Anchor Bay Capital, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 67.8%; sector active share 23.1% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
340 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 25.9% | $46,693,220 |
| Technology | 15.0% | $27,061,268 |
| Healthcare | 12.8% | $23,139,173 |
| Industrials | 10.4% | $18,819,528 |
| Financial Services | 7.2% | $12,920,980 |
| Consumer Cyclical | 5.9% | $10,582,610 |
| Communication Services | 5.0% | $9,067,594 |
| Utilities | 4.9% | $8,789,947 |
| Real Estate | 4.8% | $8,665,059 |
| Consumer Defensive | 3.5% | $6,228,746 |
| Energy | 3.4% | $6,139,062 |
| Basic Materials | 1.1% | $2,043,881 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MCK |
Mckesson Corp
Healthcare
|
First | 17,236 | $13,023,521 | 7.23% | |
| LRCX |
Lam Research Corp
Technology
|
First | 13,929 | $6,035,853 | 3.35% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 4,070 | $4,334,143 | 2.41% | |
| DFSV |
Dimensional US Small Cap Value ETF
|
First | 111,726 | $4,333,851 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 17,702 | $4,219,094 | 2.34% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
First | 11,078 | $4,051,224 | 2.25% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
First | 77,756 | $3,918,124 | 2.17% | |
|
|
First | 48,650 | $3,660,912 | 2.03% | ||
| QLTA |
iShares Aaa - A Rated Corporate Bond ETF
|
First | 73,661 | $3,500,370 | 1.94% | |
| BA |
Boeing Co
Industrials
|
First | 15,875 | $3,436,461 | 1.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 9,568 | $3,419,316 | 1.90% | |
| IBM |
International Business Machines Corp
Technology
|
First | 11,664 | $3,280,033 | 1.82% | |
| MSFT |
Microsoft Corp
Technology
|
First | 8,717 | $3,251,615 | 1.80% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
First | 3,419 | $3,198,371 | 1.78% | |
| BAC |
Bank Of America Corp
Financial Services
|
First | 54,865 | $3,126,207 | 1.74% | |
| AAPL |
Apple Inc.
Technology
|
First | 10,527 | $3,046,092 | 1.69% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 64,997 | $2,751,972 | 1.53% | |
| TFC |
Truist Financial Corp
Financial Services
|
First | 54,912 | $2,735,715 | 1.52% | |
| WELL |
Welltower Inc.
Real Estate
|
First | 11,393 | $2,585,869 | 1.44% | |
| HYGV |
FlexShares High Yield Value - Scored Bond Index Fund
|
First | 62,618 | $2,521,000 | 1.40% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
First | 17,029 | $2,487,255 | 1.38% | |
| WMB |
Williams Companies, Inc.
Energy
|
First | 32,719 | $2,432,330 | 1.35% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 6,496 | $2,291,009 | 1.27% | |
| FSLR |
First Solar, Inc.
Technology
|
First | 9,672 | $2,282,205 | 1.27% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
First | 41,398 | $2,060,792 | 1.14% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 21,366 | $1,971,440 | 1.09% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
First | 15,355 | $1,939,950 | 1.08% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 21,997 | $1,930,676 | 1.07% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
First | 32,112 | $1,916,765 | 1.06% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
First | 15,581 | $1,862,241 | 1.03% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
First | 6,301 | $1,858,858 | 1.03% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
First | 8,975 | $1,848,939 | 1.03% | |
| LHX |
L3harris Technologies, Inc.
Industrials
|
First | 6,355 | $1,846,699 | 1.03% | |
| CVX |
Chevron Corp
Energy
|
First | 10,827 | $1,794,683 | 1.00% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 4,746 | $1,792,801 | 1.00% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
First | 4,356 | $1,698,360 | 0.94% | |
| STX |
Seagate Technology Holdings plc
Technology
|
First | 1,735 | $1,674,275 | 0.93% | |
| WM |
Waste Management Inc
Industrials
|
First | 7,461 | $1,662,907 | 0.92% | |
| IAK |
iShares U.S. Insurance ETF
|
First | 11,810 | $1,660,013 | 0.92% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 12,598 | $1,618,843 | 0.90% | |
| FLIN |
Franklin FTSE India ETF
|
First | 43,317 | $1,540,785 | 0.86% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 21,104 | $1,506,825 | 0.84% | |
| IRM |
Iron Mountain Inc
Real Estate
|
First | 11,681 | $1,475,427 | 0.82% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 1,401 | $1,347,145 | 0.75% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
First | 7,077 | $1,305,918 | 0.72% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
First | 12,362 | $1,244,482 | 0.69% | |
| NET |
Cloudflare, Inc.
Technology
|
First | 5,037 | $1,235,475 | 0.69% | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
First | 11,281 | $1,208,533 | 0.67% | |
| CEG |
Constellation Energy Corp
Utilities
|
First | 4,858 | $1,206,581 | 0.67% | |
| XYL |
Xylem Inc.
Industrials
|
First | 9,657 | $1,141,553 | 0.63% |
Showing the top 50 of 340 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.