ETF | +6,086 | 183,895 | $33,999,254 | |
| DOC | Healthpeak Properties, Inc. | +5,740 | 20,543 | $337,521 | |
| KMB | Kimberly Clark Corp | +5,026 | 19,062 | $1,838,911 | |
| PHR | Phreesia, Inc. | +5,000 | 10,000 | $83,800 | |
| PEP | Pepsico Inc | +4,260 | 22,955 | $3,564,681 | |
| SON | Sonoco Products Co | +4,179 | 46,511 | $2,515,779 | |
| FITB | Fifth Third Bancorp | +4,000 | 4,200 | $195,132 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +3,989 | 36,466 | $2,971,677 | |
| — | +3,789 | 11,780 | $586,080 | ||
| USB | US Bancorp De | +3,700 | 6,900 | $358,869 | |
| FCCO | First Community Corp /Sc/ | +2,730 | 35,776 | $1,045,732 | |
| NFLX | Netflix Inc | +2,630 | 69,870 | $6,718,000 | |
| SJM | J M SMUCKER Co | +2,585 | 17,271 | $1,665,615 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +2,555 | 184,774 | $9,313,630 | |
| CMCSA | Comcast Corp | +2,412 | 54,861 | $1,575,059 | |
| CLX | Clorox Co /De/ | +2,160 | 13,020 | $1,349,262 | |
| AMZN | Amazon Com Inc | +2,160 | 73,881 | $15,387,195 | |
| AAAD | PGIM AAA CLO Aggregate Duration ETF | +2,128 | 5,195 | $203,983 | |
| BTT | BlackRock Municipal 2030 Target Term Trust | +2,013 | 73,325 | $1,664,477 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GBDC | GOLUB CAPITAL BDC, Inc. | −24,193 | 239,802 | $3,035,893 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −21,157 | 351,618 | $33,309,043 | |
| UBER | Uber Technologies, Inc | −19,967 | 10,396 | $747,784 | |
| GOOGL | Alphabet Inc. | −19,204 | 163,623 | $46,988,825 | |
| T | At&T Inc. | −17,212 | 40,752 | $1,181,400 | |
| BILZ | PIMCO Ultra Short Government Active ETF | −12,427 | 14,350 | $1,042,219 | |
| AAAP | Pacer Barings CLO Market Flex ETF | −10,543 | 28,892 | $1,215,658 | |
| BSX | Boston Scientific Corp | −8,291 | 1,795 | $112,636 | |
| FISV | Fiserv Inc | −8,221 | 20,069 | $1,119,850 | |
| KMI | Kinder Morgan, Inc. | −8,213 | 30,701 | $1,029,404 | |
| INTC | Intel Corp | −6,613 | 15,043 | $663,847 | |
| BNDW | Vanguard Total World Bond ETF | −6,597 | 96,823 | $6,689,377 | |
| NOW | ServiceNow, Inc. | −5,657 | 1,698 | $177,525 | |
| GLW | Corning Inc /Ny | −3,744 | 79,667 | $10,832,321 | |
| LYG | Lloyds Banking Group plc | −3,500 | 50,500 | $254,015 | |
| AAPD | Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF | −3,115 | 3 | $295 | |
| BN | BROOKFIELD Corp /ON/ | −3,079 | 9,945 | $402,474 | |
| MICC | Magnum Ice Cream Co N.V. | −2,791 | 4,751 | $71,027 | |
| PFE | Pfizer Inc | −2,667 | 87,568 | $2,458,909 | |
| RF | Regions Financial Corp | −2,598 | 3,547 | $92,647 | |
| NIM | Nuveen Select Maturities Municipal Fund | −2,500 | 31,553 | $298,175 | |
| BAX | Baxter International Inc | −2,450 | 7,695 | $129,276 | |
| BP | Bp PLC | −2,391 | 5,683 | $267,101 | |
| GUT | Gabelli Utility Trust | −2,389 | 2,611 | $15,796 | |
| FBCG | Fidelity Blue Chip Growth ETF | −2,336 | 22,994 | $3,728,188 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PNFP | Pinnacle Financial Partners, Inc. | 13,414 | $1,155,481 | |
| APP | AppLovin Corp | 1,548 | $616,104 | |
| NET | Cloudflare, Inc. | 2,345 | $483,867 | |
| PECO | Phillips Edison & Company, Inc. | 2,139 | $80,041 | |
| FANG | Diamondback Energy, Inc. | 388 | $76,742 | |
| CAAA | First Trust AAA CMBS ETF | 1,311 | $71,607 | |
| VSNT | Versant Media Group, Inc. | 1,576 | $58,343 | |
| CGBL | Capital Group Core Balanced ETF | 1,250 | $43,012 | |
| IDCC | InterDigital, Inc. | 100 | $30,200 | |
| BE | Bloom Energy Corp | 200 | $27,098 | |
| WAT | Waters Corp /De/ | 89 | $26,504 | |
| GNTX | Gentex Corp | 1,200 | $26,220 | |
| CVY | Invesco Zacks Multi-Asset Income ETF | 286 | $21,504 | |
| DCOR | Dimensional US Core Equity 1 ETF | 401 | $21,164 | |
| ARGX | Argenx SE | 20 | $14,605 | |
| KOS | Kosmos Energy Ltd. | 5,000 | $13,900 | |
| NYT | New York Times Co | 75 | $6,279 | |
| AX | Axos Financial, Inc. | 65 | $5,530 | |
| GOLF | Acushnet Holdings Corp. | 50 | $4,674 | |
| WHR | Whirlpool Corp /De/ | 51 | $2,749 | |
| STX | Seagate Technology Holdings plc | 7 | $2,742 | |
| LUV | Southwest Airlines Co | 71 | $2,667 | |
| PCT | PureCycle Technologies, Inc. | 500 | $2,595 | |
| JCI | Johnson Controls International plc | 18 | $2,357 | |
| APO | Apollo Global Management, Inc. | 13 | $1,448 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGXU | Capital Group International Focus Equity ETF | 3,743 | $110,605 | |
| BSY | Bentley Systems Inc | 2,159 | $82,398 | |
| CUBE | CubeSmart | 1,462 | $52,705 | |
| CHH | Choice Hotels International Inc /De | 405 | $38,580 | |
| EXPO | Exponent Inc | 555 | $38,550 | |
| CRWD | CrowdStrike Holdings, Inc. | 50 | $23,438 | |
| FUN | Six Flags Entertainment Corporation/NEW | 1,440 | $22,089 | |
| VAL | Valaris Ltd | 200 | $10,080 | |
| GPK | Graphic Packaging Holding Co | 350 | $5,271 | |
| SAIL | SailPoint, Inc. | 250 | $5,057 | |
