DOSSIER · 13F-HR · Q1 2026

Anchor Capital Management Group Inc

Anchor's family office based in Chicago, IL $144M in tracked AUM across 17 positions as of Q1 2026.

A
Anchor·Chicago, IL·Family Office
CIK 0000894119 · last filed Mar 31, 2026
Total AUM
$144M
18.9%
vs prior
Holdings
17
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Tech
46% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Anchor Capital Management Group Inc’s 13F filing for the period ending September 30, 2025, reveals a substantial contraction in assets under management (AUM), with the total portfolio value decreasing by 64.8%, dropping from $215.07M to $75.66M. This significant reduction was driven primarily by large-scale divestments rather than market depreciation alone. The portfolio currently consists of 16 holdings, indicating a highly concentrated strategy. The firm...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
Invesco
$76M133K53.2%
02
SPY
State Street
$37M57K25.8%
03
FGXXX
First American
$11M10.9M7.6%
04
QYLD
Global X
$3M170K2.0%
05
JEPI
JPMorgan
$2M40K1.6%
06
PDI
Pimco
$2M124K1.5%
07
JEPQ
JPMorgan
$2M37K1.4%
08
PDO
Pimco
$2M135K1.2%
09
FTHI
FIRST TRUST
$2M67K1.1%
10
FTQI
FIRST TRUST
$1M74K1.0%

Filing history

Filing history loading…