Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q1 2025

Anchor Investment Management, LLC has filed its 13F form on May 20, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 1041 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.4B, Visa Inc. with a value of $37.5B, Apple Inc. with a value of $30.1B, Schwab Strategic Tr Us Large C with a value of $25B, and Invesco Et Self Idxd Fd Tr Bul with a value of $20.5B.

Examining the 13F form we can see an increase of $488M in the current position value, from $1.07T to 1.07T. Also it can be appreciated an additional of 39 stocks purchases and 1 closed positions.

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 $1.07 Trillion
ETFs: $285 Billion
Technology: $149 Billion
Financial Services: $146 Billion
Healthcare: $120 Billion
Industrials: $87.8 Billion
Consumer Defensive: $70 Billion
Consumer Cyclical: $63.6 Billion
Communication Services: $62.3 Billion
Other: $74.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.8B
$82 Million 0.01% of portfolio
996
Q3 2024 Reduced 28.35%
$52.9B
$54 Million 0.01% of portfolio
200
Q4 2023 New
$0
$66.4 Million 0.01% of portfolio
1,500
Q4 2023 New
$14.4B
$113 Million 0.01% of portfolio
1,400
Q2 2024 Reduced 3.11%
$13.8B
$100 Million 0.01% of portfolio
635
Q1 2025 Reduced 3.79%
$3.9B
$129 Million 0.01% of portfolio
3,375
Q1 2016 Added 401.63%
$6.81B
$53.8 Million 0.01% of portfolio
405
Q4 2024 Reduced 4.03%
$25.9B
$126 Million 0.01% of portfolio
253
Q3 2024 Added 114.41%
$16.7B
$103 Million 0.01% of portfolio
622
Q1 2025 Reduced 9.99%
$19.5B
$75.9 Million 0.01% of portfolio
285
Q1 2016 Added 121.05%
$29.2B
$65.7 Million 0.01% of portfolio
1,098
Q1 2025 Reduced 3.94%
$99.2B
$100 Million 0.01% of portfolio
378
Q3 2024 Added 52.42%
$0
$78.7 Million 0.01% of portfolio
697
Q1 2025 Added 0.14%
$0
$86.2 Million 0.01% of portfolio
205
Q1 2025 Added 0.49%
$23.5B
$111 Million 0.01% of portfolio
503
Q1 2024 Added 0.6%
$63.5B
$149 Million 0.01% of portfolio
1,425
Q4 2024 Reduced 7.05%
Super Micro Computer Inc Com New
-
$98.6 Million 0.01% of portfolio
-
Q4 2024 Added 817.2%
$0
$94 Million 0.01% of portfolio
1,717
Q1 2025 Added 0.47%
$112B
$99.5 Million 0.01% of portfolio
330
Q1 2025 Reduced 7.04%
$0
$128 Million 0.01% of portfolio
3,400
Q3 2024 New
$102B
$107 Million 0.01% of portfolio
318
Q4 2024 Reduced 1.55%
$68B
$135 Million 0.01% of portfolio
3,200
Q1 2016 Reduced 37.5%
$0
$81.8 Million 0.01% of portfolio
2,180
Q4 2024 Added 98.18%
$33.3B
$138 Million 0.01% of portfolio
75
Q4 2024 Reduced 1.32%
$0
$120 Million 0.01% of portfolio
823
Q2 2024 Added 157.99%
Cooper Cos Inc Com
-
$91.4 Million 0.01% of portfolio
-
Q3 2024 Added 1,029.17%
$23.7B
$134 Million 0.01% of portfolio
6,144
Q3 2024 Reduced 24.56%
$0
$122 Million 0.01% of portfolio
1,494
Q2 2024 Added 14.4%
$34.5B
$159 Million 0.01% of portfolio
900
Q4 2024 Reduced 3.02%
$13.7B
$86.3 Million 0.01% of portfolio
280
Q4 2024 Added 12.0%
$0
$61.9 Million 0.01% of portfolio
758
Q1 2025 Added 0.26%
$0
$57.3 Million 0.01% of portfolio
1,000
Q1 2025 Reduced 67.74%
$7.61B
$125 Million 0.01% of portfolio
1,420
Q1 2025 Reduced 12.35%
$133B
$147 Million 0.01% of portfolio
268
Q1 2025 Added 1.13%
$22B
$108 Million 0.01% of portfolio
1,298
Q2 2024 Reduced 5.46%
$46.7B
$66.9 Million 0.01% of portfolio
1,600
Q1 2025 Added 60.0%
$55.4B
$55.5 Million 0.01% of portfolio
334
Q1 2024 Added 2.77%
$49.3B
$87.8 Million 0.01% of portfolio
2,567
Q1 2024 Reduced 3.82%
$55.2B
$131 Million 0.01% of portfolio
270
Q3 2024 Added 3,275.0%
$14.2B
$134 Million 0.01% of portfolio
751
Q4 2024 Reduced 1.96%
$0
$137 Million 0.01% of portfolio
6,161
Q1 2016 Reduced 80.52%
$0
$82.8 Million 0.01% of portfolio
1,000
Q4 2023 New
$94.4B
$104 Million 0.01% of portfolio
1,632
Q1 2025 Reduced 4.11%
$2.75B
$56.4 Million 0.01% of portfolio
504
Q3 2024 Added 500.0%
$72.7B
$104 Million 0.01% of portfolio
459
Q4 2024 Reduced 1.29%
$0
$96.9 Million 0.01% of portfolio
3,980
Q4 2024 Added 100.0%
$25.5B
$138 Million 0.01% of portfolio
1,834
Q4 2024 Reduced 14.06%
$79.9B
$65.5 Million 0.01% of portfolio
319
Q3 2024 Added 175.0%
$15.3B
$130 Million 0.01% of portfolio
3,730
Q1 2025 Reduced 6.98%

Summary

  • Portfolio
  • No. of Stocks 1,041
  • Current Value $1.07 Trillion
  • Prior Value $1.07 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 20, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 215 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 181 stocks
Track This Portfolio

Track Anchor Investment Management, LLC Portfolio

Follow Anchor Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Anchor Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email