Anchor Capital Management Group Inc
Long Only Manager
Anchor Capital Management Group Inc is a Long Only Manager based in Aliso Viejo, CA led by Garrett Thomas Waters, reporting $309.6M in AUM as of Q3 2025 with 97% ETF concentration, 99% concentrated in top 10 holdings, and 64% allocation to QQQ.
CEOGarrett Thomas Waters
- Portfolio Value
- $189.7M
- Positions
- 12
- Top Holding
- QQQ at 64.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Anchor Capital Management Group Inc's portfolio (99.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $121.9M | 64.25% | -$13.1M Sold | — 203.0K shares | |
ETF ETF | $50.0M | 26.34% | -$3.3M Sold | — 75.0K shares | |
ETF ETF | $2.9M | 1.52% | — | — 169.5K shares | |
Unknown Unknown | $2.5M | 1.30% | — | — 124.3K shares | |
ETF ETF | $2.3M | 1.20% | — | — 40.0K shares | |
ETF ETF | $2.1M | 1.12% | — | — 37.0K shares | |
Unknown Unknown | $1.9M | 1.00% | — | — 134.5K shares | |
ETF ETF | $1.6M | 0.84% | — | — 67.0K shares | |
ETF ETF | $1.5M | 0.80% | — | — 74.0K shares | |
ETF ETF | $1.4M | 0.74% | — | — 54.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Anchor Capital Management Group Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-9.69% | |
-6.25% |
Analytics
Portfolio insights and performance metrics for Anchor Capital Management Group Inc
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