Anchor Investment Management, LLC
Filing Date
Global Rank
#1,968
/ 8,586
▲ 3
Top Industry
Drug Manufacturers - General
8.4%
3Y Alpha vs SPY
-7.1%
Period ended 3 months ago
Filed May 1, 2026 · 46d
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
+48.7%
SPY
+78.1%
Annualised alpha
-7.1%
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
738 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% | $157,298,906 |
| 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. | ||||
48 positions ·
$65,283,702 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| INGR |
Ingredion Inc
Consumer Defensive
|
Held | 1 | $112 | 0.00% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Held | 2 | $254 | 0.00% | |
| NUS |
Nu Skin Enterprises, Inc.
Consumer Defensive
|
Held | 50 | $364 | 0.00% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
Held | 94 | $766 | 0.00% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Held | 30 | $1,291 | 0.00% | |
| FIZZ |
National Beverage Corp
Consumer Defensive
|
Held | 90 | $3,028 | 0.00% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Added | 95 | $3,370 | 0.01% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Added | 69 | $4,420 | 0.01% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Held | 78 | $5,598 | 0.01% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Added | 89 | $7,044 | 0.01% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
Held | 121 | $7,333 | 0.01% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 153 | $14,277 | 0.02% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Held | 75 | $14,380 | 0.02% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Reduced | 350 | $24,279 | 0.04% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Held | 300 | $27,663 | 0.04% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Added | 1,085 | $28,568 | 0.04% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 959 | $35,693 | 0.05% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Reduced | 780 | $39,343 | 0.06% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 1,818 | $40,886 | 0.06% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
Held | 1,000 | $61,850 | 0.09% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 340 | $70,682 | 0.11% | |
| MICC |
Magnum Ice Cream Co N.V.
Consumer Defensive
|
Reduced | 4,751 | $71,027 | 0.11% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Reduced | 1,694 | $126,118 | 0.19% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Reduced | 1,760 | $159,579 | 0.24% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 1,800 | $197,118 | 0.30% | |
| BJ |
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive
|
Added | 2,201 | $216,622 | 0.33% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 3,285 | $238,031 | 0.36% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 2,285 | $276,942 | 0.42% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 4,057 | $289,385 | 0.44% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Held | 2,670 | $400,500 | 0.61% | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 6,110 | $442,119 | 0.68% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Reduced | 8,783 | $513,542 | 0.79% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 11,188 | $738,296 | 1.13% | |
| IMKTA |
Ingles Markets Inc
Consumer Defensive
|
Added | 8,700 | $782,043 | 1.20% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 11,275 | $960,968 | 1.47% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 13,020 | $1,349,262 | 2.07% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Added | 17,271 | $1,665,615 | 2.55% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 19,062 | $1,838,911 | 2.82% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 34,418 | $1,960,793 | 3.00% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 37,814 | $2,179,598 | 3.34% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 39,668 | $2,883,466 | 4.42% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Reduced | 24,839 | $2,949,134 | 4.52% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 22,955 | $3,564,681 | 5.46% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 42,481 | $7,023,808 | 10.76% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 50,619 | $7,311,408 | 11.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 8,519 | $8,488,587 | 13.00% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 119,845 | $9,114,212 | 13.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 73,630 | $9,150,736 | 14.02% |