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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
BAC icon
76
Bank of America
BAC
$396B
$1.08M 0.26%
18,893
-687
-4% -$36.5K
XPO icon
77
XPO
XPO
$20.3B
$1.07M 0.26%
5,229
-344
-6% -$72.8K
CME icon
78
CME Group
CME
$95.1B
$1.07M 0.26%
4,843
-210
-4% -$58.1K
UTHR icon
79
United Therapeutics
UTHR
$20.4B
$1.06M 0.25%
1,956
+4
+0.2% +$2.25K
WM icon
80
Waste Management
WM
$82.7B
$1.05M 0.25%
4,717
-140
-3% -$31.1K
RBLX icon
81
Roblox
RBLX
$33.2B
$1.01M 0.24%
18,595
+271
+1% +$13.5K
USB icon
82
US Bancorp
USB
$92.4B
$1M 0.24%
16,605
+255
+2% +$14.3K
UBER icon
83
Uber
UBER
$142B
$980K 0.24%
13,577
-1,260
-8% -$92.4K
MA icon
84
Mastercard
MA
$497B
$977K 0.23%
1,902
-444
-19% -$221K
KO icon
85
Coca-Cola
KO
$378B
$964K 0.23%
11,860
+1,025
+9% +$81K
CX icon
86
Cemex
CX
$14B
$908K 0.22%
75,641
+1,532
+2% +$19K
PH icon
87
Parker-Hannifin
PH
$123B
$905K 0.22%
925
+23
+3% +$21.1K
STT icon
88
State Street
STT
$49.8B
$897K 0.22%
5,289
+9
+0.2% +$1.39K
MCK icon
89
McKesson
MCK
$101B
$891K 0.21%
1,179
+5
+0.4% +$3.96K
LMT icon
90
Lockheed Martin
LMT
$120B
$875K 0.21%
1,717
-134
-7% -$72.4K
PCAR icon
91
PACCAR
PCAR
$58.6B
$869K 0.21%
7,235
-22
-0.3% -$2.6K
UPS icon
92
United Parcel Service
UPS
$79.9B
$868K 0.21%
8,078
+322
+4% +$33.5K
BX icon
93
Blackstone
BX
$88.9B
$866K 0.21%
7,362
+61
+0.8% +$7.33K
DELL icon
94
Dell
DELL
$358B
$866K 0.21%
+2,007
New +$580K
MUB icon
95
iShares National Muni Bond ETF
MUB
$44.4B
$864K 0.21%
+8,027
New +$858K
VEEV icon
96
Veeva Systems
VEEV
$45.4B
$848K 0.2%
4,776
-169
-3% -$27.9K
COF icon
97
Capital One
COF
$123B
$840K 0.2%
4,188
+92
+2% +$17.6K
QCOM icon
98
Qualcomm
QCOM
$216B
$824K 0.2%
4,460
+1,262
+39% +$236K
WST icon
99
West Pharmaceutical
WST
$26.1B
$810K 0.19%
2,257
+33
+1% +$10.1K
IBM icon
100
IBM
IBM
$212B
$805K 0.19%
2,864
+44
+2% +$11.1K
2 3
4
5 6

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RWM
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RSS
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SCM
Stevens Capital Management Radnor, Pennsylvania $417M AUM 54.95% 1-Year Est. Return
CWM
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MWM
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PWP
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WPI
Walter Public Investments Westmount, Canada $416M AUM 24.45% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

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.