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Anchor Investment Management

COLUMBIA, SCfiles as Anchor Investment Management, LLC

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$1.2bn in 1,066 US stocks at the end of 31 March 2026. The top 10 are 22.9% of the money. It changed about 8.0% of the portfolio this quarter.

Value
$1.2bn
Stocks
1,066
Top 10 share
22.9%
Turnover
8.0%

What changed this quarter

New

Bought for the first time this quarter.

  • Pinnacle Financial PartnersPNFP
    <0.1% of the fund
  • AppLovinAPP
    <0.1% of the fund
  • CloudflareNET
    <0.1% of the fund
  • Invesco Exch TRD SLF IDX FDBSCU
    <0.1% of the fund
  • Invesco Exch TRD SLF IDX FDBSMR
    <0.1% of the fund
  • Invesco Exch TRD SLF IDX FDBSMU
    <0.1% of the fund
  • ETF SER SolutionsBGIG
    <0.1% of the fund
  • Phillips Edison & CompanyPECO
    <0.1% of the fund
  • Diamondback EnergyFANG
    <0.1% of the fund
  • Versant Media GroupVSNT
    <0.1% of the fund
  • Blackrock ETF Trust IIBINC
    <0.1% of the fund
  • Pgim ETF TRPAAA
    <0.1% of the fund
  • Capital Group Core BalancedCGBL
    <0.1% of the fund
  • First TR Exchange-Traded FDFTSM
    <0.1% of the fund
  • First TR Exchange Traded FDRDVY
    <0.1% of the fund
  • First TR Exchange-Traded ALPFAB
    <0.1% of the fund
  • First TR Exchange Traded FDSDVY
    <0.1% of the fund
  • InterDigitalIDCC
    <0.1% of the fund
  • First TR Exchange-Traded FDKNG
    <0.1% of the fund
  • Bloom EnergyBE
    <0.1% of the fund
  • WatersWAT
    <0.1% of the fund
  • GentexGNTX
    <0.1% of the fund
  • Pgim ETF TRPULS
    <0.1% of the fund
  • First TR Exchange-Traded FDFVD
    <0.1% of the fund
  • Schwab Strategic TRSCHC
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Invesco Exch TRD SLF IDX FDBSCS
    2.0% of the fund
    +6%
  • Invesco Exch TRD SLF IDX FDBSCT
    1.8% of the fund
    +3204%
  • Amazon.comAMZN
    1.3% of the fund
    +3%
  • UnitedHealth GroupUNH
    0.7% of the fund
    +5%
  • MckessonMCK
    0.6% of the fund
    +2%
  • BroadcomAVGO
    0.6% of the fund
    +3%
  • NetflixNFLX
    0.6% of the fund
    +4%
  • Vanguard World FDVDE
    0.5% of the fund
    +2%
  • Verizon CommunicationsVZ
    0.5% of the fund
    +13%
  • Ishares TREFAV
    0.5% of the fund
    +6%
  • OracleORCL
    0.5% of the fund
    +2%
  • Ishares TRSOXX
    0.5% of the fund
    +3%
  • Goldman Sachs ETF TRGSIE
    0.5% of the fund
    +10%
  • Goldman Sachs ETF TRGEM
    0.5% of the fund
    +8%
  • Vanguard World FDVHT
    0.4% of the fund
    +5%
  • Vanguard World FDVFH
    0.4% of the fund
    +5%
  • AdobeADBE
    0.4% of the fund
    +5%
  • Vanguard Index FDSVTV
    0.4% of the fund
    +7%
  • Schwab Strategic TRSCHD
    0.3% of the fund
    +6%
  • Micron TechnologyMU
    0.3% of the fund
    +19%
  • TeslaTSLA
    0.3% of the fund
    +3%
  • Vanguard Index FDSVTI
    0.3% of the fund
    +5%
  • PepsiCoPEP
    0.3% of the fund
    +23%
  • Vanguard World FDVIS
    0.3% of the fund
    +3%
  • Vanguard World FDVOX
    0.3% of the fund
    +2%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 1,066.

Over time and by industry

Value over time

 
Sep '25
 
Mar '26

Value is up 5.2% since 30 June 2025.

Where the money is

Technology13.7%
Financial services12.6%
Health care9.8%
Industrials8.6%
Media & telecom6.8%
Everyday goods5.3%
Retail & consumer5.2%
Energy3.2%
Utilities2.7%
Materials1.3%
Real estate0.3%
Other30.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.