Arkolith/Funds/Anchor Capital Management Group Inc

Anchor Capital Management Group Inc

CIK 894119
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Anchor Capital Management Group Inc holds a concentrated book of 15 reported positions worth $145.1M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 56% of the reported non-option book. Cloning the disclosed picks since 2025 would be +29% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.5%
+17.2%/yr · since Feb '25
Their reported book
+27.8%
held from quarter-end
S&P 500
+27.2%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Oct '25Jan '26May '26Sep '26
Anchor Capital Management Group Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning Anchor Capital Management Group Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
92%
Top 10 holdings
97%
Top 20 holdings
100%

Excluding Invesco QQQ Trust Series 1 (56% of the book), the rest is a concentrated book:

Top 5 of the rest
84%
Top 10 of the rest
94%
Top 20 of the rest
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

0% mapped to company sectors

ETFs / funds
94%
No sector on file yet
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Anchor Capital Management Group Inc

Manager / fundShared namesTheir $ in those
Rising Stella Capital Pte. Ltd2 / 15$223.2M
XP Advisory US, Inc.2 / 15$120.8M
Wallace Hart LLC2 / 15$105.4M
Marest Capital, LLC2 / 15$125.2M
Shulman DeMeo Asset Management LLC2 / 15$309.1M
AXS Investments LLC2 / 15$177.0M
Valor Advisors LLC2 / 15$61.3M
Socha Financial Group, LLC2 / 15$110.8M

Ranked by the share of each fund's own book sitting in the names it shares with Anchor Capital Management Group Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

15 positions
Invesco is 55.8% of the book
#SecurityValueShares% PortLast moveHistory
1Invesco
COM
$81.0M110.0K
55.8%
−17%
Reduced · −23K sh
2State Street
COM
$42.6M57.0K
29.3%
Held
3First American
COM
$5.4M5.39M
3.7%
−50%
Reduced · −5.5M sh
4JPMorgan
COM
$2.4M39.5K
1.7%
−1.3%
Reduced · −500 sh
5Global X
COM
$1.8M99.5K
1.3%
−41%
Reduced · −70K sh
6First Trust
COM
$1.6M74.0K
1.1%
Held
7First Trust
COM
$1.6M67.0K
1.1%
Held
8Pimco
COM
$1.4M84.3K
1.0%
−32%
Reduced · −40K sh
9Defiance
COM
$1.3M54.8K
0.9%
Held
10Defiance
COM
$1.2M40.0K
0.8%
Held
11Pimco
COM
$1.1M84.5K
0.8%
−37%
Reduced · −50K sh
12Blackrock
COM
$1.1M35.0K
0.7%
Held
13Blackrock
COM
$913K18.0K
0.6%
Held
14AllianceBernstein
COM
$824K80.0K
0.6%
Held
15NEOS
COM
$782K14.0K
0.5%
Held
Showing all 15 positions
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Filing history

As-of date vs the date the SEC received each filing

$276.1M · Q4 2024Q4 2024 · $276.1MQ2 2026 · $145.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d16$145.1M13F-HR
Q1 2026Mar 31, 2026May 18, 202648d17$143.8M13F-HR
Q4 2025Dec 31, 2025Feb 20, 202651d17$197.5M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d17$197.5M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202531d20$215.1M13F-HR
Q1 2025Mar 31, 2025May 6, 202536d21$217.3M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d18$276.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.