Anchor Investment Management, LLC holds a diversified book of 1207 reported positions worth $1.3B as of Q2 2026 (disclosed Sep 15, 2026, a ~77-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 6 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Visa Inc-Class A Shares. Their largest long position is Microsoft Corp at 3% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Anchor Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~77 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
+5 sectors below the cut, 7% together
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
Other tracked managers holding the same core names as Anchor Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 10 / 80 | $641.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Noked Israel Ltd | 8 / 80 | $889.3M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ketron Financial | 24 / 80 | $282.8M |
| 9823 Capital, L.P. | 9 / 80 | $128.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Anchor Investment Management, LLC: 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 | Microsoft Corp Com Stock | $39.4M | 105.5K | 3.0% | ▲+3.7% Added · +4K sh | |
| 2 | Apple Inc Com Stock | $37.6M | 130.1K | 2.8% | ▲+0.1% Added · +189 sh | |
| 3 | Visa Inc Com CL A Stock | $36.5M | 106.4K | 2.7% | ▼−1.0% Reduced · −1K sh | |
| 4 | Alphabet Inc Cap STK CL C Stock | $35.4M | 100.1K | 2.7% | ▲+12% Added · +11K sh | |
| 5 | Schwab U.S. Large-Cap ETF ETF | $35.1M | 1.19M | 2.6% | ▲~0% Added · +265 sh | |
| 6 | First CTZNS Bancshares Inc Del CL A Stock | $33.2M | 16.0K | 2.5% | ▲+21% Added · +3K sh | |
| 7 | Vanguard Information Technology ETF ETF | $25.5M | 213.6K | 1.9% | ▲+670% Added · +186K sh | |
| 8 | Invesco Bulletshares 2028 Corporate Bond ETF ETF | $25.2M | 1.24M | 1.9% | ▲+7.2% Added · +83K sh | |
| 9 | Invesco Bulletshares 2027 Corporate Bond ETF ETF | $25.2M | 1.28M | 1.9% | ▲+4.3% Added · +53K sh | |
| 10 | Invesco Nasdaq 100 ETF ETF | $23.4M | 77.2K | 1.8% | ▼−0.1% Reduced · −50 sh | |
| 11 | Invesco Bulletshares 2029 Corporate Bond ETF ETF | $23.1M | 1.24M | 1.7% | ▲+9.2% Added · +104K sh | |
| 12 | Alphabet Inc Cap STK CL A Stock | $22.7M | 63.5K | 1.7% | ▼−14% Reduced · −11K sh | |
| 13 | Abbvie Inc Com Stock | $21.7M | 86.2K | 1.6% | ▼−1.8% Reduced · −2K sh | |
| 14 | Johnson & Johnson Com Stock | $21.5M | 84.6K | 1.6% | ▼−3.4% Reduced · −3K sh | |
| 15 | Corning Inc Com Stock | $19.1M | 74.9K | 1.4% | ▼−6.0% Reduced · −5K sh | |
| 16 | Nvidia Corporation Com Stock | $18.2M | 91.0K | 1.4% | ▲+4.7% Added · +4K sh | |
| 17 | Amazon Com Inc Com Stock | $17.5M | 73.5K | 1.3% | ▼−0.6% Reduced · −409 sh | |
| 18 | Berkshire Hathaway Inc Del CL B New Stock | $17.5M | 34.9K | 1.3% | ▼−2.1% Reduced · −746 sh | |
| 19 | Invesco QQQ Trust Series I ETF | $16.3M | 22.2K | 1.2% | ▼−4.3% Reduced · −995 sh | |
| 20 | Eli Lilly & Co Com Stock | $15.2M | 12.7K | 1.1% | ▼−3.8% Reduced · −498 sh | |
| 21 | Micron Technology Inc Com Stock | $14.2M | 12.3K | 1.1% | ▲+2.0% Added · +243 sh | |
| 22 | Caterpillar Inc Com Stock | $12.6M | 11.9K | 0.9% | ▼−1.9% Reduced · −236 sh | |
| 23 | JPMorgan Chase & Co Com Stock | $12.6M | 38.5K | 0.9% | ▼−5.3% Reduced · −2K sh | |
