§ 13F · FUND PROFILE
Anchor Capital Management Group Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $198M (13F)Positions · 17Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco | 133K | $76M | 53.2% | −26% |
| 2 | SPY | State Street | 57K | $37M | 25.8% | ±0% |
| 3 | FGXXX | First American | 5.51M | $6M | 3.8% | +90% |
| 4 | FGXXX | First American | 5.37M | $5M | 3.7% | — |
| 5 | QYLD | Global X | 170K | $3M | 2.0% | ±0% |
| 6 | JEPI | JPMorgan | 40K | $2M | 1.6% | ±0% |
| 7 | PDI | Pimco | 124K | $2M | 1.5% | ±0% |
| 8 | JEPQ | JPMorgan | 37K | $2M | 1.4% | ±0% |
| 9 | PDO | Pimco | 135K | $2M | 1.2% | ±0% |
| 10 | FTHI | FIRST TRUST | 67K | $2M | 1.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANCHOR SIGNAL
AC read
Anchor Capital Management Group Inc is a Other fund managing $198 million in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed