Institutional Fund
Anchor Capital Management Group Inc
Aliso Viejo, CACIK 8941195 filings on record
Portfolio Value
$143.77M
Q1 2026
Holdings
16
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-27.2%
from $197.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr53.2%
- Spdr S&P 500 ETF Tr25.8%
- First American7.6%
- Global X Fds2.0%
- J P Morgan Exchange Traded F1.6%
- Pimco Dynamic Income Fd1.5%
- Other8.4%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 132.5K | $76.48M | 53.2% | −46.0K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 57.0K | $37.07M | 25.8% | 0 | Held |
| 3 | First American | 10.88M | $10.88M | 7.6% | +5.16M | Added |
| 4 | Global X Fds | 169.5K | $2.91M | 2.0% | 0 | Held |
| 5 | J P Morgan Exchange Traded F | 40.0K | $2.27M | 1.6% | 0 | Held |
| 6 | Pimco Dynamic Income Fd | 124.3K | $2.13M | 1.5% | 0 | Held |
| 7 | J P Morgan Exchange Traded F | 37.0K | $2.05M | 1.4% | 0 | Held |
| 8 | Pimco Dynamic Income Oprnts | 134.5K | $1.74M | 1.2% | 0 | Held |
| 9 | First Tr Exchange Traded Fd | 67.0K | $1.54M | 1.1% | 0 | Held |
| 10 | First Tr Exchange Traded Fd | 74.0K | $1.47M | 1.0% | 0 | Held |
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