Anchor Investment Management, LLC
RIA/Wealth
Anchor Investment Management, LLC is a RIA/Wealth based in Columbia, SC led by W Patrick Dorn, reporting $1.4B in AUM as of Q3 2025 with MSFT as the largest holding (4% allocation).
Managing PartnerW Patrick Dorn
- Portfolio Value
- $1.2B
- Positions
- 1,059
- Top Holding
- MSFT at 4.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Anchor Investment Management, LLC's portfolio (24.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $53.4M | 4.42% | +$197.3K Bought | 0.00% 103.1K shares | |
Financial - Credit Services Financial Services | $36.5M | 3.03% | +$301.1K Bought | 0.01% 107.0K shares | |
Consumer Electronics Technology | $33.9M | 2.81% | -$850.2K Sold | 0.00% 133.3K shares | |
ETF ETF | $30.4M | 2.52% | +$643.5K Bought | — 1.2M shares | |
Internet Content & Information Communication Services | $27.2M | 2.25% | -$217.2K Sold | 0.00% 111.7K shares | |
ETF ETF | $23.3M | 1.93% | -$194.5K Sold | — 38.9K shares | |
Banks - Regional Financial Services | $23.3M | 1.93% | -$8.9K Sold | 0.10% 13.0K shares | |
ETF ETF | $22.3M | 1.84% | +$839.1K Bought | — 1.1M shares | |
ETF ETF | $22.1M | 1.83% | +$127.7K Bought | — 29.6K shares | |
Internet Content & Information Communication Services | $21.2M | 1.75% | -$380.4K Sold | 0.00% 87.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Anchor Investment Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Anchor Investment Management, LLC
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