Anchor Investment Management, LLC Reduced Holdings in Q2 2025

Anchor Investment Management, LLC

  • $1.14 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AME
Ametek Inc

Industrials
-6
- 2.35%
$151.41 - $182.75 $908 - $1.1K
249 $45.1M
NVT
N Vent Electric PLC

Industrials
-148
- 25.61%
$45.2 - $73.35 $6.69K - $10.9K
430 $31.5M
FIX
Comfort Systems Usa Inc

Industrials
-35
- 37.23%
$296.51 - $536.21 $10.4K - $18.8K
59 $31.6M
DELL
Dell Technologies Inc.

Technology
-50
- 20.49%
$71.63 - $125.98 $3.58K - $6.3K
194 $23.8M
SQ
Block, Inc.

Technology
-18
- 6.19%
N/A
273 $18.5M
MNST
Monster Beverage Corp

Consumer Defensive
-195
- 5.34%
$55.01 - $64.24 $10.7K - $12.5K
3.46K $217M
CTSH
Cognizant Technology Solutions Corp

Technology
-185
- 1.6%
$66.47 - $81.81 $12.3K - $15.1K
11.4K $886M
VMC
Vulcan Materials CO

Basic Materials
-86
- 9.18%
$226.49 - $276.01 $19.5K - $23.7K
851 $222M
SOXL
Direxion Daily Semiconductor B

ETFs
-335
- 24.54%
$8.25 - $25.2 $2.76K - $8.44K
1.03K $25.9M
IDV
Ishares Tr

ETFs
-402
- 7.39%
$27.79 - $34.84 $11.2K - $14K
5.04K $174M
BWA
Borgwarner Inc

Consumer Cyclical
-100
- 4.76%
$24.84 - $33.92 $2.48K - $3.39K
2K $67M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-50
- 0.81%
$83.54 - $100.04 $4.18K - $5K
6.11K $608M
ABC
Amerisourcebergen Corp

Healthcare
-139
- 6.02%
N/A
2.17K $651M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-300
- 5.97%
$26.99 - $33.86 $8.1K - $10.2K
4.73K $158M
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
-56
- 3.09%
N/A
1.76K $97.2M
SNV
Synovus Financial Corp

Financial Services
-214
- 5.23%
$38.27 - $51.75 $8.19K - $11.1K
3.88K $201M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-494
- 8.98%
$30.96 - $40.6 $15.3K - $20.1K
5.01K $202M
KEYS
Keysight Technologies, Inc.

Technology
-100
- 5.12%
$127.02 - $165.4 $12.7K - $16.5K
1.85K $304M
MS
Morgan Stanley

Financial Services
-949
- 15.79%
$99.83 - $140.86 $94.7K - $134K
5.06K $713M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-100
- 1.03%
$35.35 - $42.68 $3.54K - $4.27K
9.61K $410M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-400
- 6.16%
$22.27 - $29.21 $8.91K - $11.7K
6.1K $178M
HOLX
Hologic Inc

Healthcare
-90
- 1.2%
$52.73 - $65.22 $4.75K - $5.87K
7.44K $485M
PFIX
Simplify ETF Simplify Int Rate

ETFs
-50
- 0.98%
$45.32 - $62.42 $2.27K - $3.12K
5.08K $268M
HEI
Heico Corp

Industrials
-145
- 12.98%
$236.44 - $328.0 $34.3K - $47.6K
972 $319M
PH
Parker Hannifin Corp

Industrials
-10
- 3.21%
$517.23 - $700.54 $5.17K - $7.01K
302 $211M
PNR
Pentair PLC

Industrials
-50
- 2.82%
$76.17 - $103.58 $3.81K - $5.18K
1.72K $177M
VBR
Vanguard Small Cap Value ETF

ETFs
-48
- 1.24%
$162.76 - $195.77 $7.81K - $9.4K
3.82K $745M
GNRC
Generac Holdings Inc.

Industrials
-30
- 1.71%
$101.92 - $143.21 $3.06K - $4.3K
1.73K $247M
KLAC
Kla Corp

Technology
-5
- 3.57%
$576.53 - $902.94 $2.88K - $4.51K
135 $121M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-255
- 2.87%
N/A
8.64K $810M
DE
Deere & CO

Industrials
-34
- 2.74%
$412.99 - $531.48 $14K - $18.1K
1.21K $613M
QDPL
Pacer Fds Tr Metaurus Us Large
-710
- 3.46%
$32.46 - $39.77 $23K - $28.2K
19.8K $782M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 0.81%
$272.36 - $339.57 $2.45K - $3.06K
1.1K $374M
ETN
Eaton Corp PLC

Industrials
-220
- 16.36%
$246.52 - $356.99 $54.2K - $78.5K
1.13K $402M
CACI
Caci International Inc

Technology
-15
- 3.29%
N/A
441 $210M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-559
- 4.72%
$39.43 - $49.34 $22K - $27.6K
11.3K $534M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-430
- 3.75%
$41.45 - $54.46 $17.8K - $23.4K
11.1K $575M
VO
Vanguard Mid Cap ETF

ETFs
-396
- 5.21%
$228.54 - $279.83 $90.5K - $111K
7.21K $2.02B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-58
- 0.38%
$51.16 - $62.02 $2.97K - $3.6K
15.4K $954M
NVS
Novartis Ag

Healthcare
-100
- 1.42%
$101.96 - $121.01 $10.2K - $12.1K
6.93K $838M
SPOT
Spotify Technology S.A.

Communication Services
-3
- 1.12%
$503.3 - $775.9 $1.51K - $2.33K
265 $203M
Blackrock Inc Com
-20
- 2.6%
N/A
749 $786M
Brookfield Corp Cl A LTD Vt Sh
-450
- 4.91%
N/A
8.72K $539M
VB
Vanguard Small Cap ETF

ETFs
-203
- 2.88%
$193.73 - $237.37 $39.3K - $48.2K
6.85K $1.62B
UL
Unilever PLC

Consumer Defensive
-99
- 0.24%
$57.9 - $65.43 $5.73K - $6.48K
40.8K $2.49B
IYC
Ishares U.S. Consumer Discreti

ETFs
-465
- 4.94%
$79.19 - $99.64 $36.8K - $46.3K
8.95K $892M
CTVA
Corteva, Inc.

Basic Materials
-23
- 0.39%
$55.52 - $74.53 $1.28K - $1.71K
5.87K $438M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-139
- 2.87%
$104.23 - $134.39 $14.5K - $18.7K
4.7K $632M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.63K
- 5.88%
$45.98 - $56.15 $75K - $91.6K
26.1K $1.47B
Activity Summary
Buys All Purchases 269 New Holdings 39 Increased Positions 230 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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