Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Microsoft Corp.Stock | Stock | $37.7M | 3.1% |
| Apple Inc.Stock | Stock | $33M | 2.8% |
| Visa Inc. Com CL AStock | Stock | $32.5M | 2.7% |
| Schwab U.S. Large-cap ETFETF | ETF | $30.6M | 2.6% |
| Alphabet Inc. Cap Stk CL CStock | Stock | $25.7M | 2.1% |
| First Ctzns Bancshares Inc. Del CL AStock | Stock | $24.9M | 2.1% |
| Invesco Bulletshares 2027 Corporate Bond ETFETF | ETF | $24.1M | 2.0% |
| Invesco Bulletshares 2028 Corporate Bond ETFETF | ETF | $23.6M | 2.0% |
| Johnson & JohnsonStock | Stock | $21.4M | 1.8% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $21.3M | 1.8% |
| Invesco Bulletshares 2029 Corporate Bond ETFETF | ETF | $21.3M | 1.8% |
| Vanguard Information Technology ETFETF | ETF | $19.4M | 1.6% |
| Abbvie Inc.Stock | Stock | $19.1M | 1.6% |
| Invesco Nasdaq 100 ETFETF | ETF | $18.4M | 1.5% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $17.1M | 1.4% |
| Amazon Com Inc.Stock | Stock | $15.4M | 1.3% |
| Nvidia CorporationStock | Stock | $15.2M | 1.3% |
| Exxon Mobil Corp.Stock | Stock | $14.2M | 1.2% |
| Invesco Qqq Trust Series IETF | ETF | $13.4M | 1.1% |
| Eli Lilly & COStock | Stock | $12.1M | 1.0% |
| JPMORGAN Chase & COStock | Stock | $12M | 1.0% |
| Meta Platforms Inc. CL AStock | Stock | $11.4M | 1.0% |
| Lowes Cos Inc.Stock | Stock | $11.3M | 0.9% |
| Union Pac Corp.Stock | Stock | $11.2M | 0.9% |
| Duke Energy Corp. New Com NewStock | Stock | $10.9M | 0.9% |
| Corning Inc.Stock | Stock | $10.8M | 0.9% |
| Fedex Corp.Stock | Stock | $10.1M | 0.8% |
| Walmart Inc.Stock | Stock | $9.15M | 0.8% |
| Coca Cola COStock | Stock | $9.11M | 0.8% |
| Chevron CorporationStock | Stock | $9M | 0.8% |
| Republic Svcs Inc.Stock | Stock | $8.88M | 0.7% |
| JPMORGAN Ultra-short Income ETFETF | ETF | $8.81M | 0.7% |
| Caterpillar Inc.Stock | Stock | $8.57M | 0.7% |
| Costco Wholesale CorporationStock | Stock | $8.49M | 0.7% |
| Unitedhealth Group Inc.Stock | Stock | $7.96M | 0.7% |
| Medtronic PLC ShsStock | Stock | $7.92M | 0.7% |
| Merck & CO Inc.Stock | Stock | $7.88M | 0.7% |
| Watsco Inc.Stock | Stock | $7.82M | 0.7% |
| Mckesson Corp.Stock | Stock | $7.56M | 0.6% |
| Broadcom Inc.Stock | Stock | $7.36M | 0.6% |
| Southern COStock | Stock | $7.33M | 0.6% |
| Procter & Gamble COStock | Stock | $7.31M | 0.6% |
| Philip Morris Intl Inc.Stock | Stock | $7.02M | 0.6% |
| Home Depot Inc.Stock | Stock | $6.74M | 0.6% |
| Netflix Inc..Stock | Stock | $6.72M | 0.6% |
| Waste Mgmt Inc. DelStock | Stock | $6.51M | 0.5% |
| Vanguard Energy ETFETF | ETF | $6.42M | 0.5% |
| Schwab U.S. Mid-cap ETFETF | ETF | $6.35M | 0.5% |
| Verizon Communications Inc.Stock | Stock | $6.18M | 0.5% |
| iShares MSCI Eafe Min Vol Factor ETFETF | ETF | $6.16M | 0.5% |
Microsoft Corp.Stock$37.7M
- Class
- Stock
- Share
- 3.1%
Apple Inc.Stock$33M
- Class
- Stock
- Share
- 2.8%
Visa Inc. Com CL AStock$32.5M
- Class
- Stock
- Share
- 2.7%
Schwab U.S. Large-cap ETFETF$30.6M
- Class
- ETF
- Share
- 2.6%
Alphabet Inc. Cap Stk CL CStock$25.7M
- Class
- Stock
- Share
- 2.1%
First Ctzns Bancshares Inc. Del CL AStock$24.9M
- Class
- Stock
- Share
- 2.1%
Invesco Bulletshares 2027 Corporate Bond ETFETF$24.1M
- Class
- ETF
- Share
- 2.0%
Invesco Bulletshares 2028 Corporate Bond ETFETF$23.6M
- Class
- ETF
- Share
- 2.0%
Johnson & JohnsonStock$21.4M
- Class
- Stock
- Share
- 1.8%
Alphabet Inc. Cap Stk CL AStock$21.3M
