ANCHYRA PARTNERS LLC

Registered adviser

CIK

2107106

Location

ATLANTA, GA

Portfolio Value

Small $473,865,989

Diversification

Diversified

Filing Date

Global Rank

#4,317 / 8,818 ▲ 262 · as of Jun 2026

Top Industry

Semiconductors 14.3%

Period ended 28 days ago

Filed Oct 13, 2026 · 15d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 335467

Roster of Oct 1, 2026

Regulatory AUM

$689,203,741

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$689,203,741	Individuals and high net worth (100%)
Dec 2025 to Mar 2026	$265,456,313	Individuals and high net worth (100%)
Jun 2025 to Sep 2025	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 41.3%, 33.8 effective positions, active share 45.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.8 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 45.2%; sector active share 14.6% against the combined 13F book's sector weights.

Over time 3 measured quarters

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 backtest

Portfolio Concentration

433 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.4%

−3.0 pts

Top 5

29.5%

−1.9 pts

Top 10

40.8%

−0.5 pts

HHI

245

Diversified−51

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$161,154,630	83
Financial Services	18.4%	$87,111,697	68
Unclassified	12.1%	$57,116,294	26
Industrials	8.7%	$40,997,688	57
Communication Services	7.0%	$33,026,280	25
Healthcare	5.5%	$26,116,443	47
Consumer Cyclical	5.2%	$24,797,221	38
Energy	3.1%	$14,846,087	26
Consumer Defensive	2.4%	$11,499,348	16
Basic Materials	1.8%	$8,304,233	24
Utilities	1.3%	$6,134,451	10
Real Estate	0.6%	$2,761,617	13

