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CIK: 0000894119
Total reported value
$145.1M
$145.1M
16 檔
125.7%
During the Q3 2025 filing period, Anchor Capital Management Group Inc (CIK: 0000894119) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $145.1M across 16 reported positions.
In Q3 2025, Anchor Capital Management Group Inc adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 61.70% | +2.65% | -9.69% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 25.29% | +3.56% | -6.25% | |
| 3 | FGXXX | First Am Govt Oblig-x | Stock-Other | 2.61% | -3.85% | -23.73% | |
| 4 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.46% | -0.76% | — | |
| 5 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 1.25% | -0.51% | — | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.16% | +0.09% | — | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.08% | -1.43% | EXIT | |
| 8 | PDO | Pimco Dynamic Income Opport | Stock-Other | 0.96% | -0.44% | — | |
| 9 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.80% | +0.03% | — | |
| 10 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 0.77% | +0.10% | — | |
| 11 | QQQY | Defiance Nasdaq 100 Weekly D | ETF-Tech | 0.71% | +0.12% | — | |
| 12 | WDTE | Defiance S&p 500 Weekly Dist | ETF-Large Cap & Growth | 0.69% | +0.04% | — | |
| 13 | XJQCX | Nuveen Credit Strategies Inc | Stock-Other | 0.47% | — | — | |
| 14 | QQQH | Neos Ndq-100 Hg Eq Inc ETF | ETF-Other | 0.39% | +0.04% | — | |
| 15 | BST | Blackrock Science & Tech Tr | Stock-Other | 0.38% | +0.17% | — | |
| 16 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.29% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +6.5% | -9.69% | Trim |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +4.7% | -6.25% | Trim |
| 3 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | — | Unchanged |
| 4 | QYLD | Global X Nasd 100 Cov Call | +0.2% | — | Unchanged |
| 5 | FTQI | First Trust Nasdaq Buywrite | +0.1% | — | Unchanged |
| 6 | FTHI | Fthi/first Trust Exchange-tr | +0.1% | — | Unchanged |
| 7 | PDI | Pimco Dynamic Income Fund | +0.1% | — | Unchanged |
| 8 | BST | Blackrock Science & Tech Tr | +0.1% | — | Unchanged |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | — | Unchanged |
| 10 | PDO | Pimco Dynamic Income Opport | +0.1% | — | Unchanged |
| 11 | QQQH | Neos Ndq-100 Hg Eq Inc ETF | +0.1% | — | Unchanged |
| 12 | QQQY | Defiance Nasdaq 100 Weekly D | +0.1% | — | Unchanged |
| 13 | WDTE | Defiance S&p 500 Weekly Dist | 0% | — | Unchanged |
| 14 | XJQCX | Nuveen Credit Strategies Inc | 0% | — | Unchanged |
| 15 | JPC | Nuveen Prefered & Income Opp | 0% | — | Unchanged |
| 16 | FGXXX | First Am Govt Oblig-x | -6.2% | -23.73% | Trim |
| 17 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 18 | YYY | Amplify Cef High Income ETF | — | EXIT | Sold out |
| 19 | ✓ | Nuveen Cr Strategies Income | — | EXIT | Sold out |
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 16 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, FGXXX) accounted for 125.7% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
EFA
前期市值: $13.1M
During Q3 2025, Anchor Capital Management Group Inc's top holdings by market value included QQQ (61.7%)、SPY (25.3%)、FGXXX (2.6%). The largest single position, QQQ, represented 61.7% of total portfolio value.
In Q3 2025, Anchor Capital Management Group Inc made 6 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 3 holdings, and fully liquidating 3 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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