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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
GTOP
51
Goldman Sachs Technology Opportunities ETF
GTOP
$665M
$1.36M 0.41%
37,588
-704
-2% -$27K
MKL icon
52
Markel Group
MKL
$25.2B
$1.32M 0.4%
691
+13
+2% +$26.4K
ABBV icon
53
AbbVie
ABBV
$465B
$1.17M 0.36%
5,399
+343
+7% +$76.1K
MA icon
54
Mastercard
MA
$498B
$1.17M 0.36%
2,346
-34
-1% -$17.9K
COST icon
55
Costco
COST
$432B
$1.16M 0.35%
1,165
+182
+19% +$177K
UTHR icon
56
United Therapeutics
UTHR
$26.1B
$1.16M 0.35%
1,952
+5
+0.3% +$2.49K
AMAT icon
57
Applied Materials
AMAT
$347B
$1.15M 0.35%
3,377
+110
+3% +$37K
DAL icon
58
Delta Air Lines
DAL
$56.7B
$1.14M 0.35%
17,209
-115
-0.7% -$7.74K
QQQ icon
59
Invesco QQQ Trust
QQQ
$436B
$1.13M 0.34%
1,951
+217
+13% +$132K
LMT icon
60
Lockheed Martin
LMT
$131B
$1.12M 0.34%
1,851
+80
+5% +$49.3K
WM icon
61
Waste Management
WM
$95B
$1.12M 0.34%
4,857
+7
+0.1% +$1.61K
MRK icon
62
Merck
MRK
$322B
$1.11M 0.34%
9,211
+404
+5% +$46.6K
WFC icon
63
Wells Fargo
WFC
$254B
$1.09M 0.33%
13,649
+316
+2% +$27.1K
XPO icon
64
XPO
XPO
$23.4B
$1.08M 0.33%
5,573
+5
+0.1% +$896
UBER icon
65
Uber
UBER
$145B
$1.07M 0.32%
14,837
-1,269
-8% -$97.7K
TTAN
66
ServiceTitan Inc
TTAN
$8.03B
$1.06M 0.32%
16,638
+50
+0.3% +$3.86K
AMGN icon
67
Amgen
AMGN
$209B
$1.05M 0.32%
2,990
+131
+5% +$46.7K
RBLX icon
68
Roblox
RBLX
$35.9B
$1.04M 0.31%
18,324
-132
-0.7% -$8.87K
TWLO icon
69
Twilio
TWLO
$28.6B
$1.03M 0.31%
8,196
+280
+4% +$34.4K
MCK icon
70
McKesson
MCK
$104B
$1.02M 0.31%
1,174
+12
+1% +$10.7K
HWM icon
71
Howmet Aerospace
HWM
$109B
$994K 0.3%
4,314
+143
+3% +$33.3K
VTV icon
72
Vanguard Morningstar Value ETF
VTV
$188B
$993K 0.3%
5,062
– –
ASML icon
73
ASML
ASML
$596B
$989K 0.3%
749
+66
+10% +$90.4K
BAC icon
74
Bank of America
BAC
$429B
$955K 0.29%
19,580
+274
+1% +$14.1K
ADI icon
75
Analog Devices
ADI
$172B
$953K 0.29%
2,996
+57
+2% +$18.1K
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.