Anchor Investment Management, LLC

All 13F Filings

Location
Columbia, SC
Most recent 13F
Q2 2026
Holdings value ($000)
1,329,840
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 9/15/2026 1,207 1,329,840 13F-HR Anchor Investment Management, LLC
Q1 2026 5/1/2026 1,067 1,198,680 13F-HR Anchor Investment Management, LLC
Q4 2025 2/26/2026 1,046 1,230,651 13F-HR Anchor Investment Management, LLC
Q3 2025 11/14/2025 1,065 1,207,257 13F-HR Anchor Investment Management, LLC
Q2 2025 8/19/2025 1,045 1,139,768 13F-HR Anchor Investment Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 939 K 70.6% 92.31 K 0 92.31 K
ETFs 390.8 K 29.4% 38.86 K 0 38.86 K
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Fund Snapshot

Q2 2026
Latest filed
9/15/2026
Total value ($000)
1,329,840
Holdings
1207
QoQ value change ($000)
131,160 (10.9%)
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.