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
$160B
$915 Million 0.08% of portfolio
4,614
Q3 2025 Reduced 48.34%
$190B
$929 Million 0.08% of portfolio
9,154
Q3 2025 Added 9.42%
$65.7B
$950 Million 0.08% of portfolio
11,888
Q2 2025 Reduced 0.83%
$0
$1 Billion 0.08% of portfolio
15,348
Q3 2025 Reduced 0.22%
$143B
$870 Million 0.07% of portfolio
25,932
Q3 2025 Reduced 18.19%
$57.9B
$805 Million 0.07% of portfolio
3,750
Q2 2025 Added 0.13%
$37.6B
$795 Million 0.07% of portfolio
11,860
Q3 2025 Added 4.4%
$9.78B
$855 Million 0.07% of portfolio
19,012
Q2 2025 Reduced 4.52%
$0
$831 Million 0.07% of portfolio
15,431
Q3 2025 Added 2.0%
$0
$814 Million 0.07% of portfolio
30,187
Q3 2025 Reduced 24.1%
$0
$842 Million 0.07% of portfolio
11,025
Q3 2025 Reduced 0.23%
$0
$846 Million 0.07% of portfolio
4,053
Q3 2025 Added 6.07%
$55.4B
$789 Million 0.07% of portfolio
2,583
Q1 2025 Reduced 1.45%
$0
$825 Million 0.07% of portfolio
8,328
Q3 2025 Reduced 3.59%
$283B
$863 Million 0.07% of portfolio
6,726
Q3 2025 Reduced 2.89%
$82.8B
$865 Million 0.07% of portfolio
3,002
Q3 2025 Reduced 40.21%
$270B
$842 Million 0.07% of portfolio
5,295
Q3 2025 Added 4.6%
$0
$900 Million 0.07% of portfolio
8,587
Q3 2025 Reduced 4.07%
$67.3B
$806 Million 0.07% of portfolio
2,885
Q3 2025 Added 161.56%
Blackrock Inc Com
-
$873 Million 0.07% of portfolio
-
Q2 2025 Reduced 2.6%
$20.5B
$672 Million 0.06% of portfolio
8,092
Q3 2025 Added 1.3%
$97.3B
$779 Million 0.06% of portfolio
9,208
Q3 2025 Reduced 3.19%
$27B
$731 Million 0.06% of portfolio
5,531
Q2 2025 Reduced 7.42%
$38.4B
$679 Million 0.06% of portfolio
2,171
Q2 2025 Reduced 6.02%
$54.4B
$736 Million 0.06% of portfolio
2,377
Q2 2025 Reduced 1.86%
$103B
$774 Million 0.06% of portfolio
10,264
Q3 2025 Added 0.03%
$19.8B
$766 Million 0.06% of portfolio
12,145
Q3 2025 Added 0.01%
$57.5B
$710 Million 0.06% of portfolio
2,602
Q3 2025 Reduced 6.1%
$0
$764 Million 0.06% of portfolio
10,399
Q3 2025 Added 3.37%
$0
$740 Million 0.06% of portfolio
2,518
Q3 2025 Added 23.73%
$0
$690 Million 0.06% of portfolio
2,317
Q3 2025 Added 15.56%
$18.9B
$704 Million 0.06% of portfolio
7,149
Q2 2025 Reduced 28.32%
$0
$676 Million 0.06% of portfolio
6,114
Q2 2025 Reduced 0.81%
$104B
$759 Million 0.06% of portfolio
11,483
Q3 2025 Reduced 0.65%
$24.9B
$783 Million 0.06% of portfolio
7,800
Q3 2025 Reduced 1.27%
$50.4B
$666 Million 0.06% of portfolio
10,884
Q3 2025 Added 0.02%
$109B
$713 Million 0.06% of portfolio
12,847
Q2 2025 Reduced 5.52%
$0
$662 Million 0.05% of portfolio
7,468
Q2 2025 Reduced 2.42%
$0
$660 Million 0.05% of portfolio
4,630
Q3 2025 Reduced 1.57%
$123B
$567 Million 0.05% of portfolio
10,683
Q3 2025 Reduced 5.32%
$0
$649 Million 0.05% of portfolio
6,450
Q2 2025 Reduced 3.01%
$16.4B
$610 Million 0.05% of portfolio
24,613
Q3 2025 Added 0.04%
$0
$650 Million 0.05% of portfolio
12,427
Q1 2016 Reduced 91.95%
Brookfield Corp Cl A LTD Vt Sh
-
$598 Million 0.05% of portfolio
-
Q2 2025 Reduced 4.91%
$0
$585 Million 0.05% of portfolio
3,519
Q4 2023 New
$0
$603 Million 0.05% of portfolio
3,100
Q2 2024 Reduced 21.62%
$118B
$611 Million 0.05% of portfolio
2,485
Q3 2024 Added 33.17%
$30B
$581 Million 0.05% of portfolio
2,232
Q3 2025 Reduced 2.19%
$144B
$552 Million 0.05% of portfolio
1,206
Q2 2025 Reduced 2.74%

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