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 Investment Management, LLC (CIK 1634149) reported $1.20B across 1,054 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($37.7M, 3.14%), AAPL ($33.0M, 2.75%), V ($32.5M, 2.71%), SCHX ($30.6M, 2.55%), GOOG ($25.7M, 2.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $37.7M | 3.14% | 101,787 | Trimmed |
| 2 | AAPL | APPLE INC COM | $33.0M | 2.75% | 129,905 | Trimmed |
| 3 | V | VISA INC COM CL A | $32.5M | 2.71% | 107,512 | Trimmed |
| 4 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $30.6M | 2.55% | 1.2M | Added |
| 5 | GOOG | ALPHABET INC CAP STK CL C | $25.7M | 2.14% | 89,435 | Trimmed |
| 6 | FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $24.9M | 2.08% | 13,220 | Added |
| 7 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $24.1M | 2.01% | 1.2M | Added |
| 8 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $23.6M | 1.96% | 1.2M | Added |
| 9 | JNJ | JOHNSON & JOHNSON COM | $21.4M | 1.79% | 87,612 | Trimmed |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $21.3M | 1.78% | 74,188 | Added |
| 11 | BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $21.3M | 1.77% | 1.1M | Added |
| 12 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $19.4M | 1.62% | 27,754 | Trimmed |
| 13 | ABBV | ABBVIE INC COM | $19.1M | 1.59% | 87,821 | Added |
| 14 | QQQM | INVESCO NASDAQ 100 ETF | $18.4M | 1.53% | 77,268 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $17.1M | 1.43% | 35,648 | Trimmed |
| 16 | AMZN | AMAZON COM INC COM | $15.4M | 1.28% | 73,881 | Added |
| 17 | NVDA | NVIDIA CORPORATION COM | $15.2M | 1.26% | 86,940 | Added |
| 18 | XOM | EXXON MOBIL CORP COM | $14.2M | 1.18% | 83,680 | Trimmed |
| 19 | QQQ | INVESCO QQQ TRUST SERIES I | $13.4M | 1.11% | 23,153 | Trimmed |
| 20 | LLY | ELI LILLY & CO COM | $12.1M | 1.01% | 13,180 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO COM | $12.0M | 1.00% | 40,707 | Added |
| 22 | META | META PLATFORMS INC CL A | $11.4M | 0.95% | 19,987 | Trimmed |
| 23 | LOW | LOWES COS INC COM | $11.3M | 0.94% | 47,650 | Trimmed |
| 24 | UNP | UNION PAC CORP COM | $11.2M | 0.93% | 46,013 | Added |
| 25 | DUK | DUKE ENERGY CORP NEW COM NEW | $10.9M | 0.91% | 82,941 | Added |
Source: SEC Form 13F filings · as of 2026-03-31