Anchor Investment Management, LLC Reduced Holdings in Q3 2025

Anchor Investment Management, LLC

  • $1.21 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FCNCA
First Citizens Bancshares Inc

Financial Services
-5
- 0.04%
$1789.16 - $2158.23 $8.95K - $10.8K
13K $23.3B
FISV
Fiserv Inc

Technology
-314
- 0.92%
N/A
33.7K $4.35B
QCOM
Qualcomm Inc

Technology
-8.27K
- 19.42%
$145.84 - $173.55 $1.21M - $1.43M
34.3K $5.71B
FTNT
Fortinet, Inc.

Technology
-138
- 0.29%
$74.39 - $107.65 $10.3K - $14.9K
46.8K $3.93B
PM
Philip Morris International Inc.

Consumer Defensive
-1.03K
- 2.4%
$157.77 - $183.27 $163K - $189K
41.9K $6.8B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-14.7K
- 56.29%
$38.58 - $58.24 $567K - $856K
11.4K $447M
UPS
United Parcel Service Inc

Industrials
-3.27K
- 8.64%
$82.58 - $105.54 $270K - $345K
34.6K $2.89B
DHR
Danaher Corp

Healthcare
-4.32K
- 48.34%
$181.46 - $212.2 $783K - $916K
4.61K $915M
CI
Cigna Corp

Healthcare
-2.02K
- 40.21%
$262.23 - $334.39 $529K - $675K
3K $865M
EQH
Equitable Holdings, Inc.

Financial Services
-13.4K
- 81.67%
$50.09 - $55.88 $670K - $747K
3K $152M
ADBE
Adobe Inc.

Technology
-216
- 1.46%
$333.65 - $392.1 $72.1K - $84.7K
14.6K $5.14B
KO
Coca Cola CO

Consumer Defensive
-232
- 0.2%
$65.67 - $71.67 $15.2K - $16.6K
119K $7.87B
META
Meta Platforms, Inc.

Communication Services
-571
- 2.88%
$695.21 - $791.73 $397K - $452K
19.2K $14.1B
DIS
Walt Disney CO

Communication Services
-739
- 1.83%
$112.25 - $124.0 $83K - $91.6K
39.6K $4.53B
LPLA
Lpl Financial Holdings Inc.

Financial Services
-89
- 0.86%
$332.69 - $399.0 $29.6K - $35.5K
10.3K $3.42B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-278
- 4.03%
$159.87 - $247.68 $44.4K - $68.9K
6.62K $1.18B
PG
Procter & Gamble CO

Consumer Defensive
-175
- 0.29%
$150.47 - $161.22 $26.3K - $28.2K
60.8K $9.33B
CTAS
Cintas Corp

Industrials
-1.6K
- 69.64%
$199.29 - $226.27 $319K - $362K
697 $143M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.77K
- 7.89%
$78.96 - $80.04 $377K - $382K
55.7K $4.45B
DG
Dollar General Corp

Consumer Defensive
-539
- 2.05%
$101.86 - $116.32 $54.9K - $62.7K
25.7K $2.66B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.08K
- 1.0%
$59.29 - $62.87 $64K - $67.9K
107K $6.45B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-906
- 2.46%
$65.64 - $78.22 $59.5K - $70.9K
36K $2.41B
IFF
International Flavors & Fragrances Inc

Basic Materials
-3.81K
- 72.08%
$60.3 - $77.46 $230K - $295K
1.48K $90.8M
TGT
Target Corp

Consumer Defensive
-2.75K
- 51.06%
$86.56 - $107.43 $238K - $295K
2.63K $236M
PAYX
Paychex Inc

Industrials
-240
- 1.81%
$126.69 - $147.99 $30.4K - $35.5K
13K $1.65B
SYK
Stryker Corp

Healthcare
-40
- 0.42%
$368.57 - $403.53 $14.7K - $16.1K
9.42K $3.48B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-9.59K
- 24.1%
$26.44 - $27.1 $253K - $260K
30.2K $814M
WM
Waste Management Inc

Industrials
-23
- 0.08%
$213.88 - $237.1 $4.92K - $5.45K
29.3K $6.47B
PFE
Pfizer Inc

Healthcare
-14.5K
- 13.26%
$23.29 - $25.88 $337K - $375K
94.7K $2.41B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-48
- 0.13%
$60.9 - $70.75 $2.92K - $3.4K
37.8K $2.36B
AMZN
Amazon Com Inc

Consumer Cyclical
-900
- 1.22%
$211.65 - $238.24 $190K - $214K
73K $16B
STZ
Constellation Brands, Inc.

Consumer Defensive
-400
- 13.61%
$131.78 - $176.09 $52.7K - $70.4K
2.54K $342M
PEP
Pepsico Inc

Consumer Defensive
-2.25K
- 10.49%
$133.81 - $152.16 $302K - $343K
19.2K $2.7B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.38K
- 24.67%
$78.11 - $79.07 $108K - $109K
4.22K $333M
VGSH
Vanguard

ETFs
-1.88K
- 3.41%
$58.43 - $58.88 $110K - $110K
53.1K $3.12B
EMR
Emerson Electric CO

Industrials
-262
- 0.83%
$128.6 - $149.63 $33.7K - $39.2K
31.4K $4.12B
SBUX
Starbucks Corp

Consumer Cyclical
-303
- 3.19%
$81.9 - $96.86 $24.8K - $29.3K
9.21K $779M
UL
Unilever PLC

Consumer Defensive
-249
- 0.61%
$58.43 - $65.01 $14.5K - $16.2K
40.5K $2.4B
CNC
Centene Corp

Healthcare
-1K
- 33.33%
$25.21 - $56.65 $25.2K - $56.7K
2K $71.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.56K
- 38.92%
$83.08 - $100.2 $129K - $156K
2.44K $244M
SNPS
Synopsys Inc

Technology
-76
- 3.09%
$387.78 - $645.35 $29.5K - $49K
2.38K $1.18B
CARR
Carrier Global Corp

Industrials
-300
- 6.16%
$58.75 - $80.73 $17.6K - $24.2K
4.57K $273M
APD
Air Products & Chemicals, Inc.

Basic Materials
-169
- 6.1%
$265.78 - $299.3 $44.9K - $50.6K
2.6K $710M
DOV
Dover Corp

Industrials
-100
- 3.33%
$165.59 - $190.9 $16.6K - $19.1K
2.9K $484M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.5K
- 58.43%
$25.5 - $35.2 $38.3K - $52.8K
1.07K $27.2M
CTVA
Corteva, Inc.

Basic Materials
-200
- 3.41%
$67.08 - $77.12 $13.4K - $15.4K
5.67K $384M
KMI
Kinder Morgan, Inc.

Energy
-93
- 0.24%
$26.23 - $28.5 $2.44K - $2.65K
39K $1.1B
FICO
Fair Isaac Corp

Technology
-15
- 23.08%
$1311.26 - $1869.83 $19.7K - $28K
50 $74.8M
EW
Edwards Lifesciences Corp

Healthcare
-427
- 3.43%
$73.75 - $81.83 $31.5K - $34.9K
12K $936M
Activity Summary
Buys All Purchases 267 New Holdings 43 Increased Positions 224 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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