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
$73.4B
$3.11 Billion 0.26% of portfolio
87,457
Q2 2025 Reduced 0.34%
$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%
$167B
$3.14 Billion 0.26% of portfolio
32,857
Q3 2025 Added 4.85%
$0
$2.99 Billion 0.25% of portfolio
32,668
Q3 2025 Reduced 1.97%
$15.4B
$3.07 Billion 0.25% of portfolio
39,533
Q2 2025 Reduced 19.98%
$255B
$3.04 Billion 0.25% of portfolio
9,149
Q3 2025 Added 1.93%
$68.7B
$2.89 Billion 0.24% of portfolio
34,585
Q3 2025 Reduced 8.64%
$70.1B
$2.85 Billion 0.24% of portfolio
16,763
Q3 2025 Reduced 2.16%
$222B
$2.84 Billion 0.24% of portfolio
5,858
Q3 2025 Reduced 0.64%
$23B
$2.91 Billion 0.24% of portfolio
28,362
Q3 2025 Reduced 0.48%
$0
$2.8 Billion 0.23% of portfolio
63,652
Q3 2024 New
$258B
$2.73 Billion 0.23% of portfolio
16,335
Q3 2025 Added 0.5%
$0
$2.75 Billion 0.23% of portfolio
12,739
Q3 2025 Reduced 0.38%
$23.5B
$2.66 Billion 0.22% of portfolio
25,736
Q3 2025 Reduced 2.05%
$204B
$2.7 Billion 0.22% of portfolio
19,231
Q3 2025 Reduced 10.49%
$193B
$2.7 Billion 0.22% of portfolio
6,043
Q3 2025 Added 7.56%
$197B
$2.6 Billion 0.22% of portfolio
12,694
Q3 2025 Added 0.08%
$78.2B
$2.55 Billion 0.21% of portfolio
7,888
Q3 2025 Added 14.68%
$0
$2.5 Billion 0.21% of portfolio
11,712
Q3 2025 Added 6.5%
Simplify Mbs ETF
-
$2.52 Billion 0.21% of portfolio
-
Q3 2025 Added 18.44%
$35.1B
$2.39 Billion 0.2% of portfolio
19,258
Q3 2025 Added 1.73%
$150B
$2.4 Billion 0.2% of portfolio
40,527
Q3 2025 Reduced 0.61%
$76.2B
$2.36 Billion 0.2% of portfolio
37,844
Q3 2025 Reduced 0.13%
$266B
$2.41 Billion 0.2% of portfolio
8,557
Q3 2025 Added 6.72%
$141B
$2.41 Billion 0.2% of portfolio
94,677
Q3 2025 Reduced 13.26%
$71.6B
$2.41 Billion 0.2% of portfolio
35,982
Q3 2025 Reduced 2.46%
$159B
$2.27 Billion 0.19% of portfolio
4,673
Q3 2025 Added 2.66%
$0
$2.18 Billion 0.18% of portfolio
25,729
Q3 2025 Reduced 0.65%
$72.3B
$2.2 Billion 0.18% of portfolio
19,674
Q2 2025 Reduced 1.75%
$0
$2.01 Billion 0.17% of portfolio
25,262
Q1 2025 Reduced 16.52%
$89.3B
$2.06 Billion 0.17% of portfolio
18,877
Q3 2025 Reduced 1.34%
$0
$2.01 Billion 0.17% of portfolio
60,087
Q3 2025 Reduced 1.84%
$114B
$2.03 Billion 0.17% of portfolio
9,395
Q3 2025 Added 79.43%
$0
$2.09 Billion 0.17% of portfolio
7,131
Q3 2025 Reduced 1.11%
$123B
$2.04 Billion 0.17% of portfolio
4,096
Q3 2025 Reduced 1.66%
$11.6B
$1.91 Billion 0.16% of portfolio
17,546
Q3 2025 Reduced 1.6%
$3.99B
$1.8 Billion 0.15% of portfolio
41,879
Q3 2025 Added 0.34%
$182B
$1.77 Billion 0.15% of portfolio
2,587
Q3 2025 Added 2.46%
$120B
$1.84 Billion 0.15% of portfolio
58,614
Q3 2025 Added 1.26%
$46.4B
$1.87 Billion 0.15% of portfolio
7,753
Q3 2025 Reduced 1.51%
Southstate Bk Corp Com
-
$1.76 Billion 0.15% of portfolio
-
Q3 2025 New
$0
$1.77 Billion 0.15% of portfolio
25,962
Q3 2025 Reduced 0.52%
$40.4B
$1.65 Billion 0.14% of portfolio
13,040
Q3 2025 Reduced 1.81%
$0
$1.67 Billion 0.14% of portfolio
6,577
Q3 2025 Reduced 3.94%
Linde PLC Shs
-
$1.63 Billion 0.14% of portfolio
-
Q3 2025 Added 4.63%
$268B
$1.7 Billion 0.14% of portfolio
10,135
Q2 2025 Reduced 9.79%
$405B
$1.64 Billion 0.14% of portfolio
1,696
Q3 2025 Added 32.29%
$0
$1.56 Billion 0.13% of portfolio
69,486
Q3 2025 Reduced 1.11%

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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