Anchor Capital Management Group Inc holds a concentrated book of 14 stocks worth $143.8M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened AllianceBernstein and trimmed Invesco. Their largest long position is Invesco at 53% of the equity book.
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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.
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
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 | $76.5M | 132.5K | 53.2% | ▼−26% Reduced · −46K sh | |
| 2 | State Street COM | $37.1M | 57.0K | 25.8% | —Held | |
| 3 | First American COM | $10.9M | 10.88M | 7.6% | ▲+90% Added · +5.2M sh | |
| 4 | Global X COM | $2.9M | 169.5K | 2.0% | —Held | |
| 5 | JPMorgan COM | $2.3M | 40.0K | 1.6% | —Held | |
| 6 | Pimco COM | $2.1M | 124.3K | 1.5% | —Held | |
| 7 | JPMorgan COM | $2.1M | 37.0K | 1.4% | —Held | |
| 8 | Pimco COM | $1.7M | 134.5K | 1.2% | —Held | |
| 9 | First Trust COM | $1.5M | 67.0K | 1.1% | —Held | |
| 10 | First Trust COM | $1.5M | 74.0K | 1.0% | —Held | |
| 11 | Defiance COM | $1.1M | 40.0K | 0.8% | —Held | |
| 12 | Defiance COM | $1.1M | 54.8K | 0.8% | —Held | |
| 13 | AllianceBernstein COM | $814K | 80.0K | 0.6% | ▲New New position | |
| 14 | Blackrock COM | $775K | 35.0K | 0.5% | ▲New New position | |
| 15 | NEOS COM | $717K | 14.0K | 0.5% | —Held | |
| 16 | Blackrock COM | $654K | 18.0K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 ~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.