Anchyra Partners
ATLANTA, GAfiles as ANCHYRA PARTNERS LLC
$416m in 350 US stocks at the end of 30 June 2026. The top 10 are 37.3% of the money. It changed about 13.4% of the portfolio this quarter.
Value
$416m
Stocks
350
Top 10 share
37.3%
Turnover
13.4%
What changed this quarter
New
Bought for the first time this quarter.
- Sterling InfrastructureSTRL0.8% of the fund
- Dell TechnologiesDELL0.2% of the fund
- Ishares TRMUB0.2% of the fund
- SandiskSNDK0.2% of the fund
- Five Star BancorpFSBC0.2% of the fund
- HomeTrust BancsharesHTB0.2% of the fund
- Hut 8HUT0.1% of the fund
- NewsNWSA0.1% of the fund
- Western DigitalWDC0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM0.1% of the fund
- CrowdStrike HoldingsCRWD0.1% of the fund
- Apollo Commercial Real Estate FinanceARI<0.1% of the fund
- EntegrisENTG<0.1% of the fund
- ATIATI<0.1% of the fund
- Texas Pacific LandTPL<0.1% of the fund
- Franklin BSP Realty TrustFBRT<0.1% of the fund
- CorningGLW<0.1% of the fund
- Verisk AnalyticsVRSK<0.1% of the fund
- CVS HealthCVS<0.1% of the fund
- FortinetFTNT<0.1% of the fund
- Live Nation EntertainmentLYV<0.1% of the fund
- Universal Health Realty Income TrustUHT<0.1% of the fund
- Vornado Realty TrustVNO<0.1% of the fund
- California ResourcesCRC<0.1% of the fund
- Anheuser-Busch InBev SABUD<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL4.4% of the fund+5%
- Ishares TRIWV2.0% of the fund+8%
- Micron TechnologyMU2.0% of the fund+2%
- Meta PlatformsMETA1.9% of the fund+3%
- BroadcomAVGO1.7% of the fund+5%
- Arista NetworksANET1.1% of the fund+3%
- CoherentCOHR1.1% of the fund+5%
- Ishares TRIWF1.0% of the fund+10%
- Berkshire HathawayBRK-B1.0% of the fund+3%
- Palo Alto NetworksPANW0.9% of the fund+3%
- State STR Spdr S&P 500 ETF TSPY0.8% of the fund+4%
- Ishares TRIWD0.8% of the fund+7%
- Eli LillyLLY0.7% of the fund+7%
- JPMorgan ChaseJPM0.7% of the fund+7%
- TeslaTSLA0.7% of the fund+6%
- Applied MaterialsAMAT0.6% of the fund+7%
- AlphabetGOOG0.6% of the fund+29%
- Advanced Micro DevicesAMD0.6% of the fund+11%
- Ishares TREFA0.6% of the fund+17%
- RTXRTX0.5% of the fund+5%
- OracleORCL0.5% of the fund+9%
- TwilioTWLO0.4% of the fund+2%
- Morgan StanleyMS0.4% of the fund+100%
- Johnson & JohnsonJNJ0.4% of the fund+5%
- Invesco QQQ TRQQQ0.4% of the fund+16%
Cut
Sold some of their stake.
