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 HPF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,998 | 1,153 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $18,528 | 1,153 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $19,428 | 1,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,228 | 1,153 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $30,963 | 1,863 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $30,832 | 1,863 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $39,407 | 2,113 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $35,857 | 2,113 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $34,927 | 2,113 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,295 | 2,110 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $30,387 | 2,100 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $31,538 | 2,090 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $32,297 | 2,081 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $32,504 | 2,073 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $50,419 | 3,065 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $54,964 | 3,057 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $58,041 | 3,050 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $66,753 | 3,197 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $69,244 | 3,191 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $68,817 | 3,186 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $66,144 | 3,180 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $63,018 | 3,315 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $62,566 | 3,511 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $63,195 | 3,505 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $53,869 | 3,498 | Shares | Sole | 2024-01-02 | |
| No 13F history on record for this holder in this stock. | ||||||