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RNW	ReNew Energy Global plc	+37,813	64,542	$441,467
JBI	Janus International Group, Inc.	+19,365	33,205	$135,808
NAVI	Navient Corp	+16,716	45,304	$410,907
LYG	Lloyds Banking Group plc	+13,675	68,766	$387,152
SPY	Spdr S&P 500 ETF Trust	+13,524	18,072	$13,782,249
SAN	Banco Santander, S.A.	+9,854	49,473	$684,211
NWSA	News Corp	+9,807	29,987	$859,127
NVDA	Nvidia Corp	+9,334	139,027	$31,750,986
LILAK	Liberty Latin America Ltd.	+7,981	40,136	$329,917
APH	Amphenol Corp	+7,951	14,408	$1,214,594
AAPL	Apple Inc.	+5,571	68,974	$22,969,721
T	At&T Inc.	+5,459	25,720	$627,568
SONY	Sony Group Corp	+5,399	29,025	$682,958
NWG	NatWest Group plc	+3,567	20,528	$372,583
IRDM	Iridium Communications Inc.	+3,517	7,975	$382,002
MFG	Mizuho Financial Group Inc	+3,411	36,766	$406,264
AMZN	Amazon Com Inc	+3,378	31,202	$7,773,978
CMCSA	Comcast Corp	+3,290	22,523	$490,100
MTA	Metalla Royalty & Streaming Ltd.	+3,241	14,039	$132,247
MUFG	Mitsubishi Ufj Financial Group Inc	+3,201	42,896	$989,610
IWF	iShares Russell 1000 Growth ETF	+2,989	36,109	$4,523,013
GOOGL	Alphabet Inc.	+2,955	30,653	$10,547,084
MSFT	Microsoft Corp	+2,929	33,088	$16,970,835
OSPN	OneSpan Inc.	+2,694	15,055	$269,635
WOR	Worthington Enterprises, Inc.	+2,626	7,735	$460,541
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TROW	Price T Rowe Group Inc	−25,346	428,727	$44,609,044
AGNT	AGNT, Inc.	−16,711	10,764	$39,503
LILA	Liberty Latin America Ltd.	−11,603	16,944	$140,296
CGAU	Centerra Gold Inc.	−4,839	12,389	$269,832
AHRT	AH Realty Trust, Inc.	−4,480	28,205	$172,050
CX	Cemex Sab De CV	−1,993	73,648	$700,392
CRC	California Resources Corp	−1,988	4,181	$212,394
BKNG	Booking Holdings Inc.	−1,905	2,172	$353,840
WHD	Cactus, Inc.	−1,878	3,782	$235,316
UBER	Uber Technologies, Inc	−1,397	12,180	$834,451
RDDT	Reddit, Inc.	−1,391	2,119	$301,830
ANET	Arista Networks, Inc.	−1,344	25,475	$5,186,455
FDX	Fedex Corp	−1,220	795	$226,646
FHI	Federated Hermes, Inc.	−1,199	10,326	$582,076
WY	Weyerhaeuser Co	−1,063	17,356	$330,631
ONDS	Ondas Inc.	−1,011	24,095	$176,616
SHBI	Shore Bancshares Inc	−723	15,588	$349,015
CVS	CVS HEALTH Corp	−515	2,943	$252,185
VB	Vanguard Index Funds	−500	4,637	$1,319,180
RSP	Victory Portfolios II	−500	7,472	$0
DAL	Delta Air Lines, Inc.	−467	15,552	$1,297,969
CLOV	Clover Health Investments, Corp.	−458	14,768	$63,650
UPS	United Parcel Service Inc	−430	7,648	$714,629
PEP	Pepsico Inc	−415	3,697	$468,483
LLYVK	Liberty Live Holdings, Inc.	−398	4,726	$459,603
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
NMM	Navios Maritime Partners L.P.	55,000	$4,945,050
PLXS	Plexus Corp	3,549	$926,111
AIQ	Global X Artificial Intelligence & Technology ETF	8,082	$526,623
SCCO	Southern Copper Corp	2,521	$510,855
AVT	Avnet Inc	4,941	$493,852
WRB	Berkley W R Corp	6,940	$468,727
STRA	Strategic Education, Inc.	5,693	$442,175
LITE	Lumentum Holdings Inc.	441	$428,325
MOS	Mosaic Co	19,206	$415,809
RGR	Sturm Ruger & Co Inc	9,714	$412,650
MRNA	Moderna, Inc.	2,085	$401,508
DRS	Leonardo DRS, Inc.	10,614	$388,790
HTO	H2o America	6,299	$388,207
KKR	KKR & Co. Inc.	4,236	$386,746
FORM	Formfactor Inc	2,580	$385,219
ETD	Ethan Allen Interiors Inc	18,127	$379,035
LOAR	Loar Holdings Inc.	6,099	$375,210
MNST	Monster Beverage Corp	8,862	$368,836
TDG	TransDigm Group INC	336	$363,753
CPAY	Corpay, Inc.	924	$359,066
PAYX	Paychex Inc	3,596	$354,206
PAYO	Payoneer Global Inc.	49,563	$353,879
NOV	NOV Inc.	18,447	$345,512
COKE	Coca-Cola Consolidated, Inc.	1,810	$342,578
PD	PagerDuty, Inc.	22,484	$339,508
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
RBLX	Roblox Corp	18,595	$1,011,196
FSBC	Five Star Bancorp	14,801	$720,660
HTB	HomeTrust Bancshares, Inc.	13,882	$692,572
ARI	Apollo Commercial Real Estate Finance, Inc.	37,210	$397,402
TPL	Texas Pacific Land Corp	848	$371,118
FBRT	Franklin BSP Realty Trust, Inc.	45,204	$367,960
VRSK	Verisk Analytics, Inc.	2,000	$359,060
LYV	Live Nation Entertainment, Inc.	1,902	$348,275
UHT	Universal Health Realty Income Trust	7,908	$346,844
EIG	Employers Holdings, Inc.	5,892	$297,428
BRSP	BrightSpire Capital, Inc.	53,004	$288,871
CENT	Central Garden & Pet Co	6,445	$285,771
RDN	Radian Group Inc	7,105	$267,645
RDWR	Radware Ltd	8,562	$264,223
BF-B	Brown Forman Corp	9,901	$263,861
LEN	Lennar Corp	2,754	$249,209
—		4,628	$240,424
OSK	Oshkosh Corp	1,541	$236,512
VMC	Vulcan Materials CO	789	$232,762
USNA	Usana Health Sciences Inc	10,784	$230,238
SSTK	Shutterstock, Inc.	15,954	$222,558
RPM	Rpm International Inc	1,981	$220,188
ETON	Eton Pharmaceuticals, Inc.	6,081	$220,132
Q	Qnity Electronics, Inc.	1,346	$219,815
UCTT	Ultra Clean Holdings, Inc.	1,490	$212,459
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

