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
$277B
$92.3 Million 0.01% of portfolio
1,203
Q4 2024 Reduced 5.94%
$4.31B
$77.4 Million 0.01% of portfolio
4,150
Q3 2025 Added 15.47%
$36B
$128 Million 0.01% of portfolio
1,277
Q3 2025 Reduced 20.73%
$22.7B
$112 Million 0.01% of portfolio
6,500
Q2 2025 Reduced 51.85%
$26.6B
$97.3 Million 0.01% of portfolio
707
Q3 2024 New
$1.14B
$118 Million 0.01% of portfolio
5,000
Q3 2025 New
$0
$83.1 Million 0.01% of portfolio
7,131
Q2 2025 Added 19.23%
$39.1B
$116 Million 0.01% of portfolio
1,756
Q3 2024 Added 1,240.46%
$32.7B
$89 Million 0.01% of portfolio
590
Q3 2025 Added 490.0%
$0
$68 Million 0.01% of portfolio
2,000
Q4 2024 New
$4.19B
$99.7 Million 0.01% of portfolio
5,600
Q1 2025 Reduced 6.67%
$4.5B
$170 Million 0.01% of portfolio
4,700
Q4 2023 New
$11.9B
$111 Million 0.01% of portfolio
2,159
Q3 2024 New
$74.3B
$141 Million 0.01% of portfolio
250
Q2 2025 Reduced 79.1%
$1.46B
$122 Million 0.01% of portfolio
3,300
Q3 2025 Added 20.75%
$269M
$105 Million 0.01% of portfolio
10,000
Q4 2023 New
$4.4B
$150 Million 0.01% of portfolio
3,000
Q1 2024 Reduced 25.0%
$12.5B
$87.4 Million 0.01% of portfolio
294
Q3 2024 Added 390.0%
$11.4B
$180 Million 0.01% of portfolio
1,865
Q4 2024 Reduced 2.61%
$75.2B
$106 Million 0.01% of portfolio
3,000
Q4 2021 Added 11.11%
$2.69B
$69.2 Million 0.01% of portfolio
350
Q4 2024 Added 3,400.0%
$6.91B
$88.6 Million 0.01% of portfolio
3,200
Q1 2025 New
$4.96B
$83.6 Million 0.01% of portfolio
50
Q4 2023 New
$25.4B
$82.6 Million 0.01% of portfolio
322
Q3 2024 New
$9.52B
$141 Million 0.01% of portfolio
1,000
Q2 2025 Reduced 27.27%
$16.7B
$117 Million 0.01% of portfolio
221
Q3 2025 Added 7.28%
$7.41B
$129 Million 0.01% of portfolio
1,400
Q1 2024 Added 250.0%
$5.75B
$64.5 Million 0.01% of portfolio
594
Q2 2025 Reduced 9.17%
$10B
$165 Million 0.01% of portfolio
5,362
Q1 2016 Added 3.17%
$14.2B
$86.5 Million 0.01% of portfolio
488
Q3 2024 New
$31.6B
$74.9 Million 0.01% of portfolio
61
Q2 2024 Reduced 14.08%
$19B
$143 Million 0.01% of portfolio
697
Q3 2025 Reduced 69.64%
$57.4B
$163 Million 0.01% of portfolio
255
Q2 2025 Added 4.51%
$13.3B
$80.6 Million 0.01% of portfolio
1,738
Q1 2016 Added 126.99%
$26.1B
$108 Million 0.01% of portfolio
686
Q3 2024 Added 1,219.23%
$0
$68.5 Million 0.01% of portfolio
1,729
Q3 2025 Added 6.6%
$161B
$146 Million 0.01% of portfolio
135
Q2 2025 Reduced 3.57%
$25.4B
$98.1 Million 0.01% of portfolio
3,602
Q4 2024 Reduced 22.15%
$37B
$111 Million 0.01% of portfolio
1,213
Q2 2025 Reduced 14.28%
$103B
$60.8 Million 0.01% of portfolio
26
Q2 2025 Reduced 95.57%
$0
$88.4 Million 0.01% of portfolio
10,779
Q3 2025 Added 0.43%
$16.2B
$155 Million 0.01% of portfolio
4,725
Q2 2025 Reduced 5.97%
$418B
$76 Million 0.01% of portfolio
425
Q3 2025 Added 325.0%
$10.5B
$87.9 Million 0.01% of portfolio
2,000
Q2 2025 Reduced 4.76%
$8.58B
$107 Million 0.01% of portfolio
367
Q4 2024 Added 37.45%
$29.5B
$68.9 Million 0.01% of portfolio
106
Q2 2024 Added 89.29%
$3.5B
$87.8 Million 0.01% of portfolio
1,000
Q2 2025 New
$6.59B
$65.5 Million 0.01% of portfolio
376
Q4 2024 Reduced 3.34%
$47.7B
$144 Million 0.01% of portfolio
289
Q2 2024 Reduced 4.93%

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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