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
$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%
$213B
$5.41 Billion 0.47% of portfolio
68,356
Q2 2025 Reduced 2.33%
$524B
$5.21 Billion 0.46% of portfolio
9,277
Q2 2025 Added 0.11%
$95.6B
$5.19 Billion 0.46% of portfolio
114,430
Q2 2025 Reduced 2.73%
$73.3B
$5.18 Billion 0.45% of portfolio
98,536
Q2 2025 Added 1.73%
$286B
$5.12 Billion 0.45% of portfolio
13,186
Q2 2025 Added 2.44%
$0
$4.97 Billion 0.44% of portfolio
8,044
Q2 2025 Reduced 0.53%
$170B
$5.01 Billion 0.44% of portfolio
115,702
Q2 2025 Reduced 1.64%
$65.6B
$4.96 Billion 0.44% of portfolio
46,911
Q2 2025 Added 8.71%
$200B
$5 Billion 0.44% of portfolio
40,299
Q2 2025 Reduced 7.15%
$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%
$116B
$4.66 Billion 0.41% of portfolio
15,098
Q2 2025 Reduced 1.96%
$0
$4.32 Billion 0.38% of portfolio
109,036
Q2 2025 Added 0.04%
$225B
$4.28 Billion 0.38% of portfolio
14,636
Q2 2025 Reduced 2.03%
$0
$4.19 Billion 0.37% of portfolio
35,153
Q2 2025 Added 12.5%
$76.2B
$4.22 Billion 0.37% of portfolio
31,649
Q2 2025 Added 3.35%
$0
$4.23 Billion 0.37% of portfolio
167,046
Q2 2025 Added 1.94%
$76.1B
$4.24 Billion 0.37% of portfolio
1,143
Q2 2025 Reduced 0.35%
$2.34B
$4.11 Billion 0.36% of portfolio
280,435
Q2 2025 Added 0.36%
$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%
$6.12B
$4 Billion 0.35% of portfolio
75,796
Q2 2025 Added 97.26%
$62.5B
$3.82 Billion 0.34% of portfolio
37,857
Q2 2025 Reduced 5.77%
$26.6B
$3.88 Billion 0.34% of portfolio
10,358
Q2 2025 Added 6.01%
$167B
$3.77 Billion 0.33% of portfolio
54,366
Q2 2025 Added 5.12%
$140B
$3.74 Billion 0.33% of portfolio
9,460
Q2 2025 Reduced 3.32%
$284B
$3.74 Billion 0.33% of portfolio
53,852
Q2 2025 Reduced 1.99%
$405B
$3.77 Billion 0.33% of portfolio
79,720
Q2 2025 Reduced 2.04%
$0
$3.75 Billion 0.33% of portfolio
10,340
Q2 2025 Reduced 0.41%
$66.8B
$3.69 Billion 0.32% of portfolio
14,427
Q2 2025 Reduced 0.34%
$259B
$3.58 Billion 0.31% of portfolio
5,052
Q2 2025 Added 8.86%
$0
$3.37 Billion 0.3% of portfolio
17,084
Q2 2025 Added 2.95%
$197B
$3.42 Billion 0.3% of portfolio
591
Q2 2025 Reduced 3.27%
$28.2B
$3.33 Billion 0.29% of portfolio
41,898
Q2 2025 Added 1.66%
$0
$3.23 Billion 0.28% of portfolio
10,623
Q2 2025 Reduced 6.43%
$14.7B
$3.19 Billion 0.28% of portfolio
39,533
Q2 2025 Reduced 19.98%
$6.35B
$3.24 Billion 0.28% of portfolio
35,900
Q2 2025 Added 1,362.32%
$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%
$1.35T
$3.12 Billion 0.27% of portfolio
9,812
Q2 2025 Added 12.63%
$0
$3.13 Billion 0.27% of portfolio
18,281
Q2 2025 Added 0.54%
$154B
$3.05 Billion 0.27% of portfolio
5,618
Q2 2025 Added 487.04%
$177B
$3.06 Billion 0.27% of portfolio
14,756
Q2 2025 Reduced 13.45%
$23.4B
$3.01 Billion 0.26% of portfolio
26,275
Q2 2025 Reduced 0.11%
$54.5B
$3.01 Billion 0.26% of portfolio
69,963
Q2 2025 Reduced 4.67%
$0
$2.97 Billion 0.26% of portfolio
33,324
Q2 2025 Added 5.1%

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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