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 SOR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,481,174 | 31,977 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,459,057 | 31,885 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $1,412,457 | 31,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,399,877 | 32,285 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,259,911 | 30,352 | Shares | Sole | 2025-05-20 | |
| No 13F history on record for this holder in this stock. | ||||||