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
$92.4 Million 0.01% of portfolio
1,435
Q4 2024 Reduced 2.05%
$0
$111 Million 0.01% of portfolio
1,678
Q2 2025 Added 10.1%
$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%
Knife River Corp Common Stock
-
$111 Million 0.01% of portfolio
-
Q4 2024 Reduced 3.33%
Jacobs Solutions Inc Com
-
$149 Million 0.01% of portfolio
-
Q3 2024 Added 1.22%
$5.75B
$64.5 Million 0.01% of portfolio
594
Q2 2025 Reduced 9.17%
Veralto Corp Com Shs
-
$92.6 Million 0.01% of portfolio
-
Q3 2025 Reduced 7.85%
$0
$113 Million 0.01% of portfolio
1,169
Q3 2025 Added 0.09%
$10B
$165 Million 0.01% of portfolio
5,362
Q1 2016 Added 3.17%
$0
$116 Million 0.01% of portfolio
484
Q2 2025 Added 6.61%
$0
$65.7 Million 0.01% of portfolio
426
Q4 2024 Added 9.79%
$0
$66.9 Million 0.01% of portfolio
1,000
Q2 2021 Added 4.49%
$0
$122 Million 0.01% of portfolio
1,008
Q1 2025 Added 0.1%
$14.2B
$86.5 Million 0.01% of portfolio
488
Q3 2024 New
Gmo International Value ETF
-
$62.1 Million 0.01% of portfolio
-
Q4 2024 New
Ishares High Yield Active ETF
-
$65.5 Million 0.01% of portfolio
-
Q3 2025 Added 1.21%
$0
$71 Million 0.01% of portfolio
2,540
Q3 2025 Reduced 10.06%
$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%
$0
$101 Million 0.01% of portfolio
855
Q1 2016 Added 136.73%
$57.4B
$163 Million 0.01% of portfolio
255
Q2 2025 Added 4.51%
$0
$124 Million 0.01% of portfolio
713
Q3 2025 Added 74.33%
$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%
$0
$98.9 Million 0.01% of portfolio
706
Q3 2024 Reduced 6.61%
$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%
Arista Networks Inc Com Shs
-
$78.7 Million 0.01% of portfolio
-
Q4 2024 New
$0
$115 Million 0.01% of portfolio
1,148
Q3 2025 Reduced 3.45%
$0
$108 Million 0.01% of portfolio
3,331
Q3 2025 Added 0.54%
$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%
Sila Realty Trust Inc Common Stock
-
$146 Million 0.01% of portfolio
-
Q3 2025 Added 0.69%
$418B
$76 Million 0.01% of portfolio
425
Q3 2025 Added 325.0%
Ferguson Enterprises Inc Common Stock New
-
$126 Million 0.01% of portfolio
-
Q3 2024 New
$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%
$20.5B
$118 Million 0.01% of portfolio
1,545
Q3 2024 New
$35.1B
$103 Million 0.01% of portfolio
1,689
Q3 2025 Added 0.78%
$6.99B
$101 Million 0.01% of portfolio
2,495
Q1 2016 Reduced 58.32%
$0
$63.9 Million 0.01% of portfolio
462
Q4 2023 New

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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