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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.6 Billion 2.42% of portfolio
1,130,555
Q2 2025 Reduced 0.22%
$0
$21.6 Billion 1.9% of portfolio
39,216
Q2 2025 Reduced 6.08%
$0
$21.3 Billion 1.87% of portfolio
1,086,314
Q2 2025 Added 3.83%
$0
$19.9 Billion 1.75% of portfolio
1,019,256
Q2 2025 Added 2.7%
$0
$19.8 Billion 1.74% of portfolio
965,775
Q2 2025 Added 3.38%
$0
$19.5 Billion 1.71% of portfolio
29,382
Q2 2025 Added 1.89%
$0
$9.1 Billion 0.8% of portfolio
40,070
Q2 2025 Reduced 0.82%
$0
$7.73 Billion 0.68% of portfolio
152,449
Q2 2025 Added 7.43%
$0
$6.8 Billion 0.6% of portfolio
108,478
Q2 2025 Added 1.57%
$0
$5.65 Billion 0.5% of portfolio
201,359
Q2 2025 Reduced 1.17%
$0
$5.59 Billion 0.49% of portfolio
9,844
Q2 2025 Reduced 4.25%
$0
$4.97 Billion 0.44% of portfolio
8,044
Q2 2025 Reduced 0.53%
$0
$4.85 Billion 0.43% of portfolio
20,325
Q2 2025 Added 10.47%
$0
$4.81 Billion 0.42% of portfolio
60,487
Q2 2025 Added 6.13%
$0
$4.8 Billion 0.42% of portfolio
57,082
Q2 2025 Added 2.15%
$0
$4.32 Billion 0.38% of portfolio
109,036
Q2 2025 Added 0.04%
$0
$4.19 Billion 0.37% of portfolio
35,153
Q2 2025 Added 12.5%
$0
$4.23 Billion 0.37% of portfolio
167,046
Q2 2025 Added 1.94%
$0
$4.12 Billion 0.36% of portfolio
32,340
Q2 2025 Reduced 2.8%
$0
$3.95 Billion 0.35% of portfolio
15,904
Q2 2025 Added 1.11%
$0
$3.75 Billion 0.33% of portfolio
10,340
Q2 2025 Reduced 0.41%
$0
$3.37 Billion 0.3% of portfolio
17,084
Q2 2025 Added 2.95%
$0
$3.23 Billion 0.28% of portfolio
10,623
Q2 2025 Reduced 6.43%
$0
$3.23 Billion 0.28% of portfolio
54,969
Q1 2025 Added 2.17%
$0
$3.2 Billion 0.28% of portfolio
120,855
Q2 2025 Added 5.52%
$0
$3.13 Billion 0.27% of portfolio
18,281
Q2 2025 Added 0.54%
$0
$2.97 Billion 0.26% of portfolio
33,324
Q2 2025 Added 5.1%
$0
$2.91 Billion 0.25% of portfolio
10,377
Q2 2025 Reduced 2.23%
$0
$2.9 Billion 0.25% of portfolio
16,423
Q2 2025 Added 7.07%
$0
$2.76 Billion 0.24% of portfolio
6,297
Q2 2025 Added 4.57%
$0
$2.59 Billion 0.23% of portfolio
63,652
Q3 2024 New
$0
$2.62 Billion 0.23% of portfolio
12,788
Q2 2025 Added 0.22%
$0
$2.41 Billion 0.21% of portfolio
10,997
Q2 2025 Added 5.48%
$0
$2.07 Billion 0.18% of portfolio
25,897
Q2 2025 Added 3.41%
$0
$2.02 Billion 0.18% of portfolio
7,211
Q2 2025 Reduced 5.21%
$0
$1.99 Billion 0.17% of portfolio
25,262
Q1 2025 Reduced 16.52%
$0
$1.84 Billion 0.16% of portfolio
61,212
Q2 2025 Reduced 11.2%
$0
$1.67 Billion 0.15% of portfolio
26,099
Q2 2025 Added 2.85%
$0
$1.62 Billion 0.14% of portfolio
6,847
Q2 2025 Reduced 2.88%
$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%
$0
$1.39 Billion 0.12% of portfolio
10,459
Q2 2025 Added 0.46%
$0
$1.22 Billion 0.11% of portfolio
11,163
Q1 2025 Reduced 20.62%
$0
$1.22 Billion 0.11% of portfolio
10,377
Q2 2025 Added 4.78%
$0
$1.24 Billion 0.11% of portfolio
17,034
Q2 2025 Added 31.13%
$0
$1.06 Billion 0.09% of portfolio
39,772
Q2 2025 Added 0.11%

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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