Anchor Investment Management, LLC

Q3 2025 13F-HR Holdings

Location
Columbia, SC
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
1,065
Total value ($000)
$1,207,257
Net value change ($000)
+67,489 (5.9%)
New positions
41
Sold out positions
22
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/19/2025 Next filing: 2/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 7,232 36.2%
AAPL 5,909 21.1%
GOOGL 5,546 35.5%
ABBV 3,773 23.8%
JNJ 3,042 22.7%
SCHX 2,791 10.1%
VGT 2,576 13.2%
ORCL 2,435 25.4%
MSFT 2,307 4.5%
NVDA 2,103 15.9%
Top Reduces (Value $000, Stocks/ETFs)
FCNCA -2,190 -8.6%
SSB -1,635 -100.0%
FISV -1,520 -25.9%
V -1,149 -3.1%
QCOM -1,074 -15.8%
FTNT -1,026 -20.7%
PM -1,023 -13.1%
CMG -1,019 -69.5%
UPS -932 -24.4%
DHR -849 -48.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type