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 $143.8M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($76.5M, 53.19%), SPY ($37.1M, 25.78%), FAIXX ($10.9M, 7.57%), QYLD ($2.9M, 2.02%), JEPI ($2.3M, 1.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco | $76.5M | 53.19% | 132,500 | Trimmed |
| 2 | SPY | State Street | $37.1M | 25.78% | 57,000 | Hold |
| 3 | FAIXX | First American | $10.9M | 7.57% | 10.9M | Added |
| 4 | QYLD | Global X | $2.9M | 2.02% | 169,500 | Hold |
| 5 | JEPI | JPMorgan | $2.3M | 1.58% | 40,000 | Hold |
| 6 | PDI | Pimco | $2.1M | 1.48% | 124,300 | Hold |
| 7 | JEPQ | JPMorgan | $2.1M | 1.43% | 37,000 | Hold |
| 8 | PDO | Pimco | $1.7M | 1.21% | 134,500 | Hold |
| 9 | FTHI | FIRST TRUST | $1.5M | 1.07% | 67,000 | Hold |
| 10 | FTQI | FIRST TRUST | $1.5M | 1.03% | 74,000 | Hold |
| 11 | QQQY | Defiance | $1.1M | 0.79% | 54,833 | Hold |
| 12 | WDTE | Defiance | $1.1M | 0.79% | 40,000 | Hold |
| 13 | AWF | AllianceBernstein | $813,600 | 0.57% | 80,000 | New |
| 14 | BSTZ | Blackrock | $775,250 | 0.54% | 35,000 | New |
| 15 | QQQH | NEOS | $717,499 | 0.50% | 14,000 | Hold |
| 16 | BST | Blackrock | $654,300 | 0.46% | 18,000 | Hold |
| 17 | JPC | Nuveen | $0 | 0.00% | 0 | Exited |
| 18 | JQC | Nuveen | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31