Institutional Manager · CIK 0001634149
Anchor Investment Management, LLC
COLUMBIA, SC · File #028-23485
Latest AUM
$1.23B
Positions
1,046
Top-10 Concentration
42.8%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,046 pos · $1.23B
- 13F HOLDINGS REPORTQ/E Sep 20251,065 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Jun 20251,045 pos · $1.14B
- 13F HOLDINGS REPORTQ/E Mar 20251,041 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Dec 20241,024 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Sep 20241,052 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Sep 20241,006 pos · $971.8M
- 13F HOLDINGS REPORTQ/E Mar 20241,042 pos · $954.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | MSFT | 103,953 | $50.3M | 6.97% |
| 2 | VISA INC COM CL A | V | 107,723 | $37.8M | 5.24% |
| 3 | APPLE INC COM | AAPL | 130,632 | $35.5M | 4.92% |
| 4 | ALPHABET INC CAP STK CL C | GOOG | 109,152 | $34.3M | 4.75% |
| 5 | SCHWAB U.S. LARGE-CAP ETF | 808524201 | 1,172,583 | $31.6M | 4.37% |
| 6 | FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | 13,215 | $28.4M | 3.93% |
| 7 | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | IVZ | 1,214,932 | $24.0M | 3.32% |
| 8 | ALPHABET INC CAP STK CL A | GOOG | 73,675 | $23.1M | 3.20% |
| 9 | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | IVZ | 1,087,252 | $22.4M | 3.10% |
| 10 | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | IVZ | 1,092,559 | $21.4M | 2.96% |
| 11 | VANGUARD INFORMATION TECHNOLOGY ETF | 92204A702 | 28,254 | $21.3M | 2.95% |
| 12 | ABBVIE INC COM | ABBV | 87,203 | $19.9M | 2.76% |
| 13 | INVESCO NASDAQ 100 ETF | IVZ | 77,109 | $19.5M | 2.70% |
| 14 | JOHNSON & JOHNSON COM | JNJ | 88,677 | $18.4M | 2.54% |
| 15 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 35,936 | $18.1M | 2.50% |
| 16 | AMAZON COM INC COM | AMZN | 71,721 | $16.6M | 2.29% |
| 17 | NVIDIA CORPORATION COM | NVDA | 86,592 | $16.1M | 2.24% |
| 18 | INVESCO QQQ TRUST SERIES I | IVZ | 23,608 | $14.5M | 2.01% |
| 19 | ELI LILLY & CO COM | LLY | 13,428 | $14.4M | 2.00% |
| 20 | META PLATFORMS INC CL A | META | 20,038 | $13.2M | 1.83% |