Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Anchor Capital Management Group Inc (CIK 894119) reported $145.1M across 15 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($81.0M, 55.84%), SPY ($42.6M, 29.34%), FAIXX ($5.4M, 3.72%), JEPI ($2.4M, 1.67%), QYLD ($1.8M, 1.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco | $81.0M | 55.84% | 110,000 | Trimmed |
| 2 | SPY | State Street | $42.6M | 29.34% | 57,000 | Hold |
| 3 | FAIXX | First American | $5.4M | 3.72% | 5.4M | Trimmed |
| 4 | JEPI | JPMorgan | $2.4M | 1.67% | 39,500 | Trimmed |
| 5 | QYLD | Global X | $1.8M | 1.26% | 99,500 | Trimmed |
| 6 | FTQI | FIRST TRUST | $1.6M | 1.13% | 74,000 | Hold |
| 7 | FTHI | FIRST TRUST | $1.6M | 1.10% | 67,000 | Hold |
| 8 | PDI | Pimco | $1.4M | 0.97% | 84,300 | Trimmed |
| 9 | QQQY | Defiance | $1.3M | 0.91% | 54,833 | Hold |
| 10 | WDTE | Defiance | $1.2M | 0.83% | 40,000 | Hold |
| 11 | PDO | Pimco | $1.1M | 0.77% | 84,500 | Trimmed |
| 12 | BSTZ | Blackrock | $1.1M | 0.72% | 35,000 | Hold |
| 13 | BST | Blackrock | $912,780 | 0.63% | 18,000 | Hold |
| 14 | AWF | AllianceBernstein | $824,000 | 0.57% | 80,000 | Hold |
| 15 | QQQH | NEOS | $781,760 | 0.54% | 14,000 | Hold |
| 16 | JEPQ | JPMorgan | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30