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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
NEE icon
101
NextEra Energy
NEE
$183B
$678K 0.21%
7,300
-82
-1% -$7.29K
RRC icon
102
Range Resources
RRC
$9.24B
$678K 0.21%
15,004
+62
+0.4% +$2.42K
BKNG icon
103
Booking.com
BKNG
$150B
$678K 0.21%
4,025
+100
+3% +$18.4K
MS icon
104
Morgan Stanley
MS
$330B
$676K 0.21%
4,109
-86
-2% -$14.9K
NOC icon
105
Northrop Grumman
NOC
$76B
$674K 0.2%
988
+8
+0.8% +$5.53K
STT icon
106
State Street
STT
$50.2B
$668K 0.2%
5,280
+63
+1% +$8.06K
FHI icon
107
Federated Hermes
FHI
$4.51B
$659K 0.2%
11,616
– –
OTIS icon
108
Otis Worldwide
OTIS
$27.3B
$644K 0.2%
8,354
-138
-2% -$12.1K
MUFG icon
109
Mitsubishi UFJ Financial
MUFG
$254B
$639K 0.19%
37,680
+1,432
+4% +$25.5K
ECL icon
110
Ecolab
ECL
$78.6B
$638K 0.19%
2,400
+209
+10% +$59K
NVS icon
111
Novartis
NVS
$301B
$637K 0.19%
4,170
+792
+23% +$121K
T icon
112
AT&T
T
$159B
$626K 0.19%
21,599
+1,320
+7% +$35.3K
LRCX icon
113
Lam Research
LRCX
$372B
$625K 0.19%
2,926
+124
+4% +$27.7K
SHEL icon
114
Shell
SHEL
$250B
$612K 0.19%
6,583
+937
+17% +$75.7K
DGRO icon
115
iShares Core Dividend Growth ETF
DGRO
$42.8B
$607K 0.18%
+8,650
New +$620K
UNP icon
116
Union Pacific
UNP
$172B
$606K 0.18%
2,496
-75
-3% -$18.4K
UL icon
117
Unilever
UL
$141B
$605K 0.18%
10,627
+734
+7% +$49.2K
AZN icon
118
AstraZeneca
AZN
$266B
$592K 0.18%
3,001
+168
+6% +$32.4K
LOW icon
119
Lowe's Companies
LOW
$118B
$589K 0.18%
2,492
+13
+0.5% +$3.39K
PAG icon
120
Penske Automotive Group
PAG
$14.5B
$576K 0.17%
3,852
-592
-13% -$93.8K
C icon
121
Citigroup
C
$222B
$567K 0.17%
4,998
+241
+5% +$27.4K
WST icon
122
West Pharmaceutical
WST
$23.9B
$557K 0.17%
2,224
+5
+0.2% +$1.24K
RIO icon
123
Rio Tinto
RIO
$158B
$553K 0.17%
5,931
+390
+7% +$35.6K
TTE icon
124
TotalEnergies
TTE
$193B
$549K 0.17%
6,034
+911
+18% +$69.6K
TJX icon
125
TJX Companies
TJX
$176B
$545K 0.17%
3,410
+103
+3% +$16K
3 4
5
6 7

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ACM
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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.