EdgeMarket › What Anchor Investment Management, Llc reported owning
What Anchor Investment Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
1,067Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 37.7M | 3.1% | 101.8K | 483.24 | -4.4% |
| AAPL Apple Inc. | 33.0M | 2.8% | 129.9K | 309.35 | +36.9% |
| V VISA INC. | 32.5M | 2.7% | 107.5K | 371.04 | +7.9% |
| SCHX Schwab U.S. Large-Cap ETF | 30.6M | 2.6% | 1.2M | 30.21 | +19.6% |
| GOOG Alphabet Inc. | 25.7M | 2.1% | 89.4K | 341.75 | +70.7% |
| FCNCA FIRST CITIZENS BANCSHARES INC /DE/ | 24.9M | 2.1% | 13.2K | 2,183.54 | +13.1% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 24.1M | 2.0% | 1.2M | 19.67 | +0.1% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 23.6M | 2.0% | 1.2M | 20.39 | -0.5% |
| JNJ JOHNSON & JOHNSON | 21.4M | 1.8% | 87.6K | 270.24 | +51.1% |
| GOOGL Alphabet Inc. | 21.3M | 1.8% | 74.2K | 344.82 | +73.0% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 21.3M | 1.8% | 1.1M | 18.55 | -0.9% |
| VGT Vanguard Information Tech ETF | 19.4M | 1.6% | 27.8K | 118.42 | +38.5% |
| ABBV AbbVie Inc. | 19.1M | 1.6% | 87.8K | 264.96 | +26.7% |
| QQQM Invesco NASDAQ 100 ETF | 18.4M | 1.5% | 77.3K | 293.76 | +26.1% |
| unmapped CUSIP 084670702 | 17.1M | 1.4% | 35.6K | — | — |
| AMZN AMAZON COM INC | 15.4M | 1.3% | 73.9K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 15.2M | 1.3% | 86.9K | 214.72 | +22.4% |
| XOM ExxonMobil Holdings Corp | 14.2M | 1.2% | 83.7K | 165.11 | +52.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 13.4M | 1.1% | 23.2K | 713.44 | +26.1% |
| LLY ELI LILLY & Co | 12.1M | 1.0% | 13.2K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 12.0M | 1.0% | 40.7K | 351.58 | +20.3% |
| META Meta Platforms, Inc. | 11.4M | 1.0% | 20.0K | 549.90 | -26.5% |
| LOW LOWES COMPANIES INC | 11.3M | 0.9% | 47.6K | 216.09 | -16.0% |
| UNP UNION PACIFIC CORP | 11.2M | 0.9% | 46.0K | 308.05 | +36.5% |
| DUK Duke Energy CORP | 10.9M | 0.9% | 82.9K | 119.85 | -3.7% |
| GLW CORNING INC /NY | 10.8M | 0.9% | 79.7K | 149.84 | +132.0% |
| FDX FEDEX CORP | 10.1M | 0.8% | 28.3K | 325.08 | +43.1% |
| WMT Walmart Inc. | 9.2M | 0.8% | 73.6K | 103.70 | +1.1% |
| KO COCA COLA CO | 9.1M | 0.8% | 119.8K | 91.10 | +28.9% |
| CVX CHEVRON CORP | 9.0M | 0.8% | 43.5K | 205.27 | +34.0% |
| RSG REPUBLIC SERVICES, INC. | 8.9M | 0.7% | 40.6K | 220.67 | -6.5% |
| JPST JPMorgan Ultra-Short Income ETF | 8.8M | 0.7% | 174.1K | 50.53 | -0.3% |
| CAT CATERPILLAR INC | 8.6M | 0.7% | 12.1K | 827.90 | +96.8% |
| COST COSTCO WHOLESALE CORP /NEW | 8.5M | 0.7% | 8.5K | 947.74 | -4.7% |
| UNH UNITEDHEALTH GROUP INC | 8.0M | 0.7% | 29.4K | 390.11 | +30.1% |
| MDT Medtronic plc | 7.9M | 0.7% | 91.4K | 93.35 | +0.1% |
| MRK Merck & Co., Inc. | 7.9M | 0.7% | 65.5K | 152.55 | +80.2% |
| WSO WATSCO INC | 7.8M | 0.7% | 21.5K | 311.94 | -25.5% |
| MCK MCKESSON CORP | 7.6M | 0.6% | 8.7K | 858.90 | +22.2% |
| AVGO Broadcom Inc. | 7.4M | 0.6% | 23.8K | 368.45 | +26.5% |
| SO SOUTHERN CO | 7.3M | 0.6% | 75.9K | 88.94 | -6.3% |
| PG PROCTER & GAMBLE Co | 7.3M | 0.6% | 50.6K | 144.68 | -9.3% |
| PM Philip Morris International Inc. | 7.0M | 0.6% | 42.5K | 188.23 | +8.9% |
| HD HOME DEPOT, INC. | 6.7M | 0.6% | 20.5K | 335.61 | -16.5% |
| NFLX NETFLIX INC | 6.7M | 0.6% | 69.9K | 79.59 | -34.4% |
| WM WASTE MANAGEMENT INC | 6.5M | 0.5% | 28.3K | 224.06 | -2.6% |
| VDE Vanguard Energy ETF | 6.4M | 0.5% | 37.1K | 179.58 | +49.2% |
| SCHM Schwab U.S. Mid Cap ETF | 6.4M | 0.5% | 205.2K | 36.16 | +25.4% |
| VZ VERIZON COMMUNICATIONS INC | 6.2M | 0.5% | 123.1K | 49.45 | +9.7% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 6.2M | 0.5% | 67.4K | 94.63 | +9.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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