ANCHYRA PARTNERS LLC

CIK

2107106

Location

ATLANTA, GA

Portfolio Value

Small $376,909,255

Diversification

Diversified

Filing Date

Global Rank

#3,322 / 8,700 ▲ 1223

Top Industry

Asset Management 15.2%

Period ended 2 months ago

Filed Jul 23, 2026 · 52d

3 quarters · since Dec 2025

Portfolio Concentration

323 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.7%

+1.0 pts

Top 5

31.1%

−1.5 pts

Top 10

40.4%

−2.8 pts

HHI

319

Diversified+5

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.1%	$135,934,648	64
Financial Services	24.1%	$90,697,381	61
Industrials	9.2%	$34,723,195	41
Communication Services	7.0%	$26,263,385	22
Consumer Cyclical	5.7%	$21,298,734	24
Healthcare	5.4%	$20,226,073	34
Energy	2.8%	$10,635,496	19
Unclassified	2.8%	$10,416,083	3
Consumer Defensive	2.6%	$9,842,919	13
Basic Materials	1.8%	$6,773,934	19
Utilities	1.6%	$6,123,200	9
Real Estate	1.1%	$3,974,207	14

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AHRT	AH Realty Trust, Inc.	+8,422	32,685	$231,409
—		+6,714	20,758	$203,220
KLAC	Kla Corp	+4,448	4,911	$1,481,697
MS	Morgan Stanley	+4,094	8,203	$1,714,755
BKNG	Booking Holdings Inc.	+3,916	4,077	$726,684
APH	Amphenol Corp /De/	+3,115	6,457	$1,138,498
AAPL	Apple Inc.	+2,934	63,403	$18,346,292
SHBI	Shore Bancshares Inc	+2,771	16,311	$374,337
NMR	Nomura Holdings Inc	+2,760	14,791	$129,864
SAN	Banco Santander, S.A.	+2,461	39,619	$546,742
NVDA	Nvidia Corp	+2,156	129,693	$25,950,272
MUFG	Mitsubishi Ufj Financial Group Inc	+2,015	39,695	$789,533
P	Everpure, Inc.	+1,974	6,278	$494,643
BCS	Barclays PLC	+1,947	12,600	$338,436
NTAP	NetApp, Inc.	+1,886	9,897	$1,531,659
INTC	Intel Corp	+1,651	9,817	$1,370,747
UNM	Unum Group	+1,635	5,661	$506,093
NVO	Novo Nordisk A S	+1,593	7,699	$369,090
CX	Cemex Sab De CV	+1,532	75,641	$907,692
FDX	Fedex Corp	+1,299	2,015	$630,956
QCOM	Qualcomm Inc/De	+1,262	4,460	$824,163
ING	Ing Groep NV	+1,158	12,479	$391,591
KO	Coca Cola Co	+1,025	11,860	$963,862
ORCL	Oracle Corp	+1,019	12,931	$1,895,038
AVGO	Broadcom Inc.	+955	18,364	$6,937,001
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LBTYA	Liberty Global Ltd.	−21,645	15,258	$173,483
TROW	Price T Rowe Group Inc	−8,123	454,073	$51,623,559
GOOGL	Alphabet Inc.	−5,020	27,698	$9,898,434
CMCSA	Comcast Corp	−4,848	19,233	$472,170
PFE	Pfizer Inc	−2,532	9,357	$225,316
DXCM	Dexcom Inc	−2,146	10,664	$718,220
UL	Unilever PLC	−1,905	8,722	$524,366
MSFT	Microsoft Corp	−1,340	30,159	$11,249,910
T	At&T Inc.	−1,338	20,261	$419,402
V	Visa Inc.	−1,291	3,759	$1,289,675
UBER	Uber Technologies, Inc	−1,260	13,577	$979,716
DAL	Delta Air Lines, Inc.	−1,190	16,019	$1,500,339
SONY	Sony Group Corp	−1,127	23,626	$473,937
AMZN	Amazon Com Inc	−943	27,824	$6,631,572
ATO	Atmos Energy Corp	−879	1,444	$248,757
