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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
PCT icon
1026
PureCycle Technologies
PCT
$1.14B
$4.05K ﹤0.01%
500
– –
AIG icon
1027
American International
AIG
$39.6B
$4.03K ﹤0.01%
54
+15
+38% +$1.14K
TSN icon
1028
Tyson Foods
TSN
$18.4B
$3.98K ﹤0.01%
70
+1
+1% +$63
SCHI icon
1029
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.3B
$3.96K ﹤0.01%
+175
New +$3.96K
XEL icon
1030
Xcel Energy
XEL
$46B
$3.85K ﹤0.01%
48
– –
NNE
1031
Nano Nuclear Energy
NNE
$911M
$3.81K ﹤0.01%
180
– –
PJT icon
1032
PJT Partners
PJT
$3.87B
$3.77K ﹤0.01%
25
– –
VALE icon
1033
Vale
VALE
$61.6B
$3.76K ﹤0.01%
250
– –
HLN icon
1034
Haleon
HLN
$41.2B
$3.73K ﹤0.01%
400
– –
RBA icon
1035
RB Global
RBA
$15.6B
$3.73K ﹤0.01%
+32
New +$3.37K
MAA icon
1036
Mid-America Apartment Communities
MAA
$14.1B
$3.71K ﹤0.01%
27
-140
-84% -$18.3K
VONG icon
1037
Vanguard Russell 1000 Growth ETF
VONG
$45.9B
$3.71K ﹤0.01%
29
– –
TDC icon
1038
Teradata
TDC
$2.72B
$3.67K ﹤0.01%
106
– –
EVGO icon
1039
EVgo
EVGO
$208M
$3.67K ﹤0.01%
1,920
– –
MFM
1040
Aberdeen Municipal Income Fund
MFM
$212M
$3.65K ﹤0.01%
650
– –
SE icon
1041
Sea Limited
SE
$62B
$3.64K ﹤0.01%
+38
New +$3.34K
CVNA icon
1042
Carvana
CVNA
$47.4B
$3.62K ﹤0.01%
+55
New +$3.89K
DRS icon
1043
Leonardo DRS
DRS
$9.89B
$3.58K ﹤0.01%
+84
New +$3.73K
ROK icon
1044
Rockwell Automation
ROK
$45.5B
$3.47K ﹤0.01%
7
– –
IYH icon
1045
iShares US Healthcare ETF
IYH
$3.68B
$3.46K ﹤0.01%
52
– –
SCZ icon
1046
iShares MSCI EAFE Small-Cap ETF
SCZ
$13B
$3.46K ﹤0.01%
42
– –
FDS icon
1047
Factset
FDS
$9.92B
$3.45K ﹤0.01%
15
– –
OGN icon
1048
Organon & Co
OGN
$3.6B
$3.45K ﹤0.01%
255
– –
TTD icon
1049
Trade Desk
TTD
$6.7B
$3.44K ﹤0.01%
190
– –
HTO
1050
H2O America
HTO
$2.64B
$3.28K ﹤0.01%
+54
New +$3.13K
40 41
42
43 44

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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.