433 tracked positions · $473,865,989 total · filing declares 433 positions · $476,836,710 · as of Sep 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 433 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TROW	Price T Rowe Group Inc Financial Services	Reduced	428,727	-25,346	$44,609,044	−13.6%	9.41%
NVDA	Nvidia Corp Technology	Added	139,027	+9,334	$31,750,986	+22.4%	6.70%
AAPL	Apple Inc. Technology	Added	68,974	+5,571	$22,969,721	+25.2%	4.85%
MSFT	Microsoft Corp Technology	Added	33,088	+2,929	$16,970,835	+50.9%	3.58%
SPY	Spdr S&P 500 ETF Trust	Added	18,072	+13,524	$13,782,249	+305.8%	2.91%
META	Meta Platforms, Inc. Communication Services	Added	15,222	+1,232	$11,038,689	+40.1%	2.33%
GOOGL	Alphabet Inc. Communication Services	Added	30,653	+2,955	$10,547,084	+6.6%	2.23%
IWV	iShares Russell 3000 ETF	Added	20,759	+770	$8,960,829	+5.1%	1.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	31,202	+3,378	$7,773,978	+17.2%	1.64%
MU	Micron Technology Inc Technology	Reduced	7,151	-117	$7,616,601	−9.2%	1.61%
AVGO	Broadcom Inc. Technology	Added	19,775	+1,411	$6,944,782	+0.1%	1.47%
GLD	Spdr Gold Trust	Added	14,560	+10	$5,545,030	+3.5%	1.17%
ANET	Arista Networks, Inc. Technology	Reduced	25,475	-1,344	$5,186,455	+13.8%	1.09%
NMM	Navios Maritime Partners L.P. Industrials	NEW	55,000	NEW	$4,945,050	NEW	1.04%
MRVL	Marvell Technology, Inc. Technology	Reduced	17,780	-82	$4,697,653	−11.7%	0.99%
IWF	iShares Russell 1000 Growth ETF	Added	36,109	+2,989	$4,523,013	+10.0%	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,819	+719	$4,391,421	+8.3%	0.93%
PANW	Palo Alto Networks Inc Technology	Added	10,659	+33	$4,234,927	+16.9%	0.89%
XOM	ExxonMobil Holdings Corp Energy	Added	25,272	+1,909	$4,113,018	+28.8%	0.87%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	20,386	0	$3,990,559	+2.7%	0.84%
IWD	iShares Russell 1000 Value ETF	Added	15,095	+1,639	$3,742,503	+14.7%	0.79%
COHR	Coherent Corp. Technology	Added	11,557	+93	$3,326,220	−26.4%	0.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,799	+1,116	$3,241,803	+14.1%	0.68%
LLY	ELI LILLY & Co Healthcare	Added	2,798	+336	$3,237,509	+9.6%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,099	+2,542	$3,228,416	+17.1%	0.68%
CSCO	Cisco Systems, Inc. Technology	Added	29,881	+538	$3,216,092	−6.7%	0.68%
JBL	Jabil Inc Technology	Added	11,135	+180	$3,194,186	−24.4%	0.67%
MAR	Marriott International Inc Consumer Cyclical	Added	8,253	+10	$2,935,344	−3.9%	0.62%
QQQ	Invesco Qqq Trust, Series 1	Added	3,956	+1,702	$2,926,530	+76.3%	0.62%
SO	Southern Co Utilities	Reduced	34,921	-89	$2,894,601	−13.6%	0.61%
AMD	Advanced Micro Devices Inc Technology	Added	4,519	+265	$2,764,543	+11.9%	0.58%
GOOG	Alphabet Inc. Communication Services	Added	7,845	+821	$2,673,105	+7.7%	0.56%
EFA	iShares MSCI EAFE ETF	Added	25,065	+1,428	$2,604,002	+6.1%	0.55%
NSC	Norfolk Southern Corp Industrials	Added	8,196	+149	$2,532,564	+0.0%	0.53%
TWLO	Twilio Inc Technology	Reduced	8,353	-40	$2,442,918	+41.1%	0.52%
WMT	Walmart Inc. Consumer Defensive	Added	23,215	+1,383	$2,412,502	−2.4%	0.51%
DE	Deere & Co Industrials	Added	3,332	+137	$2,237,604	+10.4%	0.47%
ETN	Eaton Corp plc Industrials	Added	5,056	+311	$2,172,613	+7.5%	0.46%
CDNS	Cadence Design Systems Inc Technology	Added	6,453	+376	$2,130,683	−6.6%	0.45%
NTAP	NetApp, Inc. Technology	Added	10,047	+150	$2,110,673	+37.8%	0.45%
RTX	RTX Corp Industrials	Added	10,999	+790	$2,041,964	+5.4%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	14,048	+1,483	$2,040,893	+10.8%	0.43%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	4,065	-39	$1,999,085	−42.0%	0.42%
ASML	Asml Holding NV Technology	Added	1,100	+292	$1,992,837	+24.0%	0.42%
JNJ	Johnson & Johnson Healthcare	Added	7,469	+772	$1,977,343	+16.3%	0.42%
GE	General Electric Co Industrials	Added	6,308	+295	$1,969,925	−12.3%	0.42%
AMAT	Applied Materials Inc Technology	Added	3,728	+103	$1,906,424	−27.3%	0.40%
GTOP	Goldman Sachs Technology Opportunities ETF	Reduced	36,222	-311	$1,856,544	+2.1%	0.39%
GRMN	Garmin Ltd Technology	Added	6,445	+135	$1,848,683	+23.3%	0.39%
ORCL	Oracle Corp Technology	Added	13,426	+495	$1,843,389	−2.7%	0.39%

Showing the top 50 of 433 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.