Anchor Investment Management, LLC Portfolio Holdings
Q3 2025•1,059 long positions•$1.2B portfolio value
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Holding1,076 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $53.4M 4.42% | +$197.3K Bought | 0.001% 103.1K shares | 102.7K → 103.1K +$197.3K | +0.37% | $3.85T Mega Cap | Q1 2016 Held for 9y 8m | |
Financial - Credit Services Financial Services | $36.5M 3.03% | +$301.1K Bought | 0.006% 107.0K shares | 106.1K → 107.0K +$301.1K | +0.83% | $662.60B Mega Cap | Q1 2016 Held for 9y 8m | |
Consumer Electronics Technology | $33.9M 2.81% | -$850.2K Sold | 0.001% 133.3K shares | 136.7K → 133.3K −$850.2K | -2.44% | $3.78T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $30.4M 2.52% | +$643.5K Bought | — 1.2M shares | 1.1M → 1.2M +$643.5K | +2.16% | — — | Q1 2017 Held for 8y 8m | |
Internet Content & Information Communication Services | $27.2M 2.25% | -$217.2K Sold | 0.001% 111.7K shares | 112.6K → 111.7K −$217.2K | -0.79% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $23.3M 1.93% | -$194.5K Sold | — 38.9K shares | 39.2K → 38.9K −$194.5K | -0.83% | — — | Q1 2016 Held for 9y 8m | |
Banks - Regional Financial Services | $23.3M 1.93% | -$8.9K Sold | 0.101% 13.0K shares | 13.0K → 13.0K −$8.9K | -0.04% | $23.1B Large Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $22.3M 1.84% | +$839.1K Bought | — 1.1M shares | 1.1M → 1.1M +$839.1K | +3.92% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $22.1M 1.83% | +$127.7K Bought | — 29.6K shares | 29.4K → 29.6K +$127.7K | +0.58% | — — | Q3 2016 Held for 9y 2m | |
Internet Content & Information Communication Services | $21.2M 1.75% | -$380.4K Sold | 0.001% 87.1K shares | 88.6K → 87.1K −$380.4K | -1.77% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $20.7M 1.71% | +$813.4K Bought | — 1.0M shares | 965.8K → 1.0M +$813.4K | +4.09% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $20.4M 1.69% | +$486.2K Bought | — 1.0M shares | 1.0M → 1.0M +$486.2K | +2.44% | — — | Q3 2017 Held for 8y 2m | |
Drug Manufacturers - General Healthcare | $19.6M 1.62% | -$142.9K Sold | 0.005% 84.7K shares | 85.3K → 84.7K −$142.9K | -0.72% | $409.03B Mega Cap | Q1 2016 Held for 9y 8m | |
Insurance - Diversified Financial Services | $19.0M 1.57% | +$279.0K Bought | 0.002% 37.7K shares | 37.2K → 37.7K +$279.0K | +1.49% | $1.08T Mega Cap | Q1 2016 Held for 9y 8m | |
Drug Manufacturers - General Healthcare | $16.4M 1.36% | +$176.5K Bought | 0.004% 88.7K shares | 87.7K → 88.7K +$176.5K | +1.09% | $446.55B Mega Cap | Q1 2016 Held for 9y 8m | |
Specialty Retail Consumer Cyclical | $16.0M 1.33% | -$197.6K Sold | 0.001% 73.0K shares | 73.9K → 73.0K −$197.6K | -1.22% | $2.34T Mega Cap | Q1 2016 Held for 9y 8m | |
Semiconductors Technology | $15.4M 1.27% | -$295.2K Sold | 0.0% 82.3K shares | 83.9K → 82.3K −$295.2K | -1.89% | $4.54T Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $14.1M 1.17% | -$419.3K Sold | 0.001% 19.2K shares | 19.8K → 19.2K −$419.3K | -2.88% | $1.84T Mega Cap | Q1 2016 Held for 9y 8m | |
Banks - Diversified Financial Services | $13.1M 1.09% | +$398.1K Bought | 0.002% 41.6K shares | 40.3K → 41.6K +$398.1K | +3.13% | $867.35B Mega Cap | Q1 2016 Held for 9y 8m | |
Software - Infrastructure Technology | $12.0M 0.996% | -$308.5K Sold | 0.001% 42.7K shares | 43.8K → 42.7K −$308.5K | -2.5% | $801.76B Mega Cap | Q1 2016 Held for 9y 8m | |
Home Improvement Consumer Cyclical | $11.7M 0.966% | -$57.6K Sold | 0.008% 46.4K shares | 46.6K → 46.4K −$57.6K | -0.49% | $140.94B Large Cap | Q1 2016 Held for 9y 8m | |
Oil & Gas Integrated Energy | $11.5M 0.949% | +$14.0K Bought | 0.002% 101.6K shares | 101.5K → 101.6K +$14.0K | +0.12% | $480.68B Mega Cap | Q1 2016 Held for 9y 8m | |
Drug Manufacturers - General Healthcare | $10.9M 0.901% | +$149.5K Bought | 0.002% 14.3K shares | 14.1K → 14.3K +$149.5K | +1.39% | $684.00B Mega Cap | Q1 2016 Held for 9y 8m | |
Railroads Industrials | $10.5M 0.869% | -$69.3K Sold | 0.007% 44.4K shares | 44.7K → 44.4K −$69.3K | -0.66% | $140.18B Large Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $10.4M 0.861% | +$494.7K Bought | — 42.1K shares | 40.1K → 42.1K +$494.7K | +5.0% | — — | Q4 2020 Held for 4y 11m | |
