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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
COP icon
126
ConocoPhillips
COP
$147B
$540K 0.16%
4,092
+281
+7% +$31.1K
LIN icon
127
Linde
LIN
$221B
$540K 0.16%
1,089
+136
+14% +$64.2K
XOP icon
128
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.65B
$530K 0.16%
2,915
– –
CTVA icon
129
Corteva
CTVA
$52.6B
$525K 0.16%
6,272
+322
+5% +$24.3K
ALL icon
130
Allstate
ALL
$68B
$514K 0.16%
2,481
+33
+1% +$6.76K
SONY icon
131
Sony
SONY
$137B
$512K 0.16%
24,753
+2,998
+14% +$67.2K
HSBC icon
132
HSBC
HSBC
$365B
$507K 0.15%
6,142
+584
+11% +$49.5K
VTHR icon
133
Vanguard Russell 3000 ETF
VTHR
$4.67B
$491K 0.15%
+1,708
New +$513K
GGG icon
134
Graco
GGG
$12.9B
$487K 0.15%
5,755
+425
+8% +$37.6K
PNC icon
135
PNC Financial Services
PNC
$99.7B
$487K 0.15%
2,339
+53
+2% +$11.5K
ADSK icon
136
Autodesk
ADSK
$49.5B
$476K 0.14%
1,988
+434
+28% +$109K
PM icon
137
Philip Morris
PM
$297B
$475K 0.14%
2,875
+144
+5% +$25K
SCHW
138
Charles Schwab
SCHW
$183B
$470K 0.14%
5,000
+62
+1% +$6.08K
VTEB icon
139
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$469K 0.14%
+9,405
New +$475K
WY icon
140
Weyerhaeuser
WY
$18B
$468K 0.14%
19,168
+74
+0.4% +$1.86K
ORLY icon
141
O'Reilly Automotive
ORLY
$72.9B
$468K 0.14%
5,072
+47
+0.9% +$4.41K
BHP icon
142
BHP
BHP
$215B
$466K 0.14%
6,409
+945
+17% +$66.8K
SPOT icon
143
Spotify
SPOT
$103B
$465K 0.14%
958
+489
+104% +$245K
TNL icon
144
Travel + Leisure Co
TNL
$4.66B
$455K 0.14%
6,569
+10
+0.2% +$722
AMP icon
145
Ameriprise Financial
AMP
$48.3B
$452K 0.14%
1,017
-11
-1% -$5.3K
GILD icon
146
Gilead Sciences
GILD
$162B
$452K 0.14%
3,242
+293
+10% +$41K
MSI icon
147
Motorola Solutions
MSI
$72.3B
$441K 0.13%
1,016
+401
+65% +$174K
MCO icon
148
Moody's
MCO
$82.8B
$438K 0.13%
1,005
+19
+2% +$8.99K
EVRG icon
149
Evergy
EVRG
$19.1B
$437K 0.13%
5,329
+59
+1% +$4.66K
NOW icon
150
ServiceNow
NOW
$115B
$436K 0.13%
4,168
+733
+21% +$86.2K
4 5
6
7 8

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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
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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.