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
$0
$892 Million 0.08% of portfolio
8,951
Q2 2025 Reduced 4.94%
$127B
$887 Million 0.08% of portfolio
12,847
Q2 2025 Reduced 5.52%
$0
$954 Million 0.08% of portfolio
15,382
Q2 2025 Reduced 0.38%
$52.7B
$755 Million 0.07% of portfolio
3,750
Q2 2025 Added 0.13%
$0
$834 Million 0.07% of portfolio
1,965
Q2 2025 Reduced 0.61%
$58.9B
$761 Million 0.07% of portfolio
2,377
Q2 2025 Reduced 1.86%
$208M
$790 Million 0.07% of portfolio
32,424
Q1 2024 Added 4.22%
$0
$792 Million 0.07% of portfolio
15,128
Q2 2025 Added 2.02%
$56.2B
$782 Million 0.07% of portfolio
2,771
Q2 2025 Reduced 2.29%
$0
$745 Million 0.07% of portfolio
3,821
Q2 2025 Reduced 1.24%
$0
$782 Million 0.07% of portfolio
19,830
Q2 2025 Reduced 3.46%
$0
$810 Million 0.07% of portfolio
8,638
Q2 2025 Reduced 2.87%
$281B
$838 Million 0.07% of portfolio
6,926
Q2 2025 Reduced 1.42%
$282B
$752 Million 0.07% of portfolio
3,158
Q2 2025 Added 2,599.15%
$0
$823 Million 0.07% of portfolio
9,825
Q4 2024 Reduced 1.5%
$92.2B
$751 Million 0.07% of portfolio
1,503
Q2 2025 Reduced 1.51%
$23.2B
$639 Million 0.06% of portfolio
7,988
Q2 2025 Added 14.11%
$151B
$710 Million 0.06% of portfolio
31,698
Q2 2025 Reduced 11.12%
$105B
$720 Million 0.06% of portfolio
1,617
Q2 2025 Added 0.12%
$0
$643 Million 0.06% of portfolio
7,468
Q2 2025 Reduced 2.42%
$0
$632 Million 0.06% of portfolio
4,704
Q2 2025 Reduced 2.87%
$11.6B
$633 Million 0.06% of portfolio
20,915
Q2 2025 Reduced 1.18%
$38.4B
$651 Million 0.06% of portfolio
2,171
Q2 2025 Reduced 6.02%
$0
$648 Million 0.06% of portfolio
6,450
Q2 2025 Reduced 3.01%
$17.5B
$632 Million 0.06% of portfolio
24,603
Q2 2025 Reduced 6.25%
$107B
$708 Million 0.06% of portfolio
10,261
Q2 2025 Reduced 1.87%
$0
$638 Million 0.06% of portfolio
12,427
Q1 2016 Reduced 91.95%
$17.4B
$681 Million 0.06% of portfolio
12,144
Q2 2025 Reduced 3.57%
$0
$695 Million 0.06% of portfolio
10,060
Q2 2025 Added 19.49%
$54.4B
$648 Million 0.06% of portfolio
2,583
Q1 2025 Reduced 1.45%
$21B
$652 Million 0.06% of portfolio
7,149
Q2 2025 Reduced 28.32%
$271B
$713 Million 0.06% of portfolio
5,062
Q2 2025 Reduced 15.79%
$115B
$678 Million 0.06% of portfolio
11,558
Q2 2025 Reduced 8.86%
$23.4B
$724 Million 0.06% of portfolio
7,900
Q2 2025 Reduced 2.47%
$186B
$712 Million 0.06% of portfolio
8,366
Q2 2025 Added 227.05%
$28.2B
$583 Million 0.05% of portfolio
5,531
Q2 2025 Reduced 7.42%
$115B
$534 Million 0.05% of portfolio
11,283
Q2 2025 Reduced 4.72%
Brookfield Corp Cl A LTD Vt Sh
-
$539 Million 0.05% of portfolio
-
Q2 2025 Reduced 4.91%
$0
$575 Million 0.05% of portfolio
11,050
Q2 2025 Reduced 3.75%
$0
$539 Million 0.05% of portfolio
3,519
Q4 2023 New
$0
$579 Million 0.05% of portfolio
2,035
Q2 2025 Added 3.51%
$0
$555 Million 0.05% of portfolio
2,005
Q2 2025 Added 1.67%
$23.3B
$550 Million 0.05% of portfolio
3,003
Q2 2025 Reduced 7.34%
$0
$567 Million 0.05% of portfolio
3,100
Q2 2024 Reduced 21.62%
$41.5B
$531 Million 0.05% of portfolio
5,378
Q2 2025 Reduced 1.72%
$124B
$591 Million 0.05% of portfolio
2,485
Q3 2024 Added 33.17%
$33.8B
$558 Million 0.05% of portfolio
2,282
Q2 2025 Reduced 2.14%
$0
$608 Million 0.05% of portfolio
6,114
Q2 2025 Reduced 0.81%
$50.5B
$615 Million 0.05% of portfolio
10,882
Q2 2025 Reduced 2.89%

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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