Anchor Investment Management, LLC

DOSSIER · 13F-HR · Q2 2026

Anchor Investment Management, LLC

$1.3B in tracked AUM across 1,207 positions as of Q2 2026.

AI

CIK 0001634149 · last filed Jun 30, 2026

Total AUM

$1.3B

as of Q2 2026

Holdings

1,207

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Anchor Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

MSFT

MICROSOFT CORP COM

$39M106K3.0%02

AAPL

APPLE INC COM

$38M130K2.8%03

V

VISA INC COM CL A

$37M106K2.7%04

GOOG

ALPHABET INC CAP STK CL C

$35M100K2.7%05

SCHX

SCHWAB U.S. LARGE-CAP ETF

$35M1.2M2.6%06

FCNCA

FIRST CTZNS BANCSHARES INC DEL CL A

$33M16K2.5%07

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

$26M214K1.9%08

BSCS

INVESCO BULLETSHARES 2028 CORPORATE BOND ETF

$25M1.2M1.9%09

BSCR

INVESCO BULLETSHARES 2027 CORPORATE BOND ETF