NFLX	Netflix Inc	−813	22,526	$1,608,356
WY	Weyerhaeuser Co	−749	18,419	$440,950
PEP	Pepsico Inc	−724	4,112	$556,764
LOW	Lowes Companies Inc	−720	1,772	$390,708
TTAN	ServiceTitan, Inc.	−696	15,942	$1,127,258
BAC	Bank Of America Corp /De/	−687	18,893	$1,076,523
JBL	Jabil Inc	−559	10,955	$4,222,933
VZ	Verizon Communications Inc	−526	14,037	$594,326
MRVL	Marvell Technology, Inc.	−492	17,862	$5,320,911
WDAY	Workday, Inc.	−489	2,677	$327,718
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
STRL	Sterling Infrastructure, Inc.	4,104	$3,444,733
DELL	Dell Technologies Inc.	2,007	$865,940
SNDK	Sandisk Corp	342	$777,615
FSBC	Five Star Bancorp	14,801	$720,660
HTB	HomeTrust Bancshares, Inc.	13,882	$692,572
HUT	Hut 8 Corp.	5,375	$620,516
NWSA	News Corp	20,180	$501,069
WDC	Western Digital Corp	737	$470,736
TSM	Taiwan Semiconductor Manufacturing Co Ltd	984	$469,928
ARI	Apollo Commercial Real Estate Finance, Inc.	37,210	$397,402
ENTG	Entegris Inc	2,171	$390,476
ATI	Ati Inc	1,889	$372,321
TPL	Texas Pacific Land Corp	848	$371,118
FBRT	Franklin BSP Realty Trust, Inc.	45,204	$367,960
GLW	Corning Inc /Ny	1,421	$362,966
VRSK	Verisk Analytics, Inc.	2,000	$359,060
CVS	CVS HEALTH Corp	3,458	$357,730
FTNT	Fortinet, Inc.	2,305	$354,094
LYV	Live Nation Entertainment, Inc.	1,902	$348,275
UHT	Universal Health Realty Income Trust	7,908	$346,844
VNO	Vornado Realty Trust	8,344	$327,919
CRC	California Resources Corp	6,169	$326,155
BUD	Anheuser-Busch InBev SA/NV	3,801	$313,202
ZS	Zscaler, Inc.	2,207	$311,518
FOXA	Fox Corp	5,711	$297,885
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	98,857	$15,878,418
VB	Vanguard Morningstar Small-Cap ETF	11,423	$2,718,127
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	20,386	$2,709,299
ABI	VictoryShares Pioneer Asset-Based Income ETF	7,972	$1,529,986
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	37,588	$1,360,986
INTU	Intuit Inc.	1,652	$714,291
—		2,915	$530,034
BNDW	Vanguard Total World Bond ETF	1,708	$491,169
VCRM	Vanguard Core Tax-Exempt Bond ETF	9,405	$469,215
LLYVA	Liberty Live Holdings, Inc.	4,625	$435,258
HON	Honeywell International Inc	1,818	$410,922
PSMT	Pricesmart Inc	2,309	$347,504
DHR	Danaher Corp /De/	1,814	$343,934
BSX	Boston Scientific Corp	5,379	$337,532
ABT	Abbott Laboratories	2,922	$300,001
EDV	Vanguard World Funds Extended Duration ETF	1,170	$262,770
OXY	Occidental Petroleum Corp /De/	3,914	$254,410
AMCR	Amcor plc	6,214	$247,006
BP	Bp PLC	5,207	$244,729
ATMU	Atmus Filtration Technologies Inc.	4,256	$241,613
DIA	Spdr Dow Jones Industrial Average ETF Trust	515	$238,542
TAK	Takeda Pharmaceutical Co Ltd	12,466	$230,870
ITW	Illinois Tool Works Inc	884	$230,096
PAYX	Paychex Inc	2,457	$226,338
GNTX	Gentex Corp	10,128	$221,296
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

