Anchor Investment Management, LLC
Top Portfolio Positions
736 positions ·
$823,569,421 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
101,787 | $37,678,493 | 4.58% | |
| AAPL |
Apple Inc.
Technology
|
129,905 | $32,968,589 | 4.00% | |
| V |
Visa Inc.
Financial Services
|
107,512 | $32,494,426 | 3.95% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
13,220 | $24,915,205 | 3.03% | |
| JNJ |
Johnson & Johnson
Healthcare
|
87,612 | $21,415,877 | 2.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
74,188 | $21,333,501 | 2.59% | |
| ABBV |
AbbVie Inc.
Healthcare
|
87,821 | $19,100,189 | 2.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,881 | $15,387,195 | 1.87% | |
| NVDA |
Nvidia Corp
Technology
|
86,940 | $15,162,336 | 1.84% | |
| XOM |
Exxon Mobil Corp
Energy
|
83,680 | $14,197,148 | 1.72% |
Portfolio Trend
Holdings in BIPH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $170,667 | 4,725 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $164,146 | 4,725 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $155,405 | 4,725 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $158,287 | 4,725 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $149,694 | 5,025 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $159,744 | 5,025 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $176,076 | 5,025 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $137,886 | 5,025 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $188,040 | 6,025 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $189,727 | 6,025 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $177,135 | 6,025 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $219,912 | 6,025 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $186,579 | 5,525 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $167,346 | 5,400 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $193,860 | 5,400 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $206,388 | 5,400 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $158,951 | 3,600 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $145,944 | 3,600 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $125,312 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $124,061 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $118,925 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $110,326 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $106,351 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $91,812 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $80,333 | 3,350 | Shares | Sole | 2024-01-02 | |
| No 13F history on record for this holder in this stock. | ||||||