Anchor Investment Management, LLC

Q2 2026 13F-HR Holdings

Location
Columbia, SC
Holdings as of
6/30/2026
Date filed
9/15/2026
Form type
13F-HR
Num holdings
1,207
Total value ($000)
$1,329,840
Net value change ($000)
+131,160 (10.9%)
New positions
177
Sold out positions
37
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EXXONMOBIL HOLDINGS CORP COM SHS 12,221 NEW
MU 10,127 248.6%
GOOGL 9,696 37.8%
FCNCA 8,326 33.4%
GLW 8,299 76.6%
VGT 6,170 31.9%
AMAT 5,962 110.6%
QQQM 5,035 27.4%
AAPL 4,675 14.2%
SCHX 4,530 14.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -14,197 -100.0%
CVX -1,804 -20.0%
NFLX -1,635 -24.3%
LULU -1,511 -94.2%
FDX -1,390 -13.8%
WMT -1,361 -14.9%
MDT -1,317 -16.6%
VDE -1,175 -18.3%
LOW -1,047 -9.3%
MCK -969 -12.8%
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