| 24 | ExxonMobil Holdings Corp Com SHS Stock | $12.2M | 89.4K | 0.9% | ▲New New position | |
| 25 | Union Pac Corp Com Stock | $12.1M | 44.6K | 0.9% | ▼−3.1% Reduced · −1K sh | |
| 26 | Unitedhealth Group Inc Com Stock | $11.7M | 28.1K | 0.9% | ▼−4.6% Reduced · −1K sh | |
| 27 | Applied Matls Inc Com Stock | $11.4M | 15.7K | 0.9% | ▼−0.4% Reduced · −69 sh | |
| 28 | Meta Platforms Inc CL A Stock | $11.0M | 19.5K | 0.8% | ▼−2.7% Reduced · −534 sh | |
| 29 | Duke Energy Corp New Com New Stock | $10.4M | 82.5K | 0.8% | ▼−0.5% Reduced · −431 sh | |
| 30 | Lowes Cos Inc Com Stock | $10.2M | 46.3K | 0.8% | ▼−2.8% Reduced · −1K sh | |
| 31 | Coca Cola Co Com Stock | $9.7M | 119.9K | 0.7% | ▲~0% Added · +8 sh | |
| 32 | JPMorgan Ultra-Short Income ETF ETF | $9.3M | 183.5K | 0.7% | ▲+5.4% Added · +9K sh | |
| 33 | Broadcom Inc Com Stock | $9.2M | 24.2K | 0.7% | ▲+1.9% Added · +449 sh | |
| 34 | Ishares Semiconductor ETF ETF | $9.1M | 14.3K | 0.7% | ▼−19% Reduced · −3K sh | |
| 35 | Watsco Inc Com Stock | $9.0M | 21.5K | 0.7% | ▲~0% Added · +5 sh | |
| 36 | Fedex Corp Com Stock | $8.7M | 27.8K | 0.7% | ▼−1.9% Reduced · −549 sh | |
| 37 | Republic Svcs Inc Com Stock | $8.4M | 39.6K | 0.6% | ▼−2.3% Reduced · −921 sh | |
| 38 | Fortinet Inc Com Stock | $8.2M | 53.1K | 0.6% | ▼−1.8% Reduced · −954 sh | |
| 39 | Merck & Co Inc Com Stock | $8.1M | 63.0K | 0.6% | ▼−3.7% Reduced · −2K sh | |
| 40 | Costco Wholesale Corporation Com Stock | $7.8M | 8.3K | 0.6% | ▼−2.2% Reduced · −190 sh | |
| 41 | Walmart Inc Com Stock | $7.8M | 68.8K | 0.6% | ▼−6.6% Reduced · −5K sh | |
| 42 | Philip Morris Intl Inc Com Stock | $7.8M | 42.9K | 0.6% | ▲+0.9% Added · +406 sh | |
| 43 | Schwab U.S. Mid-Cap ETF ETF | $7.5M | 204.3K | 0.6% | ▼−0.4% Reduced · −892 sh | |
| 44 | Southern Co Com Stock | $7.3M | 76.0K | 0.5% | ▲+0.1% Added · +111 sh | |
| 45 | Chevron Corporation Com Stock | $7.2M | 43.4K | 0.5% | ▼−0.2% Reduced · −84 sh | |
| 46 | Home Depot Inc Com Stock | $7.2M | 20.3K | 0.5% | ▼−0.8% Reduced · −163 sh | |
| 47 | Procter & Gamble Co Com Stock | $7.1M | 48.7K | 0.5% | ▼−3.7% Reduced · −2K sh | |
| 48 | Vanguard S&P 500 ETF ETF | $6.8M | 10.0K | 0.5% | ▲+0.6% Added · +60 sh | |
| 49 | Medtronic PLC SHS Stock | $6.6M | 84.4K | 0.5% | ▼−7.7% Reduced · −7K sh | |
| 50 | McKesson Corp Com Stock | $6.6M | 8.7K | 0.5% | ▼−0.1% Reduced · −13 sh |
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/1634149/holdings"
Use Arkolith to show Anchor Investment Management, LLC'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 | Sep 15, 2026 | 77d | 1,207 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 1,067 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 26, 2026 | 57d | 1,046 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 1,065 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 19, 2025 | 50d | 1,045 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 20, 2025 | 50d | 1,041 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 1,024 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 21, 2024 | 52d | 1,052 | $1.1B | 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.