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CIK: 0001634149
Total reported value
$1.3B
$1.3B
1067 檔
12.0%
During the Q1 2026 filing period, Anchor Investment Management, LLC (CIK: 0001634149) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 1067 reported positions.
In Q1 2026, Anchor Investment Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1067 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.18% | -2.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.08% | -0.56% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 2.71% | +0.04% | -0.20% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.55% | +0.09% | +1.77% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.14% | +0.52% | -18.06% | |
| 6 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 2.08% | +0.42% | +0.04% | |
| 7 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.01% | -0.12% | +1.22% | |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.96% | -0.07% | +6.07% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.79% | -0.17% | -1.20% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | -0.07% | +0.70% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.77% | -0.03% | +3204.19% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.62% | +0.30% | -1.77% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.59% | +0.04% | +0.71% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.53% | +0.23% | +0.21% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.12% | -0.80% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.04% | +3.01% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.11% | +0.40% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -1.18% | EXIT | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | +0.12% | -1.93% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | +0.13% | -1.85% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.05% | +1.44% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.13% | -0.25% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.94% | -0.17% | -0.14% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.93% | -0.02% | +1.02% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 0.91% | -0.12% | +0.19% | |
| 26 | GLW | Corning Inc | Stock-Tech | 0.90% | +0.54% | -4.49% | |
| 27 | FDX | Fedex CORP | Stock-Industrials | 0.84% | -0.19% | -2.96% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.17% | +0.35% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | -0.03% | +0.44% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.21% | +1.45% | |
| 31 | RSG | Republic Services Inc | Stock-Industrials | 0.74% | -0.10% | +1.29% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | -0.04% | +1.49% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.23% | -2.70% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.12% | +0.52% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.22% | +5.23% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.66% | -0.16% | -0.81% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.05% | -1.84% | |
| 38 | WSO | Watsco Inc | Stock-Industrials | 0.65% | +0.02% | -1.38% | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.63% | -0.13% | +2.45% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.08% | +3.09% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.61% | -0.06% | +0.63% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.07% | +0.43% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | -0.01% | -0.86% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.02% | -0.14% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.18% | +3.91% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.54% | -0.07% | -3.40% | |
| 47 | VDE | Vanguard Energy ETF | ETF-Other | 0.54% | -0.15% | +2.05% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.53% | +0.04% | -1.20% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.11% | +13.06% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.51% | -0.05% | +5.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCT | Invesco Bulletshares 2029 Cb | +1.7% | +3204.19% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -0.46% | Trim |
| 3 | GLW | Corning Inc | +0.3% | -4.49% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.3% | -1.20% | Trim |
| 5 | CVX | Chevron CORP | +0.2% | +1.45% | Add |
| 6 | VDE | Vanguard Energy ETF | +0.2% | +2.05% | Add |
| 7 | VZ | Verizon Communications Inc | +0.2% | +13.06% | Add |
| 8 | FDX | Fedex CORP | +0.2% | -2.96% | Trim |
| 9 | CAT | Caterpillar Inc | +0.1% | -2.70% | Trim |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +6.07% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | +0.91% | Add |
| 12 | VLO | Valero Energy CORP | +0.1% | +0.50% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +0.52% | Add |
| 14 | DUK | Duke Energy CORP | +0.1% | +0.19% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | +18.99% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +0.35% | Add |
| 17 | ADM | Archer-daniels-midland Co | +0.1% | +20.52% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -1.84% | Trim |
| 19 | PEP | Pepsico Inc | +0.1% | +22.79% | Add |
| 20 | KO | Coca-cola Co/the | +0.1% | +0.44% | Add |
| 21 | SO | Southern Co/the | +0.1% | +0.63% | Add |
| 22 | ENB | Enbridge Inc | +0.1% | -0.34% | Trim |
| 23 | UNP | Union Pacific CORP | +0.1% | +1.02% | Add |
| 24 | NEE | Nextera Energy Inc | +0.1% | +0.42% | Add |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +5.94% | Add |
| 26 | SON | Sonoco Products Co | +0.1% | +9.87% | Add |
| 27 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +5.55% | Add |
| 28 | GEM | Goldman Sachs Activebeta Em | +0.1% | +8.27% | Add |
| 29 | SOXX | Ishares Semiconductor ETF | +0.1% | +2.65% | Add |
| 30 | MCK | Mckesson CORP | +0.1% | +2.45% | Add |
| 31 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +1.22% | Add |
| 32 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +10.02% | Add |
| 33 | LMT | Lockheed Martin CORP | +0.1% | +0.39% | Add |
| 34 | VDC | Vanguard Consumer Staple ETF | +0.1% | +11.47% | Add |
| 35 | WSO | Watsco Inc | +0.1% | -1.38% | Trim |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.63% | Add |
| 37 | NFLX | Netflix Inc | +0.1% | +3.91% | Add |
| 38 | RSG | Republic Services Inc | +0.1% | +1.29% | Add |
| 39 | BSMT | Invesco Bulletshares 2029 Mb | 0% | +562.50% | Add |
| 40 | PFIX | Simplify Interest Rate Hedge | 0% | +121.63% | Add |
| 41 | COP | Conocophillips | 0% | -3.02% | Trim |
| 42 | CSX | Csx CORP | 0% | -0.23% | Trim |
| 43 | IGHG | Proshares Ig Hedged | 0% | +693.33% | Add |
| 44 | VTV | Vanguard Value ETF | 0% | +6.73% | Add |
| 45 | KMB | Kimberly-clark CORP | 0% | +35.81% | Add |
| 46 | HDV | Ishares Core High Dividend E | 0% | +15.53% | Add |
| 47 | GEV | GE Vernova Inc | 0% | -1.04% | Trim |
| 48 | ASML | ASML Holding N.V. | 0% | -0.52% | Trim |
| 49 | TXN | Texas Instruments Inc | 0% | -1.43% | Trim |
| 50 | LRCX | Lam Research CORP | 0% | +3.28% | Add |
According to official SEC Form 13F filings, Anchor Investment Management, LLC reported a total U.S. public equity portfolio value of $1.3B across 1067 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 MSFT, AAPL, V) accounted for 12.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
PNFP
市值: $1.2M
Top Position Liquidated / Trimmed
SYU1
前期市值: $1.3M
During Q1 2026, Anchor Investment Management, LLC's top holdings by market value included MSFT (3.1%)、AAPL (2.8%)、V (2.7%). The largest single position, MSFT, represented 3.1% of total portfolio value.
In Q1 2026, Anchor Investment Management, LLC made 186 total portfolio adjustments, initiating 7 new buys, adding to 106 positions, trimming 67 holdings, and fully liquidating 6 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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