Anchor Capital Management Group Inc holds a concentrated book of 15 stocks worth $145.1M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Nuveen Credit Strategies Inc and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 56% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/894119/holdings"
Use Arkolith to show Anchor Capital Management Group Inc's latest holdings, largest changes, and filing provenance.
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
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, 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 |
|---|---|---|
| MORGAN STANLEY | 17 / 15 | $43.5B |
| WELLS FARGO & COMPANY/MN | 16 / 15 | $11.7B |
| ROYAL BANK OF CANADA | 16 / 15 | $7.4B |
| OSAIC HOLDINGS, INC. | 16 / 15 | $2.5B |
| LPL Financial LLC | 15 / 15 | $14.6B |
| UBS Group AG | 15 / 15 | $12.3B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 / 15 | $11.8B |
| Cetera Investment Advisers | 15 / 15 | $3.1B |
Ranked by how many of Anchor Capital Management Group Inc's top 15 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 16 | $145.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 17 | $143.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 20, 2026 | 17 | $197.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 17 | $197.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 20 | $215.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 21 | $217.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 18 | $276.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.