Q1 2026 13F · SEC CIK 1634149

Anchor Investment Management, LLC

Wealth managerFiled 2026-05-01 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 1,067
Top holdings a year, 3 yrs: +15.7%
Assets under management: $1.5B

Anchor Investment Management, LLC is a wealth manager that reported 1,067 positions worth $1.2B in its Q1 2026 13F, filed 2026-05-01. Its largest holdings were Microsoft Corp (MSFT, 3.1%), Apple Inc (AAPL, 2.8%), Visa Inc Com Cl A (V, 2.7%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 18.8% for the S&P 500.

Anchor Investment Management, LLC holdings largest 50 of 1,067 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Anchor Investment Management, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
MSFTMicrosoft Corp	3.1%	4.1%	101,787	-2.1%	$37.7M
AAPLApple Inc	2.8%	2.9%	129,905	-0.6%	$33.0M
VVisa Inc Com Cl A	2.7%	3.1%	107,512	-0.2%	$32.5M
SCHXSchwab Stratgc Tr	2.6%	2.6%	1,193,362	+1.8%	$30.6M
GOOGAlphabet Inc	2.1%	2.8%	89,435	-18.1%	$25.7M
FCNCAFirst Citizens Cl A	2.1%	2.3%	13,220	+0.0%	$24.9M
BSCRInvesco Exch Trd Slf Idx Fd	2.0%	1.9%	1,229,743	+1.2%	$24.1M
BSCSInvesco Exch Trd Slf Idx Fd	2.0%	1.8%	1,153,205	+6.1%	$23.6M
JNJJohnson & Johnson	1.8%	1.5%	87,612	-1.2%	$21.4M
GOOGLAlphabet Inc	1.8%	1.9%	74,188	+0.7%	$21.3M
BSCTInvesco Exch Trd Slf Idx Fd	1.8%	—	1,139,118	—	$21.3M
VGTVanguard Info Tech	1.6%	1.7%	27,754	-1.8%	$19.4M
ABBVAbbvie Inc	1.6%	1.6%	87,821	+0.7%	$19.1M
QQQMInvesco Nasdaq 100 ETF	1.5%	1.6%	77,268	+0.2%	$18.4M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.5%	35,648	-0.8%	$17.1M
AMZNAmazon Com Inc Com	1.3%	1.3%	73,881	+3.0%	$15.4M
NVDANvidia Corporation Com	1.3%	1.3%	86,940	+0.4%	$15.2M
XOMExxon Mobil Corp	1.2%	0.8%	83,680	-0.5%	$14.2M
QQQInvesco Qqq Tr	1.1%	1.2%	23,153	-1.9%	$13.4M
LLYLilly Eli & Co	1.0%	1.2%	13,180	-1.8%	$12.1M
JPMJpmorgan Chase & Co	1.0%	1.1%	40,707	+1.4%	$12.0M
METAMeta Platforms Inc Class A	1.0%	1.1%	19,987	-0.3%	$11.4M
LOWLowes Cos Inc	0.9%	0.9%	47,650	-0.1%	$11.3M
UNPUnion Pac Corp	0.9%	0.9%	46,013	+1.0%	$11.2M
DUKDuke Energy	0.9%	0.8%	82,941	+0.2%	$10.9M
GLWCorning Inc.	0.9%	0.6%	79,667	-4.5%	$10.8M
FDXFedex Corp	0.8%	0.7%	28,304	-3.0%	$10.1M
WMTWalmart Inc	0.8%	0.7%	73,630	+0.4%	$9.2M
KOCoca Cola Co	0.8%	0.7%	119,845	+0.4%	$9.1M
CVXChevron Corp New	0.8%	0.5%	43,519	+1.5%	$9.0M
RSGRepublic Svcs Inc	0.7%	0.7%	40,558	+1.3%	$8.9M
JPSTJ P Morgan Exchange Traded Fd	0.7%	0.7%	174,071	+1.5%	$8.8M
CATCaterpillar Inc Com	0.7%	0.6%	12,099	-2.7%	$8.6M
COSTCostco Whsl Corp New	0.7%	0.6%	8,519	+0.5%	$8.5M
UNHUnitedhealth Group Inc Com	0.7%	0.8%	29,411	+5.2%	$8.0M
MDTMedtronic PLC	0.7%	0.7%	91,404	-0.8%	$7.9M
MRKMerck & Co. Inc	0.7%	0.6%	65,472	-1.8%	$7.9M
WSOWatsco Inc	0.7%	0.6%	21,504	-1.4%	$7.8M
MCKMckesson Corp Com	0.6%	0.6%	8,741	+2.4%	$7.6M
AVGOBroadcom Inc	0.6%	0.6%	23,784	+3.1%	$7.4M
SOSouthern Co.	0.6%	0.5%	75,927	+0.6%	$7.3M
PGProcter & Gamble Co Com	0.6%	0.6%	50,619	+0.4%	$7.3M
PMPhilip Morris Intl Inc Com	0.6%	0.6%	42,481	-0.9%	$7.0M
HDHome Depot Inc Com	0.6%	0.6%	20,502	-0.1%	$6.7M
NFLXNetflix Inc Total	0.6%	0.5%	69,870	+3.9%	$6.7M
WMWaste Mgmt Inc Del	0.5%	0.5%	28,315	-3.4%	$6.5M
VDEVanguard World Fd	0.5%	—	37,082	—	$6.4M
SCHMSchwab Strategic Tr	0.5%	0.5%	205,178	-1.2%	$6.4M
VZVerizon Communications Inc Com	0.5%	—	123,106	—	$6.2M
EFAVIshares Tr	0.5%	—	67,369	—	$6.2M

What Anchor Investment Management, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.4% /yr; S&P 500 +20.1%
3 years: +15.7% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$1.2B	1,067
Q4 2025	$1.2B	1,046
Q3 2025	$1.2B	1,065
Q2 2025	$1.1B	1,045
Q1 2025	$1.1B	1,040
Q4 2024	$1.1B	1,023
Q3 2024	$1.1B	1,048
Q2 2024	$971.8M	1,000
Q1 2024	$954.1M	1,030
Q4 2023	$873.4M	952
Q3 2023	$765.9M	970

Questions about Anchor Investment Management, LLC's portfolio

What stocks does Anchor Investment Management, LLC own?

Anchor Investment Management, LLC's latest 13F, for Q1 2026 and filed May 1, 2026, lists 1,067 positions worth $1.2B. The largest are Microsoft Corp (MSFT) at 3.1%, Apple Inc (AAPL) at 2.8%, Visa Inc Com Cl A (V) at 2.7%, Schwab Stratgc Tr (SCHX) at 2.6% and Alphabet Inc (GOOG) at 2.1%.

What did Anchor Investment Management, LLC buy last quarter?

In Q1 2026, Anchor Investment Management, LLC added Invesco Exch Trd Slf Idx Fd (BSCS) (+6.1% shares) and Unitedhealth Group Inc Com (UNH) (+5.2% shares), compared with its Q4 2025 filing.

What did Anchor Investment Management, LLC sell last quarter?

In Q1 2026, Anchor Investment Management, LLC cut from its top 50 Invesco Exch Trd Slf Idx Fd (BSCQ), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Ishares Tr (IHI), cut from its top 50 Abbott Laboratories (ABT) and Alphabet Inc (GOOG) (-18.1% shares), compared with its Q4 2025 filing.

How has Anchor Investment Management, LLC's portfolio performed?

A portfolio copying Anchor Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +19.4% against +20.1%.

When is Anchor Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Anchor Investment Management, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Anchor Investment Management, LLC manage?

Anchor Investment Management, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.