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
$319 Million 0.03% of portfolio
4,124
Q2 2025 Reduced 0.94%
$0
$330 Million 0.03% of portfolio
2,610
Q2 2025 Reduced 15.31%
$0
$350 Million 0.03% of portfolio
2,022
Q1 2025 Reduced 2.32%
$0
$303 Million 0.03% of portfolio
488
Q2 2025 Added 32.97%
$0
$296 Million 0.03% of portfolio
5,992
Q2 2025 Added 0.02%
$76.2B
$297 Million 0.03% of portfolio
4,729
Q2 2025 Reduced 35.91%
$29B
$304 Million 0.03% of portfolio
1,853
Q2 2025 Reduced 5.12%
$34.1B
$338 Million 0.03% of portfolio
2,609
Q2 2025 Reduced 7.52%
$0
$318 Million 0.03% of portfolio
868
Q3 2024 Reduced 10.33%
$61.3B
$295 Million 0.03% of portfolio
1,103
Q4 2024 Reduced 0.54%
$14.1B
$397 Million 0.03% of portfolio
1,225
Q1 2025 Added 18.13%
$40.2B
$378 Million 0.03% of portfolio
2,251
Q2 2025 Added 0.04%
$4.52B
$336 Million 0.03% of portfolio
1,173
Q2 2025 Reduced 0.85%
$0
$374 Million 0.03% of portfolio
1,101
Q2 2025 Reduced 0.81%
$37.1B
$173 Million 0.02% of portfolio
1,608
Q1 2025 Reduced 6.57%
$29B
$195 Million 0.02% of portfolio
9,550
Q4 2024 Reduced 6.83%
$37B
$217 Million 0.02% of portfolio
3,458
Q2 2025 Reduced 5.34%
$39.4B
$222 Million 0.02% of portfolio
851
Q2 2025 Reduced 9.18%
Corpay Inc Com Shs
-
$214 Million 0.02% of portfolio
-
Q2 2025 Reduced 16.23%
$0
$220 Million 0.02% of portfolio
2,441
Q4 2024 Added 51.05%
$40.8B
$179 Million 0.02% of portfolio
1,209
Q2 2025 Reduced 9.03%
$0
$201 Million 0.02% of portfolio
3,855
Q2 2025 Added 0.36%
$69.7B
$279 Million 0.02% of portfolio
370
Q3 2024 Added 1.09%
$7.26B
$174 Million 0.02% of portfolio
1,632
Q2 2024 Reduced 10.92%
$10.1B
$210 Million 0.02% of portfolio
441
Q2 2025 Reduced 3.29%
$137B
$200 Million 0.02% of portfolio
860
Q2 2025 Added 0.12%
$9.45B
$222 Million 0.02% of portfolio
6,066
Q2 2025 Added 23.09%
$100B
$243 Million 0.02% of portfolio
8,134
Q2 2025 Added 60.69%
$0
$195 Million 0.02% of portfolio
1,234
Q2 2024 Added 6.29%
$0
$178 Million 0.02% of portfolio
6,096
Q2 2025 Reduced 6.16%
$0
$247 Million 0.02% of portfolio
4,257
Q1 2025 Added 1.79%
$128B
$203 Million 0.02% of portfolio
265
Q2 2025 Reduced 1.12%
$12.3B
$247 Million 0.02% of portfolio
1,725
Q2 2025 Reduced 1.71%
$10.2B
$236 Million 0.02% of portfolio
13,490
Q2 2025 Added 23.83%
$12.6B
$236 Million 0.02% of portfolio
2,187
Q2 2025 Added 7.36%
$0
$225 Million 0.02% of portfolio
8,126
Q2 2025 Added 0.07%
$21.1B
$182 Million 0.02% of portfolio
1,834
Q4 2024 Reduced 14.06%
$0
$202 Million 0.02% of portfolio
5,010
Q2 2025 Reduced 8.98%
$0
$277 Million 0.02% of portfolio
3,045
Q3 2024 New
$0
$256 Million 0.02% of portfolio
11,290
Q2 2025 Added 775.19%
$0
$172 Million 0.02% of portfolio
1,305
Q1 2017 Reduced 95.4%
$0
$194 Million 0.02% of portfolio
900
Q2 2025 Added 21.13%
$0
$186 Million 0.02% of portfolio
880
Q2 2024 Added 4,300.0%
$39.9B
$216 Million 0.02% of portfolio
2,851
Q2 2025 Added 0.04%
$0
$252 Million 0.02% of portfolio
3,454
Q1 2017 Reduced 91.31%
$0
$242 Million 0.02% of portfolio
1,822
Q2 2025 Added 5.93%
$1.06B
$266 Million 0.02% of portfolio
4,200
Q2 2025 Added 127.03%
$26.1B
$173 Million 0.02% of portfolio
1,337
Q2 2024 Added 7.56%
$0
$250 Million 0.02% of portfolio
3,975
Q2 2025 Reduced 16.75%

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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