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
$270B
$842 Million 0.07% of portfolio
5,295
Q3 2025 Added 4.6%
$67.3B
$806 Million 0.07% of portfolio
2,885
Q3 2025 Added 161.56%
$20.5B
$672 Million 0.06% of portfolio
8,092
Q3 2025 Added 1.3%
$97.3B
$779 Million 0.06% of portfolio
9,208
Q3 2025 Reduced 3.19%
$27B
$731 Million 0.06% of portfolio
5,531
Q2 2025 Reduced 7.42%
$38.4B
$679 Million 0.06% of portfolio
2,171
Q2 2025 Reduced 6.02%
$54.4B
$736 Million 0.06% of portfolio
2,377
Q2 2025 Reduced 1.86%
$103B
$774 Million 0.06% of portfolio
10,264
Q3 2025 Added 0.03%
$19.8B
$766 Million 0.06% of portfolio
12,145
Q3 2025 Added 0.01%
$57.5B
$710 Million 0.06% of portfolio
2,602
Q3 2025 Reduced 6.1%
$18.9B
$704 Million 0.06% of portfolio
7,149
Q2 2025 Reduced 28.32%
$104B
$759 Million 0.06% of portfolio
11,483
Q3 2025 Reduced 0.65%
$24.9B
$783 Million 0.06% of portfolio
7,800
Q3 2025 Reduced 1.27%
$50.4B
$666 Million 0.06% of portfolio
10,884
Q3 2025 Added 0.02%
$109B
$713 Million 0.06% of portfolio
12,847
Q2 2025 Reduced 5.52%
$123B
$567 Million 0.05% of portfolio
10,683
Q3 2025 Reduced 5.32%
$118B
$611 Million 0.05% of portfolio
2,485
Q3 2024 Added 33.17%
$30B
$581 Million 0.05% of portfolio
2,232
Q3 2025 Reduced 2.19%
$144B
$552 Million 0.05% of portfolio
1,206
Q2 2025 Reduced 2.74%
$13.6B
$560 Million 0.05% of portfolio
1,433
Q3 2025 Added 16.98%
$8.25B
$461 Million 0.04% of portfolio
15,092
Q3 2025 Added 27.26%
$9.31B
$480 Million 0.04% of portfolio
21,066
Q3 2025 Added 0.72%
$18.5B
$495 Million 0.04% of portfolio
7,340
Q3 2025 Reduced 1.34%
$875M
$447 Million 0.04% of portfolio
11,416
Q3 2025 Reduced 56.29%
$62.3B
$476 Million 0.04% of portfolio
4,235
Q4 2024 Reduced 17.88%
$1.07B
$543 Million 0.04% of portfolio
7,800
Q3 2025 Added 85.71%
$84B
$440 Million 0.04% of portfolio
2,289
Q2 2025 Reduced 2.14%
$49.5B
$429 Million 0.04% of portfolio
2,532
Q2 2025 Reduced 13.61%
$62.7B
$483 Million 0.04% of portfolio
5,868
Q3 2025 Added 0.03%
-
$441 Million 0.04% of portfolio
-
Q2 2025 Reduced 0.98%
$25.7B
$484 Million 0.04% of portfolio
2,903
Q3 2025 Reduced 3.33%
$27.9B
$443 Million 0.04% of portfolio
232
Q3 2025 Added 4.5%
$99.5B
$494 Million 0.04% of portfolio
10,946
Q3 2025 Added 0.02%
$23.9B
$463 Million 0.04% of portfolio
3,326
Q3 2025 Added 0.09%
$136B
$357 Million 0.03% of portfolio
837
Q1 2025 Added 2,162.16%
$270B
$350 Million 0.03% of portfolio
4,897
Q2 2025 Reduced 3.92%
$55.9B
$353 Million 0.03% of portfolio
370
Q3 2024 Added 1.09%
$34.9B
$357 Million 0.03% of portfolio
1,500
Q3 2024 Reduced 2.6%
$132B
$350 Million 0.03% of portfolio
1,417
Q3 2025 Added 0.78%
$20.8B
$342 Million 0.03% of portfolio
2,540
Q3 2025 Reduced 13.61%
$22.8B
$305 Million 0.03% of portfolio
3,251
Q4 2024 Reduced 0.31%
$47.4B
$384 Million 0.03% of portfolio
5,673
Q3 2025 Reduced 3.41%
$13.3B
$342 Million 0.03% of portfolio
9,150
Q1 2025 Added 0.31%
$36B
$416 Million 0.03% of portfolio
14,440
Q1 2025 Added 0.45%
$0
$351 Million 0.03% of portfolio
37,869
Q1 2025 Reduced 11.66%
$7.44B
$326 Million 0.03% of portfolio
1,400
Q1 2024 Added 250.0%
$22.6B
$352 Million 0.03% of portfolio
2,875
Q3 2025 Reduced 5.43%
$47.8B
$412 Million 0.03% of portfolio
6,110
Q2 2024 Reduced 0.65%
$65.2B
$338 Million 0.03% of portfolio
801
Q2 2025 Added 0.13%

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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