323 tracked positions · $376,909,255 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 323 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TROW	Price T Rowe Group Inc Financial Services	Reduced	454,073	-8,123	$51,623,559	+23.9%	13.70%
NVDA	Nvidia Corp Technology	Added	129,693	+2,156	$25,950,272	+16.7%	6.89%
AAPL	Apple Inc. Technology	Added	63,403	+2,934	$18,346,292	+19.5%	4.87%
MSFT	Microsoft Corp Technology	Reduced	30,159	-1,340	$11,249,910	−3.5%	2.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	27,698	-5,020	$9,898,434	+5.3%	2.63%
MU	Micron Technology Inc Technology	Added	7,268	+149	$8,389,379	+248.8%	2.23%
META	Meta Platforms, Inc. Communication Services	Added	13,990	+428	$7,880,427	+1.6%	2.09%
AVGO	Broadcom Inc. Technology	Added	18,364	+955	$6,937,001	+28.7%	1.84%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,824	-943	$6,631,572	+10.7%	1.76%
GLD	Spdr Gold Trust	Held	14,550	0	$5,359,929	−14.4%	1.42%
MRVL	Marvell Technology, Inc. Technology	Reduced	17,862	-492	$5,320,911	+192.7%	1.41%
ANET	Arista Networks, Inc. Technology	Added	26,819	+879	$4,556,011	+43.0%	1.21%
COHR	Coherent Corp. Technology	Added	11,464	+545	$4,522,204	+73.9%	1.20%
JBL	Jabil Inc Technology	Reduced	10,955	-559	$4,222,933	+38.1%	1.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,100	+221	$4,053,159	+7.4%	1.08%
PANW	Palo Alto Networks Inc Technology	Added	10,626	+297	$3,623,678	+118.8%	0.96%
CSCO	Cisco Systems, Inc. Technology	Added	29,343	+575	$3,446,628	+54.4%	0.91%
STRL	Sterling Infrastructure, Inc. Industrials	NEW	4,104	NEW	$3,444,733	NEW	0.91%
SPY	Spdr S&P 500 ETF Trust	Added	4,548	+165	$3,396,309	+19.2%	0.90%
SO	Southern Co Utilities	Added	35,010	+115	$3,350,807	−0.5%	0.89%
XOM	ExxonMobil Holdings Corp Energy	Reduced	23,363	-394	$3,194,189	−20.8%	0.85%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	8,243	+21	$3,054,773	+13.6%	0.81%
LLY	ELI LILLY & Co Healthcare	Added	2,462	+165	$2,952,996	+39.8%	0.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,683	+536	$2,842,206	+18.6%	0.75%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,557	+378	$2,757,874	+20.1%	0.73%
AMAT	Applied Materials Inc /De Technology	Added	3,625	+248	$2,620,875	+127.1%	0.70%
NSC	Norfolk Southern Corp Industrials	Reduced	8,047	-132	$2,531,505	+7.8%	0.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	21,832	-327	$2,472,692	−10.2%	0.66%
AMD	Advanced Micro Devices Inc Technology	Added	4,254	+416	$2,471,191	+216.5%	0.66%
CDNS	Cadence Design Systems Inc Technology	Added	6,077	+41	$2,280,819	+36.0%	0.61%
GE	General Electric Co Industrials	Added	6,013	+110	$2,247,238	+34.2%	0.60%
DE	Deere & Co Industrials	Added	3,195	+4	$2,026,684	+12.8%	0.54%
ETN	Eaton Corp plc Industrials	Added	4,745	+70	$2,021,939	+20.9%	0.54%
RTX	RTX Corp Industrials	Added	10,209	+455	$1,936,953	+2.9%	0.51%
ORCL	Oracle Corp Technology	Added	12,931	+1,019	$1,895,038	+8.1%	0.50%
GEV	GE Vernova Inc. Industrials	Reduced	1,585	-66	$1,862,153	+29.2%	0.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,565	-428	$1,842,531	−1.8%	0.49%
TWLO	Twilio Inc Technology	Added	8,393	+197	$1,731,727	+67.9%	0.46%
MS	Morgan Stanley Financial Services	Added	8,203	+4,094	$1,714,755	+153.6%	0.45%
JNJ	Johnson & Johnson Healthcare	Added	6,697	+339	$1,700,837	+9.4%	0.45%
QQQ	Invesco Qqq Trust, Series 1	Added	2,254	+303	$1,659,845	+47.4%	0.44%
NFLX	Netflix Inc Communication Services	Reduced	22,526	-813	$1,608,356	−28.3%	0.43%
ASML	Asml Holding NV Technology	Added	808	+59	$1,607,467	+62.5%	0.43%
NTAP	NetApp, Inc. Technology	Added	9,897	+1,886	$1,531,659	+86.7%	0.41%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,272	-52	$1,506,648	+5.9%	0.40%
DAL	Delta Air Lines, Inc. Industrials	Reduced	16,019	-1,190	$1,500,339	+31.1%	0.40%
GRMN	Garmin Ltd Technology	Reduced	6,310	-111	$1,498,877	+0.6%	0.40%
KLAC	Kla Corp Technology	Added	4,911	+4,448	$1,481,697	+117.3%	0.39%
LRCX	Lam Research Corp Technology	Added	3,180	+254	$1,377,989	+120.4%	0.37%
INTC	Intel Corp Technology	Added	9,817	+1,651	$1,370,747	+280.4%	0.36%

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.