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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.8B
$138 Million 0.01% of portfolio
1,000
Q2 2025 Reduced 27.27%
$6.22B
$141 Million 0.01% of portfolio
2,552
Q2 2025 Added 300.0%
$0
$93.8 Million 0.01% of portfolio
1,435
Q4 2024 Reduced 2.05%
$0
$101 Million 0.01% of portfolio
1,678
Q2 2025 Added 10.1%
$18.6B
$118 Million 0.01% of portfolio
206
Q3 2024 New
$7.8B
$119 Million 0.01% of portfolio
1,400
Q1 2024 Added 250.0%
Knife River Corp Common Stock
-
$118 Million 0.01% of portfolio
-
Q4 2024 Reduced 3.33%
Jacobs Solutions Inc Com
-
$131 Million 0.01% of portfolio
-
Q3 2024 Added 1.22%
$0
$169 Million 0.01% of portfolio
9,400
Q1 2025 Added 44.62%
$5.72B
$73.4 Million 0.01% of portfolio
594
Q2 2025 Reduced 9.17%
Veralto Corp Com Shs
-
$95.2 Million 0.01% of portfolio
-
Q2 2025 Reduced 8.18%
$0
$107 Million 0.01% of portfolio
1,168
Q1 2025 Reduced 3.39%
$9.92B
$159 Million 0.01% of portfolio
5,362
Q1 2016 Added 3.17%
$0
$105 Million 0.01% of portfolio
484
Q2 2025 Added 6.61%
$0
$62.8 Million 0.01% of portfolio
426
Q4 2024 Added 9.79%
$0
$64 Million 0.01% of portfolio
1,000
Q2 2021 Added 4.49%
$15.6B
$70.3 Million 0.01% of portfolio
488
Q3 2024 New
Gmo International Value ETF
-
$58.4 Million 0.01% of portfolio
-
Q4 2024 New
Everus Constr Group Com
-
$88.9 Million 0.01% of portfolio
-
Q1 2025 Reduced 6.67%
Ishares High Yield Active ETF
-
$64.1 Million 0.01% of portfolio
-
Q2 2025 Added 1.23%
$0
$77.2 Million 0.01% of portfolio
2,824
Q2 2025 Added 29.13%
$30.6B
$71.7 Million 0.01% of portfolio
61
Q2 2024 Reduced 14.08%
$16.7B
$58.6 Million 0.01% of portfolio
773
Q1 2025 Added 10.27%
$0
$92.8 Million 0.01% of portfolio
855
Q1 2016 Added 136.73%
$53.1B
$137 Million 0.01% of portfolio
255
Q2 2025 Added 4.51%
$0
$67.3 Million 0.01% of portfolio
409
Q2 2025 Added 1.74%
$16.6B
$81.4 Million 0.01% of portfolio
1,738
Q1 2016 Added 126.99%
$24.1B
$102 Million 0.01% of portfolio
686
Q3 2024 Added 1,219.23%
$0
$58.7 Million 0.01% of portfolio
1,622
Q2 2025 Added 1.69%
$0
$95.8 Million 0.01% of portfolio
706
Q3 2024 Reduced 6.61%
$156B
$121 Million 0.01% of portfolio
135
Q2 2025 Reduced 3.57%
$28.1B
$88.1 Million 0.01% of portfolio
3,602
Q4 2024 Reduced 22.15%
$37.8B
$120 Million 0.01% of portfolio
1,213
Q2 2025 Reduced 14.28%
$0
$113 Million 0.01% of portfolio
1,189
Q2 2024 Reduced 59.01%
$0
$107 Million 0.01% of portfolio
3,313
Q2 2025 Reduced 50.13%
$103B
$68 Million 0.01% of portfolio
26
Q2 2025 Reduced 95.57%
$0
$86.1 Million 0.01% of portfolio
10,733
Q2 2025 Added 0.43%
$15.6B
$158 Million 0.01% of portfolio
4,725
Q2 2025 Reduced 5.97%
Sila Realty Trust Inc Common Stock
-
$137 Million 0.01% of portfolio
-
Q2 2025 Added 11.38%
Ferguson Enterprises Inc Common Stock New
-
$122 Million 0.01% of portfolio
-
Q3 2024 New
$10B
$67 Million 0.01% of portfolio
2,000
Q2 2025 Reduced 4.76%
$8.7B
$89.7 Million 0.01% of portfolio
367
Q4 2024 Added 37.45%
$4.27B
$101 Million 0.01% of portfolio
1,000
Q2 2025 New
$6.44B
$84 Million 0.01% of portfolio
376
Q4 2024 Reduced 3.34%
$53B
$164 Million 0.01% of portfolio
289
Q2 2024 Reduced 4.93%
$19.6B
$114 Million 0.01% of portfolio
1,545
Q3 2024 New
$36.6B
$96.5 Million 0.01% of portfolio
1,676
Q2 2025 Added 0.18%
$6.48B
$86.3 Million 0.01% of portfolio
2,495
Q1 2016 Reduced 58.32%
$0
$59.4 Million 0.01% of portfolio
462
Q4 2023 New

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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