Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.21 Trillion
  • Q3 2025

Anchor Investment Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.21 Trillion distributed in 1065 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $53.4B, Visa Inc. with a value of $36.5B, Apple Inc. with a value of $33.9B, Schwab Strategic Tr Us Large C with a value of $30.4B, and Alphabet Inc. with a value of $27.2B.

Examining the 13F form we can see an increase of $67.5B in the current position value, from $1.14T to 1.21T.

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 $1.21 Trillion
ETFs: $334 Billion
Technology: $190 Billion
Financial Services: $159 Billion
Healthcare: $115 Billion
Industrials: $90.4 Billion
Communication Services: $86.7 Billion
Consumer Cyclical: $70.8 Billion
Consumer Defensive: $67 Billion
Other: $75.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85B
$19.9 Million 0.0% of portfolio
300
Q4 2023 New
$20.4B
$13.4 Million 0.0% of portfolio
153
Q3 2025 Reduced 4.97%
$10.4B
$4.3 Million 0.0% of portfolio
15
Q3 2025 Reduced 42.31%
Forward Air Corp Com
-
$11 Million 0.0% of portfolio
-
Q3 2025 Added 3.61%
Fortrea Hldgs Inc Common Stock
-
$3.66 Million 0.0% of portfolio
-
Q3 2025 Reduced 31.5%
$43.5B
$2.45 Million 0.0% of portfolio
7
Q4 2024 Reduced 68.18%
$0
$49.2 Million 0.0% of portfolio
4,000
Q1 2017 Reduced 24.99%
Liberty Media Corp Del Com Lbty Liv S A
-
$1.98 Million 0.0% of portfolio
-
Q2 2024 Reduced 32.26%
$26.8B
$11.2 Million 0.0% of portfolio
40
Q1 2017 Added 11,900.0%
$3.55B
$5.17 Million 0.0% of portfolio
100
Q3 2025 Added 100.0%
Arm Holdings PLC Sponsored Ads
-
$707,000 0.0% of portfolio
-
Q3 2025 New
$35.8B
$10.9 Million 0.0% of portfolio
40
Q1 2024 New
$0
$1.17 Million 0.0% of portfolio
10
Q4 2017 Added 1,900.0%
$22B
$43.5 Million 0.0% of portfolio
800
Q3 2025 Reduced 8.57%
$8.03B
$957,000 0.0% of portfolio
5
Q3 2025 Reduced 50.0%
Niocorp Devs LTD Com New
-
$668,000 0.0% of portfolio
-
Q3 2025 New
$0
$2.38 Million 0.0% of portfolio
50
Q4 2023 New
$0
$6.83 Million 0.0% of portfolio
86
Q4 2023 New
$0
$26.3 Million 0.0% of portfolio
1,375
Q1 2016 Reduced 72.73%
Fidelity Enhanced Large Cap Value ETF
-
$11.2 Million 0.0% of portfolio
-
Q3 2025 Reduced 18.69%
$0
$30.5 Million 0.0% of portfolio
447
Q2 2023 Reduced 24.24%
Worthington Stl Inc Com Shs
-
$30.4 Million 0.0% of portfolio
-
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$29.3 Million 0.0% of portfolio
-
Q3 2025 Added 210.34%
$53.1B
$23.5 Million 0.0% of portfolio
74
Q2 2024 Reduced 73.09%
Range Nuclear Renaissance Index ETF
-
$16.3 Million 0.0% of portfolio
-
Q1 2025 New
Destiny Tech100 Inc Com Shs
-
$13.6 Million 0.0% of portfolio
-
Q3 2024 Added 357.14%
Solventum Corp Com Shs
-
$9.93 Million 0.0% of portfolio
-
Q4 2024 Reduced 6.85%
$0
$28.2 Million 0.0% of portfolio
315
Q4 2017 Reduced 40.32%
$0
$21 Million 0.0% of portfolio
335
Q1 2018 Added 61.95%
-
$47 Million 0.0% of portfolio
-
Q3 2024 New
$0
$2.49 Million 0.0% of portfolio
80
Q4 2024 Added 100.0%
$0
$20.8 Million 0.0% of portfolio
790
Q4 2024 New
Nano Nuclear Energy Inc Com
-
$6.94 Million 0.0% of portfolio
-
Q1 2025 New
$0
$3.17 Million 0.0% of portfolio
108
Q4 2023 New
$0
$1.49 Million 0.0% of portfolio
164
Q4 2024 New
$0
$13.4 Million 0.0% of portfolio
300
Q4 2023 New
$0
$41 Million 0.0% of portfolio
955
Q2 2025 Added 0.1%
$0
$36.2 Million 0.0% of portfolio
315
Q3 2025 Reduced 7.08%
Smurfit Westrock PLC Shs
-
$5 Million 0.0% of portfolio
-
Q3 2024 New
Ishares Ethereum Trust ETF
-
$1.73 Million 0.0% of portfolio
-
Q3 2025 New
$0
$29.7 Million 0.0% of portfolio
570
Q1 2018 Added 207.9%
$32.4B
$825,000 0.0% of portfolio
3
Q3 2022 Added 6,466.67%
$0
$3.28 Million 0.0% of portfolio
50
Q4 2023 New
$0
$6.43 Million 0.0% of portfolio
125
Q4 2023 New
$0
$15.6 Million 0.0% of portfolio
105
Q2 2024 Reduced 67.69%
Amentum Holdings Inc Com
-
$2.08 Million 0.0% of portfolio
-
Q2 2025 Reduced 83.43%
South Bow Corp Com
-
$566,000 0.0% of portfolio
-
Q4 2024 New
$0
$40.2 Million 0.0% of portfolio
351
Q3 2025 New
Terrestrial Energy Inc Com Shs
-
$34.5 Million 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,065
  • Current Value $1.21 Trillion
  • Prior Value $1.14 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 43 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
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