Anchor Capital Management Group Inc

All 13F Filings

Location
Aliso Viejo, CA
Most recent 13F
Q2 2026
Holdings value ($000)
145,070
Description
Website
Founded
Chairman
CEO
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.