Anchor Capital Management Group Inc

All 13F Filings

Location
Aliso Viejo, CA
Most recent 13F
Q2 2026
Holdings value ($000)
145,070
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/28/2026 15 145,070 13F-HR Anchor Capital Management Group Inc
Q1 2026 5/18/2026 16 143,767 13F-HR Anchor Capital Management Group Inc
Q4 2025 2/20/2026 16 197,535 13F-HR Anchor Capital Management Group Inc
Q3 2025 11/10/2025 16 197,535 13F-HR Anchor Capital Management Group Inc
Q2 2025 7/31/2025 18 215,073 13F-HR Anchor Capital Management Group Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 59 K 40.7% 0 2.37 K -2.37 K
ETFs 86.07 K 59.3% 3.676 K 0 3.676 K
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
145,070
Holdings
15
QoQ value change ($000)
1,303 (0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.