Anchor Investment Management, LLC
Top Portfolio Positions
664 positions ·
$814,782,889 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
103,953 | $50,273,749 | 6.17% |
| V |
Visa Inc.
Financial Services
|
107,723 | $37,779,533 | 4.64% |
| AAPL |
Apple Inc.
Technology
|
130,632 | $35,513,615 | 4.36% |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
13,215 | $28,361,767 | 3.48% |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,675 | $23,060,275 | 2.83% |
| ABBV |
AbbVie Inc.
Healthcare
|
87,203 | $19,925,013 | 2.45% |
| JNJ |
Johnson & Johnson
Healthcare
|
88,677 | $18,351,705 | 2.25% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,721 | $16,554,641 | 2.03% |
| NVDA |
Nvidia Corp
Technology
|
86,592 | $16,149,408 | 1.98% |
| QQQ |
Invesco Qqq Trust, Series 1
|
23,608 | $14,502,630 | 1.78% |
Portfolio Trend
Holdings in CATO
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,007 | 1,297 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $5,460 | 1,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,644 | 1,297 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,319 | 1,297 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $5,058 | 1,297 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,472 | 1,297 | Shares | Sole | 2024-11-21 | |
| No quarters match your search. | ||||||