Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.21 Trillion
  • Q3 2025

Anchor Investment Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.21 Trillion distributed in 1065 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $53.4B, Visa Inc. with a value of $36.5B, Apple Inc. with a value of $33.9B, Schwab Strategic Tr Us Large C with a value of $30.4B, and Alphabet Inc. with a value of $27.2B.

Examining the 13F form we can see an increase of $67.5B in the current position value, from $1.14T to 1.21T.

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 $1.21 Trillion
ETFs: $334 Billion
Technology: $190 Billion
Financial Services: $159 Billion
Healthcare: $115 Billion
Industrials: $90.4 Billion
Communication Services: $86.7 Billion
Consumer Cyclical: $70.8 Billion
Consumer Defensive: $67 Billion
Other: $75.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$4.35 Billion 0.36% of portfolio
33,724
Q3 2025 Reduced 0.92%
$65.7B
$4.32 Billion 0.36% of portfolio
14,378
Q3 2025 Reduced 0.34%
$6.15B
$4.29 Billion 0.36% of portfolio
75,517
Q3 2025 Reduced 0.37%
$75.4B
$4.12 Billion 0.34% of portfolio
31,387
Q3 2025 Reduced 0.83%
$168B
$4.05 Billion 0.34% of portfolio
53,683
Q3 2025 Reduced 1.26%
$64.9B
$3.93 Billion 0.33% of portfolio
46,773
Q3 2025 Reduced 0.29%
$1.29T
$3.99 Billion 0.33% of portfolio
8,968
Q3 2025 Reduced 8.6%
$413B
$4.03 Billion 0.33% of portfolio
78,063
Q3 2025 Reduced 2.08%
$6.2B
$3.89 Billion 0.32% of portfolio
36,040
Q3 2025 Added 0.39%
$2.37B
$3.91 Billion 0.32% of portfolio
285,575
Q3 2025 Added 1.83%
$265B
$3.77 Billion 0.31% of portfolio
4,732
Q3 2025 Reduced 6.33%
$319B
$3.69 Billion 0.31% of portfolio
53,914
Q3 2025 Added 0.12%
$136B
$3.48 Billion 0.29% of portfolio
9,420
Q3 2025 Reduced 0.42%
$328B
$3.47 Billion 0.29% of portfolio
11,543
Q3 2025 Added 2.2%
$28.3B
$3.44 Billion 0.28% of portfolio
41,942
Q3 2025 Added 0.11%
$29.6B
$3.42 Billion 0.28% of portfolio
10,269
Q3 2025 Reduced 0.86%
$181B
$3.22 Billion 0.27% of portfolio
32,887
Q3 2025 Added 7.46%
$1.46T
$3.25 Billion 0.27% of portfolio
11,632
Q3 2025 Added 1.46%
$177B
$3.27 Billion 0.27% of portfolio
17,804
Q3 2025 Added 20.66%
$191B
$3.3 Billion 0.27% of portfolio
611
Q3 2025 Added 3.38%
$59.5B
$3.18 Billion 0.26% of portfolio
69,506
Q3 2025 Reduced 0.65%
$73.4B
$3.11 Billion 0.26% of portfolio
87,457
Q2 2025 Reduced 0.34%
$167B
$3.14 Billion 0.26% of portfolio
32,857
Q3 2025 Added 4.85%
$15.4B
$3.07 Billion 0.25% of portfolio
39,533
Q2 2025 Reduced 19.98%
$255B
$3.04 Billion 0.25% of portfolio
9,149
Q3 2025 Added 1.93%
$68.7B
$2.89 Billion 0.24% of portfolio
34,585
Q3 2025 Reduced 8.64%
$70.1B
$2.85 Billion 0.24% of portfolio
16,763
Q3 2025 Reduced 2.16%
$222B
$2.84 Billion 0.24% of portfolio
5,858
Q3 2025 Reduced 0.64%
$23B
$2.91 Billion 0.24% of portfolio
28,362
Q3 2025 Reduced 0.48%
$258B
$2.73 Billion 0.23% of portfolio
16,335
Q3 2025 Added 0.5%
$23.5B
$2.66 Billion 0.22% of portfolio
25,736
Q3 2025 Reduced 2.05%
$204B
$2.7 Billion 0.22% of portfolio
19,231
Q3 2025 Reduced 10.49%
$32.2B
$2.67 Billion 0.22% of portfolio
44,697
Q3 2025 Reduced 4.69%
$193B
$2.7 Billion 0.22% of portfolio
6,043
Q3 2025 Added 7.56%
$197B
$2.6 Billion 0.22% of portfolio
12,694
Q3 2025 Added 0.08%
$78.2B
$2.55 Billion 0.21% of portfolio
7,888
Q3 2025 Added 14.68%
$35.1B
$2.39 Billion 0.2% of portfolio
19,258
Q3 2025 Added 1.73%
$150B
$2.4 Billion 0.2% of portfolio
40,527
Q3 2025 Reduced 0.61%
$76.2B
$2.36 Billion 0.2% of portfolio
37,844
Q3 2025 Reduced 0.13%
$266B
$2.41 Billion 0.2% of portfolio
8,557
Q3 2025 Added 6.72%
$141B
$2.41 Billion 0.2% of portfolio
94,677
Q3 2025 Reduced 13.26%
$71.6B
$2.41 Billion 0.2% of portfolio
35,982
Q3 2025 Reduced 2.46%
$159B
$2.27 Billion 0.19% of portfolio
4,673
Q3 2025 Added 2.66%
$72.3B
$2.2 Billion 0.18% of portfolio
19,674
Q2 2025 Reduced 1.75%
$89.3B
$2.06 Billion 0.17% of portfolio
18,877
Q3 2025 Reduced 1.34%
$114B
$2.03 Billion 0.17% of portfolio
9,395
Q3 2025 Added 79.43%
$123B
$2.04 Billion 0.17% of portfolio
4,096
Q3 2025 Reduced 1.66%
$11.6B
$1.91 Billion 0.16% of portfolio
17,546
Q3 2025 Reduced 1.6%
$3.99B
$1.8 Billion 0.15% of portfolio
41,879
Q3 2025 Added 0.34%

Summary

  • Portfolio
  • No. of Stocks 1,065
  • Current Value $1.21 Trillion
  • Prior Value $1.14 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 43 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
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