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
$2.36B
$3.02 Billion 0.26% of portfolio
25,124
Q2 2025 Added 2.23%
$328B
$2.91 Billion 0.26% of portfolio
11,295
Q2 2025 Reduced 6.17%
$210B
$2.84 Billion 0.25% of portfolio
21,485
Q2 2025 Reduced 2.62%
$75.7B
$2.85 Billion 0.25% of portfolio
87,457
Q2 2025 Reduced 0.34%
$0
$2.91 Billion 0.25% of portfolio
10,377
Q2 2025 Reduced 2.23%
$183B
$2.86 Billion 0.25% of portfolio
30,605
Q2 2025 Reduced 10.13%
$0
$2.9 Billion 0.25% of portfolio
16,423
Q2 2025 Added 7.07%
$241B
$2.86 Billion 0.25% of portfolio
8,976
Q2 2025 Reduced 1.93%
$170B
$2.86 Billion 0.25% of portfolio
31,336
Q2 2025 Added 6.27%
$0
$2.76 Billion 0.24% of portfolio
6,297
Q2 2025 Added 4.57%
$23.3B
$2.75 Billion 0.24% of portfolio
28,500
Q2 2025 Added 2.24%
$76.4B
$2.74 Billion 0.24% of portfolio
36,888
Q2 2025 Added 5.66%
$83.6B
$2.68 Billion 0.23% of portfolio
6,878
Q2 2025 Added 5.98%
$0
$2.59 Billion 0.23% of portfolio
63,652
Q3 2024 New
$1.55T
$2.6 Billion 0.23% of portfolio
11,465
Q2 2025 Added 50.66%
$136B
$2.65 Billion 0.23% of portfolio
109,152
Q2 2025 Reduced 18.0%
$157B
$2.49 Billion 0.22% of portfolio
40,776
Q2 2025 Reduced 0.24%
$84.4B
$2.56 Billion 0.22% of portfolio
37,892
Q2 2025 Reduced 1.43%
$34.6B
$2.48 Billion 0.22% of portfolio
46,895
Q2 2025 Added 5.26%
$40.4B
$2.44 Billion 0.21% of portfolio
18,930
Q2 2025 Added 6.85%
$0
$2.41 Billion 0.21% of portfolio
10,997
Q2 2025 Added 5.48%
$154B
$2.4 Billion 0.21% of portfolio
4,552
Q2 2025 Added 4.64%
$210B
$2.39 Billion 0.21% of portfolio
5,896
Q2 2025 Reduced 49.27%
$247B
$2.36 Billion 0.21% of portfolio
8,018
Q2 2025 Added 0.11%
$231B
$2.37 Billion 0.21% of portfolio
16,253
Q2 2025 Reduced 10.83%
$60.3B
$2.3 Billion 0.2% of portfolio
17,133
Q2 2025 Added 20.46%
$196B
$2.32 Billion 0.2% of portfolio
12,684
Q2 2025 Reduced 1.19%
Simplify Mbs ETF
-
$2.11 Billion 0.19% of portfolio
-
Q2 2025 Added 8.55%
$0
$2.07 Billion 0.18% of portfolio
25,897
Q2 2025 Added 3.41%
$129B
$2.07 Billion 0.18% of portfolio
57,883
Q2 2025 Reduced 9.04%
$0
$2.02 Billion 0.18% of portfolio
7,211
Q2 2025 Reduced 5.21%
$67.4B
$2.07 Billion 0.18% of portfolio
19,674
Q2 2025 Reduced 1.75%
$45.6B
$1.93 Billion 0.17% of portfolio
13,280
Q2 2025 Reduced 0.48%
$0
$1.99 Billion 0.17% of portfolio
25,262
Q1 2025 Reduced 16.52%
$182B
$1.99 Billion 0.17% of portfolio
2,525
Q2 2025 Added 3.4%
$45.7B
$1.89 Billion 0.17% of portfolio
7,872
Q2 2025 Added 8.5%
$129B
$1.93 Billion 0.17% of portfolio
4,165
Q4 2024 Added 0.97%
$3.92B
$1.82 Billion 0.16% of portfolio
41,736
Q2 2025 Added 0.34%
$0
$1.84 Billion 0.16% of portfolio
61,212
Q2 2025 Reduced 11.2%
$11.1B
$1.75 Billion 0.15% of portfolio
17,831
Q2 2025 Added 4.66%
$86.3B
$1.74 Billion 0.15% of portfolio
19,133
Q2 2025 Reduced 2.04%
$88.8B
$1.66 Billion 0.15% of portfolio
5,021
Q2 2025 Added 18.2%
$154B
$1.76 Billion 0.15% of portfolio
8,931
Q2 2025 Added 3.76%
$0
$1.67 Billion 0.15% of portfolio
26,099
Q2 2025 Added 2.85%
$0
$1.62 Billion 0.14% of portfolio
6,847
Q2 2025 Reduced 2.88%
Linde PLC Shs
-
$1.54 Billion 0.14% of portfolio
-
Q2 2025 Added 16.2%
$187B
$1.55 Billion 0.14% of portfolio
53,390
Q2 2025 Added 4.8%
$20.1B
$1.64 Billion 0.14% of portfolio
6,900
Q2 2025 Added 17.91%
$6.92B
$1.64 Billion 0.14% of portfolio
17,766
Q2 2025 Added 0.06%

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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