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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
MCD icon
76
McDonald's
MCD
$191B
$948K 0.29%
3,050
-19
-0.6% -$6.05K
GS icon
77
Goldman Sachs
GS
$302B
$920K 0.28%
1,088
+843
+344% +$752K
CBOE icon
78
Cboe Global Markets
CBOE
$31B
$887K 0.27%
3,156
+5
+0.2% +$1.39K
VEEV icon
79
Veeva Systems
VEEV
$32.7B
$869K 0.26%
4,945
-16
-0.3% -$3.14K
USB icon
80
US Bancorp
USB
$98B
$850K 0.26%
16,350
+350
+2% +$19.2K
CX icon
81
Cemex
CX
$17.2B
$848K 0.26%
74,109
-216
-0.3% -$2.58K
BX icon
82
Blackstone
BX
$102B
$840K 0.25%
7,301
-759
-9% -$98.7K
PCAR icon
83
PACCAR
PCAR
$70.4B
$838K 0.25%
7,257
+71
+1% +$8.58K
KO icon
84
Coca-Cola
KO
$381B
$824K 0.25%
10,835
+451
+4% +$34.1K
CAT icon
85
Caterpillar
CAT
$373B
$821K 0.25%
1,159
+83
+8% +$57.5K
NTAP icon
86
NetApp
NTAP
$34.1B
$820K 0.25%
8,011
-140
-2% -$14.2K
PH icon
87
Parker-Hannifin
PH
$121B
$808K 0.25%
902
-56
-6% -$53K
DXCM icon
88
DexCom
DXCM
$28.8B
$804K 0.24%
12,810
-1,386
-10% -$96.5K
AMD icon
89
Advanced Micro Devices
AMD
$791B
$781K 0.24%
3,838
+150
+4% +$32K
EOG icon
90
EOG Resources
EOG
$77.5B
$770K 0.23%
5,327
+197
+4% +$23.9K
UPS icon
91
United Parcel Service
UPS
$89.5B
$763K 0.23%
7,756
+27
+0.3% +$2.9K
PEP icon
92
PepsiCo
PEP
$191B
$751K 0.23%
4,836
+98
+2% +$15.3K
COF icon
93
Capital One
COF
$129B
$747K 0.23%
4,096
+188
+5% +$39.3K
IWM icon
94
iShares Russell 2000 ETF
IWM
$80.2B
$737K 0.22%
2,970
-65
-2% -$16.8K
VZ icon
95
Verizon
VZ
$193B
$731K 0.22%
14,563
+952
+7% +$44.1K
PLTR icon
96
Palantir
PLTR
$293B
$716K 0.22%
4,894
+567
+13% +$86.7K
INTU icon
97
Intuit
INTU
$86.3B
$714K 0.22%
1,652
-416
-20% -$198K
CMCSA icon
98
Comcast
CMCSA
$84B
$691K 0.21%
24,081
+1,100
+5% +$32.9K
IBM icon
99
IBM
IBM
$209B
$684K 0.21%
2,820
+87
+3% +$23.5K
KLAC icon
100
KLA
KLAC
$236B
$682K 0.21%
4,630
+260
+6% +$38K
2 3
4
5 6

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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
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.