Institutional Fund
Anchor Investment Management, LLC
Columbia, SCCIK 16341495 filings on record
Portfolio Value
$1.20B
Q1 2026
Holdings
1,066
Reported positions
New Buys
54
Opened this quarter
QoQ Change
-2.6%
from $1.23B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp3.1%
- Apple Inc2.8%
- Visa Inc2.7%
- Schwab Strategic Tr2.6%
- Alphabet Inc2.1%
- First Ctzns Bancshares Inc D2.1%
- Other84.6%
Portfolio Holdings
1,066 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 101.8K | $37.68M | 3.1% | −2.2K | Reduced |
| 2 | Apple Inc | 129.9K | $32.97M | 2.8% | −727 | Reduced |
| 3 | Visa Inc | 107.5K | $32.49M | 2.7% | −211 | Reduced |
| 4 | Schwab Strategic Tr | 1.19M | $30.60M | 2.6% | +20.8K | Added |
| 5 | Alphabet Inc | 89.4K | $25.66M | 2.1% | −19.7K | Reduced |
| 6 | First Ctzns Bancshares Inc D | 13.2K | $24.92M | 2.1% | +5 | Added |
| 7 | Invesco Exch Trd Slf Idx Fd | 1.23M | $24.13M | 2.0% | +14.8K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 1.15M | $23.55M | 2.0% | +66.0K | Added |
| 9 | Johnson & Johnson | 87.6K | $21.42M | 1.8% | −1.1K | Reduced |
| 10 | Alphabet Inc | 74.2K | $21.33M | 1.8% | +513 | Added |
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