Anchor Investment Management, LLC

CIK

1634149

Location

COLUMBIA, SC

Portfolio Value

Small $840,761,809

Diversification

Diversified

Filing Date

Global Rank

#1,968 / 8,622 ▲ 7 · as of Mar 2026

Top Industry

Drug Manufacturers - General 8.4%

3Y Alpha vs SPY

-5.4%

Period ended 4 months ago

Filed May 1, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+50.1%

SPY

+67.9%

Annualised alpha

-4.4%

Max drawdown

−14.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

739 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Technology	20.5%	$172,118,564	101
Financial Services	18.7%	$157,298,906	127
Healthcare	14.3%	$119,830,487	81
Industrials	11.5%	$96,607,290	117
Consumer Defensive	7.8%	$65,283,702	48
Consumer Cyclical	7.7%	$64,748,545	86
Communication Services	6.7%	$56,201,043	34
Energy	4.9%	$41,331,208	37
Utilities	3.7%	$31,092,859	32
Unclassified	2.5%	$20,987,219	11
Basic Materials	1.4%	$12,057,550	32
Real Estate	0.4%	$3,204,436	33

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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

17 positions

Ticker	Company	Shares	Value
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

739 tracked positions · $840,761,809 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 739 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	101,787	-2,166	$37,678,493	−25.1%	4.48%
AAPL	Apple Inc. Technology	Reduced	129,905	-727	$32,968,589	−7.2%	3.92%
V	Visa Inc. Financial Services	Reduced	107,512	-211	$32,494,426	−14.0%	3.86%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Added	13,220	+5	$24,915,205	−12.2%	2.96%
JNJ	Johnson & Johnson Healthcare	Reduced	87,612	-1,065	$21,415,877	+16.7%	2.55%
GOOGL	Alphabet Inc. Communication Services	Added	74,188	+513	$21,333,501	−7.5%	2.54%
ABBV	AbbVie Inc. Healthcare	Added	87,821	+618	$19,100,189	−4.1%	2.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	35,648	-288	$17,082,521	−5.4%	2.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	73,881	+2,160	$15,387,195	−7.1%	1.83%
NVDA	Nvidia Corp Technology	Added	86,940	+348	$15,162,336	−6.1%	1.80%
XOM	ExxonMobil Holdings Corp Energy	Reduced	83,680	-387	$14,197,148	+40.3%	1.69%
QQQ	Invesco Qqq Trust, Series 1	Reduced	23,153	-455	$13,363,448	−7.9%	1.59%
LLY	ELI LILLY & Co Healthcare	Reduced	13,180	-248	$12,122,568	−16.0%	1.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	40,707	+577	$11,974,371	−7.4%	1.42%
META	Meta Platforms, Inc. Communication Services	Reduced	19,987	-51	$11,435,162	−13.5%	1.36%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	47,650	-67	$11,258,742	−2.2%	1.34%
UNP	Union Pacific Corp Industrials	Added	46,013	+465	$11,163,674	+6.0%	1.33%
DUK	Duke Energy CORP Utilities	Added	82,941	+155	$10,860,294	+11.9%	1.29%
GLW	Corning Inc /Ny Technology	Reduced	79,667	-3,744	$10,832,321	+48.3%	1.29%
FDX	Fedex Corp Industrials	Reduced	28,304	-864	$10,081,319	+19.7%	1.20%
WMT	Walmart Inc. Consumer Defensive	Added	73,630	+257	$9,150,736	+11.9%	1.09%
KO	Coca Cola Co Consumer Defensive	Added	119,845	+527	$9,114,212	+9.3%	1.08%
CVX	Chevron Corp Energy	Added	43,519	+623	$9,004,081	+37.7%	1.07%
RSG	Republic Services, Inc. Industrials	Added	40,558	+518	$8,883,013	+4.7%	1.06%
CAT	Caterpillar Inc Industrials	Reduced	12,099	-336	$8,571,657	+20.3%	1.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	8,519	+44	$8,488,587	+16.1%	1.01%
UNH	Unitedhealth Group Inc Healthcare	Added	29,411	+1,462	$7,958,322	−13.7%	0.95%
MDT	Medtronic plc Healthcare	Reduced	91,404	-751	$7,920,156	−10.5%	0.94%
MRK	Merck & Co., Inc. Healthcare	Reduced	65,472	-1,227	$7,875,626	+12.2%	0.94%
WSO	Watsco Inc Industrials	Reduced	21,504	-300	$7,822,940	+6.5%	0.93%
MCK	Mckesson Corp Healthcare	Added	8,741	+209	$7,564,111	+8.1%	0.90%
AVGO	Broadcom Inc. Technology	Added	23,784	+714	$7,361,385	−7.8%	0.88%
SO	Southern Co Utilities	Added	75,927	+475	$7,328,474	+11.4%	0.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	50,619	+216	$7,311,408	+1.2%	0.87%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	42,481	-369	$7,023,808	+2.2%	0.84%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	20,502	-28	$6,742,902	−4.6%	0.80%
NFLX	Netflix Inc Communication Services	Added	69,870	+2,630	$6,718,000	+6.6%	0.80%
WM	Waste Management Inc Industrials	Reduced	28,315	-996	$6,506,503	+1.0%	0.77%
VZ	Verizon Communications Inc Communication Services	Added	123,106	+14,222	$6,179,921	+39.3%	0.74%
ENB	Enbridge Inc Energy	Reduced	113,030	-384	$6,119,444	+12.8%	0.73%
ORCL	Oracle Corp Technology	Added	41,564	+831	$6,114,480	−23.0%	0.73%
SHW	Sherwin Williams Co Basic Materials	Added	18,120	+141	$5,808,366	−0.3%	0.69%
ABT	Abbott Laboratories Healthcare	Held	53,126	0	$5,454,446	−18.1%	0.65%
AMAT	Applied Materials Inc /De Technology	Added	15,771	+142	$5,390,370	+34.2%	0.64%
SPY	Spdr S&P 500 ETF Trust	Added	7,949	+54	$5,169,552	−4.0%	0.61%
NEE	Nextera Energy Inc Utilities	Added	53,402	+226	$4,959,977	+16.2%	0.59%
MA	Mastercard Inc Financial Services	Added	9,894	+73	$4,943,636	−11.8%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Added	15,070	+238	$4,683,605	+3.3%	0.56%
QCOM	Qualcomm Inc/De Technology	Added	34,695	+146	$4,468,022	−24.4%	0.53%
FTNT	Fortinet, Inc. Technology	Added	54,060	+699	$4,417,783	+4.3%	0.53%

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.