We are live on ! Find out more
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
UPST icon
1126
Upstart Holdings
UPST
$2.41B
$1.45K ﹤0.01%
41
– –
CSGP icon
1127
CoStar Group
CSGP
$12B
$1.44K ﹤0.01%
+51
New +$1.75K
TWLO icon
1128
Twilio
TWLO
$37.1B
$1.44K ﹤0.01%
+7
New +$1.24K
MANH icon
1129
Manhattan Associates
MANH
$12.2B
$1.39K ﹤0.01%
10
– –
MARA icon
1130
Marathon Digital Holdings
MARA
$4.85B
$1.39K ﹤0.01%
100
– –
AVO icon
1131
Mission Produce
AVO
$1.11B
$1.37K ﹤0.01%
+116
New +$1.47K
MDB icon
1132
MongoDB
MDB
$31B
$1.34K ﹤0.01%
+4
New +$1.2K
AMTM
1133
Amentum Holdings
AMTM
$4.86B
$1.3K ﹤0.01%
63
– –
SONO icon
1134
Sonos
SONO
$1.82B
$1.28K ﹤0.01%
95
– –
RXRX icon
1135
Recursion Pharmaceuticals
RXRX
$1.96B
$1.27K ﹤0.01%
347
– –
UA icon
1136
Under Armour Class C
UA
$2.09B
$1.25K ﹤0.01%
201
– –
IXG icon
1137
iShares Global Financials ETF
IXG
$682M
$1.25K ﹤0.01%
10
– –
RONB
1138
Baron First Principles ETF
RONB
$357M
$1.22K ﹤0.01%
50
– –
FIGR
1139
Figure Technology Solutions
FIGR
$7.99B
$1.2K ﹤0.01%
+39
New +$1.3K
MSEX icon
1140
Middlesex Water
MSEX
$1.04B
$1.18K ﹤0.01%
+21
New +$1.1K
FIP icon
1141
FTAI Infrastructure
FIP
$334M
$1.18K ﹤0.01%
254
+3
+1% +$15
TPR icon
1142
Tapestry
TPR
$22.9B
$1.17K ﹤0.01%
+8
New +$1.15K
TAP icon
1143
Molson Coors Class B
TAP
$7.12B
$1.17K ﹤0.01%
30
– –
PS
1144
Pershing Square
PS
$18.8B
$1.15K ﹤0.01%
+35
New +$1.27K
MOH icon
1145
Molina Healthcare
MOH
$10.6B
$1.14K ﹤0.01%
5
– –
MSGE icon
1146
Madison Square Garden
MSGE
$3.67B
$1.13K ﹤0.01%
14
– –
FRPT icon
1147
Freshpet
FRPT
$2.95B
$1.12K ﹤0.01%
+19
New +$1.09K
PINS icon
1148
Pinterest
PINS
$10.6B
$1.07K ﹤0.01%
51
– –
RGA icon
1149
Reinsurance Group of America
RGA
$15.9B
$1.06K ﹤0.01%
+5
New +$1.04K
CCJ icon
1150
Cameco
CCJ
$39.8B
$1.02K ﹤0.01%
+10
New +$1.12K
44 45
46
47 48

Similar funds

GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
GPCM
Greenbrier Partners Capital Management Dallas, Texas $1.33B AUM 18.3% 1-Year Est. Return

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.