Anchor Investment Management, LLC
CIK 1634149
13F filing for Q2 2026・No. 2,150
- Holdings
- US$1.33B
- Quarter change
- +US$131.16M
- Entries
- 1,207
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
1,207 stocks worth US$1.33B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftStock | — | 105,520 | US$39.36M | 2.96% |
| AAPLAppleStock | — | 130,094 | US$37.64M | 2.83% |
| VVISA INC COM CL AStock | — | 106,436 | US$36.52M | 2.75% |
| GOOGALPHABET INC CAP STK CL CStock | — | 100,052 | US$35.35M | 2.66% |
| SCHWAB U.S. LARGE-CAP ETFETF | — | 1,193,627 | US$35.13M | 2.64% |
| FCNCAFIRST CTZNS BANCSHARES INC DEL CL AStock | — | 15,975 | US$33.24M | 2.50% |
| VANGUARD INFORMATION TECHNOLOGY ETFETF | — | 213,636 | US$25.53M | 1.92% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETFETF | — | 1,236,417 | US$25.18M | 1.89% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETFETF | — | 1,282,426 | US$25.15M | 1.89% |
| INVESCO NASDAQ 100 ETFETF | — | 77,218 | US$23.39M | 1.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled September 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.