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CIK: 0000894119
Total reported value
$145.1M
$145.1M
18 檔
177.7%
In Q4 2024, Anchor Capital Management Group Inc's U.S. equity holdings reached a combined market value of $145.1M, distributed across 18 disclosed stock positions.
During Q4 2024, Anchor Capital Management Group Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 63.09% | +2.65% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.23% | +3.56% | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.48% | — | — | |
| 4 | FGXXX | First Am Govt Oblig-x | Stock-Other | 2.44% | -3.85% | — | |
| 5 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.12% | -0.76% | — | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.83% | +0.09% | — | |
| 7 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.83% | -0.51% | — | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.76% | -1.43% | EXIT | |
| 9 | PDO | Pimco Dynamic Income Opport | Stock-Other | 0.66% | -0.44% | — | |
| 10 | QQQY | Defiance Nasdaq 100 Weekly D | ETF-Tech | 0.61% | +0.12% | — | |
| 11 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.56% | +0.03% | — | |
| 12 | WDTE | Defiance S&p 500 Weekly Dist | ETF-Large Cap & Growth | 0.56% | +0.04% | — | |
| 13 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 0.56% | +0.10% | — | |
| 14 | XJQCX | Nuveen Credit Strategies Inc | Stock-Other | 0.36% | — | — | |
| 15 | NUSI1USD | Neos Ndq-100 Hg Eq Inc ETF | ETF-Other | 0.26% | — | — | |
| 16 | BST | Blackrock Science & Tech Tr | Stock-Other | 0.24% | +0.17% | — | |
| 17 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.21% | — | — | |
| 18 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.20% | — | — |
According to official SEC Form 13F filings, Anchor Capital Management Group Inc reported a total U.S. public equity portfolio value of $145.1M across 18 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, EFA) accounted for 177.7% of total reported equity market value during Q4 2024.
During Q4 2024, Anchor Capital Management Group Inc's top holdings by market value included QQQ (63.1%)、SPY (21.2%)、EFA (5.5%). The largest single position, QQQ, represented 63.1% of total portfolio value.
In Q4 2024, Anchor Capital Management Group Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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