Anchor Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.20B
Q ending 2026-03-31
Prior quarter
$1.23B
Q ending 2025-12-31
Change
-2.6% QoQ · +11.8% YoY
Positions
1,067
reported holdings
Largest positions
Top 100 of 1,067 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp Com | MSFT | Shares | $37.7M | 102K |
| Apple Inc Com | AAPL | Shares | $33.0M | 130K |
| Visa Inc Com Cl A | V | Shares | $32.5M | 108K |
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $30.6M | 1.2M |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $25.7M | 89K |
| First Ctzns Bancshares Inc Del Cl | FCNCA | Shares | $24.9M | 13K |
| Invesco Bulletshares 2027 Corporat | BSCR | Shares | $24.1M | 1.2M |
| Invesco Bulletshares 2028 Corporat | BSCS | Shares | $23.6M | 1.2M |
| Johnson & Johnson Com | JNJ | Shares | $21.4M | 88K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $21.3M | 74K |
| Invesco Bulletshares 2029 Corporat | BSCT | Shares | $21.3M | 1.1M |
| Vanguard Information Technology Et | VGT | Shares | $19.4M | 28K |
| Abbvie Inc Com | ABBV | Shares | $19.1M | 88K |
| Invesco Nasdaq 100 Etf | QQQM | Shares | $18.4M | 77K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $17.1M | 36K |
| Amazon Com Inc Com | AMZN | Shares | $15.4M | 74K |
| Nvidia Corporation Com | NVDA | Shares | $15.2M | 87K |
| Exxon Mobil Corp Com | XOM | Shares | $14.2M | 84K |
| Invesco Qqq Trust Series I | QQQ | Shares | $13.4M | 23K |
| Eli Lilly & Co Com | LLY | Shares | $12.1M | 13K |
| Jpmorgan Chase & Co Com | JPM | Shares | $12.0M | 41K |
| Meta Platforms Inc Cl A | META | Shares | $11.4M | 20K |
| Lowes Cos Inc Com | LOW | Shares | $11.3M | 48K |
| Union Pac Corp Com | UNP | Shares | $11.2M | 46K |
| Duke Energy Corp New Com New | DUK | Shares | $10.9M | 83K |
| Corning Inc Com | GLW | Shares | $10.8M | 80K |
| Fedex Corp Com | FDX | Shares | $10.1M | 28K |
| Walmart Inc Com | WMT | Shares | $9.2M | 74K |
| Coca Cola Co Com | KO | Shares | $9.1M | 120K |
| Chevron Corporation Com | CVX | Shares | $9.0M | 44K |
| Republic Svcs Inc Com | RSG | Shares | $8.9M | 41K |
| Jpmorgan Ultra-Short Income Etf | JPST | Shares | $8.8M | 174K |
| Caterpillar Inc Com | CAT | Shares | $8.6M | 12K |
| Costco Wholesale Corporation Com | COST | Shares | $8.5M | 9K |
| Unitedhealth Group Inc Com | UNH | Shares | $8.0M | 29K |
| Medtronic Plc Shs | Shares | $7.9M | 91K | |
| Merck & Co Inc Com | MRK | Shares | $7.9M | 65K |
| Watsco Inc Com | WSO | Shares | $7.8M | 22K |
| Mckesson Corp Com | MCK | Shares | $7.6M | 9K |
| Broadcom Inc Com | AVGO | Shares | $7.4M | 24K |
| Southern Co Com | SO | Shares | $7.3M | 76K |
| Procter & Gamble Co Com | PG | Shares | $7.3M | 51K |
| Philip Morris Intl Inc Com | PM | Shares | $7.0M | 42K |
| Home Depot Inc Com | HD | Shares | $6.7M | 21K |
| Netflix Inc. Com | NFLX | Shares | $6.7M | 70K |
| Waste Mgmt Inc Del Com | WM | Shares | $6.5M | 28K |
| Vanguard Energy Etf | VDE | Shares | $6.4M | 37K |
| Schwab U.S. Mid-Cap Etf | SCHM | Shares | $6.4M | 205K |
