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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
TSLA icon
26
Tesla
TSLA
$1.18T
$2.3M 0.7%
6,179
+57
+0.9% +$23.5K
NFLX icon
27
Netflix
NFLX
$307B
$2.24M 0.68%
23,339
+344
+1% +$30.3K
CSCO icon
28
Cisco
CSCO
$443B
$2.23M 0.68%
28,768
+1,939
+7% +$152K
LLY icon
29
Eli Lilly
LLY
$1.08T
$2.11M 0.64%
2,297
+54
+2% +$54.7K
EFA icon
30
iShares MSCI EAFE ETF
EFA
$76.4B
$1.96M 0.6%
20,204
+5,601
+38% +$560K
RTX icon
31
RTX Corp
RTX
$290B
$1.88M 0.57%
9,754
+145
+2% +$28.8K
PG icon
32
Procter & Gamble
PG
$340B
$1.88M 0.57%
12,993
-95
-0.7% -$14.4K
MRVL icon
33
Marvell Technology
MRVL
$147B
$1.82M 0.55%
18,354
+53
+0.3% +$4.45K
DE icon
34
Deere & Co
DE
$165B
$1.8M 0.55%
3,191
+17
+0.5% +$9.59K
ORCL icon
35
Oracle
ORCL
$339B
$1.75M 0.53%
11,912
+683
+6% +$111K
CDNS icon
36
Cadence Design Systems
CDNS
$91.6B
$1.68M 0.51%
6,036
+16
+0.3% +$4.77K
GE icon
37
GE Aerospace
GE
$364B
$1.68M 0.51%
5,903
+238
+4% +$74.8K
ETN icon
38
Eaton
ETN
$141B
$1.67M 0.51%
4,675
+68
+1% +$24.2K
PANW icon
39
Palo Alto Networks
PANW
$256B
$1.66M 0.5%
10,329
+35
+0.3% +$5.88K
CVX icon
40
Chevron
CVX
$382B
$1.56M 0.47%
7,548
+1,146
+18% +$209K
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.11T
$1.56M 0.47%
5,435
+1,404
+35% +$441K
JNJ icon
42
Johnson & Johnson
JNJ
$640B
$1.55M 0.47%
6,358
+351
+6% +$81.8K
RSP icon
43
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$1.53M 0.46%
7,972
+1,000
+14% +$198K
V icon
44
Visa
V
$677B
$1.53M 0.46%
5,050
-6
-0.1% -$1.93K
CME icon
45
CME Group
CME
$95.4B
$1.49M 0.45%
5,053
+73
+1% +$21.7K
GRMN
46
Garmin
GRMN
$56.9B
$1.49M 0.45%
6,421
+189
+3% +$42.3K
GEV icon
47
GE Vernova
GEV
$240B
$1.44M 0.44%
1,651
-125
-7% -$97.5K
AGG icon
48
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.42M 0.43%
14,334
+1,697
+13% +$170K
HD icon
49
Home Depot
HD
$337B
$1.42M 0.43%
4,324
-292
-6% -$106K
VB icon
50
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$1.4M 0.43%
5,361
+500
+10% +$135K
1
2
3 4 5

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SSC
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BRA
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SCP
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VM
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HHMI
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SSC
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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.