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
$91.4B
$272 Million 0.02% of portfolio
1,754
Q3 2025 Reduced 1.35%
$11.8B
$194 Million 0.02% of portfolio
4,948
Q3 2025 Added 0.06%
$74.3B
$300 Million 0.02% of portfolio
4,729
Q2 2025 Reduced 35.91%
$3.48B
$240 Million 0.02% of portfolio
6,920
Q3 2025 Reduced 0.87%
$10.4B
$253 Million 0.02% of portfolio
6,332
Q3 2025 Reduced 7.54%
$107B
$229 Million 0.02% of portfolio
302
Q2 2025 Reduced 3.21%
$81.3B
$300 Million 0.02% of portfolio
66,000
Q2 2025 Reduced 13.16%
$42.8B
$278 Million 0.02% of portfolio
3,148
Q3 2024 Added 109.87%
$12.1B
$288 Million 0.02% of portfolio
2,075
Q2 2025 Added 0.88%
$4.52B
$285 Million 0.02% of portfolio
1,173
Q2 2025 Reduced 0.85%
$28.7B
$106 Million 0.01% of portfolio
1,797
Q3 2024 Added 724.31%
$39.9B
$168 Million 0.01% of portfolio
1,619
Q3 2025 Added 0.68%
$27.1B
$71.1 Million 0.01% of portfolio
130
Q2 2025 Reduced 34.34%
$41.3B
$84.8 Million 0.01% of portfolio
1,016
Q2 2025 Added 2.01%
$14.4B
$87.1 Million 0.01% of portfolio
1,150
Q2 2025 Reduced 17.86%
$12.2B
$124 Million 0.01% of portfolio
635
Q1 2025 Reduced 3.79%
$23.5B
$148 Million 0.01% of portfolio
253
Q3 2024 Added 114.41%
$14B
$92.1 Million 0.01% of portfolio
285
Q1 2016 Added 121.05%
$100B
$102 Million 0.01% of portfolio
378
Q3 2024 Added 52.42%
$10.3B
$137 Million 0.01% of portfolio
2,000
Q2 2025 Reduced 50.0%
$130B
$146 Million 0.01% of portfolio
3,100
Q1 2016 Added 485.52%
$21.3B
$97.3 Million 0.01% of portfolio
503
Q1 2024 Added 0.6%
$84.4B
$70.3 Million 0.01% of portfolio
358
Q2 2025 Added 7.51%
$123B
$91.6 Million 0.01% of portfolio
325
Q2 2025 Reduced 1.52%
$96.9B
$151 Million 0.01% of portfolio
358
Q3 2025 Added 12.58%
$67.6B
$155 Million 0.01% of portfolio
3,200
Q1 2016 Reduced 37.5%
$44B
$74.8 Million 0.01% of portfolio
50
Q3 2025 Reduced 23.08%
$19.9B
$169 Million 0.01% of portfolio
2,166
Q3 2025 Reduced 2.52%
$54.5B
$156 Million 0.01% of portfolio
834
Q3 2025 Reduced 6.5%
$23.3B
$162 Million 0.01% of portfolio
6,144
Q3 2024 Reduced 24.56%
$41B
$171 Million 0.01% of portfolio
900
Q4 2024 Reduced 3.02%
$20.6B
$71.4 Million 0.01% of portfolio
2,000
Q3 2025 Reduced 33.33%
$21.2B
$117 Million 0.01% of portfolio
280
Q4 2024 Added 12.0%
$21.3B
$124 Million 0.01% of portfolio
1,398
Q2 2025 Added 7.7%
$55.9B
$88.4 Million 0.01% of portfolio
4,528
Q1 2025 Reduced 17.69%
$16.8B
$152 Million 0.01% of portfolio
3,000
Q3 2025 Reduced 81.67%
$52.4B
$150 Million 0.01% of portfolio
4,350
Q3 2025 Added 7.41%
$59.8B
$62.7 Million 0.01% of portfolio
334
Q1 2024 Added 2.77%
$47B
$133 Million 0.01% of portfolio
270
Q3 2024 Added 3,275.0%
$14.1B
$115 Million 0.01% of portfolio
711
Q2 2025 Reduced 5.33%
$0
$134 Million 0.01% of portfolio
6,561
Q3 2025 Added 6.49%
$79.2B
$99.9 Million 0.01% of portfolio
1,432
Q2 2025 Reduced 12.25%
$2.2B
$95.7 Million 0.01% of portfolio
944
Q3 2025 Added 40.06%
$72.9B
$119 Million 0.01% of portfolio
459
Q4 2024 Reduced 1.29%
$23.5B
$173 Million 0.01% of portfolio
1,834
Q4 2024 Reduced 14.06%
$16.8B
$90.8 Million 0.01% of portfolio
1,476
Q3 2025 Reduced 72.08%
$64.5B
$103 Million 0.01% of portfolio
319
Q3 2024 Added 175.0%
$89.8B
$62.4 Million 0.01% of portfolio
350
Q2 2025 Added 16.67%
$16.1B
$77.3 Million 0.01% of portfolio
3,373
Q3 2025 Reduced 0.88%

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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