Anchor Investment Management, LLC
CIK 0001634149 · COLUMBIA, SC · Quarter end: 2026-06-30 · Filed on: 2026-09-15 · Open the SEC source ↗
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
Top Holdings
MSFT
MICROSOFT CORP COM
3.0%
AAPL
APPLE INC COM
2.8%
V
VISA INC COM CL A
2.7%
GOOG
ALPHABET INC CAP STK CL C
2.7%
SCHX
SCHWAB U.S. LARGE-CAP ETF
2.6%
FCNCA
FIRST CTZNS BANCSHARES INC DEL CL A
2.5%
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
1.9%
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.