Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2025 data
Anchor Capital Management Group Inc's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Anchor Capital Management Group Inc

โ€ขCIK: 894119โ€ขFiling: Q3 2025

**Anchor Capital Management Group Inc.** manages $198M across a portfolio of 16 distinct positions. The strategy exhibits a significant concentration in the Nasdaq 100, with **NDQ** representing the largest holding at **$121.9M**. Further core allocations include **SPY** at **$50.0M**, complemented by tactical exposure to income-generating ETFs such as **JEPI** ($2.3M) and **JEPQ** ($2.1M). This structure suggests a focus on growth-oriented indices while maintaining substantial yield components.

Total AUM
$197.5M
QoQ Performance
-8.2%
Positions
11
Top 10 Concentration
97.1%
Latest Filing
Q3 2025

Top Holdings Allocation

NDQ
SPY
NDQ61.7%
SPY25.3%
FGXXX2.6%
QYLD1.5%
PDI1.2%
JEPI1.2%
JEPQ1.1%
PDO1.0%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

NDQ
Invesco
-9.7%
61.7% of portfolio
SPY
SPDR
-6.2%
25.3% of portfolio
FGXXX
First American
-23.7%
2.6% of portfolio

Sector Breakdown

Other74.7%
ETF25.3%

๐Ÿšช Exited Positionssold since Q2 2025

EFA
iShares
SOLD
$14.3M
YYY*
Amplify
SOLD
$585.5K

Changes from Q2 2025

โ†“3 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024