ANCHYRA PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
350
Total value ($000)
$416,390
Net value change ($000)
+86,866 (26.4%)
New positions
98
Sold out positions
23
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 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)
TROW 9,962 23.9%
MU 5,984 248.8%
NVDA 3,708 16.7%
MRVL 3,503 192.7%
STRL 3,445 NEW
AAPL 3,000 19.5%
GOOGL 2,053 26.2%
PANW 1,968 118.8%
COHR 1,921 73.9%
AMD 1,690 216.4%
Top Reduces (Value $000, Stocks/ETFs)
GLD -901 -14.4%
XOM -837 -20.8%
INTU -714 -100.0%
NFLX -636 -28.3%
CME -423 -28.4%
HON -411 -100.0%
MSFT -410 -3.5%
PSMT -348 -100.0%
DHR -344 -100.0%
BSX -338 -100.0%
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