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Anchyra Partners Portfolio holdings

AUM $416M
This Fund
S&P 500
This Quarter Est. Return
-2.21%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$330M
AUM Growth
+$3.48M
Cap. Flow
+$19.1M
Cap. Flow %
5.79%
Top 10 Hldgs %
39.75%
Holding
287
New
28
Increased
187
Reduced
51
Closed
12

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$3.93M
2
IWV icon
iShares Russell 3000 ETF
IWV
+$2.24M
3
MSFT icon
Microsoft
MSFT
+$982K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$936K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$765K

Top Sells

Rank Stock Value
1
TROW icon
T. Rowe Price
TROW
+$656K
2
ACN icon
Accenture
ACN
+$453K
3
ABT icon
Abbott
ABT
+$335K
4
ADBE icon
Adobe
ADBE
+$288K
5
KKR icon
KKR & Co
KKR
+$248K

Sector Composition

Rank Sector Weight
1 Technology 28.86%
2 Financials 22.09%
3 Industrials 7.85%
4 Communication Services 7.56%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MFG icon
226
Mizuho Financial
MFG
$127B
$259K 0.08%
32,639
+1,371
+4% +$11.6K
EL icon
227
Estee Lauder
EL
$30.4B
$256K 0.08%
3,560
-189
-5% -$19.3K
PGR icon
228
Progressive
PGR
$123B
$255K 0.08%
1,287
+63
+5% +$13K
APD icon
229
Air Products & Chemicals
APD
$65.7B
$255K 0.08%
+878
New +$242K
FDX icon
230
FedEx
FDX
$72.7B
$255K 0.08%
716
+19
+3% +$6.59K
OXY icon
231
Occidental Petroleum
OXY
$56.8B
$254K 0.08%
+3,914
New +$197K
P
232
Everpure Inc
P
$25.7B
$254K 0.08%
+4,304
New +$292K
SHBI icon
233
Shore Bancshares
SHBI
$819M
$253K 0.08%
+13,540
New +$252K
NGG icon
234
National Grid
NGG
$80.4B
$252K 0.08%
2,984
+229
+8% +$19.7K
AMCR icon
235
Amcor
AMCR
$20.8B
$247K 0.08%
+6,214
New +$275K
WELL icon
236
Welltower
WELL
$169B
$247K 0.07%
1,249
+121
+11% +$23.9K
NWG icon
237
NatWest
NWG
$75.4B
$246K 0.07%
16,512
+370
+2% +$6.15K
VLO icon
238
Valero Energy
VLO
$90.1B
$246K 0.07%
+994
New +$205K
BP icon
239
BP
BP
$116B
$245K 0.07%
+5,207
New +$204K
ATMU icon
240
Atmus Filtration Technologies
ATMU
$4.22B
$242K 0.07%
4,256
+264
+7% +$15.6K
TER icon
241
Teradyne
TER
$57.6B
$241K 0.07%
+813
New +$227K
LBTYK icon
242
Liberty Global Class C
LBTYK
$3.53B
$241K 0.07%
20,519
-327
-2% -$3.75K
DIA icon
243
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$239K 0.07%
515
-5
-1% -$2.42K
NEM icon
244
Newmont
NEM
$98.7B
$237K 0.07%
+2,190
New +$252K
ALC icon
245
Alcon
ALC
$33.6B
$235K 0.07%
+3,123
New +$249K
TAK icon
246
Takeda Pharmaceutical
TAK
$54.6B
$231K 0.07%
+12,466
New +$219K
ONDS icon
247
Ondas Inc
ONDS
$4.27B
$230K 0.07%
25,493
– –
ITW icon
248
Illinois Tool Works
ITW
$82.6B
$230K 0.07%
+884
New +$241K
IEO icon
249
iShares US Oil & Gas Exploration & Production ETF
IEO
$580M
$228K 0.07%
+1,825
New +$193K
ORLA
250
DELISTED
Orla Mining
ORLA
$227K 0.07%
14,044
+44
+0.3% +$730
8 9
10
11 12

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SSC
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SCP
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VM
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HHMI
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SSC
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ACM
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Anchyra Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Anchyra Partners held 287 positions worth $330M, up 1.1% from $326M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Anchyra Partners deployed $19.1M of net new capital in Q1 2026, opening 28 new positions and adding to 187 existing holdings. Its largest new stake was iShares Core Dividend Growth ETF: 8,650 shares worth $607K.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was T. Rowe Price, an estimated $656K trimmed.

  • Anchyra Partners's largest Q1 2026 buy was iShares Core Dividend Growth ETF: 8,650 shares worth $607K.
  • Anchyra Partners added most to Meta Platforms (Facebook) in Q1 2026, an estimated $3.93M increase.
  • Anchyra Partners's biggest Q1 2026 reduction was T. Rowe Price, cutting an estimated $656K.
  • Anchyra Partners fully exited Accenture in Q1 2026, selling an estimated $453K.
  • Anchyra Partners's ten largest holdings make up 40% of its $330M portfolio in Q1 2026.
  • Anchyra Partners opened 28 new positions and closed 12 in Q1 2026.
  • Anchyra Partners's portfolio value rose 1.1% quarter-over-quarter to $330M.

Based on Anchyra Partners's 13F filing for Q1 2026, filed 17 Apr 2026.