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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
SSO icon
476
ProShares Ultra S&P500
SSO
$8.35B
$97.7K 0.01%
2,000
– –
XLU icon
477
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$97.3K 0.01%
2,384
– –
BAM icon
478
Brookfield Asset Management
BAM
$88.4B
$97.2K 0.01%
1,759
-56
-3% -$3.01K
SCHO icon
479
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$97K 0.01%
3,980
– –
O icon
480
Realty Income
O
$58.6B
$96.5K 0.01%
1,676
+3
+0.2% +$170
SDY icon
481
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$95.8K 0.01%
706
– –
DIA icon
482
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$95.7K 0.01%
217
+12
+6% +$4.98K
VLTO icon
483
Veralto
VLTO
$23.9B
$95.2K 0.01%
943
-84
-8% -$8.1K
LTC
484
LTC Properties
LTC
$2.05B
$94.6K 0.01%
2,733
+1,031
+61% +$36.3K
CB icon
485
Chubb
CB
$134B
$94K 0.01%
325
-5
-2% -$1.44K
EFV icon
486
iShares MSCI EAFE Value ETF
EFV
$30B
$93.8K 0.01%
1,478
– –
KXI icon
487
iShares Global Consumer Staples ETF
KXI
$1.06B
$93.8K 0.01%
1,435
– –
SHOP icon
488
Shopify
SHOP
$196B
$93.4K 0.01%
810
+30
+4% +$3K
SHV icon
489
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$93.4K 0.01%
846
– –
MDU icon
490
MDU Resources
MDU
$4.31B
$93.4K 0.01%
5,600
– –
PDP icon
491
Invesco Dorsey Wright Momentum ETF
PDP
$1.49B
$92.8K 0.01%
855
– –
AKAM icon
492
Akamai
AKAM
$16.8B
$91.7K 0.01%
1,150
-250
-18% -$19.4K
ZBRA icon
493
Zebra Technologies
ZBRA
$18.1B
$90.7K 0.01%
294
– –
DOW icon
494
Dow Inc
DOW
$22.6B
$90.1K 0.01%
3,403
-327
-9% -$9.51K
WTM icon
495
White Mountains Insurance
WTM
$5.04B
$89.8K 0.01%
50
– –
DY icon
496
Dycom Industries
DY
$12.1B
$89.7K 0.01%
367
– –
PHYL icon
497
PGIM Active High Yield Bond ETF
PHYL
$1.4B
$89.5K 0.01%
2,522
+24
+1% +$832
ECG
498
Everus Construction Group
ECG
$6.87B
$88.9K 0.01%
1,400
– –
HPQ icon
499
HP
HPQ
$26.6B
$88.1K 0.01%
3,602
– –
DB icon
500
Deutsche Bank
DB
$71.8B
$87.8K 0.01%
3,000
– –
18 19
20
21 22

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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.