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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
TROW icon
1
T. Rowe Price
TROW
$25.5B
$41.7M 12.64%
462,196
-6,767
-1% -$656K
NVDA icon
2
NVIDIA
NVDA
$4.6T
$22.2M 6.75%
127,537
-797
-0.6% -$146K
AAPL icon
3
Apple
AAPL
$4.97T
$15.3M 4.66%
60,469
+1,458
+2% +$379K
MSFT icon
4
Microsoft
MSFT
$2.9T
$11.7M 3.54%
31,499
+2,347
+8% +$982K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.12T
$7.85M 2.38%
27,283
-79
-0.3% -$24.8K
META icon
6
Meta Platforms (Facebook)
META
$1.49T
$7.76M 2.35%
13,562
+6,134
+83% +$3.93M
IWV icon
7
iShares Russell 3000 ETF
IWV
$19.2B
$6.84M 2.08%
18,457
+5,791
+46% +$2.24M
GLD icon
8
SPDR Gold Trust
GLD
$131B
$6.26M 1.9%
14,550
– –
AMZN icon
9
Amazon
AMZN
$2.44T
$5.99M 1.82%
28,767
-97
-0.3% -$21.4K
AVGO icon
10
Broadcom
AVGO
$1.76T
$5.39M 1.64%
17,409
+629
+4% +$207K
XOM icon
11
ExxonMobil
XOM
$650B
$4.03M 1.22%
23,757
+559
+2% +$81.6K
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.78M 1.15%
7,879
+165
+2% +$81K
SO icon
13
Southern Company
SO
$108B
$3.37M 1.02%
34,895
+159
+0.5% +$14.7K
IWF icon
14
iShares Russell 1000 Growth ETF
IWF
$117B
$3.2M 0.97%
30,060
+8,248
+38% +$936K
ANET icon
15
Arista Networks
ANET
$199B
$3.18M 0.97%
25,940
+209
+0.8% +$28K
JBL icon
16
Jabil
JBL
$30.1B
$3.06M 0.93%
11,514
-62
-0.5% -$15.6K
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$2.85M 0.87%
4,383
+42
+1% +$28.6K
WMT icon
18
Walmart Inc
WMT
$909B
$2.75M 0.84%
22,159
+348
+2% +$42.7K
XLK icon
19
State Street Technology Select Sector SPDR ETF
XLK
$109B
$2.71M 0.82%
20,386
+286
+1% +$40.3K
MAR icon
20
Marriott International
MAR
$100B
$2.69M 0.82%
8,222
+46
+0.6% +$15.1K
IWD icon
21
iShares Russell 1000 Value ETF
IWD
$81.4B
$2.69M 0.82%
12,579
+3,493
+38% +$765K
COHR icon
22
Coherent
COHR
$43.4B
$2.6M 0.79%
10,919
-63
-0.6% -$14.4K
MU icon
23
Micron Technology
MU
$835B
$2.41M 0.73%
7,119
+137
+2% +$53.7K
JPM icon
24
JPMorgan Chase
JPM
$916B
$2.4M 0.73%
8,147
+331
+4% +$100K
NSC icon
25
Norfolk Southern
NSC
$75.4B
$2.35M 0.71%
8,179
+75
+0.9% +$22.3K
1
2 3 4 5

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SCP
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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.