Anchor Investment Management, LLC
SEC Form 13F institutional filer · CIK 0001634149
13F-HR · 424 reported holdings · 2026-03-31
Asset manager.
Reported long-US-equity value
$0.97B
Top-10 concentration
34.7%
Anchor Investment Management, LLC — $969M AUM allocation strategy
Anchor Investment Management, LLC files SEC Form 13F and reports $969M of long US equity value across 424 reported holdings for 2026-03-31.
Its largest sector bet is Financials 21.1%, followed by Information Technology 8.8% and Communication Services 6.0%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Anchor Investment Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$969M
total across 424 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +158K sh · +$1.94M+$SCHW +23K sh · −$318K+$GS +22.3K sh · +$1.07M
Biggest trims (shares)
−$UBER −20K sh · −$1.73M−$GOOGL −19.7K sh · −$8.6M−$T −17.2K sh · −$258K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks7.4%—
- Investment Banking & Brokerage7.3%—
- Interactive Media & Services6.0%—
- Systems Software3.9%—
- Pharmaceuticals3.5%—
- Technology Hardware, Storage & Peripherals3.4%—
- Transaction & Payment Processing Services3.4%—
- Biotechnology2.0%—
- Other holdings63.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 3.62M | $72M | +158K | 7.4% |
| $SCHW | Charles Schwab Corporation | 1.92M | $54.9M | +23K | 5.7% |
| $MSFT | Microsoft Corporation | 102K | $37.7M | -2.17K | 3.9% |
| $AAPL | Apple Inc | 130K | $33M | -727 | 3.4% |
| $V | Visa Inc | 108K | $32.5M | -211 | 3.4% |
| $GOOGL | Alphabet Inc | 89.4K | $25.7M | -19.7K | 2.6% |
| $JNJ | Johnson & Johnson | 87.6K | $21.4M | -1.06K | 2.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 74.2K | $21.3M | +513 | 2.2% |
| $ABBV | AbbVie Inc | 87.8K | $19.1M | +618 | 2.0% |
…and 415 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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