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
$65.2B
$338 Million 0.03% of portfolio
801
Q2 2025 Added 0.13%
$23.2B
$361 Million 0.03% of portfolio
7,368
Q3 2025 Added 1.38%
$0
$339 Million 0.03% of portfolio
2,349
Q3 2025 Reduced 10.0%
$0
$374 Million 0.03% of portfolio
1,908
Q3 2025 Reduced 5.64%
$0
$337 Million 0.03% of portfolio
503
Q3 2025 Added 3.07%
$0
$325 Million 0.03% of portfolio
5,995
Q3 2025 Added 0.05%
$140B
$421 Million 0.03% of portfolio
1,125
Q2 2025 Reduced 16.36%
$32B
$324 Million 0.03% of portfolio
1,853
Q2 2025 Reduced 5.12%
$0
$333 Million 0.03% of portfolio
4,224
Q3 2025 Reduced 24.67%
Lam Research Corp Com New
-
$324 Million 0.03% of portfolio
-
Q4 2024 Added 806.74%
$38B
$353 Million 0.03% of portfolio
2,610
Q3 2025 Added 0.04%
$0
$349 Million 0.03% of portfolio
868
Q3 2024 Reduced 10.33%
$53.8B
$353 Million 0.03% of portfolio
2,251
Q2 2025 Added 0.04%
$0
$403 Million 0.03% of portfolio
1,103
Q3 2025 Added 0.18%
$8.3B
$182 Million 0.02% of portfolio
2,185
Q3 2025 Reduced 1.0%
$29.4B
$235 Million 0.02% of portfolio
9,550
Q4 2024 Reduced 6.83%
$46.1B
$294 Million 0.02% of portfolio
3,231
Q2 2025 Reduced 20.34%
$37.6B
$233 Million 0.02% of portfolio
3,458
Q2 2025 Reduced 5.34%
$37.3B
$262 Million 0.02% of portfolio
851
Q2 2025 Reduced 9.18%
$0
$219 Million 0.02% of portfolio
2,441
Q4 2024 Added 51.05%
$42.4B
$184 Million 0.02% of portfolio
1,209
Q2 2025 Reduced 9.03%
$0
$220 Million 0.02% of portfolio
3,942
Q3 2025 Added 2.26%
$53B
$241 Million 0.02% of portfolio
2,525
Q3 2025 Added 55.38%
$6.65B
$196 Million 0.02% of portfolio
1,648
Q3 2025 Added 0.98%
$10.1B
$220 Million 0.02% of portfolio
441
Q2 2025 Reduced 3.29%
$132B
$207 Million 0.02% of portfolio
984
Q3 2025 Added 14.42%
$26.3B
$183 Million 0.02% of portfolio
4,000
Q4 2024 Added 25.0%
$10.3B
$251 Million 0.02% of portfolio
5,951
Q3 2025 Reduced 1.9%
$112B
$283 Million 0.02% of portfolio
8,203
Q3 2025 Added 0.85%
$0
$218 Million 0.02% of portfolio
1,236
Q3 2025 Added 0.16%
$0
$194 Million 0.02% of portfolio
6,093
Q3 2025 Reduced 0.05%
$0
$268 Million 0.02% of portfolio
4,257
Q1 2025 Added 1.79%
$9.65B
$289 Million 0.02% of portfolio
1,725
Q2 2025 Reduced 1.71%
$10.2B
$280 Million 0.02% of portfolio
14,638
Q3 2025 Added 8.51%
$12.7B
$204 Million 0.02% of portfolio
2,187
Q2 2025 Added 7.36%
$0
$237 Million 0.02% of portfolio
8,131
Q3 2025 Added 0.06%
$0
$222 Million 0.02% of portfolio
5,011
Q3 2025 Added 0.02%
$0
$293 Million 0.02% of portfolio
15,575
Q3 2025 Added 107.25%
$0
$182 Million 0.02% of portfolio
1,305
Q1 2017 Reduced 95.4%
$0
$218 Million 0.02% of portfolio
900
Q2 2025 Added 21.13%
$0
$207 Million 0.02% of portfolio
882
Q3 2025 Added 0.23%
$23.2B
$199 Million 0.02% of portfolio
2,350
Q4 2024 Reduced 4.08%
$45.2B
$273 Million 0.02% of portfolio
4,573
Q3 2025 Reduced 6.16%
$37.9B
$235 Million 0.02% of portfolio
2,852
Q3 2025 Added 0.04%
$0
$246 Million 0.02% of portfolio
3,354
Q3 2025 Reduced 2.9%
$0
$261 Million 0.02% of portfolio
1,837
Q3 2025 Added 0.82%
$5.67B
$192 Million 0.02% of portfolio
4,583
Q2 2024 Reduced 24.66%
$25.7B
$197 Million 0.02% of portfolio
1,337
Q2 2024 Added 7.56%
$0
$254 Million 0.02% of portfolio
3,975
Q2 2025 Reduced 16.75%

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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