Institutional Manager · CIK 0002107106
ANCHYRA PARTNERS LLC
ATLANTA, GA · File #028-26018
Latest AUM
$326.0M
Positions
259
Top-10 Concentration
62.6%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | PRICE T ROWE GROUP INC | TROW | +468,963 | +$48.0M | $0 |
| NEW | NVIDIA CORPORATION | NVDA | +128,334 | +$23.9M | $0 |
| NEW | APPLE INC | AAPL | +59,011 | +$16.0M | $0 |
| NEW | MICROSOFT CORP | MSFT | +29,152 | +$14.1M | $0 |
| NEW | ALPHABET INC | GOOG | +27,362 | +$8.6M | $0 |
| NEW | AMAZON COM INC | AMZN | +28,864 | +$6.7M | $0 |
| NEW | BROADCOM INC | AVGO | +16,780 | +$5.8M | $0 |
| NEW | SPDR GOLD TR | GLD | +14,550 | +$5.8M | $0 |
| NEW | META PLATFORMS INC | META | +7,428 | +$4.9M | $0 |
| NEW | ISHARES TR | 464287689 | +12,666 | +$4.9M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025259 pos · $326.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PRICE T ROWE GROUP INC | TROW | 468,963 | $48.0M | 21.67% |
| 2 | NVIDIA CORPORATION | NVDA | 128,334 | $23.9M | 10.80% |
| 3 | APPLE INC | AAPL | 59,011 | $16.0M | 7.24% |
| 4 | MICROSOFT CORP | MSFT | 29,152 | $14.1M | 6.36% |
| 5 | ALPHABET INC | GOOG | 27,362 | $8.6M | 3.87% |
| 6 | AMAZON COM INC | AMZN | 28,864 | $6.7M | 3.01% |
| 7 | BROADCOM INC | AVGO | 16,780 | $5.8M | 2.62% |
| 8 | SPDR GOLD TR | GLD | 14,550 | $5.8M | 2.60% |
| 9 | META PLATFORMS INC | META | 7,428 | $4.9M | 2.21% |
| 10 | ISHARES TR | 464287689 | 12,666 | $4.9M | 2.21% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,714 | $3.9M | 1.75% |
| 12 | ARISTA NETWORKS INC | ANET | 25,731 | $3.4M | 1.52% |
| 13 | SOUTHERN CO | SOMN | 34,736 | $3.0M | 1.37% |
| 14 | SPDR S&P 500 ETF TR | SPY | 4,341 | $3.0M | 1.34% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 20,100 | $2.9M | 1.31% |
| 16 | EXXON MOBIL CORP | XOM | 23,198 | $2.8M | 1.26% |
| 17 | TESLA INC | TSLA | 6,122 | $2.8M | 1.24% |
| 18 | JABIL INC | JBL | 11,576 | $2.6M | 1.19% |
| 19 | ISHARES TR | 464287614 | 5,453 | $2.6M | 1.16% |
| 20 | MARRIOTT INTL INC NEW | 571903202 | 8,176 | $2.5M | 1.14% |