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
$43.8B
$85.5 Million 0.01% of portfolio
1,016
Q2 2025 Added 2.01%
$52.9B
$65.2 Million 0.01% of portfolio
200
Q4 2023 New
$0
$63.7 Million 0.01% of portfolio
1,500
Q4 2023 New
$14.4B
$91.7 Million 0.01% of portfolio
1,150
Q2 2025 Reduced 17.86%
$13.8B
$104 Million 0.01% of portfolio
635
Q1 2025 Reduced 3.79%
$3.9B
$138 Million 0.01% of portfolio
3,375
Q1 2016 Added 401.63%
$25.9B
$130 Million 0.01% of portfolio
253
Q3 2024 Added 114.41%
$16.7B
$84.8 Million 0.01% of portfolio
523
Q2 2025 Reduced 15.92%
$19.5B
$83.9 Million 0.01% of portfolio
285
Q1 2016 Added 121.05%
$99.2B
$104 Million 0.01% of portfolio
378
Q3 2024 Added 52.42%
$0
$84.6 Million 0.01% of portfolio
699
Q2 2025 Added 0.29%
$8.91B
$119 Million 0.01% of portfolio
2,000
Q2 2025 Reduced 50.0%
$0
$95.7 Million 0.01% of portfolio
217
Q2 2025 Added 5.85%
$3.23B
$63.6 Million 0.01% of portfolio
999
Q4 2024 New
$121B
$150 Million 0.01% of portfolio
3,100
Q1 2016 Added 485.52%
$23.5B
$118 Million 0.01% of portfolio
503
Q1 2024 Added 0.6%
Super Micro Computer Inc Com New
-
$104 Million 0.01% of portfolio
-
Q2 2025 Reduced 26.04%
$75.1B
$66.6 Million 0.01% of portfolio
358
Q2 2025 Added 7.51%
$0
$85.2 Million 0.01% of portfolio
1,546
Q2 2025 Reduced 9.96%
$0
$59.4 Million 0.01% of portfolio
635
Q2 2025 New
$112B
$94 Million 0.01% of portfolio
325
Q2 2025 Reduced 1.52%
$0
$61.9 Million 0.01% of portfolio
659
Q3 2024 Reduced 28.68%
$0
$148 Million 0.01% of portfolio
3,400
Q3 2024 New
$102B
$139 Million 0.01% of portfolio
318
Q4 2024 Reduced 1.55%
$24.9B
$161 Million 0.01% of portfolio
4,000
Q4 2024 Added 25.0%
$68B
$145 Million 0.01% of portfolio
3,200
Q1 2016 Reduced 37.5%
$0
$86.8 Million 0.01% of portfolio
2,180
Q4 2024 Added 98.18%
$33.3B
$119 Million 0.01% of portfolio
65
Q2 2025 Reduced 13.33%
$36B
$152 Million 0.01% of portfolio
2,222
Q2 2025 Reduced 3.1%
$0
$111 Million 0.01% of portfolio
823
Q2 2024 Added 157.99%
Cooper Cos Inc Com
-
$77.1 Million 0.01% of portfolio
-
Q3 2024 Added 1,029.17%
$55.6B
$154 Million 0.01% of portfolio
892
Q2 2025 Reduced 2.73%
$23.7B
$145 Million 0.01% of portfolio
6,144
Q3 2024 Reduced 24.56%
$0
$121 Million 0.01% of portfolio
1,494
Q2 2024 Added 14.4%
$34.5B
$142 Million 0.01% of portfolio
900
Q4 2024 Reduced 3.02%
$0
$151 Million 0.01% of portfolio
5,000
Q2 2025 Reduced 48.45%
$14.8B
$163 Million 0.01% of portfolio
3,000
Q1 2020 Reduced 68.13%
$13.7B
$80.5 Million 0.01% of portfolio
280
Q4 2024 Added 12.0%
$0
$145 Million 0.01% of portfolio
1,750
Q2 2025 Added 75.0%
$7.61B
$79.1 Million 0.01% of portfolio
1,060
Q2 2025 Reduced 25.35%
$22B
$116 Million 0.01% of portfolio
1,398
Q2 2025 Added 7.7%
$46.7B
$137 Million 0.01% of portfolio
4,050
Q2 2025 Added 153.13%
$49.3B
$84.9 Million 0.01% of portfolio
2,567
Q1 2024 Reduced 3.82%
$55.2B
$144 Million 0.01% of portfolio
270
Q3 2024 Added 3,275.0%
$14.2B
$125 Million 0.01% of portfolio
711
Q2 2025 Reduced 5.33%
$0
$135 Million 0.01% of portfolio
6,161
Q1 2016 Reduced 80.52%
$0
$97.7 Million 0.01% of portfolio
1,000
Q4 2023 New
$94.4B
$102 Million 0.01% of portfolio
1,432
Q2 2025 Reduced 12.25%
$2.75B
$69.5 Million 0.01% of portfolio
674
Q2 2025 Added 33.73%

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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