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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
LNN icon
976
Lindsay Corp
LNN
$1.19B
$5.57K ﹤0.01%
+45
New +$5.03K
RELX icon
977
RELX
RELX
$59.8B
$5.48K ﹤0.01%
+173
New +$5.86K
COO icon
978
Cooper Companies
COO
$10.2B
$5.45K ﹤0.01%
76
– –
P
979
Everpure Inc
P
$34.7B
$5.44K ﹤0.01%
69
+29
+73% +$2.13K
CF icon
980
CF Industries
CF
$20.3B
$5.41K ﹤0.01%
50
– –
FF icon
981
Future Fuel
FF
$240M
$5.41K ﹤0.01%
1,196
+2
+0.2% +$9
ATR icon
982
AptarGroup
ATR
$7.98B
$5.38K ﹤0.01%
+43
New +$5.22K
BRBR icon
983
BellRing Brands
BRBR
$1.06B
$5.38K ﹤0.01%
+416
New +$5.02K
MMS icon
984
Maximus
MMS
$2.97B
$5.38K ﹤0.01%
100
– –
IIM icon
985
Invesco Value Municipal Income Trust
IIM
$561M
$5.37K ﹤0.01%
422
– –
XPO icon
986
XPO
XPO
$20.5B
$5.34K ﹤0.01%
+26
New +$5.5K
EAF icon
987
GrafTech
EAF
$209M
$5.33K ﹤0.01%
901
– –
SBAC icon
988
SBA Communications
SBAC
$19.2B
$5.29K ﹤0.01%
30
-773
-96% -$159K
BBVA icon
989
Banco Bilbao Vizcaya Argentaria
BBVA
$159B
$5.29K ﹤0.01%
211
– –
NUSC icon
990
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$5.26K ﹤0.01%
101
– –
NYT icon
991
New York Times
NYT
$11.3B
$5.25K ﹤0.01%
75
– –
FOXF icon
992
Fox Factory Holding Corp
FOXF
$815M
$5.24K ﹤0.01%
+309
New +$5.38K
VIK icon
993
Viking Holdings
VIK
$37.9B
$5.23K ﹤0.01%
+50
New +$4.33K
AVY icon
994
Avery Dennison
AVY
$13B
$5.2K ﹤0.01%
32
+7
+28% +$1.14K
FIS icon
995
Fidelity National Information Services
FIS
$18.8B
$5.09K ﹤0.01%
131
– –
RKLB icon
996
Rocket Lab Corp
RKLB
$43.4B
$5.08K ﹤0.01%
50
– –
ELDN icon
997
Eledon Pharmaceuticals
ELDN
$215M
$5.02K ﹤0.01%
+1,275
New +$4.64K
IHG icon
998
InterContinental Hotels
IHG
$22.4B
$5.02K ﹤0.01%
+29
New +$4.43K
TMDX icon
999
Transmedics
TMDX
$3B
$4.98K ﹤0.01%
+75
New +$6.35K
VTWO icon
1000
Vanguard Russell 2000 ETF
VTWO
$16.8B
$4.98K ﹤0.01%
41
– –
38 39
40
41 42

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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.