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
$268 Million 0.02% of portfolio
5,075
Q2 2025 Reduced 0.98%
$25.9B
$195 Million 0.02% of portfolio
1,177
Q1 2025 Added 1.82%
$0
$186 Million 0.02% of portfolio
1,983
Q3 2024 Added 5.99%
$57.7B
$250 Million 0.02% of portfolio
2,094
Q4 2024 Reduced 0.38%
$8.61B
$283 Million 0.02% of portfolio
1,400
Q1 2024 Added 250.0%
$158B
$191 Million 0.02% of portfolio
23,000
Q2 2021 Reduced 56.52%
$42.6B
$219 Million 0.02% of portfolio
2,360
Q2 2025 Reduced 11.61%
$17.5B
$177 Million 0.02% of portfolio
1,724
Q2 2025 Reduced 2.82%
$12.2B
$192 Million 0.02% of portfolio
1,865
Q4 2024 Reduced 2.61%
$38.4B
$225 Million 0.02% of portfolio
410
Q4 2024 Added 13.26%
Ge Healthcare Technologies Inc Common Stock
-
$187 Million 0.02% of portfolio
-
Q3 2024 Reduced 3.18%
$11.3B
$250 Million 0.02% of portfolio
3,096
Q2 2025 Reduced 2.37%
$56.3B
$262 Million 0.02% of portfolio
801
Q2 2025 Added 0.13%
$19B
$174 Million 0.02% of portfolio
1,438
Q2 2025 Added 0.28%
$56.9B
$227 Million 0.02% of portfolio
7,100
Q2 2024 Added 14.52%
$70.1B
$248 Million 0.02% of portfolio
1,589
Q2 2025 Reduced 1.79%
$7.11B
$201 Million 0.02% of portfolio
3,878
Q2 2025 Reduced 5.23%
$7.16B
$184 Million 0.02% of portfolio
3,000
Q3 2024 Reduced 33.33%
$411M
$238 Million 0.02% of portfolio
16,909
Q1 2025 Reduced 5.95%
$83.2B
$219 Million 0.02% of portfolio
1,031
Q2 2025 Added 57.89%
$0
$260 Million 0.02% of portfolio
3,070
Q2 2025 Added 0.99%
$78.6B
$205 Million 0.02% of portfolio
487
Q2 2025 Added 16.23%
$30.9B
$187 Million 0.02% of portfolio
1,107
Q2 2025 Reduced 7.52%
$11.5B
$211 Million 0.02% of portfolio
2,829
Q2 2025 Reduced 17.71%
$33.1B
$266 Million 0.02% of portfolio
3,263
Q2 2024 Reduced 11.74%
$102B
$257 Million 0.02% of portfolio
4,401
Q2 2025 Reduced 4.35%
$0
$205 Million 0.02% of portfolio
1,740
Q2 2025 Added 3.14%
$1.8B
$249 Million 0.02% of portfolio
2,941
Q2 2025 New
$0
$174 Million 0.02% of portfolio
5,038
Q2 2025 Reduced 7.39%
$0
$234 Million 0.02% of portfolio
3,142
Q2 2025 Added 0.03%
$0
$187 Million 0.02% of portfolio
2,544
Q4 2024 Added 24.46%
$87.3B
$271 Million 0.02% of portfolio
1,778
Q1 2025 Added 12.39%
$11.5B
$193 Million 0.02% of portfolio
4,945
Q2 2025 Added 0.06%
$3.2B
$214 Million 0.02% of portfolio
6,981
Q2 2025 Added 26.01%
$0
$273 Million 0.02% of portfolio
2,750
Q2 2025 Added 221.26%
$10.2B
$254 Million 0.02% of portfolio
6,848
Q2 2025 Added 5.01%
Lam Research Corp Com New
-
$236 Million 0.02% of portfolio
-
Q4 2024 Added 806.74%
$96.6B
$211 Million 0.02% of portfolio
302
Q2 2025 Reduced 3.21%
$0
$269 Million 0.02% of portfolio
765
Q2 2025 Added 0.13%
$0
$195 Million 0.02% of portfolio
4,961
Q2 2025 Added 1.22%
$0
$269 Million 0.02% of portfolio
3,303
Q2 2025 Reduced 2.34%
$76.4B
$281 Million 0.02% of portfolio
66,000
Q2 2025 Reduced 13.16%
$47.2B
$281 Million 0.02% of portfolio
3,148
Q3 2024 Added 109.87%
$11.4B
$238 Million 0.02% of portfolio
2,075
Q2 2025 Added 0.88%
$12B
$160 Million 0.01% of portfolio
2,207
Q2 2025 Added 30.98%
$8.72B
$62.1 Million 0.01% of portfolio
1,462
Q3 2024 New
$28.5B
$101 Million 0.01% of portfolio
1,797
Q3 2024 Added 724.31%
$26.4B
$60.8 Million 0.01% of portfolio
130
Q2 2025 Reduced 34.34%
$0
$158 Million 0.01% of portfolio
625
Q2 2025 Added 20.42%

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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