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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
โขCIK: 894119โขFiling: 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%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
Sector Breakdown
Other74.7%
ETF25.3%
Changes from Q2 2025
โ3 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024