Medical - Devices Healthcare | $10.3M 0.857% | -$85.9K Sold | 0.008% 108.6K shares | 109.5K → 108.6K −$85.9K | -0.82% | $122.16B Large Cap | Q1 2016 Held for 9y 8m | |
Regulated Electric Utilities | $10.2M 0.844% | +$4.5K Bought | 0.011% 82.3K shares | 82.3K → 82.3K +$4.5K | +0.04% | $96.2B Large Cap | Q1 2016 Held for 9y 8m | |
Household & Personal Products Consumer Defensive | $9.3M 0.773% | -$26.9K Sold | 0.003% 60.8K shares | 60.9K → 60.8K −$26.9K | -0.29% | $359.62B Mega Cap | Q1 2016 Held for 9y 8m | |
Medical - Healthcare Plans Healthcare | $8.8M 0.729% | -$907.4K Sold | 0.003% 25.5K shares | 28.1K → 25.5K −$907.4K | -9.35% | $312.73B Mega Cap | Q1 2016 Held for 9y 8m | |
Waste Management Industrials | $8.5M 0.706% | -$36.5K Sold | 0.012% 37.1K shares | 37.3K → 37.1K −$36.5K | -0.43% | $71.6B Large Cap | Q1 2016 Held for 9y 8m | |
Home Improvement Consumer Cyclical | $8.3M 0.689% | +$133.3K Bought | 0.002% 20.5K shares | 20.2K → 20.5K +$133.3K | +1.63% | $403.32B Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $8.3M 0.685% | +$535.0K Bought | — 163.0K shares | 152.4K → 163.0K +$535.0K | +6.92% | — — | Q2 2022 Held for 3y 5m | |
Discount Stores Consumer Defensive | $7.9M 0.656% | -$22.6K Sold | 0.001% 76.8K shares | 77.0K → 76.8K −$22.6K | -0.28% | $821.68B Mega Cap | Q1 2016 Held for 9y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $7.9M 0.652% | -$15.4K Sold | 0.003% 118.7K shares | 118.9K → 118.7K −$15.4K | -0.2% | $285.42B Mega Cap | Q1 2016 Held for 9y 8m | |
Entertainment Communication Services | $7.8M 0.644% | +$341.7K Bought | 0.002% 6.5K shares | 6.2K → 6.5K +$341.7K | +4.6% | $509.45B Mega Cap | Q1 2016 Held for 9y 8m | |
Discount Stores Consumer Defensive | $7.7M 0.636% | +$125.0K Bought | 0.002% 8.3K shares | 8.2K → 8.3K +$125.0K | +1.66% | $410.27B Mega Cap | Q1 2016 Held for 9y 8m | |
Semiconductors Technology | $7.7M 0.635% | +$92.0K Bought | 0.0% 23.2K shares | 23.0K → 23.2K +$92.0K | +1.21% | $1.56T Mega Cap | Q4 2017 Held for 7y 11m | |
Industrial - Distribution Industrials | $7.4M 0.612% | — | 0.045% 18.3K shares | — | — | $16.4B Large Cap | Q2 2023 Held for 2y 5m | |
Hardware, Equipment & Parts Technology | $7.3M 0.602% | -$813.6K Sold | 0.01% 88.6K shares | 98.5K → 88.6K −$813.6K | -10.07% | $70.3B Large Cap | Q1 2016 Held for 9y 8m | |
Regulated Electric Utilities | $7.1M 0.591% | -$36.5K Sold | 0.007% 75.3K shares | 75.7K → 75.3K −$36.5K | -0.51% | $104.25B Large Cap | Q1 2016 Held for 9y 8m | |
Medical - Devices Healthcare | $7.1M 0.589% | +$22.4K Bought | 0.003% 53.1K shares | 53.0K → 53.1K +$22.4K | +0.32% | $233.12B Mega Cap | Q1 2016 Held for 9y 8m | |
Tobacco Consumer Defensive | $6.8M 0.563% | -$167.1K Sold | 0.003% 41.9K shares | 42.9K → 41.9K −$167.1K | -2.4% | $252.48B Mega Cap | Q1 2016 Held for 9y 8m | |
Medical - Distribution Healthcare | $6.6M 0.55% | — | 0.007% 8.6K shares | — | — | $96.1B Large Cap | Q1 2016 Held for 9y 8m | |
Oil & Gas Integrated Energy | $6.6M 0.549% | -$8.9K Sold | 0.002% 42.6K shares | 42.7K → 42.6K −$8.9K | -0.13% | $312.88B Mega Cap | Q1 2016 Held for 9y 8m | |
Waste Management Industrials | $6.5M 0.536% | -$5.1K Sold | 0.007% 29.3K shares | 29.3K → 29.3K −$5.1K | -0.08% | $89.0B Large Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $6.5M 0.535% | -$64.9K Sold | — 107.4K shares | 108.5K → 107.4K −$64.9K | -1.0% | — — | Q3 2017 Held for 8y 2m | |
Integrated Freight & Logistics Industrials | $6.3M 0.521% | -$267.6K Sold | 0.011% 26.7K shares | 27.8K → 26.7K −$267.6K | -4.08% | $55.6B Large Cap | Q1 2016 Held for 9y 8m | |
Agricultural - Machinery Industrials | $6.3M 0.519% | -$25.3K Sold | 0.003% 13.1K shares | 13.2K → 13.1K −$25.3K | -0.4% | $223.53B Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $6.1M 0.503% | +$104.2K Bought | — 204.9K shares | 201.4K → 204.9K +$104.2K | +1.75% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $6.0M 0.499% | -$11.0K Sold | — 9.8K shares | 9.8K → 9.8K −$11.0K | -0.18% | — — | Q1 2016 Held for 9y 8m |