- MicrosoftMSFT2.7% of the fund-4%
- Amazon.comAMZN1.6% of the fund-3%
- Marvell TechnologyMRVL1.3% of the fund-3%
- JabilJBL1.0% of the fund-5%
- GE VernovaGEV0.4% of the fund-4%
- Procter & GamblePG0.4% of the fund-3%
- Goldman Sachs ETF TRGTOP0.4% of the fund-3%
- NetflixNFLX0.4% of the fund-3%
- Vanguard Index FDSVB0.4% of the fund-4%
- Delta Air LinesDAL0.4% of the fund-7%
- VisaV0.3% of the fund-26%
- ServiceTitanTTAN0.3% of the fund-4%
- Bank of AmericaBAC0.3% of the fund-4%
- XPOXPO0.3% of the fund-6%
- CME GroupCME0.3% of the fund-4%
- Waste ManagementWM0.3% of the fund-3%
- Uber TechnologiesUBER0.2% of the fund-8%
- MastercardMA0.2% of the fund-19%
- Lockheed MartinLMT0.2% of the fund-7%
- Veeva SystemsVEEV0.2% of the fund-3%
- DexcomDXCM0.2% of the fund-17%
- McDonald'sMCD0.2% of the fund-13%
- Ishares TRIWM0.1% of the fund-32%
- Verizon CommunicationsVZ0.1% of the fund-4%
- AllstateALL0.1% of the fund-5%
Sold out
Sold their entire stake.
- IntuitINTU-100%
- Honeywell InternationalHON-100%
- PricesmartPSMT-100%
- DanaherDHR-100%
- Boston ScientificBSX-100%
- Abbott LaboratoriesABT-100%
- Occidental PetroleumOXY-100%
- AmcorAMCR-100%
- BPBP-100%
- Atmus Filtration TechnologiesATMU-100%
- State STR Spdr DOW Jones INDDIA-100%
- Takeda PharmaceuticalTAK-100%
- Illinois Tool WorksITW-100%
- PaychexPAYX-100%
- GentexGNTX-100%
- S&P GlobalSPGI-100%
- Jd.comJD-100%
- Thomson Reuters-100%
- Constellation EnergyCEG-100%
- International Money ExpressIMXI-100%
- AngiANGI-100%
- Octave Specialty GroupOSG-100%
- Heron TherapeuticsHRTX-100%
Holdings
- Ishares TRIWV
- Share
- 2.0%
- Value
- $9m
- Shares
- 19,989
+8%
- Spdr Gold TRGLD
- Share
- 1.3%
- Value
- $5m
- Shares
- 14,550
Held
- Ishares TRIWF
- Share
- 1.0%
- Value
- $4m
- Shares
- 33,120
+10%
- Select Sector Spdr TRXLK
- Share
- 0.9%
- Value
- $4m
- Shares
- 20,386
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $3m
- Shares
- 4,548
+4%
- Ishares TRIWD
- Share
- 0.8%
- Value
- $3m
- Shares
- 13,456
+7%
- Ishares TREFA
- Share
- 0.6%
- Value
- $2m
- Shares
- 23,637
+17%
- Goldman Sachs ETF TRGTOP
- Share
- 0.4%
- Value
- $2m
- Shares
- 36,533
-3%
- Invesco Exchange Traded FD TRSP
- Share
- 0.4%
- Value
- $2m
- Shares
- 7,972
Held
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $2m
- Shares
- 2,254
+16%
- Vanguard Index FDSVB
- Share
- 0.4%
- Value
- $2m
- Shares
- 5,137
-4%
- Ishares TRAGG
- Share
- 0.3%
- Value
- $1m
- Shares
- 14,243
Held
- Vanguard Index FDSVTV
- Share
- 0.3%
- Value
- $1m
- Shares
- 5,062
Held
- Ishares TRMUB
- Share
- 0.2%
- Value
- $863,866
- Shares
- 8,027
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Price T Rowe GroupTROW | 12.4% | $52m | 454,073 | Held |
