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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.4 Billion 2.52% of portfolio
1,154,986
Q3 2025 Added 2.16%
$0
$23.3 Billion 1.93% of portfolio
38,892
Q3 2025 Reduced 0.83%
$0
$22.3 Billion 1.84% of portfolio
1,128,884
Q3 2025 Added 3.92%
$0
$22.1 Billion 1.83% of portfolio
29,553
Q3 2025 Added 0.58%
$0
$20.7 Billion 1.71% of portfolio
1,005,320
Q3 2025 Added 4.09%
$0
$20.4 Billion 1.69% of portfolio
1,044,115
Q3 2025 Added 2.44%
$0
$10.4 Billion 0.86% of portfolio
42,072
Q3 2025 Added 5.0%
$0
$8.27 Billion 0.68% of portfolio
162,995
Q3 2025 Added 6.92%
$0
$6.45 Billion 0.53% of portfolio
107,398
Q3 2025 Reduced 1.0%
$0
$6.02 Billion 0.5% of portfolio
9,826
Q3 2025 Reduced 0.18%
$0
$6.07 Billion 0.5% of portfolio
204,874
Q3 2025 Added 1.75%
$0
$5.37 Billion 0.45% of portfolio
8,064
Q3 2025 Added 0.25%
$0
$5.34 Billion 0.44% of portfolio
19,683
Q3 2025 Reduced 3.16%
$0
$5.16 Billion 0.43% of portfolio
60,798
Q3 2025 Added 6.51%
$0
$5.06 Billion 0.42% of portfolio
124,319
Q3 2025 Added 6.89%
$0
$4.8 Billion 0.4% of portfolio
116,739
Q3 2025 Added 7.06%
$0
$4.45 Billion 0.37% of portfolio
55,716
Q3 2025 Reduced 7.89%
$0
$4.41 Billion 0.37% of portfolio
33,593
Q3 2025 Added 3.87%
$0
$4.39 Billion 0.36% of portfolio
34,899
Q3 2025 Reduced 0.72%
$0
$4.29 Billion 0.36% of portfolio
16,533
Q3 2025 Added 3.95%
$0
$4.24 Billion 0.35% of portfolio
10,711
Q3 2025 Added 3.59%
$0
$3.88 Billion 0.32% of portfolio
8,084
Q3 2025 Added 28.38%
$0
$3.8 Billion 0.31% of portfolio
17,097
Q3 2025 Added 0.08%
$0
$3.48 Billion 0.29% of portfolio
10,613
Q3 2025 Reduced 0.09%
$0
$3.52 Billion 0.29% of portfolio
18,760
Q3 2025 Added 2.62%
$0
$3.53 Billion 0.29% of portfolio
129,369
Q3 2025 Added 7.04%
$0
$3.56 Billion 0.29% of portfolio
19,063
Q3 2025 Added 16.08%
$0
$3.12 Billion 0.26% of portfolio
53,094
Q3 2025 Reduced 3.41%
$0
$3.17 Billion 0.26% of portfolio
10,711
Q3 2025 Added 3.22%
$0
$2.99 Billion 0.25% of portfolio
32,668
Q3 2025 Reduced 1.97%
$0
$2.8 Billion 0.23% of portfolio
63,652
Q3 2024 New
$0
$2.75 Billion 0.23% of portfolio
12,739
Q3 2025 Reduced 0.38%
$0
$2.5 Billion 0.21% of portfolio
11,712
Q3 2025 Added 6.5%
$0
$2.18 Billion 0.18% of portfolio
25,729
Q3 2025 Reduced 0.65%
$0
$2.01 Billion 0.17% of portfolio
25,262
Q1 2025 Reduced 16.52%
$0
$2.01 Billion 0.17% of portfolio
60,087
Q3 2025 Reduced 1.84%
$0
$2.09 Billion 0.17% of portfolio
7,131
Q3 2025 Reduced 1.11%
$0
$1.77 Billion 0.15% of portfolio
25,962
Q3 2025 Reduced 0.52%
$0
$1.67 Billion 0.14% of portfolio
6,577
Q3 2025 Reduced 3.94%
$0
$1.52 Billion 0.13% of portfolio
21,243
Q3 2025 Added 5.43%
$0
$1.58 Billion 0.13% of portfolio
7,748
Q3 2025 Added 2.14%
$0
$1.43 Billion 0.12% of portfolio
61,227
Q3 2025 Reduced 0.13%
$0
$1.45 Billion 0.12% of portfolio
21,525
Q1 2025 Reduced 13.29%
$0
$1.5 Billion 0.12% of portfolio
14,600
Q3 2025 Added 0.94%
$0
$1.48 Billion 0.12% of portfolio
10,476
Q3 2025 Added 0.16%
$0
$1.33 Billion 0.11% of portfolio
11,165
Q3 2025 Added 0.02%
$0
$1.29 Billion 0.11% of portfolio
10,521
Q3 2025 Added 1.39%
$0
$1.35 Billion 0.11% of portfolio
17,194
Q3 2025 Added 0.94%
$0
$1.15 Billion 0.1% of portfolio
6,061
Q3 2025 Added 2.19%

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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