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
$2.27B
$6.76 Million 0.0% of portfolio
533
Q1 2024 Reduced 59.44%
$39.2B
$20.1 Million 0.0% of portfolio
208
Q3 2025 Reduced 63.38%
$0
$5.41 Million 0.0% of portfolio
403
Q2 2025 New
$2.35B
$5.14 Million 0.0% of portfolio
94
Q2 2025 Added 38.24%
$4.04B
$4.44 Million 0.0% of portfolio
25
Q1 2016 Reduced 64.0%
$9.56B
$14.9 Million 0.0% of portfolio
80
Q4 2023 New
$1.19B
$323,000 0.0% of portfolio
25
Q4 2023 New
$34.1B
$10.5 Million 0.0% of portfolio
61
Q1 2024 New
$14.8B
$9.65 Million 0.0% of portfolio
47
Q4 2020 Reduced 2.13%
$0
$138,000 0.0% of portfolio
1
Q2 2025 New
$25.3B
$3.35 Million 0.0% of portfolio
40
Q1 2024 New
$31.2B
$8.66 Million 0.0% of portfolio
53
Q1 2022 Reduced 55.83%
$0
$10.7 Million 0.0% of portfolio
4,000
Q1 2017 Added 50.0%
Oaktree Specialty Lending Corp Com
-
$41.8 Million 0.0% of portfolio
-
Q1 2025 New
$76.2B
$1.94 Million 0.0% of portfolio
4
Q1 2024 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
Track This Portfolio

Track Anchor Investment Management, LLC Portfolio

Follow Anchor Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Anchor Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email