Arkolith/Funds/Anchyra Partners LLC

Anchyra Partners LLC

CIK 2107106
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Anchyra Partners LLC holds a diversified book of 350 stocks worth $416.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Sterling Infrastructure Inc and trimmed T Rowe Price Group Inc. Their largest long position is T Rowe Price Group Inc at 12% of the equity book. Cloning the disclosed picks since 2026 would be +8% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ANCHYRA PARTNERS LLC's latest
holdings, largest changes, and filing provenance.
Opened
109
new positions
Added to
157
existing
Trimmed
83
reduced
Sold out
23
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+7.8%
+16.6%/yr · since Jan '26
Their reported book
+6.7%
held from quarter-end
S&P 500
+6.8%
same window
$9K$10K$10K$11K$11KJan '26Mar '26Apr '26May '26Jun '26Jul '26
Anchyra Partners LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Anchyra Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
37%
Top 20 holdings
48%

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

Direct sector allocation

90% mapped to company sectors

Information Technology
39%
Financials
23%
ETF / fund or unclassified
10%
Industrials
7%
Consumer Discretionary
6%
Health Care
4%
Materials
3%
Energy
2%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Anchyra Partners LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$938.4B
MORGAN STANLEY80 / 80$673.5B
GOLDMAN SACHS GROUP INC80 / 80$309.1B
UBS Group AG80 / 80$179.1B
ROYAL BANK OF CANADA80 / 80$177.6B
WELLS FARGO & COMPANY/MN80 / 80$176.0B
RAYMOND JAMES FINANCIAL INC80 / 80$106.1B
PNC FINANCIAL SERVICES GROUP, INC.80 / 80$93.9B

Ranked by how many of Anchyra Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

350 positions
#SecurityValueShares% PortLast moveHistory
1Price T Rowe Group Inc
COM
$51.6M454.1K
12.4%
−1.8%
Reduced · −8K sh
2Nvidia Corporation
COM
$26.0M129.7K
6.2%
+1.7%
Added · +2K sh
3Apple Inc
COM
$18.3M63.4K
4.4%
+4.8%
Added · +3K sh
4Microsoft Corp
COM
$11.2M30.2K
2.7%
−4.3%
Reduced · −1K sh
5Alphabet Inc
CAP STK CL A
$9.9M27.7K
2.4%
+1.5%
Added · +415 sh
6Ishares TR
RUSSELL 3000 ETF
$8.5M20.0K
2.0%
+8.3%
Added · +2K sh
7Micron Technology Inc
COM
$8.4M7.3K
2.0%
+2.1%
Added · +149 sh
8Meta Platforms Inc
CL A
$7.9M14.0K
1.9%
+3.1%
Added · +428 sh
9Broadcom Inc
COM
$6.9M18.4K
1.7%
+5.5%
Added · +955 sh
10Amazon Com Inc
COM
$6.6M27.8K
1.6%
−3.3%
Reduced · −943 sh
11SPDR Gold TR
GOLD SHS
$5.4M14.6K
1.3%
Held
12Marvell Technology Inc
COM
$5.3M17.9K
1.3%
−2.7%
Reduced · −492 sh
13Arista Networks Inc
COM SHS
$4.6M26.8K
1.1%
+3.4%
Added · +879 sh
14Coherent Corp
COM
$4.5M11.5K
1.1%
+5.0%
Added · +545 sh
15Jabil Inc
COM
$4.2M11.0K
1.0%
−4.8%
Reduced · −559 sh
16Ishares TR
RUS 1000 GRW ETF
$4.1M33.1K
1.0%
+341%
Added · +26K sh
17Berkshire Hathaway Inc Del
CL B NEW
$4.1M8.1K
1.0%
+2.8%
Added · +221 sh
18Select Sector SPDR TR
STATE STREET TEC
$3.9M20.4K
0.9%
Held
19Palo Alto Networks Inc
COM
$3.6M10.6K
0.9%
+2.9%
Added · +297 sh
20Cisco Sys Inc
COM
$3.4M29.3K
0.8%
+2.0%
Added · +575 sh
21Sterling Infrastructure Inc
COM
$3.4M4.1K
0.8%
New
New position
22SPDR S&P 500 ETF TR
TR UNIT
$3.4M4.5K
0.8%
+3.8%
Added · +165 sh
23Southern Co
COM
$3.4M35.0K
0.8%
+0.3%
Added · +115 sh
24Ishares TR
RUS 1000 VAL ETF
$3.3M13.5K
0.8%
+7.0%
Added · +877 sh
25Exxon Mobil Corp
COM
$3.2M23.4K
0.8%
−1.6%
Reduced · −394 sh
26Marriott Intl Inc New
CL A
$3.1M8.2K
0.7%
+0.3%
Added · +21 sh
27Eli Lilly & Co
COM
$3.0M2.5K
0.7%
+7.2%
Added · +165 sh
28JPMorgan Chase & Co.
COM
$2.8M8.7K
0.7%
+6.6%
Added · +536 sh
29Tesla Inc
COM
$2.8M6.6K
0.7%
+6.1%
Added · +378 sh
30Applied Matls Inc
COM
$2.6M3.6K
0.6%
+7.3%
Added · +248 sh
31Norfolk Southn Corp
COM
$2.5M8.0K
0.6%
−1.6%
Reduced · −132 sh
32Alphabet Inc
CAP STK CL C
$2.5M7.0K
0.6%
+29%
Added · +2K sh
33Walmart Inc
COM
$2.5M21.8K
0.6%
−1.5%
Reduced · −327 sh
34Advanced Micro Devices Inc
COM
$2.5M4.3K
0.6%
+11%
Added · +416 sh
35Ishares TR
MSCI EAFE ETF
$2.5M23.6K
0.6%
+17%
Added · +3K sh
36Cadence Design System Inc
COM
$2.3M6.1K
0.5%
+0.7%
Added · +41 sh
37Ge Aerospace
COM NEW
$2.2M6.0K
0.5%
+1.9%
Added · +110 sh
38Deere & Co
COM
$2.0M3.2K
0.5%
+0.1%
Added · +4 sh
39Eaton Corp PLC
SHS
$2.0M4.7K
0.5%
+1.5%
Added · +70 sh
40RTX Corporation
COM
$1.9M10.2K
0.5%
+4.7%
Added · +455 sh
41Oracle Corp
COM
$1.9M12.9K
0.5%
+8.6%
Added · +1K sh
42Ge Vernova Inc
COM
$1.9M1.6K
0.4%
−4.0%
Reduced · −66 sh
43Procter And Gamble Co
COM
$1.8M12.6K
0.4%
−3.3%
Reduced · −428 sh
44Goldman Sachs ETF TR
TECHNOLOGY OPPOR
$1.8M36.5K
0.4%
−2.8%
Reduced · −1K sh
45Twilio Inc
CL A
$1.7M8.4K
0.4%
+2.4%
Added · +197 sh
46Morgan Stanley
COM NEW
$1.7M8.2K
0.4%
+100%
Added · +4K sh
47Johnson & Johnson
COM
$1.7M6.7K
0.4%
+5.3%
Added · +339 sh
48Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.7M8.0K
0.4%
Held
49Invesco QQQ TR
UNIT SER 1
$1.7M2.3K
0.4%
+16%
Added · +303 sh
50Netflix Inc
COM
$1.6M22.5K
0.4%
−3.5%
Reduced · −813 sh
Showing 50 of 350 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026350$416.4M13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026275$329.5M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026259$326.0M13F-HR

Data source

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.