| ONON | On Holding AG | 100 | $4,648 | |
| SW | Smurfit Westrock plc | 117 | $4,524 | |
| FLR | Fluor Corp | 100 | $3,963 | |
| BW | Babcock & Wilcox Enterprises, Inc. | 500 | $3,170 | |
| GRX | Gabelli Healthcare & WellnessRx Trust | 164 | $1,579 | |
| AVD | American Vanguard Corp | 400 | $1,528 | |
| RCUS | Arcus Biosciences, Inc. | 30 | $714 | |
| SE | Sea Ltd | 2 | $255 | |
| — | 25,269 | $0 | ||
| — | 2,000 | $0 | ||
| No positions match the current search. | ||||
809 tracked positions ·
$1,169,080,489 total
· filing declares
1,067 positions · $1,198,680,083
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 809 positions by value
· page 1 of 17
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BSCA |
Invesco BulletShares 2036 Corporate Bond ETF
|
Added | 3,645,530 | $71,678,895 | 6.13% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 1,897,964 | $51,594,011 | 4.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 163,623 | $46,988,825 | 4.02% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 101,787 | $37,678,493 | 3.22% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 183,895 | $33,999,254 | 2.91% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 351,618 | $33,309,043 | 2.85% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 129,905 | $32,968,589 | 2.82% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 107,512 | $32,494,426 | 2.78% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
Added | 13,220 | $24,915,205 | 2.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 87,612 | $21,415,877 | 1.83% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 75,719 | $19,177,914 | 1.64% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 87,821 | $19,100,189 | 1.63% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Added | 82,526 | $18,648,330 | 1.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 35,648 | $17,082,521 | 1.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 73,881 | $15,387,195 | 1.32% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 86,940 | $15,162,336 | 1.30% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 83,680 | $14,197,148 | 1.21% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 23,153 | $13,363,448 | 1.14% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 13,180 | $12,122,568 | 1.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 40,707 | $11,974,371 | 1.02% | |
| GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
|
Added | 266,334 | $11,549,139 | 0.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 19,987 | $11,435,162 | 0.98% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 47,650 | $11,258,742 | 0.96% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 46,013 | $11,163,674 | 0.95% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 82,941 | $10,860,294 | 0.93% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 79,667 | $10,832,321 | 0.93% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 28,304 | $10,081,319 | 0.86% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 184,774 | $9,313,630 | 0.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 73,630 | $9,150,736 | 0.78% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 119,845 | $9,114,212 | 0.78% | |
| CVX |
Chevron Corp
Energy
|
Added | 43,519 | $9,004,081 | 0.77% | |
| RSG |
Republic Services, Inc.
Industrials
|
Added | 40,558 | $8,883,013 | 0.76% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 12,099 | $8,571,657 | 0.73% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 8,519 | $8,488,587 | 0.73% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 29,411 | $7,958,322 | 0.68% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 91,404 | $7,920,156 | 0.68% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 65,472 | $7,875,626 | 0.67% | |
| WSO |
Watsco Inc
Industrials
|
Reduced | 21,504 | $7,822,940 | 0.67% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 8,741 | $7,564,111 | 0.65% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 23,784 | $7,361,385 | 0.63% | |
| SO |
Southern Co
Utilities
|
Added | 75,927 | $7,328,474 | 0.63% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 50,619 | $7,311,408 | 0.63% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 42,481 | $7,023,808 | 0.60% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 20,502 | $6,742,902 | 0.58% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 69,870 | $6,718,000 | 0.57% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 96,823 | $6,689,377 | 0.57% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 28,315 | $6,506,503 | 0.56% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 123,106 | $6,179,921 | 0.53% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 113,030 | $6,119,444 | 0.52% | |
| ORCL |
Oracle Corp
Technology
|
Added | 41,564 | $6,114,480 | 0.52% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.