| Verizon Communications Inc Com | VZ | Shares | $6.2M | 123K |
| Ishares Msci Eafe Min Vol Factor E | EFAV | Shares | $6.2M | 67K |
| Enbridge Inc Com | ENB | Shares | $6.1M | 113K |
| Oracle Corp Com | ORCL | Shares | $6.1M | 42K |
| Ishares U.S. Medical Devices Etf | IHI | Shares | $6.0M | 112K |
| Vanguard S&P 500 Etf | VOO | Shares | $5.9M | 10K |
| Sherwin Williams Co Com | SHW | Shares | $5.8M | 18K |
| Ishares Semiconductor Etf | SOXX | Shares | $5.8M | 18K |
| Goldman Sachs Activebeta Internati | GSIE | Shares | $5.8M | 134K |
| Goldman Sachs Activebeta Emerging | GEM | Shares | $5.7M | 131K |
| Abbott Laboratories Com | ABT | Shares | $5.5M | 53K |
| Applied Matls Inc Com | AMAT | Shares | $5.4M | 16K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $5.2M | 8K |
| Nextera Energy Inc Com | NEE | Shares | $5.0M | 53K |
| Vanguard Health Care Etf | VHT | Shares | $4.9M | 18K |
| Mastercard Incorporated Cl A | MA | Shares | $4.9M | 10K |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $4.9M | 168K |
| Mcdonalds Corp Com | MCD | Shares | $4.7M | 15K |
| Qualcomm Inc Com | QCOM | Shares | $4.5M | 35K |
| Fortinet Inc Com | FTNT | Shares | $4.4M | 54K |
| Vanguard Financials Etf | VFH | Shares | $4.4M | 36K |
| Adobe Inc Com | ADBE | Shares | $4.3M | 18K |
| Vanguard Value Etf | VTV | Shares | $4.2M | 21K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $4.1M | 135K |
| Emerson Elec Co Com | EMR | Shares | $4.1M | 31K |
| Micron Technology Inc Com | MU | Shares | $4.1M | 12K |
| Cisco Sys Inc Com | CSCO | Shares | $4.0M | 52K |
| Norfolk Southn Corp Com | NSC | Shares | $4.0M | 14K |
| Vanguard Growth Etf | VUG | Shares | $3.9M | 9K |
| Goldman Sachs Group Inc Com | GS | Shares | $3.9M | 5K |
| Autozone Inc Com | AZO | Shares | $3.9M | 1K |
| Vanguard Consumer Discretionary Et | VCR | Shares | $3.9M | 11K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $3.8M | 48K |
| Bank Of Amer Corp Com | BAC | Shares | $3.8M | 79K |
| Valero Energy Corp Com | VLO | Shares | $3.8M | 15K |
| Disney Walt Co Com | DIS | Shares | $3.8M | 39K |
| Taiwan Semiconductor Manufact Spon | TSM | Shares | $3.7M | 11K |
| Tesla Inc Com | TSLA | Shares | $3.6M | 10K |
| Schwab Charles Corp Com | SCHW | Shares | $3.6M | 39K |
| Vanguard Total Stock Market Etf | VTI | Shares | $3.6M | 11K |
| Pepsico Inc Com | PEP | Shares | $3.6M | 23K |
| Csx Corp Com | CSX | Shares | $3.5M | 86K |
| Texas Instrs Inc Com | TXN | Shares | $3.5M | 18K |
| Vanguard Industrials Etf | VIS | Shares | $3.5M | 11K |
| Tractor Supply Co Com | TSCO | Shares | $3.4M | 76K |
| Fidelity Msci Information Technolo | FTEC | Shares | $3.4M | 16K |
| Ge Aerospace Com New | GE | Shares | $3.3M | 12K |
| Vanguard Communication Services Et | VOX | Shares | $3.3M | 18K |
| Lpl Finl Hldgs Inc Com | LPLA | Shares | $3.3M | 11K |
| United Parcel Svcs Inc Cl B | UPS | Shares | $3.2M | 33K |
| Chesapeake Utils Corp Com | CPK | Shares | $3.2M | 25K |
| Oreilly Automotive Inc Com | ORLY | Shares | $3.1M | 34K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.