Anchor Capital Management Group Inc

CIK
894119
City
ALISO VIEJO
State / Country
CA

Top Portfolio Positions

7 positions · $119,654,738 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
QQQ
Invesco Qqq Trust, Series 1
132,500 $76,476,350 63.91%
SPY
Spdr S&P 500 Etf Trust
57,000 $37,069,380 30.98%
PDI
PIMCO Dynamic Income Fund
Financial Services
124,300 $2,126,773 1.78%
PDO
PIMCO Dynamic Income Opportunities Fund
Financial Services
134,500 $1,739,085 1.45%
AWF
Alliancebernstein Global High Income Fund Inc
Financial Services
80,000 $813,600 0.68%
BSTZ
BlackRock Science & Technology Term Trust
Financial Services
35,000 $775,250 0.65%
BST
BlackRock Science & Technology Trust
Financial Services
18,000 $654,300 0.55%

Portfolio Trend

6 quarters · across all stocks

Holdings in BST

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Shares Held

Position Value (USD)

6 of 6 shown
Report Date Value (USD) Shares
2026-03-31 $654,300 18,000
2025-12-31 $729,720 18,000
2025-09-30 $744,480 18,000
2025-06-30 $687,060 18,000
2025-03-31 $593,820 18,000
2024-12-31 $658,080 18,000