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
$23.2B
$361 Million 0.03% of portfolio
7,368
Q3 2025 Added 1.38%
$140B
$421 Million 0.03% of portfolio
1,125
Q2 2025 Reduced 16.36%
$32B
$324 Million 0.03% of portfolio
1,853
Q2 2025 Reduced 5.12%
$38B
$353 Million 0.03% of portfolio
2,610
Q3 2025 Added 0.04%
$53.8B
$353 Million 0.03% of portfolio
2,251
Q2 2025 Added 0.04%
$8.3B
$182 Million 0.02% of portfolio
2,185
Q3 2025 Reduced 1.0%
$29.4B
$235 Million 0.02% of portfolio
9,550
Q4 2024 Reduced 6.83%
$46.1B
$294 Million 0.02% of portfolio
3,231
Q2 2025 Reduced 20.34%
$37.6B
$233 Million 0.02% of portfolio
3,458
Q2 2025 Reduced 5.34%
$37.3B
$262 Million 0.02% of portfolio
851
Q2 2025 Reduced 9.18%
$42.4B
$184 Million 0.02% of portfolio
1,209
Q2 2025 Reduced 9.03%
$53B
$241 Million 0.02% of portfolio
2,525
Q3 2025 Added 55.38%
$6.65B
$196 Million 0.02% of portfolio
1,648
Q3 2025 Added 0.98%
$10.1B
$220 Million 0.02% of portfolio
441
Q2 2025 Reduced 3.29%
$132B
$207 Million 0.02% of portfolio
984
Q3 2025 Added 14.42%
$26.3B
$183 Million 0.02% of portfolio
4,000
Q4 2024 Added 25.0%
$112B
$283 Million 0.02% of portfolio
8,203
Q3 2025 Added 0.85%
$9.65B
$289 Million 0.02% of portfolio
1,725
Q2 2025 Reduced 1.71%
$10.2B
$280 Million 0.02% of portfolio
14,638
Q3 2025 Added 8.51%
$12.7B
$204 Million 0.02% of portfolio
2,187
Q2 2025 Added 7.36%
$23.2B
$199 Million 0.02% of portfolio
2,350
Q4 2024 Reduced 4.08%
$45.2B
$273 Million 0.02% of portfolio
4,573
Q3 2025 Reduced 6.16%
$37.9B
$235 Million 0.02% of portfolio
2,852
Q3 2025 Added 0.04%
$5.67B
$192 Million 0.02% of portfolio
4,583
Q2 2024 Reduced 24.66%
$25.7B
$197 Million 0.02% of portfolio
1,337
Q2 2024 Added 7.56%
$26.3B
$201 Million 0.02% of portfolio
1,077
Q3 2025 Reduced 8.5%
$68.5B
$285 Million 0.02% of portfolio
2,094
Q4 2024 Reduced 0.38%
$181B
$241 Million 0.02% of portfolio
23,000
Q2 2021 Reduced 56.52%
$41.3B
$213 Million 0.02% of portfolio
2,360
Q2 2025 Reduced 11.61%
$17.2B
$191 Million 0.02% of portfolio
1,724
Q2 2025 Reduced 2.82%
$37.2B
$274 Million 0.02% of portfolio
435
Q3 2025 Added 6.1%
$11.7B
$283 Million 0.02% of portfolio
3,056
Q3 2025 Reduced 1.29%
$18B
$203 Million 0.02% of portfolio
1,466
Q3 2025 Added 1.95%
$6B
$184 Million 0.02% of portfolio
2,677
Q3 2025 Added 4.9%
$64.9B
$220 Million 0.02% of portfolio
7,050
Q3 2025 Reduced 0.7%
$55.6B
$227 Million 0.02% of portfolio
1,549
Q3 2025 Reduced 2.52%
$17.1B
$298 Million 0.02% of portfolio
922
Q3 2025 Reduced 5.14%
$6.8B
$299 Million 0.02% of portfolio
6,093
Q3 2025 Added 57.12%
$0
$210 Million 0.02% of portfolio
10,900
Q3 2025 Added 15.96%
$6.47B
$198 Million 0.02% of portfolio
3,000
Q3 2024 Reduced 33.33%
$385M
$227 Million 0.02% of portfolio
15,909
Q3 2025 Reduced 5.91%
$77.2B
$219 Million 0.02% of portfolio
1,032
Q3 2025 Added 0.1%
$63.4B
$223 Million 0.02% of portfolio
487
Q2 2025 Added 16.23%
$40.2B
$237 Million 0.02% of portfolio
1,107
Q2 2025 Reduced 7.52%
$10.7B
$206 Million 0.02% of portfolio
2,679
Q3 2025 Reduced 5.3%
$31.5B
$238 Million 0.02% of portfolio
3,263
Q2 2024 Reduced 11.74%
$114B
$284 Million 0.02% of portfolio
4,301
Q3 2025 Reduced 2.27%
$1.47B
$273 Million 0.02% of portfolio
2,946
Q3 2025 Added 0.17%
$41.4B
$236 Million 0.02% of portfolio
2,632
Q3 2025 Reduced 51.06%

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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