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AIM

Anchor Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.72%
This Fund
S&P 500
This Quarter Est. Return
+16.69%
1 Year Est. Return
+27.72%
3 Year Est. Return
+75.15%
5 Year Est. Return
+90.7%
10 Year Est. Return
+290.85%
AUM
$1.33B
AUM Growth
+$131M
Cap. Flow
-$1.21M
Cap. Flow %
-0.09%
Top 10 Hldgs %
23.8%
Holding
1,237
New
171
Increased
322
Reduced
267
Closed
30

Top Buys

Rank Stock Value
1
FCNCA icon
First Citizens BancShares
FCNCA
+$5.52M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M
3
FDXF
FedEx Freight
FDXF
+$2.19M
4
CRM icon
Salesforce
CRM
+$2.05M
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$1.95M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.84M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.73M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.38M
4
LULU icon
lululemon athletica
LULU
+$1.29M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$919K

Sector Composition

Rank Sector Weight
1 Miscellaneous 29.7%
2 Technology 17.16%
3 Financials 12.96%
4 Healthcare 9.63%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQT icon
726
EQT Corp
EQT
$31.5B
$28.1K ﹤0.01%
528
+228
+76% +$12.8K
ARGX icon
727
argenx
ARGX
$62.4B
$27.8K ﹤0.01%
30
+10
+50% +$8.25K
JBL icon
728
Jabil
JBL
$31.3B
$27.8K ﹤0.01%
72
– –
IWY icon
729
iShares Russell Top 200 Growth ETF
IWY
$15.8B
$27.6K ﹤0.01%
95
– –
HMC icon
730
Honda
HMC
$41.7B
$27.1K ﹤0.01%
1,000
– –
POST icon
731
Post Holdings
POST
$3.48B
$27K ﹤0.01%
+306
New +$29.8K
XLC icon
732
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$26.8K ﹤0.01%
250
-25
-9% -$2.85K
SRE icon
733
Sempra
SRE
$53.2B
$26.4K ﹤0.01%
+285
New +$26.5K
FWONA icon
734
Liberty Media Series A
FWONA
$21.6B
$26.3K ﹤0.01%
300
– –
SPHQ icon
735
Invesco S&P 500 Quality ETF
SPHQ
$18.5B
$25.8K ﹤0.01%
287
+1
+0.3% +$83
AEE icon
736
Ameren
AEE
$28.5B
$25.8K ﹤0.01%
228
+14
+7% +$1.55K
RACE icon
737
Ferrari
RACE
$71.6B
$25.7K ﹤0.01%
69
+65
+1,625% +$22.6K
EXC icon
738
Exelon
EXC
$43.4B
$25.5K ﹤0.01%
547
+5
+0.9% +$231
FPF
739
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.02B
$25K ﹤0.01%
1,375
– –
YUMC icon
740
Yum China
YUMC
$14B
$24.9K ﹤0.01%
610
– –
UBSI icon
741
United Bankshares
UBSI
$6.36B
$24.8K ﹤0.01%
542
– –
MLPX icon
742
Global X MLP & Energy Infrastructure ETF
MLPX
$3.63B
$24.7K ﹤0.01%
335
– –
FNDX icon
743
Schwab Fundamental US Large Company Index ETF
FNDX
$27.5B
$24.6K ﹤0.01%
790
– –
IJJ icon
744
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.47B
$24.4K ﹤0.01%
165
– –
NSIT icon
745
Insight Enterprises
NSIT
$4.55B
$24.4K ﹤0.01%
200
-125
-38% -$11.4K
VONV icon
746
Vanguard Russell 1000 Value ETF
VONV
$21.8B
$24.3K ﹤0.01%
229
– –
SCHC icon
747
Schwab International Small-Cap Equity ETF
SCHC
$5.63B
$24.1K ﹤0.01%
500
– –
USIG icon
748
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.6B
$23.7K ﹤0.01%
463
– –
IDU icon
749
iShares US Utilities ETF
IDU
$1.25B
$23.4K ﹤0.01%
205
+2
+1% +$229
OEF icon
750
iShares S&P 100 ETF
OEF
$20.3B
$23.4K ﹤0.01%
64
– –
28 29
30
31 32

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BCM
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OCM
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GAMA
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CA
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CCM
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Anchor Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Anchor Investment Management held 1,237 positions worth $1.33B, up 11% from $1.2B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Anchor Investment Management's Q2 2026 filing shows 171 new, 322 increased, 267 reduced and 30 closed positions. Its largest new stake was FedEx Freight: 13,391 shares worth $2.02M. The largest sale was Alphabet (Google) Class A, an estimated $3.84M.

By sector, the portfolio is most concentrated in Miscellaneous at 30% of assets, down from 30% a quarter earlier, followed by Technology and Financials.

  • Anchor Investment Management's largest Q2 2026 buy was FedEx Freight: 13,391 shares worth $2.02M.
  • Anchor Investment Management added most to First Citizens BancShares in Q2 2026, an estimated $5.52M increase.
  • Anchor Investment Management's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $3.84M.
  • Anchor Investment Management fully exited Oneok in Q2 2026, selling an estimated $295K.
  • Anchor Investment Management's ten largest holdings make up 24% of its $1.33B portfolio in Q2 2026.
  • Anchor Investment Management opened 171 new positions and closed 30 in Q2 2026.
  • Anchor Investment Management's portfolio value rose 11% quarter-over-quarter to $1.33B.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.