Anchor Investment Management, LLC

CIK 0001634149 · COLUMBIA, SC · Quarter end: 2026-06-30 · Filed on: 2026-09-15 · Open the SEC source

Anchor Investment Management, LLC reported 1,207 positions worth $1.33B as of June 30, 2026 (13F filed September 15, 2026). Largest holding: MSFT (3.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.33B
2026 Q2
Positions
1,207
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.8%
Est. Net Flow (Q)
2026 Q2
10 / 1207 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORP COMSH$39.4M2.96%105,520
2AAPLAPPLE INC COMSH$37.6M2.83%130,094
3VVISA INC COM CL ASH$36.5M2.75%106,436
4GOOGALPHABET INC CAP STK CL CSH$35.4M2.66%100,052
5SCHXSCHWAB U.S. LARGE-CAP ETFSH$35.1M2.64%1,193,627
6FCNCAFIRST CTZNS BANCSHARES INC DEL CL ASH$33.2M2.50%15,975
7VGTVANGUARD INFORMATION TECHNOLOGY ETFSH$25.5M1.92%213,636
8BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETFSH$25.2M1.89%1,236,417
9BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETFSH$25.2M1.89%1,282,426
10QQQMINVESCO NASDAQ 100 ETFSH$23.4M1.76%77,218

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Anchor Investment Management, LLC hold as of Q2 2026?

Anchor Investment Management, LLC reported 1207 positions worth $1.33B in its Q2 2026 13F filing. Largest positions: MSFT (3.0%), AAPL (2.8%), V (2.7%), GOOG (2.7%) and SCHX (2.6%).

What did Anchor Investment Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Anchor Investment Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.