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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
PAYX icon
251
Paychex
PAYX
$41.6B
$226K 0.07%
2,457
+572
+30% +$56.6K
BCS icon
252
Barclays
BCS
$92.7B
$225K 0.07%
10,653
-117
-1% -$2.85K
FCX icon
253
Freeport-McMoran
FCX
$90B
$225K 0.07%
+3,832
New +$232K
NVO
254
Novo Nordisk
NVO
$208B
$224K 0.07%
6,106
+389
+7% +$18.4K
GNTX icon
255
Gentex
GNTX
$4.97B
$221K 0.07%
10,128
-811
-7% -$18.8K
LEN icon
256
Lennar Class A
LEN
$19.8B
$221K 0.07%
2,548
-140
-5% -$15.1K
SPGI icon
257
S&P Global
SPGI
$121B
$221K 0.07%
519
-30
-5% -$13.9K
URI icon
258
United Rentals
URI
$67.2B
$219K 0.07%
301
+5
+2% +$4.2K
JD icon
259
JD.com
JD
$44.6B
$219K 0.07%
7,413
+404
+6% +$11.4K
MOG.A icon
260
Moog Inc Class A
MOG.A
$12.4B
$217K 0.07%
+743
New +$227K
TXN icon
261
Texas Instruments
TXN
$252B
$215K 0.07%
+1,109
New +$225K
VMC icon
262
Vulcan Materials
VMC
$34.8B
$213K 0.06%
784
+42
+6% +$12.4K
TRI icon
263
Thomson Reuters
TRI
$42.8B
$209K 0.06%
2,289
+75
+3% +$7.91K
CEG icon
264
Constellation Energy
CEG
$93.8B
$206K 0.06%
739
+4
+0.5% +$1.22K
RCL icon
265
Royal Caribbean
RCL
$85.1B
$204K 0.06%
743
+19
+3% +$5.66K
MO icon
266
Altria Group
MO
$114B
$202K 0.06%
+3,054
New +$196K
LBTYA icon
267
Liberty Global Class A
LBTYA
$3.62B
$198K 0.06%
16,384
+1,114
+7% +$13K
IMXI icon
268
International Money Express
IMXI
$357M
$187K 0.06%
+11,843
New +$185K
AHRT
269
AH Realty Trust
AHRT
$529M
$133K 0.04%
+24,263
New +$155K
F icon
270
Ford
F
$58.5B
$128K 0.04%
11,095
+53
+0.5% +$698
NMR icon
271
Nomura Holdings
NMR
$28.3B
$94.9K 0.03%
12,031
+1,160
+11% +$9.99K
ANGI icon
272
Angi Inc
ANGI
$229M
$83.8K 0.03%
+12,233
New +$123K
NNDM
273
Nano Dimension
NNDM
$316M
$76.4K 0.02%
44,935
– –
OSG
274
Octave Specialty Group
OSG
$243M
$75.9K 0.02%
+16,328
New +$93.5K
HRTX icon
275
Heron Therapeutics
HRTX
$93.9M
$14.4K ﹤0.01%
+18,043
New +$20.9K
8 9 10
11
12

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AWCI
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SSC
Spruce Street Capital New York $416M AUM
SCP
Stevens Capital Partners Omaha, Nebraska $416M AUM 18.93% 1-Year Est. Return
VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return
HHMI
Howard Hughes Medical Institute Chevy Chase, Maryland $416M AUM 13.82% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
ACM
Alight Capital Management New York $417M AUM 98.18% 1-Year Est. Return

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.