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
$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%
$0
$97.1 Million 0.01% of portfolio
3,980
Q4 2024 Added 100.0%
$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%
$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%
$0
$109 Million 0.01% of portfolio
3,045
Q3 2025 Added 20.74%
$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
$95.8 Million 0.01% of portfolio
1,831
Q3 2025 Reduced 7.06%
$0
$65 Million 0.01% of portfolio
149
Q1 2025 Added 645.0%
$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
$176 Million 0.01% of portfolio
7,500
Q3 2025 Added 50.0%
$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%
$0
$72.9 Million 0.01% of portfolio
830
Q2 2024 Added 418.75%
$0
$89.5 Million 0.01% of portfolio
666
Q3 2025 Reduced 7.63%
$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%
$0
$153 Million 0.01% of portfolio
6,925
Q3 2025 Added 385.96%
$0
$100 Million 0.01% of portfolio
1,478
Q1 2024 Reduced 6.81%
$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
-
$117 Million 0.01% of portfolio
-
Q3 2025 Added 1.17%
$0
$164 Million 0.01% of portfolio
3,760
Q3 2025 Reduced 3.09%
$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%
$0
$162 Million 0.01% of portfolio
1,112
Q2 2025 New
$0
$74.9 Million 0.01% of portfolio
800
Q1 2022 Added 166.67%
$0
$63.6 Million 0.01% of portfolio
300
Q2 2025 New
$0
$117 Million 0.01% of portfolio
2,312
Q3 2025 Added 0.78%
$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%
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
-
$100 Million 0.01% of portfolio
-
Q2 2025 Reduced 3.09%
$0
$85.4 Million 0.01% of portfolio
1,100
Q1 2025 Reduced 1.79%
$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
$0
$93.5 Million 0.01% of portfolio
846
Q2 2021 Reduced 16.16%
$9.52B
$141 Million 0.01% of portfolio
1,000
Q2 2025 Reduced 27.27%

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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