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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 Miscellaneous 11.02%
4 Industrials 8.34%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XEL icon
226
Xcel Energy
XEL
$43.6B
$330K 0.08%
4,106
+196
+5% +$15.6K
VNO icon
227
Vornado Realty Trust
VNO
$6.48B
$328K 0.08%
+8,344
New +$270K
WDAY icon
228
Workday
WDAY
$45.7B
$328K 0.08%
2,677
-489
-15% -$61.9K
CRC icon
229
California Resources
CRC
$4.66B
$326K 0.08%
+6,169
New +$380K
LYG icon
230
Lloyds Banking Group
LYG
$83.2B
$321K 0.08%
55,091
+209
+0.4% +$1.13K
MFG icon
231
Mizuho Financial
MFG
$134B
$320K 0.08%
33,355
+716
+2% +$6.43K
IEMG icon
232
iShares Core MSCI Emerging Markets ETF
IEMG
$163B
$318K 0.08%
3,835
-329
-8% -$26.2K
HLT icon
233
Hilton Worldwide
HLT
$70.7B
$314K 0.08%
951
+57
+6% +$18.7K
BUD icon
234
AB InBev
BUD
$154B
$313K 0.08%
+3,801
New +$299K
ZS icon
235
Zscaler
ZS
$31.5B
$312K 0.07%
+2,207
New +$308K
VRTX icon
236
Vertex Pharmaceuticals
VRTX
$133B
$308K 0.07%
620
+18
+3% +$7.98K
USHY icon
237
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.2B
$301K 0.07%
8,132
-27
-0.3% -$999
NWG icon
238
NatWest
NWG
$73.4B
$299K 0.07%
16,961
+449
+3% +$7.22K
TM icon
239
Toyota
TM
$225B
$298K 0.07%
1,772
+12
+0.7% +$2.27K
FOXA icon
240
Fox Class A
FOXA
$26.6B
$298K 0.07%
+5,711
New +$353K
AIG icon
241
American International
AIG
$38.8B
$298K 0.07%
3,996
+35
+0.9% +$2.66K
EIG icon
242
Employers Holdings
EIG
$850M
$297K 0.07%
+5,892
New +$258K
VRT icon
243
Vertiv
VRT
$97.5B
$293K 0.07%
+876
New +$278K
TDY icon
244
Teledyne Technologies
TDY
$28.5B
$291K 0.07%
437
-15
-3% -$9.45K
SAP icon
245
SAP
SAP
$243B
$290K 0.07%
1,883
-404
-18% -$68.9K
WHD icon
246
Cactus
WHD
$4.48B
$290K 0.07%
+5,660
New +$316K
GSK icon
247
GSK
GSK
$98.7B
$289K 0.07%
5,522
+18
+0.3% +$952
BRSP
248
BrightSpire Capital
BRSP
$517M
$289K 0.07%
+53,004
New +$304K
WELL icon
249
Welltower
WELL
$167B
$286K 0.07%
1,262
+13
+1% +$2.75K
CRH icon
250
CRH
CRH
$56.6B
$286K 0.07%
2,674
+12
+0.5% +$1.32K
8 9
10
11 12

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SCM
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CWM
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MWM
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PWP
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WPI
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BWM
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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 Miscellaneous.

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.