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
$6.07 Billion 0.5% of portfolio
204,874
Q3 2025 Added 1.75%
$96.7B
$5.77 Billion 0.48% of portfolio
114,308
Q3 2025 Reduced 0.11%
$235B
$5.66 Billion 0.47% of portfolio
67,413
Q3 2025 Reduced 1.38%
$187B
$5.71 Billion 0.47% of portfolio
34,296
Q3 2025 Reduced 19.42%
$0
$5.37 Billion 0.45% of portfolio
8,064
Q3 2025 Added 0.25%
$512B
$5.47 Billion 0.45% of portfolio
9,609
Q3 2025 Added 3.58%
$0
$5.34 Billion 0.44% of portfolio
19,683
Q3 2025 Reduced 3.16%
$172B
$5.18 Billion 0.43% of portfolio
117,754
Q3 2025 Added 1.77%
$151B
$5.14 Billion 0.43% of portfolio
14,579
Q3 2025 Reduced 1.46%
$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%
$73.2B
$4.85 Billion 0.4% of portfolio
1,131
Q3 2025 Reduced 1.05%
$0
$4.73 Billion 0.39% of portfolio
169,598
Q3 2025 Added 1.53%
$193B
$4.53 Billion 0.38% of portfolio
39,560
Q3 2025 Reduced 1.83%
$104B
$4.43 Billion 0.37% of portfolio
15,098
Q2 2025 Reduced 1.96%
$224B
$4.45 Billion 0.37% of portfolio
14,628
Q3 2025 Reduced 0.05%
$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%
$79.5B
$4.35 Billion 0.36% of portfolio
33,724
Q3 2025 Reduced 0.92%
$0
$4.29 Billion 0.36% of portfolio
16,533
Q3 2025 Added 3.95%
$65.7B
$4.32 Billion 0.36% of portfolio
14,378
Q3 2025 Reduced 0.34%
$6.15B
$4.29 Billion 0.36% of portfolio
75,517
Q3 2025 Reduced 0.37%
$0
$4.24 Billion 0.35% of portfolio
10,711
Q3 2025 Added 3.59%
$75.4B
$4.12 Billion 0.34% of portfolio
31,387
Q3 2025 Reduced 0.83%
$168B
$4.05 Billion 0.34% of portfolio
53,683
Q3 2025 Reduced 1.26%
$64.9B
$3.93 Billion 0.33% of portfolio
46,773
Q3 2025 Reduced 0.29%
$1.29T
$3.99 Billion 0.33% of portfolio
8,968
Q3 2025 Reduced 8.6%
$413B
$4.03 Billion 0.33% of portfolio
78,063
Q3 2025 Reduced 2.08%
$6.2B
$3.89 Billion 0.32% of portfolio
36,040
Q3 2025 Added 0.39%
$2.37B
$3.91 Billion 0.32% of portfolio
285,575
Q3 2025 Added 1.83%
$0
$3.88 Billion 0.32% of portfolio
8,084
Q3 2025 Added 28.38%
$265B
$3.77 Billion 0.31% of portfolio
4,732
Q3 2025 Reduced 6.33%
$319B
$3.69 Billion 0.31% of portfolio
53,914
Q3 2025 Added 0.12%
$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%
$136B
$3.48 Billion 0.29% of portfolio
9,420
Q3 2025 Reduced 0.42%
$328B
$3.47 Billion 0.29% of portfolio
11,543
Q3 2025 Added 2.2%
$28.3B
$3.44 Billion 0.28% of portfolio
41,942
Q3 2025 Added 0.11%
$29.6B
$3.42 Billion 0.28% of portfolio
10,269
Q3 2025 Reduced 0.86%
$2.39B
$3.34 Billion 0.28% of portfolio
24,801
Q3 2025 Reduced 1.29%
$181B
$3.22 Billion 0.27% of portfolio
32,887
Q3 2025 Added 7.46%
$1.46T
$3.25 Billion 0.27% of portfolio
11,632
Q3 2025 Added 1.46%
$177B
$3.27 Billion 0.27% of portfolio
17,804
Q3 2025 Added 20.66%
$191B
$3.3 Billion 0.27% of portfolio
611
Q3 2025 Added 3.38%
$59.5B
$3.18 Billion 0.26% of portfolio
69,506
Q3 2025 Reduced 0.65%

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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