§ 13F · FUND PROFILE
Anchor Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1139.8T (13F)Positions · 1045Turnover · — · Q4Filed · Feb 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1230.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 104K | $50.3T | 4.1% | NEW |
| 2 | V | VISA INC COM CL A | 108K | $37.8T | 3.1% | NEW |
| 3 | AAPL | APPLE INC COM | 131K | $35.5T | 2.9% | NEW |
| 4 | GOOG | ALPHABET INC CAP STK CL C | 109K | $34.3T | 2.8% | NEW |
| 5 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.17M | $31.6T | 2.6% | NEW |
| 6 | FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 13K | $28.4T | 2.3% | NEW |
| 7 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 1.21M | $24.0T | 1.9% | NEW |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | 74K | $23.1T | 1.9% | NEW |
| 9 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1.09M | $22.4T | 1.8% | NEW |
| 10 | BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 1.09M | $21.4T | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANCHOR SIGNAL
AC read
Anchor Investment Management, LLC is a Other fund managing $1139767.8 trillion in assets. The fund runs a massive portfolio of 1,045 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed