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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
NEAR icon
951
iShares Short Maturity Bond ETF
NEAR
$5.15B
$6.57K ﹤0.01%
130
+2
+2% +$101
RAL
952
Ralliant Corp
RAL
$7.45B
$6.48K ﹤0.01%
88
– –
CHWY icon
953
Chewy
CHWY
$8.4B
$6.46K ﹤0.01%
+329
New +$7.47K
ETR icon
954
Entergy
ETR
$49.4B
$6.43K ﹤0.01%
+56
New +$6.31K
SKM icon
955
SK Telecom
SKM
$13.6B
$6.43K ﹤0.01%
+200
New +$7.4K
PSA icon
956
Public Storage
PSA
$56.2B
$6.37K ﹤0.01%
20
+3
+18% +$918
PPH icon
957
VanEck Pharmaceutical ETF
PPH
$1.01B
$6.34K ﹤0.01%
58
– –
AX icon
958
Axos Financial
AX
$5.19B
$6.33K ﹤0.01%
65
– –
KOS icon
959
Kosmos Energy
KOS
$1.69B
$6.33K ﹤0.01%
3,000
-2,000
-40% -$5.57K
IFRA icon
960
iShares US Infrastructure ETF
IFRA
$4.07B
$6.3K ﹤0.01%
100
– –
FTRE icon
961
Fortrea Holdings
FTRE
$1.93B
$6.26K ﹤0.01%
360
– –
EXE
962
Expand Energy Corp
EXE
$20.4B
$6.2K ﹤0.01%
68
– –
EL icon
963
Estee Lauder
EL
$34B
$6.16K ﹤0.01%
78
– –
RL icon
964
Ralph Lauren
RL
$19.8B
$6.02K ﹤0.01%
+15
New +$5.58K
QQA
965
Invesco QQQ Income Advantage ETF
QQA
$864M
$6.02K ﹤0.01%
104
+2
+2% +$111
UMBF icon
966
UMB Financial
UMBF
$10.2B
$6K ﹤0.01%
+42
New +$5.4K
GOLF icon
967
Acushnet Holdings
GOLF
$4.76B
$5.93K ﹤0.01%
50
– –
SGI
968
Somnigroup International
SGI
$13.7B
$5.8K ﹤0.01%
+74
New +$5.42K
TLN
969
Talen Energy Corp
TLN
$14.1B
$5.76K ﹤0.01%
+15
New +$5.5K
GOVT icon
970
iShares US Treasury Bond ETF
GOVT
$41.5B
$5.74K ﹤0.01%
252
– –
CCL icon
971
Carnival Corporation Ltd
CCL
$30.4B
$5.71K ﹤0.01%
200
– –
ARTY
972
iShares Future AI & Tech ETF
ARTY
$4.01B
$5.71K ﹤0.01%
75
– –
XRAY icon
973
Dentsply Sirona
XRAY
$1.87B
$5.66K ﹤0.01%
533
– –
AROC icon
974
Archrock
AROC
$5.47B
$5.62K ﹤0.01%
+138
New +$5.08K
AXON
975
Axon Enterprise
AXON
$36.8B
$5.61K ﹤0.01%
+10
New +$4.18K
37 38
39
40 41

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CA
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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.