Anchor Investment Management, LLC
CIK
1634149
City
COLUMBIA
State / Country
SC
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 FRA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,856 | 2,800 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $32,984 | 2,800 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $46,728 | 3,600 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,968 | 3,955 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $50,969 | 3,945 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $54,106 | 3,935 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $51,836 | 3,927 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $50,698 | 3,918 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $50,504 | 3,909 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $49,374 | 3,900 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $49,079 | 3,889 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $77,912 | 6,381 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $115,514 | 9,873 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $143,058 | 12,705 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $150,748 | 13,692 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $155,632 | 13,664 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $177,566 | 13,638 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $182,943 | 13,622 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $188,242 | 14,090 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $191,356 | 14,442 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $187,356 | 14,412 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $195,394 | 16,135 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $261,981 | 22,781 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $282,496 | 25,268 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $276,946 | 27,667 | Shares | Sole | 2024-01-02 | |
| No 13F history on record for this holder in this stock. | ||||||