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 Market Cap. of $10 Billions to $200 Billions
