Anchor Capital Management Group Inc Portfolio Holdings

Anchor Capital Management Group Inc

  • $217 Billion
  • Q1 2025

Anchor Capital Management Group Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $217 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $120B, Spdr S&P 500 ETF Trust with a value of $44.8B, First American with a value of $19.1B, Ishares Tr Msci Eafe ETF with a value of $13.1B, and Global X Fdsnasdaq 100 Covered with a value of $2.82B.

Examining the 13F form we can see an decrease of $58.9B in the current position value, from $276B to 217B.

Anchor Capital Management Group Inc is based out at Aliso Viejo, CA

Below you can find more details about Anchor Capital Management Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $217 Billion
ETFs: $188 Billion
Financial Services: $4.55 Billion
Basic Materials: $1.87 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$120 Billion 55.21% of portfolio
255,775
Q1 2025 Reduced 24.94%
$0
$44.8 Billion 20.6% of portfolio
80,000
Q1 2025 Reduced 20.0%
$0
$13.1 Billion 6.02% of portfolio
160,000
Q1 2025 Reduced 20.0%
$0
$2.82 Billion 1.3% of portfolio
169,500
Q4 2024 New
$0
$2.29 Billion 1.05% of portfolio
40,000
Q4 2024 New
$0
$1.92 Billion 0.88% of portfolio
37,000
Q4 2024 New
$0
$1.46 Billion 0.67% of portfolio
67,000
Q4 2024 New
$0
$1.39 Billion 0.64% of portfolio
74,000
Q4 2024 New
$0
$571 Million 0.26% of portfolio
50,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $217 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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