Anchor Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Columbia, SC
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
1,067
Total value ($000)
$1,198,680
Net value change ($000)
-31,971 (-2.6%)
New positions
54
Sold out positions
33
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BSCT 20,607 3175.2%
XOM 4,080 40.3%
GLW 3,529 48.3%
JNJ 3,064 16.7%
CVX 2,466 37.7%
VDE 1,841 40.2%
VZ 1,745 39.3%
FDX 1,656 19.7%
CAT 1,448 20.3%
AMAT 1,374 34.2%
Top Reduces (Value $000, Stocks/ETFs)
BSCQ -21,115 -98.7%
MSFT -12,595 -25.1%
GOOGL -8,597 -25.1%
V -5,285 -14.0%
FCNCA -3,447 -12.2%
AAPL -2,545 -7.2%
LLY -2,308 -16.0%
VGT -1,933 -9.1%
ORCL -1,824 -23.0%
META -1,792 -13.5%
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