Anchor Investment Management, LLC
Top Portfolio Positions
738 positions ·
$840,761,790 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
101,787 | $37,678,493 | 4.48% | |
| AAPL |
Apple Inc.
Technology
|
129,905 | $32,968,589 | 3.92% | |
| V |
Visa Inc.
Financial Services
|
107,512 | $32,494,426 | 3.86% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
13,220 | $24,915,205 | 2.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
87,612 | $21,415,877 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
74,188 | $21,333,501 | 2.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
87,821 | $19,100,189 | 2.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
35,648 | $17,082,521 | 2.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,881 | $15,387,195 | 1.83% | |
| NVDA |
Nvidia Corp
Technology
|
86,940 | $15,162,336 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CATO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,670 | 1,297 | Shares | Sole | 2026-05-01 | |
| 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 13F history on record for this holder in this stock. | ||||||