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Showing Q3 2025 data
Anchor Investment Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Anchor Investment Management, LLC
•CIK: 1634149•Filing: Q3 2025
**Anchor Investment Management, LLC** manages $1.2B across a diversified portfolio of 1,062 positions. The firm maintains significant exposure to mega-cap technology leaders, highlighted by top holdings in MSFT ($53.4M), V ($36.5M), and AAPL ($33.9M). Notable allocations also include sector-specific ETFs such as SCHX ($30.4M) and VGT ($22.1M), alongside substantial direct positions in GOOG ($27.2M) and GOOGL ($21.2M). This positioning suggests a conviction in established, growth-oriented technology and market infrastructure names.
Total AUM
$1.2B
QoQ Performance
+5.9%
Positions
1,061
Top 10 Concentration
26.8%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT4.4%
V3.0%
AAPL2.8%
SCHX2.5%
GOOG2.3%
NDQ1.9%
FCNCA1.9%
BSCR1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.0%
Technology19.2%
Financial8.6%
Healthcare7.8%
Consumer6.1%
Industrial3.3%
Utilities1.9%
Communication1.6%
🚪 Exited Positionssold since Q2 2025
+840 more exited positions
Changes from Q2 2025
NEW1 new position
↑88 increased
↓88 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023