We are live on ! Find out more
AP

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
PWR icon
176
Quanta Services
PWR
$98.7B
$371K 0.11%
675
+36
+6% +$18.5K
TXRH icon
177
Texas Roadhouse
TXRH
$13.7B
$368K 0.11%
2,228
+5
+0.2% +$898
FNV icon
178
Franco-Nevada
FNV
$42.7B
$366K 0.11%
1,482
+15
+1% +$3.71K
AXP icon
179
American Express
AXP
$228B
$363K 0.11%
1,201
+15
+1% +$5.03K
TM icon
180
Toyota
TM
$227B
$363K 0.11%
1,760
+169
+11% +$38.2K
INTC icon
181
Intel
INTC
$460B
$360K 0.11%
8,166
+483
+6% +$22.1K
UBS icon
182
UBS Group
UBS
$175B
$355K 0.11%
9,090
+294
+3% +$12.6K
IRS
183
IRSA Inversiones y Representaciones
IRS
$1.31B
$349K 0.11%
21,546
– –
TRGP icon
184
Targa Resources
TRGP
$57.6B
$349K 0.11%
1,390
+15
+1% +$3.25K
PSMT icon
185
Pricesmart
PSMT
$5.94B
$348K 0.11%
2,309
+9
+0.4% +$1.31K
CB icon
186
Chubb
CB
$135B
$347K 0.11%
1,064
+51
+5% +$16.4K
ICE icon
187
Intercontinental Exchange
ICE
$88.4B
$346K 0.1%
2,198
+75
+4% +$12.2K
MSTR icon
188
Strategy Inc
MSTR
$35.7B
$345K 0.1%
2,762
+229
+9% +$32.7K
DHR icon
189
Danaher
DHR
$138B
$344K 0.1%
1,814
-49
-3% -$10.4K
HIG icon
190
Hartford Financial Services
HIG
$39.2B
$344K 0.1%
2,541
+111
+5% +$15.2K
BNY
191
Bank of New York Mellon
BNY
$106B
$339K 0.1%
2,860
+170
+6% +$20.2K
CARR icon
192
Carrier Global
CARR
$50.6B
$339K 0.1%
6,022
+407
+7% +$24.1K
BSX icon
193
Boston Scientific
BSX
$68.4B
$338K 0.1%
5,379
+1,324
+33% +$106K
BTI icon
194
British American Tobacco
BTI
$133B
$334K 0.1%
5,720
+1,005
+21% +$59.5K
PFE icon
195
Pfizer
PFE
$142B
$334K 0.1%
11,889
+986
+9% +$26.3K
BLK icon
196
Blackrock
BLK
$170B
$334K 0.1%
347
+8
+2% +$8.42K
SYK icon
197
Stryker
SYK
$133B
$332K 0.1%
1,009
-27
-3% -$9.69K
TT icon
198
Trane Technologies
TT
$97.3B
$328K 0.1%
788
+104
+15% +$44.2K
BABA icon
199
Alibaba
BABA
$279B
$323K 0.1%
2,572
+411
+19% +$61.8K
VTI icon
200
Vanguard Morningstar Total Stock Market ETF
VTI
$657B
$321K 0.1%
1,000
+312
+45% +$105K
6 7
8
9 10

Similar funds

CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
SSC
Spruce Street Capital New York $416M AUM
SCP
Stevens Capital Partners Omaha, Nebraska $416M AUM 18.93% 1-Year Est. Return
VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return
HHMI
Howard Hughes Medical Institute Chevy Chase, Maryland $416M AUM 13.82% 1-Year Est. Return
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.