Anchor Investment Management
$1.2B Assets Reported
1,099 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 101,787 | $38M | 3.1% |
| AAPL | APPLE INC COM | 129,905 | $33M | 2.8% |
| V | VISA INC COM CL A | 107,512 | $32M | 2.7% |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 1,193,362 | $31M | 2.6% |
| GOOG | ALPHABET INC CAP STK CL C | 89,435 | $26M | 2.1% |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 13,220 | $25M | 2.1% |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 1,229,743 | $24M | 2.0% |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1,153,205 | $24M | 2.0% |
| JNJ | JOHNSON & JOHNSON COM | 87,612 | $21M | 1.8% |
| GOOGL | ALPHABET INC CAP STK CL A | 74,188 | $21M | 1.8% |
Track Anchor Investment Management's 13F portfolio: $1.2B in reported holdings, 1,099 positions. Top holdings, AUM, and quarterly changes on SentiSense.