13F Insight
DOSSIER · 13F-HR · Q1 2026

Anchor Investment Management, LLC

$1.2B in tracked AUM across 1,067 positions as of Q1 2026.

AI
CIK 0001634149 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
1,067
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Anchor Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
MSFT
MICROSOFT CORP COM
$38M102K3.1%02
AAPL
APPLE INC COM
$33M130K2.8%03
V
VISA INC COM CL A
$32M108K2.7%04
SCHX
SCHWAB U.S. LARGE-CAP ETF
$31M1.2M2.6%05
GOOG
ALPHABET INC CAP STK CL C
$26M89K2.1%06
FCNCA
FIRST CTZNS BANCSHARES INC DEL CL A
$25M13K2.1%07
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
$24M1.2M2.0%08
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
$24M1.2M2.0%09
JNJ
JOHNSON & JOHNSON COM
$21M88K1.8%10
GOOGL
ALPHABET INC CAP STK CL A
$21M74K1.8%

Filing history

2026Q1Mar 31
$1.2B▼ 2.6%
1,067 positionsView →2025Q4Dec 31
$1.2B▲ 1.9%
1,046 positionsView →2025Q3Sep 30
$1.2B▲ 5.9%
1,065 positionsView →2025Q2Jun 30
$1.1B▲ 6.3%
1,045 positionsLocked2025Q1Mar 31
$1.1B▲ 0.0%
1,041 positionsLocked2024Q4Dec 31
$1.1B▲ 1.1%
1,024 positionsLocked2024Q3Sep 30
$1.1B▲ 9.0%
1,052 positionsLocked2024Q2Jun 30
$972M▲ 1.9%
1,006 positionsLocked2024Q1Mar 31
$954M▲ 9.2%
1,042 positionsLocked2023Q4Dec 31
$873M▲ 14.0%
952 positionsLocked2023Q3Sep 30
$766M▼ 2.2%
971 positionsLocked2023Q2Jun 30
$783M▲ 6.6%
962 positionsLocked
Showing 12 of 41