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
GILT icon
1176
Gilat Satellite Networks
GILT
$751M
$666 ﹤0.01%
+50
New +$819
ETHA
1177
iShares Ethereum Trust ETF
ETHA
$9.09B
$654 ﹤0.01%
55
– –
DNTH icon
1178
Dianthus Therapeutics
DNTH
$5.65B
$585 ﹤0.01%
+6
New +$524
TOWN icon
1179
Towne Bank
TOWN
$3.4B
$544 ﹤0.01%
+15
New +$524
PCTY icon
1180
Paylocity
PCTY
$7.69B
$523 ﹤0.01%
+5
New +$533
ALK icon
1181
Alaska Air
ALK
$4.49B
$522 ﹤0.01%
10
– –
GLOB icon
1182
Globant
GLOB
$1.56B
$521 ﹤0.01%
+18
New +$719
LEU icon
1183
Centrus Energy
LEU
$2.96B
$504 ﹤0.01%
+3
New +$561
EQPT
1184
EquipmentShare.com Inc
EQPT
$4.48B
$433 ﹤0.01%
+22
New +$471
PTON icon
1185
Peloton Interactive
PTON
$2.15B
$384 ﹤0.01%
65
– –
NVCR icon
1186
NovoCure
NVCR
$1.95B
$379 ﹤0.01%
25
– –
VGNT
1187
Versigent PLC
VGNT
$3.22B
$378 ﹤0.01%
+9
New +$359
QQQE icon
1188
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.4B
$366 ﹤0.01%
3
– –
SOXS icon
1189
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.46B
$324 ﹤0.01%
+10
New +$1.19K
LE icon
1190
Lands' End
LE
$302M
$314 ﹤0.01%
30
– –
VFC icon
1191
VF Corp
VFC
$5.09B
$267 ﹤0.01%
16
– –
NUS icon
1192
Nu Skin
NUS
$225M
$264 ﹤0.01%
50
– –
CRON
1193
Cronos Group
CRON
$1.24B
$220 ﹤0.01%
79
– –
KTB icon
1194
Kontoor Brands
KTB
$3.59B
$167 ﹤0.01%
2
– –
ONL
1195
Orion Office REIT
ONL
$137M
$166 ﹤0.01%
57
– –
BG icon
1196
Bunge Global
BG
$22.6B
$164 ﹤0.01%
2
– –
INGR icon
1197
Ingredion
INGR
$6.19B
$99 ﹤0.01%
1
– –
FMC icon
1198
FMC
FMC
$1.26B
$83 ﹤0.01%
7
– –
NWE icon
1199
NorthWestern Energy
NWE
$4.2B
$78 ﹤0.01%
1
– –
NERV icon
1200
Minerva Neurosciences
NERV
$166M
$67 ﹤0.01%
12
– –
46 47
48
49 50

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.