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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
LLYVK icon
151
Liberty Live Group Series C
LLYVK
$9.72B
$435K 0.13%
4,625
+3
+0.1% +$270
ISRG icon
152
Intuitive Surgical
ISRG
$126B
$433K 0.13%
940
+27
+3% +$13.7K
DUK icon
153
Duke Energy
DUK
$98.4B
$432K 0.13%
3,297
+86
+3% +$10.8K
EPD icon
154
Enterprise Products Partners
EPD
$82.5B
$431K 0.13%
11,400
– –
MLM icon
155
Martin Marietta Materials
MLM
$32.4B
$430K 0.13%
730
+56
+8% +$35.7K
ATO icon
156
Atmos Energy
ATO
$29.1B
$429K 0.13%
2,323
-301
-11% -$53.2K
GD icon
157
General Dynamics
GD
$103B
$424K 0.13%
1,236
+70
+6% +$24.8K
APH icon
158
Amphenol
APH
$197B
$422K 0.13%
3,342
-131
-4% -$18.4K
BMY icon
159
Bristol-Myers Squibb
BMY
$132B
$420K 0.13%
6,929
+471
+7% +$27.5K
SAN icon
160
Banco Santander
SAN
$202B
$419K 0.13%
37,158
+1,975
+6% +$23.6K
IQV icon
161
IQVIA
IQV
$39.1B
$417K 0.13%
2,446
-212
-8% -$41.4K
QCOM icon
162
Qualcomm
QCOM
$160B
$412K 0.13%
3,198
-816
-20% -$119K
WDAY icon
163
Workday
WDAY
$39B
$411K 0.12%
3,166
-232
-7% -$36.8K
HON icon
164
Honeywell
HON
$76.7B
$411K 0.12%
1,818
+70
+4% +$16K
CRM icon
165
Salesforce
CRM
$148B
$410K 0.12%
2,198
+223
+11% +$46.2K
SWK icon
166
Stanley Black & Decker
SWK
$14.9B
$406K 0.12%
5,718
+192
+3% +$15.4K
BBVA icon
167
Banco Bilbao Vizcaya Argentaria
BBVA
$152B
$397K 0.12%
18,348
+196
+1% +$4.54K
RJF icon
168
Raymond James Financial
RJF
$33.6B
$397K 0.12%
2,740
+2
+0.1% +$317
KEYS icon
169
Keysight
KEYS
$53.4B
$396K 0.12%
1,404
+50
+4% +$12.5K
SAP icon
170
SAP
SAP
$209B
$392K 0.12%
2,287
+147
+7% +$30.3K
RDDT icon
171
Reddit
RDDT
$34.3B
$385K 0.12%
2,857
+281
+11% +$47.8K
TMO icon
172
Thermo Fisher Scientific
TMO
$214B
$383K 0.12%
779
-76
-9% -$41.2K
BOKF icon
173
BOK Financial
BOKF
$8.57B
$376K 0.11%
2,934
+19
+0.7% +$2.44K
MPC icon
174
Marathon Petroleum
MPC
$91.7B
$374K 0.11%
1,530
+28
+2% +$5.65K
UNH icon
175
UnitedHealth
UNH
$383B
$371K 0.11%
1,372
-456
-25% -$136K
5 6
7
8 9

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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.