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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
+7.19%
1 Year Est. Return
+17.33%
3 Year Est. Return
+59.36%
5 Year Est. Return
+74.25%
10 Year Est. Return
+247.66%
AUM
$1.14B
AUM Growth
+$67.6M
Cap. Flow
+$11.8M
Cap. Flow %
1.04%
Top 10 Hldgs %
23.91%
Holding
1,076
New
36
Increased
226
Reduced
246
Closed
31

Top Buys

Rank Stock Value
1
FCNCA icon
First Citizens BancShares
FCNCA
+$8.32M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.58M
3
ISRG icon
Intuitive Surgical
ISRG
+$2.44M
4
TSCO icon
Tractor Supply
TSCO
+$1.91M
5
UNH icon
UnitedHealth
UNH
+$1.74M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.59M
2
TMO icon
Thermo Fisher Scientific
TMO
+$2.39M
3
EW icon
Edwards Lifesciences
EW
+$2.18M
4
MELI icon
Mercado Libre
MELI
+$1.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 16.05%
2 Financials 13.94%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
401
Roper Technologies
ROP
$39.5B
$164K 0.01%
289
– –
CNC icon
402
Centene
CNC
$32.1B
$163K 0.01%
3,000
– –
ED icon
403
Consolidated Edison
ED
$39.8B
$162K 0.01%
1,611
+11
+0.7% +$1.17K
FE icon
404
FirstEnergy
FE
$27.1B
$161K 0.01%
4,000
– –
SUN icon
405
Sunoco
SUN
$13.8B
$161K 0.01%
3,000
– –
ARE icon
406
Alexandria Real Estate Equities
ARE
$8.28B
$160K 0.01%
2,207
+522
+31% +$38.8K
INCY icon
407
Incyte
INCY
$24.5B
$160K 0.01%
2,350
– –
NWSA icon
408
News Corp Class A
NWSA
$15.5B
$159K 0.01%
5,362
– –
BIP icon
409
Brookfield Infrastructure Partners
BIP
$18.1B
$158K 0.01%
4,725
-300
-6% -$9.41K
XLK icon
410
State Street Technology Select Sector SPDR ETF
XLK
$122B
$158K 0.01%
1,250
+212
+20% +$23.5K
BDX icon
411
Becton Dickinson
BDX
$49.4B
$154K 0.01%
892
-25
-3% -$4.58K
DD icon
412
DuPont de Nemours
DD
$19.5B
$152K 0.01%
1,770
-57
-3% -$4.74K
SPSB icon
413
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$151K 0.01%
5,000
-4,700
-48% -$141K
ITOT icon
414
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
$150K 0.01%
+1,112
New +$139K
SNY icon
415
Sanofi
SNY
$104B
$150K 0.01%
3,100
– –
PAVE icon
416
Global X US Infrastructure Development ETF
PAVE
$14.4B
$148K 0.01%
3,400
– –
TQQQ icon
417
ProShares UltraPro QQQ
TQQQ
$36.7B
$145K 0.01%
3,500
+1,500
+75% +$47.5K
USB icon
418
US Bancorp
USB
$100B
$145K 0.01%
3,200
– –
RF icon
419
Regions Financial
RF
$26.9B
$145K 0.01%
6,144
– –
AMP icon
420
Ameriprise Financial
AMP
$49.7B
$144K 0.01%
270
– –
FIS icon
421
Fidelity National Information Services
FIS
$22.1B
$143K 0.01%
1,756
– –
IQV icon
422
IQVIA
IQV
$40.1B
$142K 0.01%
900
– –
IBKR icon
423
Interactive Brokers
IBKR
$40.7B
$141K 0.01%
2,552
– –
BSCT icon
424
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$141K 0.01%
7,515
+3,700
+97% +$68.6K
TT icon
425
Trane Technologies
TT
$106B
$139K 0.01%
318
– –
15 16
17
18 19

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PAMJ
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Anchor Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Anchor Investment Management held 1,076 positions worth $1.14B, up 6.3% from $1.07B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Anchor Investment Management's Q2 2025 filing shows 36 new, 226 increased, 246 reduced and 31 closed positions. Its largest new stake was ICF International: 2,941 shares worth $249K. The largest sale was Alphabet (Google) Class A, an estimated $2.59M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.

  • Anchor Investment Management's largest Q2 2025 buy was ICF International: 2,941 shares worth $249K.
  • Anchor Investment Management added most to First Citizens BancShares in Q2 2025, an estimated $8.32M increase.
  • Anchor Investment Management's biggest Q2 2025 reduction was Alphabet (Google) Class A, cutting an estimated $2.59M.
  • Anchor Investment Management fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $73.4K.
  • Anchor Investment Management's ten largest holdings make up 24% of its $1.14B portfolio in Q2 2025.
  • Anchor Investment Management opened 36 new positions and closed 31 in Q2 2025.
  • Anchor Investment Management's portfolio value rose 6.3% quarter-over-quarter to $1.14B.

Based on Anchor Investment Management's 13F filing for Q2 2025, filed 19 Aug 2025.