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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
NOW icon
176
ServiceNow
NOW
$132B
$1.21M 0.11%
5,870
-80
-1% -$15.1K
EPD icon
177
Enterprise Products Partners
EPD
$82B
$1.18M 0.1%
38,135
+1,800
+5% +$56.1K
COP icon
178
ConocoPhillips
COP
$148B
$1.18M 0.1%
13,130
+1,043
+9% +$93.8K
KMI icon
179
Kinder Morgan
KMI
$69.9B
$1.15M 0.1%
39,074
+2,140
+6% +$58.7K
ET icon
180
Energy Transfer Partners
ET
$70.9B
$1.14M 0.1%
63,030
-625
-1% -$10.9K
AMD icon
181
Advanced Micro Devices
AMD
$767B
$1.11M 0.1%
7,834
-1,626
-17% -$177K
CRM icon
182
Salesforce
CRM
$162B
$1.1M 0.1%
4,044
+157
+4% +$42K
BA icon
183
Boeing
BA
$184B
$1.1M 0.1%
5,236
-175
-3% -$33.1K
WFC icon
184
Wells Fargo
WFC
$265B
$1.08M 0.1%
13,519
-5
-0% -$361
CL icon
185
Colgate-Palmolive
CL
$74.3B
$1.08M 0.09%
11,888
-100
-0.8% -$9.13K
CLX icon
186
Clorox
CLX
$13B
$1.08M 0.09%
8,979
-885
-9% -$118K
SCHP icon
187
Schwab US TIPS ETF
SCHP
$16.2B
$1.06M 0.09%
39,772
+42
+0.1% +$1.11K
LH icon
188
Labcorp
LH
$26.1B
$1.05M 0.09%
4,016
– –
VPU
189
Vanguard Utilities ETF
VPU
$8.35B
$1.05M 0.09%
5,931
+135
+2% +$23.3K
ASML icon
190
ASML
ASML
$666B
$1.03M 0.09%
1,282
-298
-19% -$214K
ECL icon
191
Ecolab
ECL
$79.7B
$1.02M 0.09%
3,777
+15
+0.4% +$3.81K
EW icon
192
Edwards Lifesciences
EW
$53B
$975K 0.09%
12,461
-29,279
-70% -$2.18M
IJH icon
193
iShares Core S&P Mid-Cap ETF
IJH
$127B
$954K 0.08%
15,382
-58
-0.4% -$3.4K
CPRT icon
194
Copart
CPRT
$27.4B
$933K 0.08%
19,012
-900
-5% -$50.4K
EQH icon
195
Equitable Holdings
EQH
$14.4B
$918K 0.08%
16,367
– –
PLTR icon
196
Palantir
PLTR
$421B
$912K 0.08%
6,691
+6,212
+1,297% +$729K
BSX icon
197
Boston Scientific
BSX
$73.1B
$893K 0.08%
8,314
+669
+9% +$67.7K
IYC icon
198
iShares US Consumer Discretionary ETF
IYC
$1.23B
$892K 0.08%
8,951
-465
-5% -$43.1K
NVO
199
Novo Nordisk
NVO
$209B
$887K 0.08%
12,847
-750
-6% -$51K
CTSH icon
200
Cognizant
CTSH
$26.3B
$886K 0.08%
11,360
-185
-2% -$14.2K
6 7
8
9 10

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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.