Anchor Bay Capital, Inc.
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical 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.
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
230 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.4% | $27,377,971 |
| Healthcare | 17.2% | $23,139,173 |
| Industrials | 14.0% | $18,819,528 |
| Financial Services | 9.6% | $12,885,716 |
| Consumer Cyclical | 7.9% | $10,582,610 |
| Communication Services | 6.8% | $9,067,594 |
| Utilities | 6.5% | $8,789,947 |
| Real Estate | 6.5% | $8,665,059 |
| Consumer Defensive | 4.6% | $6,228,746 |
| Energy | 4.6% | $6,136,961 |
| Basic Materials | 1.5% | $2,043,881 |
| Unclassified | 0.4% | $559,864 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MCK |
Mckesson Corp
Healthcare
|
First | 17,236 | $13,023,521 | 9.70% | |
| LRCX |
Lam Research Corp
Technology
|
First | 13,929 | $6,035,853 | 4.49% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 4,070 | $4,334,143 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 17,702 | $4,219,094 | 3.14% | |
| BA |
Boeing Co
Industrials
|
First | 15,875 | $3,436,461 | 2.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 9,568 | $3,419,316 | 2.55% | |
| IBM |
International Business Machines Corp
Technology
|
First | 11,664 | $3,280,033 | 2.44% | |
| MSFT |
Microsoft Corp
Technology
|
First | 8,717 | $3,251,615 | 2.42% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 3,419 | $3,198,371 | 2.38% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 54,865 | $3,126,207 | 2.33% | |
| AAPL |
Apple Inc.
Technology
|
First | 10,527 | $3,046,092 | 2.27% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 64,997 | $2,751,972 | 2.05% | |
| TFC |
Truist Financial Corp
Financial Services
|
First | 54,912 | $2,735,715 | 2.04% | |
| WELL |
Welltower Inc.
Real Estate
|
First | 11,393 | $2,585,869 | 1.93% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
First | 17,029 | $2,487,255 | 1.85% | |
| WMB |
Williams Companies, Inc.
Energy
|
First | 32,719 | $2,432,330 | 1.81% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 6,496 | $2,291,009 | 1.71% | |
| FSLR |
First Solar, Inc.
Technology
|
First | 9,672 | $2,282,205 | 1.70% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 21,366 | $1,971,440 | 1.47% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
First | 15,355 | $1,939,950 | 1.44% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 21,997 | $1,930,676 | 1.44% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
First | 6,301 | $1,858,858 | 1.38% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
First | 8,975 | $1,848,939 | 1.38% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
First | 6,355 | $1,846,699 | 1.38% | |
| CVX |
Chevron Corp
Energy
|
First | 10,827 | $1,794,683 | 1.34% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 4,746 | $1,792,801 | 1.33% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
First | 4,356 | $1,698,360 | 1.26% | |
| STX |
Seagate Technology Holdings plc
Technology
|
First | 1,735 | $1,674,275 | 1.25% | |
| WM |
Waste Management Inc
Industrials
|
First | 7,461 | $1,662,907 | 1.24% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 12,598 | $1,618,843 | 1.21% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 21,104 | $1,506,825 | 1.12% | |
| IRM |
Iron Mountain Inc
Real Estate
|
First | 11,681 | $1,475,427 | 1.10% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 1,401 | $1,347,145 | 1.00% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
First | 7,077 | $1,305,918 | 0.97% | |
| NET |
Cloudflare, Inc.
Technology
|
First | 5,037 | $1,235,475 | 0.92% | |
| CEG |
Constellation Energy Corp
Utilities
|
First | 4,858 | $1,206,581 | 0.90% | |
| XYL |
Xylem Inc.
Industrials
|
First | 9,657 | $1,141,553 | 0.85% | |
| O |
Realty Income Corp
Real Estate
|
First | 17,923 | $1,110,509 | 0.83% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 9,520 | $1,078,235 | 0.80% | |
| ETN |
Eaton Corp plc
Industrials
|
First | 2,455 | $1,046,124 | 0.78% | |
| T |
At&T Inc.
Communication Services
|
First | 45,631 | $944,561 | 0.70% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,689 | $928,299 | 0.69% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 5,913 | $926,330 | 0.69% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 1,758 | $881,390 | 0.66% | |
| GSK |
GSK plc
Healthcare
|
First | 16,193 | $848,837 | 0.63% | |
| HON |
Honeywell International Inc
Industrials
|
First | 3,752 | $840,072 | 0.63% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 5,872 | $802,819 | 0.60% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 6,119 | $799,202 | 0.60% | |
| PLD |
Prologis, Inc.
Real Estate
|
First | 5,885 | $797,240 | 0.59% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 2,659 | $792,568 | 0.59% |
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.