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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$244 Million 0.02% of portfolio
5,075
Q2 2025 Reduced 0.98%
$26.3B
$201 Million 0.02% of portfolio
1,077
Q3 2025 Reduced 8.5%
$0
$189 Million 0.02% of portfolio
1,987
Q3 2025 Added 0.2%
$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%
Ge Healthcare Technologies Inc Common Stock
-
$190 Million 0.02% of portfolio
-
Q3 2024 Reduced 3.18%
Celestica Inc Com
-
$265 Million 0.02% of portfolio
-
Q2 2025 Reduced 6.52%
$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%
$0
$244 Million 0.02% of portfolio
2,440
Q3 2025 Reduced 38.92%
$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%
$0
$187 Million 0.02% of portfolio
12,529
Q3 2025 Reduced 6.0%
$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%
$0
$297 Million 0.02% of portfolio
3,805
Q3 2025 Reduced 7.74%
$0
$274 Million 0.02% of portfolio
3,070
Q2 2025 Added 0.99%
$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%
$0
$239 Million 0.02% of portfolio
1,740
Q2 2025 Added 3.14%
$1.47B
$273 Million 0.02% of portfolio
2,946
Q3 2025 Added 0.17%
$0
$185 Million 0.02% of portfolio
5,051
Q3 2025 Added 0.26%
$41.4B
$236 Million 0.02% of portfolio
2,632
Q3 2025 Reduced 51.06%
$0
$250 Million 0.02% of portfolio
3,143
Q3 2025 Added 0.03%
$0
$187 Million 0.02% of portfolio
2,544
Q4 2024 Added 24.46%
$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%
$0
$284 Million 0.02% of portfolio
2,836
Q3 2025 Added 3.13%
$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%
$0
$291 Million 0.02% of portfolio
767
Q3 2025 Added 0.26%
$0
$207 Million 0.02% of portfolio
4,961
Q2 2025 Added 1.22%
$0
$282 Million 0.02% of portfolio
3,303
Q2 2025 Reduced 2.34%
$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%

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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