§ 13F · FUND PROFILE
Anchor Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 1045Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M 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 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 102K | $38M | 3.1% | −2% |
| 2 | AAPL | APPLE INC COM | 130K | $33M | 2.8% | −1% |
| 3 | V | VISA INC COM CL A | 108K | $32M | 2.7% | ±0% |
| 4 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.19M | $31M | 2.6% | +2% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 89K | $26M | 2.1% | −18% |
| 6 | FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 13K | $25M | 2.1% | ±0% |
| 7 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 1.23M | $24M | 2.0% | +1% |
| 8 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1.15M | $24M | 2.0% | +6% |
| 9 | JNJ | JOHNSON & JOHNSON COM | 88K | $21M | 1.8% | −1% |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | 74K | $21M | 1.8% | +1% |
§ 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 $1.1 billion 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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