| NvidiaNVDA | 6.2% | $26m | 129,693 | Held |
| AppleAAPL | 4.4% | $18m | 63,403 | +5% |
| MicrosoftMSFT | 2.7% | $11m | 30,159 | -4% |
| AlphabetGOOGL | 2.4% | $10m | 27,698 | Held |
| Ishares TRIWV | 2.0% | $9m | 19,989 | +8% |
| Micron TechnologyMU | 2.0% | $8m | 7,268 | +2% |
| Meta PlatformsMETA | 1.9% | $8m | 13,990 | +3% |
| BroadcomAVGO | 1.7% | $7m | 18,364 | +5% |
| Amazon.comAMZN | 1.6% | $7m | 27,824 | -3% |
| Spdr Gold TRGLD | 1.3% | $5m | 14,550 | Held |
| Marvell TechnologyMRVL | 1.3% | $5m | 17,862 | -3% |
| Arista NetworksANET | 1.1% | $5m | 26,819 | +3% |
| CoherentCOHR | 1.1% | $5m | 11,464 | +5% |
| JabilJBL | 1.0% | $4m | 10,955 | -5% |
| Ishares TRIWF | 1.0% | $4m | 33,120 | +10% |
| Berkshire HathawayBRK-B | 1.0% | $4m | 8,100 | +3% |
| Select Sector Spdr TRXLK | 0.9% | $4m | 20,386 | Held |
| Palo Alto NetworksPANW | 0.9% | $4m | 10,626 | +3% |
| Cisco SystemsCSCO | 0.8% | $3m | 29,343 | Held |
| Sterling InfrastructureSTRL | 0.8% | $3m | 4,104 | New |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $3m | 4,548 | +4% |
| Southern CompanySO | 0.8% | $3m | 35,010 | Held |
| Ishares TRIWD | 0.8% | $3m | 13,456 | +7% |
| ExxonMobil HoldingsXOM | 0.8% | $3m | 23,363 | Held |
| Marriott InternationalMAR | 0.7% | $3m | 8,243 | Held |
| Eli LillyLLY | 0.7% | $3m | 2,462 | +7% |
| JPMorgan ChaseJPM | 0.7% | $3m | 8,683 | +7% |
| TeslaTSLA | 0.7% | $3m | 6,557 | +6% |
| Applied MaterialsAMAT | 0.6% | $3m | 3,625 | +7% |
| Norfolk SouthernNSC | 0.6% | $3m | 8,047 | Held |
| AlphabetGOOG | 0.6% | $2m | 7,024 | +29% |
| WalmartWMT | 0.6% | $2m | 21,832 | Held |
| Advanced Micro DevicesAMD | 0.6% | $2m | 4,254 | +11% |
| Ishares TREFA | 0.6% | $2m | 23,637 | +17% |
| Cadence Design SystemsCDNS | 0.5% | $2m | 6,077 | Held |
| General ElectricGE | 0.5% | $2m | 6,013 | Held |
| DeereDE | 0.5% | $2m | 3,195 | Held |
| EatonETN | 0.5% | $2m | 4,745 | Held |
| RTXRTX | 0.5% | $2m | 10,209 | +5% |
| OracleORCL | 0.5% | $2m | 12,931 | +9% |
| GE VernovaGEV | 0.4% | $2m | 1,585 | -4% |
| Procter & GamblePG | 0.4% | $2m | 12,565 | -3% |
| Goldman Sachs ETF TRGTOP | 0.4% | $2m | 36,533 | -3% |
| TwilioTWLO | 0.4% | $2m | 8,393 | +2% |
| Morgan StanleyMS | 0.4% | $2m | 8,203 | +100% |
| Johnson & JohnsonJNJ | 0.4% | $2m | 6,697 | +5% |
| Invesco Exchange Traded FD TRSP | 0.4% | $2m | 7,972 | Held |
| Invesco QQQ TRQQQ | 0.4% | $2m | 2,254 | +16% |
| NetflixNFLX | 0.4% | $2m | 22,526 | -3% |
| ASML Holding NVASML | 0.4% | $2m | 808 | +8% |
| Vanguard Index FDSVB | 0.4% | $2m | 5,137 | -4% |
| NetAppNTAP | 0.4% | $2m | 9,897 | +24% |
| Home DepotHD | 0.4% | $2m | 4,272 | Held |