- Class
- Stock
- Share
- 1.8%
Invesco Bulletshares 2029 Corporate Bond ETFETF$21.3M
- Class
- ETF
- Share
- 1.8%
Vanguard Information Technology ETFETF$19.4M
- Class
- ETF
- Share
- 1.6%
Abbvie Inc.Stock$19.1M
- Class
- Stock
- Share
- 1.6%
Invesco Nasdaq 100 ETFETF$18.4M
- Class
- ETF
- Share
- 1.5%
Berkshire Hathaway Inc. Del CL B NewStock$17.1M
- Class
- Stock
- Share
- 1.4%
Amazon Com Inc.Stock$15.4M
- Class
- Stock
- Share
- 1.3%
Nvidia CorporationStock$15.2M
- Class
- Stock
- Share
- 1.3%
Exxon Mobil Corp.Stock$14.2M
- Class
- Stock
- Share
- 1.2%
Invesco Qqq Trust Series IETF$13.4M
- Class
- ETF
- Share
- 1.1%
Eli Lilly & COStock$12.1M
- Class
- Stock
- Share
- 1.0%
JPMORGAN Chase & COStock$12M
- Class
- Stock
- Share
- 1.0%
Meta Platforms Inc. CL AStock$11.4M
- Class
- Stock
- Share
- 1.0%
Lowes Cos Inc.Stock$11.3M
- Class
- Stock
- Share
- 0.9%
Union Pac Corp.Stock$11.2M
- Class
- Stock
- Share
- 0.9%
Duke Energy Corp. New Com NewStock$10.9M
- Class
- Stock
- Share
- 0.9%
Corning Inc.Stock$10.8M
- Class
- Stock
- Share
- 0.9%
Fedex Corp.Stock$10.1M
- Class
- Stock
- Share
- 0.8%
Walmart Inc.Stock$9.15M
- Class
- Stock
- Share
- 0.8%
Coca Cola COStock$9.11M
- Class
- Stock
- Share
- 0.8%
Chevron CorporationStock$9M
- Class
- Stock
- Share
- 0.8%
Republic Svcs Inc.Stock$8.88M
- Class
- Stock
- Share
- 0.7%
JPMORGAN Ultra-short Income ETFETF$8.81M
- Class
- ETF
- Share
- 0.7%
Caterpillar Inc.Stock$8.57M
- Class
- Stock
- Share
- 0.7%
Costco Wholesale CorporationStock$8.49M
- Class
- Stock
- Share
- 0.7%
Unitedhealth Group Inc.Stock$7.96M
- Class
- Stock
- Share
- 0.7%
Medtronic PLC ShsStock$7.92M
- Class
- Stock
- Share
- 0.7%
Merck & CO Inc.Stock$7.88M
- Class
- Stock
- Share
- 0.7%
Watsco Inc.Stock$7.82M
- Class
- Stock
- Share
- 0.7%
Mckesson Corp.Stock$7.56M
- Class
- Stock
- Share
- 0.6%
Broadcom Inc.Stock$7.36M
- Class
- Stock
- Share
- 0.6%
Southern COStock$7.33M
- Class
- Stock
- Share
- 0.6%
Procter & Gamble COStock$7.31M
- Class
- Stock
- Share
- 0.6%
Philip Morris Intl Inc.Stock$7.02M
- Class
- Stock
- Share
- 0.6%
Home Depot Inc.Stock$6.74M
- Class
- Stock
- Share
- 0.6%
Netflix Inc..Stock$6.72M
- Class
- Stock
- Share
- 0.6%
Waste Mgmt Inc. DelStock$6.51M
- Class
- Stock
- Share
- 0.5%
Vanguard Energy ETFETF$6.42M
- Class
- ETF
- Share
- 0.5%
Schwab U.S. Mid-cap ETFETF$6.35M
- Class
- ETF
- Share
- 0.5%
Verizon Communications Inc.Stock$6.18M
- Class
- Stock
- Share
- 0.5%
iShares MSCI Eafe Min Vol Factor ETFETF$6.16M
- Class
- ETF
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 1,067 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1634149
- File number
- 028-23485
- Options
- 0 call, 0 put
- In the 25 largest
- 41.4%
Common questions
What are Anchor Investment Management’s 13F holdings worth?
$1.2 billion across 1,067 positions for the quarter ended 31 March 2026.
What is Anchor Investment Management’s largest 13F holding?
MICROSOFT CORP COM (Stock) was the largest position at $37.7 million, or 3.1% of reported 13F value, as of 31 March 2026.
How concentrated is Anchor Investment Management’s 13F portfolio?
The ten largest positions accounted for 22.9% of reported value and the twenty-five largest for 41.4%, across 1,067 positions as of 31 March 2026.
Does Form 13F show everything Anchor Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Anchor Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.