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
$3.78T
$53.4 Billion 4.42% of portfolio
103,060
Q3 2025 Added 0.37%
$533B
$36.5 Billion 3.02% of portfolio
106,963
Q3 2025 Added 0.83%
$4.3T
$33.9 Billion 2.81% of portfolio
133,320
Q3 2025 Reduced 2.44%
$0
$30.4 Billion 2.52% of portfolio
1,154,986
Q3 2025 Added 2.16%
$1.74T
$27.2 Billion 2.25% of portfolio
111,711
Q3 2025 Reduced 0.79%
$0
$23.3 Billion 1.93% of portfolio
38,892
Q3 2025 Reduced 0.83%
$26.8B
$23.3 Billion 1.93% of portfolio
13,031
Q3 2025 Reduced 0.04%
$0
$22.3 Billion 1.84% of portfolio
1,128,884
Q3 2025 Added 3.92%
$0
$22.1 Billion 1.83% of portfolio
29,553
Q3 2025 Added 0.58%
$1.65T
$21.2 Billion 1.75% of portfolio
87,067
Q3 2025 Reduced 1.77%
$0
$20.7 Billion 1.71% of portfolio
1,005,320
Q3 2025 Added 4.09%
$0
$20.4 Billion 1.69% of portfolio
1,044,115
Q3 2025 Added 2.44%
$414B
$19.6 Billion 1.62% of portfolio
84,661
Q3 2025 Reduced 0.72%
$662B
$19 Billion 1.57% of portfolio
37,721
Q3 2025 Added 1.49%
$522B
$16.4 Billion 1.36% of portfolio
88,654
Q3 2025 Added 1.09%
$2.39T
$16 Billion 1.33% of portfolio
72,954
Q3 2025 Reduced 1.22%
$1.37T
$14.1 Billion 1.17% of portfolio
19,222
Q3 2025 Reduced 2.88%
$881B
$13.1 Billion 1.09% of portfolio
41,559
Q3 2025 Added 3.13%
$593B
$12 Billion 1.0% of portfolio
42,725
Q3 2025 Reduced 2.5%
$140B
$11.7 Billion 0.97% of portfolio
46,399
Q3 2025 Reduced 0.49%
$490B
$11.5 Billion 0.95% of portfolio
101,640
Q3 2025 Added 0.12%
$971B
$10.9 Billion 0.9% of portfolio
14,250
Q3 2025 Added 1.39%
$136B
$10.5 Billion 0.87% of portfolio
44,383
Q3 2025 Reduced 0.66%
$128B
$10.3 Billion 0.86% of portfolio
108,573
Q3 2025 Reduced 0.82%
$0
$10.4 Billion 0.86% of portfolio
42,072
Q3 2025 Added 5.0%
$96.4B
$10.2 Billion 0.84% of portfolio
82,336
Q3 2025 Added 0.04%
$346B
$9.33 Billion 0.77% of portfolio
60,754
Q3 2025 Reduced 0.29%
$300B
$8.79 Billion 0.73% of portfolio
25,470
Q3 2025 Reduced 9.35%
$66.3B
$8.52 Billion 0.71% of portfolio
37,146
Q3 2025 Reduced 0.43%
$367B
$8.32 Billion 0.69% of portfolio
20,521
Q3 2025 Added 1.63%
$0
$8.27 Billion 0.68% of portfolio
162,995
Q3 2025 Added 6.92%
$279B
$7.91 Billion 0.66% of portfolio
76,776
Q3 2025 Reduced 0.28%
$306B
$7.87 Billion 0.65% of portfolio
118,716
Q3 2025 Reduced 0.2%
$404B
$7.67 Billion 0.64% of portfolio
8,287
Q3 2025 Added 1.66%
$49.1B
$7.77 Billion 0.64% of portfolio
6,481
Q3 2025 Added 4.6%
$139B
$7.67 Billion 0.64% of portfolio
23,243
Q3 2025 Added 1.21%
$11.4B
$7.38 Billion 0.61% of portfolio
18,266
Q4 2024 Added 7,911.4%
$69.4B
$7.27 Billion 0.6% of portfolio
88,618
Q3 2025 Reduced 10.07%
$98.6B
$7.14 Billion 0.59% of portfolio
75,299
Q3 2025 Reduced 0.51%
$228B
$7.11 Billion 0.59% of portfolio
53,119
Q3 2025 Added 0.32%
$237B
$6.8 Billion 0.56% of portfolio
41,907
Q3 2025 Reduced 2.4%
$121B
$6.64 Billion 0.55% of portfolio
8,592
Q2 2025 Reduced 0.29%
$303B
$6.62 Billion 0.55% of portfolio
42,636
Q3 2025 Reduced 0.13%
$85.9B
$6.47 Billion 0.54% of portfolio
29,307
Q3 2025 Reduced 0.08%
$0
$6.45 Billion 0.53% of portfolio
107,398
Q3 2025 Reduced 1.0%
$68.9B
$6.29 Billion 0.52% of portfolio
26,654
Q3 2025 Reduced 4.08%
$291B
$6.27 Billion 0.52% of portfolio
13,133
Q3 2025 Reduced 0.4%
$86.1B
$6.01 Billion 0.5% of portfolio
17,368
Q3 2025 Reduced 0.86%
$0
$6.02 Billion 0.5% of portfolio
9,826
Q3 2025 Reduced 0.18%

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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