| Delta Air LinesDAL | 0.4% | $2m | 16,019 | -7% |
| GarminGRMN | 0.4% | $1m | 6,310 | Held |
| KLAKLAC | 0.4% | $1m | 4,911 | +6% |
| Ishares TRAGG | 0.3% | $1m | 14,243 | Held |
| Lam ResearchLRCX | 0.3% | $1m | 3,180 | +9% |
| IntelINTC | 0.3% | $1m | 9,817 | +20% |
| AbbVieABBV | 0.3% | $1m | 5,386 | Held |
| Markel GroupMKL | 0.3% | $1m | 679 | Held |
| CaterpillarCAT | 0.3% | $1m | 1,239 | +7% |
| VisaV | 0.3% | $1m | 3,759 | -26% |
| ChevronCVX | 0.3% | $1m | 7,658 | Held |
| MerckMRK | 0.3% | $1m | 9,746 | +6% |
| Goldman Sachs GroupGS | 0.3% | $1m | 1,224 | +13% |
| Analog DevicesADI | 0.3% | $1m | 3,097 | +3% |
| Costco WholesaleCOST | 0.3% | $1m | 1,265 | +9% |
| Howmet AerospaceHWM | 0.3% | $1m | 4,359 | Held |
| AmphenolAPH | 0.3% | $1m | 6,457 | +93% |
| ServiceTitanTTAN | 0.3% | $1m | 15,942 | -4% |
| AmgenAMGN | 0.3% | $1m | 3,094 | +3% |
| Wells Fargo & CompanyWFC | 0.3% | $1m | 13,500 | Held |
| Vanguard Index FDSVTV | 0.3% | $1m | 5,062 | Held |
| Bank of AmericaBAC | 0.3% | $1m | 18,893 | -4% |
| XPOXPO | 0.3% | $1m | 5,229 | -6% |
| CME GroupCME | 0.3% | $1m | 4,843 | -4% |
| United TherapeuticsUTHR | 0.3% | $1m | 1,956 | Held |
| Waste ManagementWM | 0.3% | $1m | 4,717 | -3% |
| RobloxRBLX | 0.2% | $1m | 18,595 | Held |
| US BancorpUSB | 0.2% | $1m | 16,605 | Held |
| Uber TechnologiesUBER | 0.2% | $979,716 | 13,577 | -8% |
| MastercardMA | 0.2% | $976,867 | 1,902 | -19% |
| Coca-ColaKO | 0.2% | $963,862 | 11,860 | +9% |
| Cemex SAB de CVCX | 0.2% | $907,692 | 75,641 | +2% |
| Parker-HannifinPH | 0.2% | $904,761 | 925 | +3% |
| State StreetSTT | 0.2% | $897,014 | 5,289 | Held |
| MckessonMCK | 0.2% | $890,852 | 1,179 | Held |
| Lockheed MartinLMT | 0.2% | $874,743 | 1,717 | -7% |
| PaccarPCAR | 0.2% | $869,068 | 7,235 | Held |
| United Parcel ServiceUPS | 0.2% | $868,385 | 8,078 | +4% |
| BlackstoneBX | 0.2% | $866,287 | 7,362 | Held |
| Dell TechnologiesDELL | 0.2% | $865,940 | 2,007 | New |
| Ishares TRMUB | 0.2% | $863,866 | 8,027 | New |
| Veeva SystemsVEEV | 0.2% | $847,597 | 4,776 | -3% |
| Capital One FinancialCOF | 0.2% | $840,197 | 4,188 | +2% |
| QualcommQCOM | 0.2% | $824,163 | 4,460 | +39% |
| West Pharmaceutical ServicesWST | 0.2% | $810,263 | 2,257 | Held |
| International Business MachinesIBM | 0.2% | $805,385 | 2,864 | Held |
Showing the largest 100 of 350.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 27.7% since 31 December 2025.
Where the money is
Technology31.9%
Financial services21.3%
Industrials9.0%
Media & telecom6.6%
Retail & consumer5.6%
Health care4.8%
Everyday goods2.2%
Energy2.2%
Materials1.5%
Utilities1.5%
Real estate0.9%
Other12.6%
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.