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.
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.
Top-heavy: concentrated book
Excluding Invesco QQQ Trust Series 1 (56% of the book), the rest is a concentrated book:
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Anchor Capital Management Group Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Rising Stella Capital Pte. Ltd | 2 / 15 | $223.2M |
| XP Advisory US, Inc. | 2 / 15 | $120.8M |
| Wallace Hart LLC | 2 / 15 | $105.4M |
| Marest Capital, LLC | 2 / 15 | $125.2M |
| Shulman DeMeo Asset Management LLC | 2 / 15 | $309.1M |
| AXS Investments LLC | 2 / 15 | $177.0M |
| Valor Advisors LLC | 2 / 15 | $61.3M |
| Socha Financial Group, LLC | 2 / 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco COM | $81.0M | 110.0K | 55.8% | ▼−17% Reduced · −23K sh | |
| 2 | State Street COM | $42.6M | 57.0K | 29.3% | —Held | |
| 3 | First American COM | $5.4M | 5.39M | 3.7% | ▼−50% Reduced · −5.5M sh | |
| 4 | JPMorgan COM | $2.4M | 39.5K | 1.7% | ▼−1.3% Reduced · −500 sh | |
| 5 | Global X COM | $1.8M | 99.5K | 1.3% | ▼−41% Reduced · −70K sh | |
| 6 | First Trust COM | $1.6M | 74.0K | 1.1% | —Held | |
| 7 | First Trust COM | $1.6M | 67.0K | 1.1% | —Held | |
| 8 | Pimco COM | $1.4M | 84.3K | 1.0% | ▼−32% Reduced · −40K sh | |
| 9 | Defiance COM | $1.3M | 54.8K | 0.9% | —Held | |
| 10 | Defiance COM | $1.2M | 40.0K | 0.8% | —Held | |
| 11 | Pimco COM | $1.1M | 84.5K | 0.8% | ▼−37% Reduced · −50K sh | |
| 12 | Blackrock COM | $1.1M | 35.0K | 0.7% | —Held | |
| 13 | Blackrock COM | $913K | 18.0K | 0.6% | —Held | |
| 14 | AllianceBernstein COM | $824K | 80.0K | 0.6% | —Held | |
| 15 | NEOS COM | $782K | 14.0K | 0.5% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Anchor Capital Management Group Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 16 | $145.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 48d | 17 | $143.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 20, 2026 | 51d | 17 | $197.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 17 | $197.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 20 | $215.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 21 | $217.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 18 | $276.1M | 13F-HR |
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.