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Anchyra Partners Portfolio holdings

AUM $416M
This Fund
S&P 500
This Quarter Est. Return
+28.08%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$416M
AUM Growth
+$86.9M
Cap. Flow
+$28.7M
Cap. Flow %
6.89%
Top 10 Hldgs %
37.33%
Holding
373
New
98
Increased
157
Reduced
83
Closed
23

Top Buys

Rank Stock Value
1
STRL icon
Sterling Infrastructure
STRL
+$2.88M
2
MUB icon
iShares National Muni Bond ETF
MUB
+$858K
3
AAPL icon
Apple
AAPL
+$839K
4
MS icon
Morgan Stanley
MS
+$811K
5
HTB
HomeTrust Bancshares
HTB
+$643K

Top Sells

Rank Stock Value
1
TROW icon
T. Rowe Price
TROW
+$831K
2
INTU icon
Intuit
INTU
+$714K
3
MSFT icon
Microsoft
MSFT
+$542K
4
V icon
Visa
V
+$414K
5
HON icon
Honeywell
HON
+$411K

Sector Composition

Rank Sector Weight
1 Technology 32.73%
2 Financials 21.72%
3 Industrials 8.34%
4 Communication Services 7.18%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TROW icon
1
T. Rowe Price
TROW
$24.3B
$51.6M 12.4%
454,073
-8,123
-2% -$831K
NVDA icon
2
NVIDIA
NVDA
$5.42T
$26M 6.23%
129,693
+2,156
+2% +$443K
AAPL icon
3
Apple
AAPL
$4.57T
$18.3M 4.41%
63,403
+2,934
+5% +$839K
MSFT icon
4
Microsoft
MSFT
$3.71T
$11.2M 2.7%
30,159
-1,340
-4% -$542K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.33T
$9.9M 2.38%
27,698
+415
+2% +$149K
IWV icon
6
iShares Russell 3000 ETF
IWV
$20.3B
$8.52M 2.05%
19,989
+1,532
+8% +$631K
MU icon
7
Micron Technology
MU
$991B
$8.39M 2.01%
7,268
+149
+2% +$112K
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$7.88M 1.89%
13,990
+428
+3% +$262K
AVGO icon
9
Broadcom
AVGO
$2.03T
$6.94M 1.67%
18,364
+955
+5% +$383K
AMZN icon
10
Amazon
AMZN
$2.96T
$6.63M 1.59%
27,824
-943
-3% -$237K
GLD icon
11
SPDR Gold Trust
GLD
$141B
$5.36M 1.29%
14,550
– –
MRVL icon
12
Marvell Technology
MRVL
$196B
$5.32M 1.28%
17,862
-492
-3% -$98.7K
ANET icon
13
Arista Networks
ANET
$238B
$4.56M 1.09%
26,819
+879
+3% +$138K
COHR icon
14
Coherent
COHR
$74.2B
$4.52M 1.09%
11,464
+545
+5% +$193K
JBL icon
15
Jabil
JBL
$35.8B
$4.22M 1.01%
10,955
-559
-5% -$193K
IWF icon
16
iShares Russell 1000 Growth ETF
IWF
$128B
$4.11M 0.99%
33,120
+3,060
+10% +$369K
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.12T
$4.05M 0.97%
8,100
+221
+3% +$106K
XLK icon
18
State Street Technology Select Sector SPDR ETF
XLK
$124B
$3.88M 0.93%
20,386
– –
PANW icon
19
Palo Alto Networks
PANW
$296B
$3.62M 0.87%
10,626
+297
+3% +$68K
CSCO icon
20
Cisco
CSCO
$479B
$3.45M 0.83%
29,343
+575
+2% +$60.1K
STRL icon
21
Sterling Infrastructure
STRL
$16.7B
$3.44M 0.83%
+4,104
New +$2.88M
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$3.4M 0.82%
4,548
+165
+4% +$120K
SO icon
23
Southern Company
SO
$107B
$3.35M 0.8%
35,010
+115
+0.3% +$10.8K
IWD icon
24
iShares Russell 1000 Value ETF
IWD
$83.7B
$3.26M 0.78%
13,456
+877
+7% +$204K
XOM icon
25
ExxonMobil
XOM
$634B
$3.19M 0.77%
23,363
-394
-2% -$59K
1
2 3 4 5

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SSC
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SCP
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VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return
HHMI
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ACM
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I
InceptionR Lafayette, California $415M AUM 17.85% 1-Year Est. Return
MCM
Millstreet Capital Management Boston, Massachusetts $418M AUM 80.77% 1-Year Est. Return

Anchyra Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Anchyra Partners held 373 positions worth $416M, up 26% from $330M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Anchyra Partners deployed $28.7M of net new capital in Q2 2026, opening 98 new positions and adding to 157 existing holdings. Its largest new stake was Sterling Infrastructure: 4,104 shares worth $3.44M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was T. Rowe Price, an estimated $831K trimmed.

  • Anchyra Partners's largest Q2 2026 buy was Sterling Infrastructure: 4,104 shares worth $3.44M.
  • Anchyra Partners added most to Apple in Q2 2026, an estimated $839K increase.
  • Anchyra Partners's biggest Q2 2026 reduction was T. Rowe Price, cutting an estimated $831K.
  • Anchyra Partners fully exited Intuit in Q2 2026, selling an estimated $714K.
  • Anchyra Partners's ten largest holdings make up 37% of its $416M portfolio in Q2 2026.
  • Anchyra Partners opened 98 new positions and closed 23 in Q2 2026.
  • Anchyra Partners's portfolio value rose 26% quarter-over-quarter to $416M.

Based on Anchyra Partners's 13F filing for Q2 2026, filed 23 Jul 2026.