Anchor Investment Management, LLC

Q3 2026 13F-HR Holdings

Location
Columbia, SC
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
1,238
Total value ($000)
$1,338,050
Net value change ($000)
+8,210 (0.6%)
New positions
72
Sold out positions
41
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 13,074 33.2%
AAPL 5,587 14.8%
META 3,451 31.5%
NVDA 2,705 14.9%
XOM 2,094 17.1%
VLO 1,861 46.9%
CVX 1,696 23.6%
CRM 1,649 58.5%
TMO 1,373 33.3%
MRVL 1,326 413.1%
Top Reduces (Value $000, Stocks/ETFs)
GLW -7,908 -41.3%
AMAT -3,555 -31.3%
CAT -3,097 -24.5%
WSO -2,462 -27.5%
LOW -1,610 -15.8%
HD -1,424 -19.9%
ASML -1,402 -56.0%
UNH -1,358 -11.6%
DUK -1,165 -11.2%
GS -1,164 -24.7%
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