Anchor Investment Management, LLC

CIK

1634149

Location

COLUMBIA, SC

Portfolio Value

Micro $56,201,025

Diversification

Diversified

Filing Date

Global Rank

#1,701 / 8,232 ▲ 88

Top Industry

Drug Manufacturers - General 8.4%

3Y Alpha vs SPY

-6.4%

Period ended 3 months ago

Filed May 1, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.9%

SPY

+74.2%

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, 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%	$157,189,058	126
Healthcare	14.3%	$119,830,487	81
Industrials	11.5%	$96,607,289	117
Consumer Defensive	7.8%	$65,283,702	48
Consumer Cyclical	7.7%	$64,748,545	86
Communication Services	6.7%	$56,201,025	33
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

18 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
FUBO	FuboTV Inc.	35	$1,058
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

33 positions · $56,201,025 total · Communication Services 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	74,188	+513	$21,333,501	−7.5%	37.96%
META	Meta Platforms, Inc. Communication Services	Reduced	19,987	-51	$11,435,162	−13.5%	20.35%
NFLX	Netflix Inc Communication Services	Added	69,870	+2,630	$6,718,000	+6.6%	11.95%
VZ	Verizon Communications Inc Communication Services	Added	123,106	+14,222	$6,179,921	+39.3%	11.00%
DIS	Walt Disney Co Communication Services	Added	39,022	+690	$3,760,940	−13.8%	6.69%
CMCSA	Comcast Corp Communication Services	Added	54,861	+2,412	$1,575,059	+7.2%	2.80%
T	At&T Inc. Communication Services	Reduced	40,752	-17,212	$1,181,400	−17.9%	2.10%
TMUS	T-Mobile US, Inc. Communication Services	Added	4,981	+410	$1,046,159	+12.7%	1.86%
SPOT	Spotify Technology S.A. Communication Services	Added	2,054	+139	$996,005	−10.4%	1.77%
FOXA	Fox Corp Communication Services	Reduced	11,530	-499	$673,352	−23.4%	1.20%
APP	AppLovin Corp Communication Services	NEW	1,548	NEW	$616,104	NEW	1.10%
BATRA	Atlanta Braves Holdings, Inc. Communication Services	Held	7,290	0	$343,723	+11.0%	0.61%
NWSA	News Corp Communication Services	Held	5,362	0	$133,674	−4.6%	0.24%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	2,591	-234	$71,148	−12.6%	0.13%
VSNT	Versant Media Group, Inc. Communication Services	NEW	1,576	NEW	$58,343	NEW	0.10%
FWONA	Liberty Media Corp Communication Services	Held	300	0	$23,424	−12.6%	0.04%
TTWO	Take Two Interactive Software Inc Communication Services	Held	47	0	$9,282	−22.9%	0.02%
LYV	Live Nation Entertainment, Inc. Communication Services	Held	53	0	$8,083	+7.0%	0.01%
PSKY	Paramount Skydance Corp Communication Services	Held	710	0	$6,404	−32.7%	0.01%
NYT	New York Times Co Communication Services	NEW	75	NEW	$6,279	NEW	0.01%
TTD	Trade Desk, Inc. Communication Services	Held	190	0	$4,311	−40.2%	0.01%
EA	Electronic Arts Inc. Communication Services	Held	15	0	$3,058	−0.2%	0.01%
LBTYA	Liberty Global Ltd. Communication Services	Held	250	0	$3,022	+8.5%	0.01%
RBLX	Roblox Corp Communication Services	Held	44	0	$2,488	−30.2%	0.00%
LLYVA	Liberty Live Holdings, Inc. Communication Services	Held	21	0	$1,924	+12.4%	0.00%
OMC	Omnicom Group Inc. Communication Services	Added	24	+1	$1,807	−2.7%	0.00%
MGNI	Magnite, Inc. Communication Services	Held	150	0	$1,782	−26.8%	0.00%
SPHR	Sphere Entertainment Co. Communication Services	Held	14	0	$1,643	+23.4%	0.00%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Added	6	+3	$1,295	+106.9%	0.00%
AMC	Amc Entertainment Holdings, Inc. Communication Services	Held	1,067	0	$1,045	−37.2%	0.00%
PINS	Pinterest, Inc. Communication Services	Reduced	51	-35	$935	−58.0%	0.00%
DJT	Trump Media & Technology Group Corp. Communication Services	Held	100	0	$928	−29.9%	0.00%
MSGE	Madison Square Garden Entertainment Corp. Communication Services	Held	14	0	$824	+9.3%	0.00%