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
$138B
$613 Million 0.05% of portfolio
1,206
Q2 2025 Reduced 2.74%
$0
$553 Million 0.05% of portfolio
13,667
Q1 2020 Reduced 3.05%
$0
$624 Million 0.05% of portfolio
6,979
Q1 2025 Reduced 0.98%
$8.05B
$439 Million 0.04% of portfolio
11,859
Q2 2025 Added 6.28%
$0
$453 Million 0.04% of portfolio
19,025
Q2 2025 Added 4.97%
$22.5B
$478 Million 0.04% of portfolio
2,940
Q2 2025 Added 20.49%
$0
$401 Million 0.04% of portfolio
8,000
Q1 2025 Added 33.33%
$0
$487 Million 0.04% of portfolio
9,976
Q2 2025 Reduced 4.07%
$43.8B
$438 Million 0.04% of portfolio
5,873
Q2 2025 Reduced 0.39%
$0
$494 Million 0.04% of portfolio
2,716
Q4 2024 Added 11.04%
$0
$504 Million 0.04% of portfolio
10,703
Q3 2024 New
$17.1B
$485 Million 0.04% of portfolio
7,440
Q2 2025 Reduced 1.2%
$60.4B
$439 Million 0.04% of portfolio
4,235
Q4 2024 Reduced 17.88%
$89.1B
$506 Million 0.04% of portfolio
2,289
Q2 2025 Reduced 2.14%
$0
$491 Million 0.04% of portfolio
12,435
Q3 2024 New
$0
$500 Million 0.04% of portfolio
22,203
Q3 2024 New
$62.1B
$472 Million 0.04% of portfolio
5,866
Q1 2025 Reduced 3.3%
-
$444 Million 0.04% of portfolio
-
Q2 2025 Reduced 0.98%
$49.3B
$438 Million 0.04% of portfolio
6,110
Q2 2024 Reduced 0.65%
$0
$410 Million 0.04% of portfolio
9,613
Q2 2025 Reduced 1.03%
$18.7B
$512 Million 0.04% of portfolio
2,296
Q1 2025 Added 0.04%
$25.4B
$443 Million 0.04% of portfolio
222
Q2 2025 Added 28.32%
$0
$463 Million 0.04% of portfolio
8,126
Q2 2025 Reduced 12.54%
$0
$460 Million 0.04% of portfolio
3,061
Q2 2025 Reduced 25.96%
$150B
$402 Million 0.04% of portfolio
1,125
Q2 2025 Reduced 16.36%
$0
$441 Million 0.04% of portfolio
5,607
Q2 2025 Added 0.29%
$92.3B
$507 Million 0.04% of portfolio
10,944
Q2 2025 Reduced 11.96%
$26B
$462 Million 0.04% of portfolio
3,323
Q2 2025 Reduced 0.33%
$120B
$321 Million 0.03% of portfolio
837
Q1 2025 Added 2,162.16%
$254B
$345 Million 0.03% of portfolio
4,897
Q2 2025 Reduced 3.92%
$0
$352 Million 0.03% of portfolio
9,272
Q2 2025 Added 0.15%
Atlanta Braves Hldgs Inc Com Ser A
-
$359 Million 0.03% of portfolio
-
Q1 2025 Added 7.36%
$137B
$389 Million 0.03% of portfolio
1,277
Q2 2025 Added 1.35%
$35B
$365 Million 0.03% of portfolio
1,500
Q3 2024 Reduced 2.6%
$130B
$375 Million 0.03% of portfolio
1,406
Q2 2025 Reduced 11.18%
$12.2B
$390 Million 0.03% of portfolio
5,949
Q1 2025 Added 8.94%
$24.7B
$360 Million 0.03% of portfolio
3,251
Q4 2024 Reduced 0.31%
$0
$397 Million 0.03% of portfolio
7,164
Q4 2023 New
$16B
$389 Million 0.03% of portfolio
5,287
Q2 2025 Reduced 5.79%
$15.8B
$392 Million 0.03% of portfolio
9,150
Q1 2025 Added 0.31%
$47.5B
$357 Million 0.03% of portfolio
4,873
Q2 2025 Reduced 14.84%
$35.3B
$376 Million 0.03% of portfolio
14,440
Q1 2025 Added 0.45%
$0
$343 Million 0.03% of portfolio
37,869
Q1 2025 Reduced 11.66%
$53.1B
$326 Million 0.03% of portfolio
2,532
Q2 2025 Reduced 13.61%
$0
$347 Million 0.03% of portfolio
4,161
Q2 2025 Added 17.38%
$19.3B
$347 Million 0.03% of portfolio
3,040
Q2 2025 Reduced 3.18%
$0
$331 Million 0.03% of portfolio
3,995
Q2 2025 Reduced 14.89%
$16.8B
$319 Million 0.03% of portfolio
972
Q2 2025 Reduced 12.98%
$24B
$305 Million 0.03% of portfolio
7,268
Q2 2025 Added 96.49%

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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