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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
TDOC icon
1001
Teladoc Health
TDOC
$1.24B
$697 ﹤0.01%
80
– –
LNT icon
1002
Alliant Energy
LNT
$17.8B
$665 ﹤0.01%
11
– –
AOS icon
1003
A.O. Smith
AOS
$8.65B
$656 ﹤0.01%
10
– –
BATRK icon
1004
Atlanta Braves Holdings Series B
BATRK
$3.27B
$655 ﹤0.01%
14
– –
IPG
1005
DELISTED
Interpublic Group of Companies
IPG
$596 ﹤0.01%
+24
New +$584
ENPH icon
1006
Enphase Energy
ENPH
$5.59B
$595 ﹤0.01%
15
– –
SPHR icon
1007
Sphere Entertainment
SPHR
$5.83B
$585 ﹤0.01%
14
– –
ALGN icon
1008
Align Technology
ALGN
$12.3B
$568 ﹤0.01%
3
– –
MSGE icon
1009
Madison Square Garden
MSGE
$3.75B
$560 ﹤0.01%
14
– –
REZI icon
1010
Resideo Technologies
REZI
$3.67B
$552 ﹤0.01%
25
– –
ALK icon
1011
Alaska Air
ALK
$5.4B
$544 ﹤0.01%
11
+1
+10% +$49
SOBO
1012
South Bow Corp
SOBO
$7.57B
$518 ﹤0.01%
20
– –
PARA
1013
DELISTED
Paramount Global Class B
PARA
$503 ﹤0.01%
39
– –
IVES
1014
Dan IVES Wedbush AI Revolution ETF
IVES
$1.06B
$488 ﹤0.01%
+18
New +$471
BW icon
1015
Babcock & Wilcox
BW
$1.37B
$481 ﹤0.01%
500
– –
PTON icon
1016
Peloton Interactive
PTON
$2.45B
$451 ﹤0.01%
65
– –
NVCR icon
1017
NovoCure
NVCR
$2.06B
$445 ﹤0.01%
25
– –
NUS icon
1018
Nu Skin
NUS
$236M
$400 ﹤0.01%
50
– –
RICK icon
1019
RCI Hospitality Holdings
RICK
$211M
$343 ﹤0.01%
9
– –
LE icon
1020
Lands' End
LE
$402M
$321 ﹤0.01%
30
– –
SE icon
1021
Sea Limited
SE
$80.6B
$320 ﹤0.01%
2
– –
SOFI icon
1022
SoFi Technologies
SOFI
$23.2B
$310 ﹤0.01%
+17
New +$224
QQQE icon
1023
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.42B
$295 ﹤0.01%
3
– –
XMHQ icon
1024
Invesco S&P MidCap Quality ETF
XMHQ
$5.65B
$295 ﹤0.01%
+3
New +$283
FMC icon
1025
FMC
FMC
$1.3B
$292 ﹤0.01%
7
– –
39 40
41
42 43

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CCS
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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.