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
$1.16B
$1.47 Billion 0.13% of portfolio
26,116
Q2 2025 Reduced 5.88%
$0
$1.54 Billion 0.13% of portfolio
70,266
Q2 2025 Added 3.42%
$85.6B
$1.53 Billion 0.13% of portfolio
8,334
Q2 2025 Reduced 0.56%
$0
$1.46 Billion 0.13% of portfolio
14,464
Q2 2025 Added 0.78%
$0
$1.47 Billion 0.13% of portfolio
7,586
Q2 2025 Added 0.03%
$0
$1.35 Billion 0.12% of portfolio
61,307
Q2 2025 Reduced 2.33%
$0
$1.36 Billion 0.12% of portfolio
21,525
Q1 2025 Reduced 13.29%
$0
$1.35 Billion 0.12% of portfolio
20,149
Q2 2025 Added 2.22%
$112B
$1.33 Billion 0.12% of portfolio
8,860
Q1 2025 Added 275.42%
$90.8B
$1.33 Billion 0.12% of portfolio
4,558
Q2 2025 Added 3.29%
Source Capital Com Shs Of Ben I
-
$1.4 Billion 0.12% of portfolio
-
Q2 2025 Added 6.37%
$0
$1.39 Billion 0.12% of portfolio
10,459
Q2 2025 Added 0.46%
$158B
$1.38 Billion 0.12% of portfolio
4,942
Q2 2025 Added 6.49%
Gsk PLC Sponsored Adr
-
$1.41 Billion 0.12% of portfolio
-
Q2 2025 Reduced 10.04%
$75.9B
$1.27 Billion 0.11% of portfolio
5,150
Q2 2025 Reduced 0.94%
$24.7B
$1.26 Billion 0.11% of portfolio
8,172
Q1 2024 Added 0.07%
$0
$1.22 Billion 0.11% of portfolio
10,377
Q2 2025 Added 4.78%
$220B
$1.25 Billion 0.11% of portfolio
10,135
Q2 2025 Reduced 9.79%
$181B
$1.21 Billion 0.11% of portfolio
1,174
Q2 2025 Reduced 1.34%
$85.8B
$1.27 Billion 0.11% of portfolio
2,538
Q2 2025 Added 0.24%
$147B
$1.24 Billion 0.11% of portfolio
4,150
Q2 2025 Reduced 5.08%
$7.74B
$1.26 Billion 0.11% of portfolio
9,800
Q3 2024 Reduced 0.51%
$23.6B
$1.25 Billion 0.11% of portfolio
5,670
Q1 2025 Reduced 1.82%
$0
$1.24 Billion 0.11% of portfolio
17,034
Q2 2025 Added 31.13%
$67.3B
$1.26 Billion 0.11% of portfolio
2,458
Q2 2025 Reduced 41.96%
$65.8B
$1.18 Billion 0.1% of portfolio
38,135
Q2 2025 Added 4.95%
$126B
$1.1 Billion 0.1% of portfolio
5,236
Q2 2025 Reduced 3.23%
$51.5B
$1.14 Billion 0.1% of portfolio
63,030
Q2 2025 Reduced 0.98%
$61.2B
$1.15 Billion 0.1% of portfolio
39,074
Q2 2025 Added 5.79%
$379B
$1.11 Billion 0.1% of portfolio
7,834
Q2 2025 Reduced 17.19%
$319B
$1.08 Billion 0.1% of portfolio
13,519
Q2 2025 Reduced 0.04%
$246B
$1.1 Billion 0.1% of portfolio
4,044
Q2 2025 Added 4.04%
$111B
$1.18 Billion 0.1% of portfolio
13,130
Q2 2025 Added 8.63%
$14.5B
$1.08 Billion 0.09% of portfolio
8,979
Q2 2025 Reduced 8.97%
$44.9B
$975 Million 0.09% of portfolio
12,461
Q2 2025 Reduced 70.15%
Labcorp Holdings Inc Com Shs
-
$1.05 Billion 0.09% of portfolio
-
Q1 2025 Reduced 1.23%
$0
$1.06 Billion 0.09% of portfolio
39,772
Q2 2025 Added 0.11%
$405B
$1.03 Billion 0.09% of portfolio
1,282
Q2 2025 Reduced 18.86%
$77.1B
$1.02 Billion 0.09% of portfolio
3,777
Q2 2025 Added 0.4%
$0
$1.05 Billion 0.09% of portfolio
5,931
Q2 2025 Added 2.33%
$65.1B
$1.08 Billion 0.09% of portfolio
11,888
Q2 2025 Reduced 0.83%
$95.1B
$871 Million 0.08% of portfolio
9,511
Q2 2025 Reduced 3.97%
$140B
$893 Million 0.08% of portfolio
8,314
Q2 2025 Added 8.75%
$33.9B
$886 Million 0.08% of portfolio
11,360
Q2 2025 Reduced 1.6%
Te Connectivity PLC Ord Shs
-
$864 Million 0.08% of portfolio
-
Q2 2025 Reduced 0.97%
$17.7B
$918 Million 0.08% of portfolio
16,367
Q1 2025 Reduced 4.36%
$10.5B
$933 Million 0.08% of portfolio
19,012
Q2 2025 Reduced 4.52%
$350B
$912 Million 0.08% of portfolio
6,691
Q2 2025 Added 1,296.87%
Ge Vernova Inc Com
-
$864 Million 0.08% of portfolio
-
Q4 2024 Reduced 14.77%

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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