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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
TMUS icon
201
T-Mobile US
TMUS
$186B
$313K 0.09%
1,488
+101
+7% +$20.7K
XEL icon
202
Xcel Energy
XEL
$48.8B
$311K 0.09%
3,910
+165
+4% +$12.9K
SNPS icon
203
Synopsys
SNPS
$71.3B
$309K 0.09%
779
-28
-3% -$12.7K
SBUX icon
204
Starbucks
SBUX
$121B
$306K 0.09%
3,411
+373
+12% +$35.3K
GSK icon
205
GSK
GSK
$104B
$304K 0.09%
5,504
-32
-0.6% -$1.73K
USHY icon
206
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$301K 0.09%
8,159
+1,138
+16% +$42.4K
ABT icon
207
Abbott
ABT
$183B
$300K 0.09%
2,922
-2,969
-50% -$335K
AIG icon
208
American International
AIG
$41.8B
$298K 0.09%
3,961
+267
+7% +$20.4K
BA icon
209
Boeing
BA
$175B
$297K 0.09%
1,492
+82
+6% +$18.7K
ING icon
210
ING
ING
$99.8B
$295K 0.09%
11,321
+524
+5% +$14.7K
REGN icon
211
Regeneron Pharmaceuticals
REGN
$77.4B
$294K 0.09%
381
-6
-2% -$4.59K
UNM icon
212
Unum
UNM
$13.7B
$294K 0.09%
+4,026
New +$301K
APP icon
213
Applovin
APP
$136B
$293K 0.09%
736
-38
-5% -$18.4K
IEMG icon
214
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$290K 0.09%
4,164
+451
+12% +$32.6K
STX icon
215
Seagate
STX
$193B
$289K 0.09%
+738
New +$282K
PHYS icon
216
Sprott Physical Gold
PHYS
$14.8B
$284K 0.09%
+8,000
New +$296K
SMFG icon
217
Sumitomo Mitsui Financial
SMFG
$164B
$283K 0.09%
14,329
+620
+5% +$13K
CRH icon
218
CRH
CRH
$64.1B
$280K 0.08%
2,662
+194
+8% +$22.8K
HCA icon
219
HCA Healthcare
HCA
$85.7B
$278K 0.08%
587
+21
+4% +$10.6K
LYG icon
220
Lloyds Banking Group
LYG
$90.7B
$276K 0.08%
54,882
+3,349
+6% +$18.4K
TDY icon
221
Teledyne Technologies
TDY
$30.1B
$273K 0.08%
452
+35
+8% +$21.8K
HLT icon
222
Hilton Worldwide
HLT
$72.5B
$272K 0.08%
894
+51
+6% +$15.5K
VRTX icon
223
Vertex Pharmaceuticals
VRTX
$122B
$269K 0.08%
602
+33
+6% +$15.4K
VDC icon
224
Vanguard Consumer Staples ETF
VDC
$8B
$263K 0.08%
1,170
– –
RELX icon
225
RELX
RELX
$63.9B
$263K 0.08%
7,924
+966
+14% +$34K
7 8
9
10 11

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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.