Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.14 Trillion
  • Q2 2025

Anchor Investment Management, LLC has filed its 13F form on August 19, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Trillion distributed in 1045 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $51.1B, Visa Inc. with a value of $37.7B, Apple Inc. with a value of $28B, Schwab Strategic Tr Us Large C with a value of $27.6B, and First Citizens Bancshares Inc with a value of $25.5B.

Examining the 13F form we can see an increase of $67.6B in the current position value, from $1.07T to 1.14T.

Anchor Investment Management, LLC is based out at Columbia, SC

Below you can find more details about Anchor Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.14 Trillion
ETFs: $311 Billion
Technology: $174 Billion
Financial Services: $160 Billion
Healthcare: $108 Billion
Industrials: $88.7 Billion
Communication Services: $74 Billion
Consumer Defensive: $69.5 Billion
Consumer Cyclical: $67.4 Billion
Other: $72.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$51.1 Billion 4.48% of portfolio
102,679
Q2 2025 Reduced 2.24%
$551B
$37.7 Billion 3.3% of portfolio
106,081
Q2 2025 Reduced 0.95%
$3.69T
$28 Billion 2.46% of portfolio
136,659
Q2 2025 Added 0.75%
$0
$27.6 Billion 2.42% of portfolio
1,130,555
Q2 2025 Reduced 0.22%
$28.2B
$25.5 Billion 2.24% of portfolio
13,036
Q2 2025 Added 54.25%
$0
$21.6 Billion 1.9% of portfolio
39,216
Q2 2025 Reduced 6.08%
$0
$21.3 Billion 1.87% of portfolio
1,086,314
Q2 2025 Added 3.83%
$0
$19.9 Billion 1.75% of portfolio
1,019,256
Q2 2025 Added 2.7%
$1.24T
$20 Billion 1.75% of portfolio
112,603
Q2 2025 Added 23.83%
$0
$19.8 Billion 1.74% of portfolio
965,775
Q2 2025 Added 3.38%
$0
$19.5 Billion 1.71% of portfolio
29,382
Q2 2025 Added 1.89%
$621B
$18.1 Billion 1.58% of portfolio
37,166
Q2 2025 Reduced 0.43%
$2.26T
$16.2 Billion 1.42% of portfolio
73,854
Q2 2025 Added 5.69%
$351B
$15.8 Billion 1.39% of portfolio
85,278
Q2 2025 Added 0.41%
$1.21T
$15.6 Billion 1.37% of portfolio
88,632
Q2 2025 Reduced 15.17%
$1.78T
$14.6 Billion 1.28% of portfolio
19,793
Q2 2025 Added 0.16%
$456B
$13.3 Billion 1.16% of portfolio
83,907
Q2 2025 Added 5.15%
$859B
$11.7 Billion 1.02% of portfolio
40,297
Q2 2025 Added 0.84%
$608B
$11 Billion 0.96% of portfolio
14,054
Q2 2025 Added 0.27%
$442B
$10.9 Billion 0.96% of portfolio
101,516
Q2 2025 Reduced 0.49%
$152B
$10.3 Billion 0.91% of portfolio
46,628
Q2 2025 Added 2.5%
$135B
$10.3 Billion 0.9% of portfolio
44,676
Q2 2025 Added 2.37%
$368B
$9.71 Billion 0.85% of portfolio
60,929
Q2 2025 Reduced 6.42%
$95.8B
$9.71 Billion 0.85% of portfolio
82,300
Q2 2025 Added 0.96%
$122B
$9.54 Billion 0.84% of portfolio
109,475
Q2 2025 Added 2.32%
$684B
$9.58 Billion 0.84% of portfolio
43,822
Q2 2025 Added 10.35%
$73.8B
$9.2 Billion 0.81% of portfolio
37,305
Q2 2025 Reduced 5.16%
$0
$9.1 Billion 0.8% of portfolio
40,070
Q2 2025 Reduced 0.82%
$245B
$8.77 Billion 0.77% of portfolio
28,098
Q2 2025 Added 19.35%
$306B
$8.42 Billion 0.74% of portfolio
118,948
Q2 2025 Reduced 1.77%
$545B
$8.3 Billion 0.73% of portfolio
6,196
Q2 2025 Reduced 4.65%
$439B
$8.07 Billion 0.71% of portfolio
8,152
Q2 2025 Reduced 1.55%
$14B
$8.07 Billion 0.71% of portfolio
18,266
Q4 2024 Added 7,911.4%
$261B
$7.82 Billion 0.69% of portfolio
42,937
Q2 2025 Reduced 5.0%
$0
$7.73 Billion 0.68% of portfolio
152,449
Q2 2025 Added 7.43%
$281B
$7.53 Billion 0.66% of portfolio
76,995
Q2 2025 Reduced 5.76%
$405B
$7.4 Billion 0.65% of portfolio
20,192
Q2 2025 Added 0.66%
$229B
$7.2 Billion 0.63% of portfolio
52,952
Q2 2025 Reduced 0.51%
$102B
$6.95 Billion 0.61% of portfolio
75,684
Q2 2025 Added 0.93%
$0
$6.8 Billion 0.6% of portfolio
108,478
Q2 2025 Added 1.57%
$95.6B
$6.71 Billion 0.59% of portfolio
29,330
Q2 2025 Reduced 0.76%
$173B
$6.78 Billion 0.59% of portfolio
42,563
Q2 2025 Added 5.75%
$127B
$6.33 Billion 0.56% of portfolio
22,964
Q2 2025 Added 11.52%
$94.7B
$6.3 Billion 0.55% of portfolio
8,592
Q2 2025 Reduced 0.29%
$60B
$6.32 Billion 0.55% of portfolio
27,789
Q2 2025 Added 0.64%
$302B
$6.11 Billion 0.54% of portfolio
42,693
Q2 2025 Added 3.81%
$92.8B
$6.01 Billion 0.53% of portfolio
17,518
Q2 2025 Added 2.13%
$79.5B
$5.87 Billion 0.51% of portfolio
34,038
Q2 2025 Reduced 1.53%
$157B
$5.72 Billion 0.5% of portfolio
14,795
Q2 2025 Reduced 11.84%

Summary

  • Portfolio
  • No. of Stocks 1,045
  • Current Value $1.14 Trillion
  • Prior Value $1.07 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 19, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 230 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 241 stocks
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