Anchor Investment Management, LLC
Filing Date
Global Rank
#1,701
/ 8,232
▲ 88
Top Industry
Drug Manufacturers - General
8.4%
3Y Alpha vs SPY
-6.4%
Period ended 2 months ago
Filed May 1, 2026 · 44d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.9%
SPY
+76.3%
Annualised alpha
-6.4%
Max drawdown
−14.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
737 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.5%
−1.3 pts
Top 5
17.8%
−2.4 pts
Top 10
28.3%
−2.2 pts
HHI
137
Diversified−16
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.5% | $172,118,564 |
| Financial Services | 18.7% | $157,189,058 |
| Healthcare | 14.3% | $119,830,487 |
| Industrials | 11.5% | $96,607,289 |
| Consumer Defensive | 7.8% | $65,283,702 |
| Consumer Cyclical | 7.7% | $64,748,545 |
| Communication Services | 6.7% | $56,201,025 |
| Energy | 4.9% | $41,331,208 |
| Utilities | 3.7% | $31,092,859 |
| Unclassified | 2.5% | $20,987,219 |
| Basic Materials | 1.4% | $12,057,550 |
| Real Estate | 0.4% | $3,204,436 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | +14,222 | 123,106 | $6,179,921 | |
| ADM | Archer-Daniels-Midland Co | +6,753 | 39,668 | $2,883,466 | |
| 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 | |
| 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 | |
| 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 | |
| BTT | BlackRock Municipal 2030 Target Term Trust | +2,013 | 73,325 | $1,664,477 | |
| MU | Micron Technology Inc | +1,925 | 12,060 | $4,074,350 | |
| BMY | Bristol Myers Squibb Co | +1,827 | 13,144 | $797,183 | |
| CRM | Salesforce, Inc. | +1,483 | 6,320 | $1,179,754 | |
| UNH | Unitedhealth Group Inc | +1,462 | 29,411 | $7,958,322 | |
| BAC | Bank Of America Corp /De/ | +1,436 | 78,518 | $3,827,752 | |
| TROW | Price T Rowe Group Inc | +1,379 | 30,353 | $2,736,019 | |
| OHI | Omega Healthcare Investors Inc | +1,349 | 7,296 | $319,710 | |
| ES | Eversource Energy | +1,250 | 2,546 | $176,386 | |
| SYY | Sysco Corp | +1,225 | 4,057 | $289,385 | |
| 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 | |
| UBER | Uber Technologies, Inc | −19,967 | 10,396 | $747,784 | |
| T | At&T Inc. | −17,212 | 40,752 | $1,181,400 | |
| 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 | |
| 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 | |
| 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 | |
| MSFT | Microsoft Corp | −2,166 | 101,787 | $37,678,493 | |
| GSK | GSK plc | −1,950 | 33,440 | $1,845,553 | |
| INCY | Incyte Corp | −1,750 | 500 | $47,060 | |
| CCAP | Crescent Capital BDC, Inc. | −1,645 | 11,567 | $140,539 | |
| UL | Unilever PLC | −1,414 | 34,418 | $1,960,793 | |
| CPRT | Copart Inc | −1,399 | 17,613 | $584,751 | |
| HOLX | HOLOGIC INC | −1,358 | 3,642 | $275,298 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 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 | |
| VSNT | Versant Media Group, Inc. | 1,576 | $58,343 | |
| 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 | |
| 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
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| FUBO | FuboTV Inc. | 35 | $1,058 | |
| RCUS | Arcus Biosciences, Inc. | 30 | $714 | |
| SE | Sea Ltd | 2 | $255 | |
| No positions match the current search. | ||||
737 positions ·
$840,651,942 total
· 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 737 positions by value
· page 1 of 15
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 101,787 | $37,678,493 | 4.48% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 129,905 | $32,968,589 | 3.92% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 107,512 | $32,494,426 | 3.87% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
Added | 13,220 | $24,915,205 | 2.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 87,612 | $21,415,877 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 74,188 | $21,333,501 | 2.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 87,821 | $19,100,189 | 2.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 35,648 | $17,082,521 | 2.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 73,881 | $15,387,195 | 1.83% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 86,940 | $15,162,336 | 1.80% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 83,680 | $14,197,148 | 1.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 23,153 | $13,363,448 | 1.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 13,180 | $12,122,568 | 1.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 40,707 | $11,974,371 | 1.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 19,987 | $11,435,162 | 1.36% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 47,650 | $11,258,742 | 1.34% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 46,013 | $11,163,674 | 1.33% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 82,941 | $10,860,294 | 1.29% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 79,667 | $10,832,321 | 1.29% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 28,304 | $10,081,318 | 1.20% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 73,630 | $9,150,736 | 1.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 119,845 | $9,114,212 | 1.08% | |
| CVX |
Chevron Corp
Energy
|
Added | 43,519 | $9,004,081 | 1.07% | |
| RSG |
Republic Services, Inc.
Industrials
|
Added | 40,558 | $8,883,013 | 1.06% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 12,099 | $8,571,657 | 1.02% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 8,519 | $8,488,587 | 1.01% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 29,411 | $7,958,322 | 0.95% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 91,404 | $7,920,156 | 0.94% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 65,472 | $7,875,626 | 0.94% | |
| WSO |
Watsco Inc
Industrials
|
Reduced | 21,504 | $7,822,940 | 0.93% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 8,741 | $7,564,111 | 0.90% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 23,784 | $7,361,385 | 0.88% | |
| SO |
Southern Co
Utilities
|
Added | 75,927 | $7,328,474 | 0.87% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 50,619 | $7,311,408 | 0.87% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 42,481 | $7,023,808 | 0.84% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 20,502 | $6,742,902 | 0.80% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 69,870 | $6,718,000 | 0.80% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 28,315 | $6,506,503 | 0.77% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 123,106 | $6,179,921 | 0.74% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 113,030 | $6,119,444 | 0.73% | |
| ORCL |
Oracle Corp
Technology
|
Added | 41,564 | $6,114,480 | 0.73% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 18,120 | $5,808,366 | 0.69% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 53,126 | $5,454,446 | 0.65% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 15,771 | $5,390,370 | 0.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,949 | $5,169,552 | 0.61% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 53,402 | $4,959,977 | 0.59% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 9,894 | $4,943,636 | 0.59% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 15,070 | $4,683,605 | 0.56% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 34,695 | $4,468,022 | 0.53% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 54,060 | $4,417,783 | 0.53% |